data centers

Andrew Feldman argues negative AI rhetoric obscures real potential and that poor community engagement by the data center industry fuels local opposition to infrastructure buildouts

A 48-hour withdrawal of a major artificial intelligence data center firm's public offering signals investor skepticism about sector fundamentals.

Three industrial stocks positioned to benefit from explosive infrastructure demand: Vertiv for cooling, Quanta for power grids, GE Vernova for generation equipment.

Nokia CEO says memory chip and energy shortages are the only brake on AI infrastructure buildout, with $10.3 trillion in planned investments through 2032.

Marvell Technology raised its fiscal 2028 revenue forecast to $20 billion on AI chip demand; Seaport initiated a Buy rating with a $270 price target, citing the company's unique full-stack competitive moat.

Public opposition to hyperscale facilities is forcing major delays across Europe and Asia, creating regulatory uncertainty that could reshape capital allocation in AI infrastructure.

Amazon Web Services CEO Matt Garman said the company will stop using nondisclosure agreements with government agencies for data center projects, a concession to local opposition that could slow U.S. infrastructure deployment.

Amazon's cloud unit commits five-year investment to address power and water concerns as over 100 proposed moratoriums block new facilities nationwide

Activists in North Ayrshire say a planned facility threatens Hunterston Castle and Neolithic archaeological sites.

Five major technology companies committed $969 billion to AI infrastructure, fueling a sharp rise in corporate bond issuance to fund the expansion.

The startup's VCSEL technology targets a real bottleneck—data movement energy costs in GPU clusters—but faces entrenched competitors and the hard problem of customer qualification.

The AI developer is negotiating a direct lease for one gigawatt of capacity from Stream Data Centers, betting it can cut cloud costs and gain infrastructure control at scale.

Over 8,000 attendees convened in Santa Clara to address the infrastructure bottlenecks constraining AI deployment economics and hyperscaler returns on investment.

Generac Holdings surged after securing an equity purchase agreement with Amazon, positioning the power solutions company to capture hyperscaler demand as it targets $6.4 billion in revenue by 2028.

Oracle and OpenAI's New Mexico data center faces legal challenges and delayed air quality permits, prompting a major renewable energy procurement to support full carbon-free operations by 2031

Republican and Democratic leaders are pushing the Ratepayer Protection Act to a floor vote next week, aiming to shield voters from rising electricity bills ahead of the midterms.

New semi-custom platform on TSMC N3P doubles socket performance versus N3, reshaping the CPU economics for hyperscalers building custom silicon

A surge in AI infrastructure investment is straining Australia's labor and energy supplies, leaving the central bank little room to cut rates despite moderating inflation.

Governor Greg Abbott reversed support for AI data centers citing power demand gaps, while Trump called rejection of the industry a mistake.

Governor Greg Abbott's sudden opposition to AI infrastructure threatens the state's largest-in-nation pipeline, even as capital keeps flowing and Trump pushes back

AMD claims 50 percent more memory and superior precision performance in new data center GPUs, but execution on ROCm software and enterprise adoption remain unproven.

Virginia's Loudoun County hosts 250 data centers generating nearly half its tax revenue, offering a rare case study in how local governments can profit from the AI infrastructure boom.

Meta is testing robots from vendors like Kinova and ABB to handle tasks such as server power cycling and cable swaps, aiming to reduce operational expenses.

Earnings reveal Nvidia's strategic pivot toward specialized systems and storage optimization as gigawatt-scale data centers become the new competitive battleground.

The Santa Barbara startup's quantum dot comb laser consolidates multiple light sources into one chip, cutting data-movement power by up to 40 percent as hyperscalers face optical networking bottlenecks.

Two-to-four-year lead times for grid-scale power transformers mean hyperscalers who ordered equipment years ago now hold a structural competitive advantage over rivals still waiting.

By taking minority stakes in power and land developers, Nvidia converts open competitive bidding into guaranteed sales by tying facility design to its chips.

The Pennsylvania Democrat broke with Gov. Josh Shapiro and other party leaders over restrictions on AI infrastructure, warning that curbing development hands a strategic advantage to Beijing.

President Trump told reporters he accepts Republican opposition to data centers, even as he champions the technology for U.S. competition with China.

The two industrial firms are jointly developing a solid-state transformer rated to 36 kV AC that cuts grid-to-rack power conversion to a single step.

Lee McIntire, a veteran of CH2M Hill and TerraPower, takes over as chief executive to execute the company's 17-gigawatt Project Matador data center and power strategy.

Cumulative AI capex of $11.1 trillion through 2029 is straining credit markets and revealing energy constraints no chip vendor can solve.

ERCOT projects slower electricity demand growth after Gov. Greg Abbott ordered an audit of data center interconnection requests, citing grid stability risks.

Microsoft, Amazon, Google and Meta are committing billions to dedicated energy supplies as data center demand outpaces what the national grid can deliver.

The chipmaker partnered with BlackRock, Goldman Sachs and four other asset managers to mobilize capital for AI data center builds.

The Singapore-based operator is preparing a confidential SEC filing, targeting roughly $5 billion in a listing expected this year.

EON wants to route intercontinental data through orbital laser links instead of undersea fiber, promising lower latency but facing congestion and collision risk in increasingly crowded low Earth orbit.

The all-cash deal at $95 per share gives the Italian cable maker a direct path into North American electrical conduit and cable management markets.

A power line failure in Northern Virginia caused a 10-minute grid recovery delay after more than 3 gigawatts of data center load disconnected simultaneously across the PJM network.

Nvidia rose 2.3 percent to $212.06, outperforming a broadly lower market, as enterprise AI adoption and sovereign GPU procurement drive revenue visibility through 2028.

Institutional volume exceeds 100 million shares daily as cloud providers deploy accelerators to challenge Nvidia's data center dominance

JPMorgan projects NextEra Energy will benefit from surging demand for power from new hyperscale data centers, citing a development pipeline and competitive positioning in key markets

Surging energy demands from new AI data centers strain Georgia's grid, pushing candidates to confront the industry's influence and rising costs to taxpayers

Riot Blockchain's robust first quarter performance, driven by its data center arm, underscores the strategic diversification powering crypto infrastructure firms amidst a consolidating market and Bitcoin's ascent to $78,239.

Riot Platforms' strategic pivot into high-performance computing, marked by increased data center revenue and a doubled AMD partnership, fundamentally redefines its business model.

Governor Janet Mills' veto of a bill to pause new data centers clears the path for energy-intensive operations, benefiting large-scale crypto miners and their energy suppliers.

Google's unprecedented capital expenditure commitment to artificial intelligence infrastructure underscores a profound, permanent shift in global technology and energy markets.

Today's market action saw Microsoft propel the Dow while Advanced Micro Devices surged on robust data center optimism, signaling a structural shift in investor focus toward critical AI infrastructure plays.