Odd Lots

The AI Boom Is Absorbing Everything

Attendees during a media event at the Google Midlothian Data Center in Midlothian, Texas, US, on Friday, Nov. 14, 2025. Alphabet Inc.'s Google plans to invest $40 billion in three new Texas data centers, ramping up its footprint as competitors such as OpenAI and Anthropic PBC map out their own multibillion-dollar bets in the state.Photographer: Jonathan Johnson/Bloomberg
Lock
This article is for subscribers only.

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting.

If you like chatting with us, check out the Odd Lots Discord, where you can hang out and talk with us and with other listeners 24/7.