TokenPost topic
Data centers
552 TokenPost stories are tagged Data centers. The newest appear first.
Latest Data centers stories
- Barclays Warns Added Capacity May Squeeze AI Data Center Suppliers
ABB’s third-quarter orders rose 40%, while Schneider Electric recorded double-digit organic revenue growth.
· Business
- NVIDIA Data Center Revenue Rises 117% as AMD, Broadcom Also Grow
AMD’s Data Center revenue rose 107%, while Broadcom’s AI semiconductor revenue climbed 221%. Their figures cover different products and quarters.
· Business
- U.S. Data Centers Face Projected Net 32-Gigawatt Power Gap by 2028
The projected shortfall could grow to about 72 gigawatts by 2029, delaying the use of graphics processors bought for AI projects.
· Technology
- PJM’s Fall Maintenance Window Tightens as Data Center Load Grows
About 11,000 megawatts of data-center load was connected to PJM’s system by Oct. 15. PJM activated demand response on nine days in 2026 through that date, versus eight days in 2015-24.
· Technology
- HSBC CEO Urges Selectivity as AI Data Center Borrowing Grows
Georges Elhedery pointed to tenant agreements and contract prices as factors that can make some projects harder to support.
· Business
- Goldman Sachs Warns Power Delays Could Slow AI Data Center Openings
About half of planned capacity may come online on schedule over the next couple of years.
· Technology
- BlackRock CEO Larry Fink Identifies AI Compute, Labor and Power Constraints
In an interview published Oct. 6, Fink said demand for computing capacity is growing faster than supply.
· People
- Morgan Stanley Flags Labor, Power and Political Risks to AI Buildout
The bank projects $1.583 trillion in global hyperscaler and neocloud AI computing investment in 2027, including lease investment.
· Investing
- DOE Selected Brookfield, NextEra for $100 Billion AI Hub at Uranium Enrichment Site
The Kentucky proposal includes more than 1.2 gigawatts of computing capacity. Final project agreements and state utility approval remain pending.
· Business
- 3M Shares Rise 5.4% After Expanding Amazon Data Center Relationship
A seven-year warrant gives an Amazon subsidiary the right to buy up to 3,162,015 3M shares at $164.89 each.
· Business
- Jim Cramer Compares AI Stock Sell-Off to 1987 Market Crash
The Nasdaq Composite fell 4.5% last week as semiconductor and data center stocks came under pressure.
· Investing
- Ivanhoe Electric in Advanced Talks to Sell Copper From Santa Cruz Project
Demand from data centers and power grids is driving interest in copper from the Arizona project.
· Business
- Bitdeer Mines 1,355 Bitcoin in September, Up 200% From Year Ago
Its AI cloud revenue backlog reached about $2.9 billion at month’s end, up from $0.9 billion in August.
· Business
- Nvidia's Data Center Revenue Reached $89 Billion in Fiscal Second Quarter
Total quarterly revenue was $96.2 billion. One direct customer accounted for 16% of sales.
· Business
- Valor Energy Agrees to $3.6 Million Deal for Ohio Computing Site
The Youngstown facility has a stated 18 MVA power rating, but its usable computing load has not been established.
· Business
- Google Data Center Power Deal Faces Billion-Dollar Cost Dispute
Xcel Energy projects $1.1 billion in net benefits to other customers, while Minnesota’s attorney general’s analysis suggests roughly $1 billion in net costs.
· Regulation
- AI chip demand surges as shorter development cycles and higher yields become critical
AI's rapid development is increasing pressure on chipmakers to shorten research cycles, improve yields and build integrated systems. Existing data centers may also play a larger role in meeting demand.
· Insights & Views
- Five Cloud Giants’ 2026 Spending Could Exceed Cash Flow by $93.4 Billion
A separate U.S. AI infrastructure scenario estimates $10.3 trillion in investment from 2025 through 2032.
· Business
- U.S. Residential Electricity Prices Rise; Data Centers Could Use 11.8% of U.S. Power by 2030.
Data centers could use 11.8% of U.S. electricity by 2030. Estimates of their effect on household and wholesale prices measure different markets.
· Technology
- Bitcoin Mining Estimate Puts Electricity at 45.9% of Total Costs
Vitalik Buterin’s comparison assigns 76% of estimated AI inference costs to computing capital, using a per-GPU-year measure that differs from mining’s cost per Bitcoin.
· Technology
- Air Cooling Cut Total Water Use 44% in Michigan Data Center Model
A hypothetical 200-megawatt Oakland County facility used more electricity with air cooling, while modeled water use tied to power generation rose 32%.
· Technology
- UT Austin Researchers Model Desalination for Data Center Cooling
A produced-water scenario yielded 753 liters of freshwater per 1,000 kilograms of feed, while higher recovery came with increased energy use and water costs.
· Technology
- AI Revenue Could Top Depreciation Around 2027, but Owners Face an $8.5 Trillion Hurdle
AI-related revenue across 15 platforms and service providers is projected at about $1.5 trillion in 2030, while data-center owners face an $8.5 trillion cumulative revenue requirement.
· Technology
- Anthropic Leases 95-Megawatt Phase of Nova Scotia Data Center
The first phase is targeted for late 2027; a 325-megawatt expansion planned for 2028 remains subject to grid studies and other conditions.
· Technology
- Nscale’s $103.4 Billion Contract Value Faces a Delivery Test in Norway
Only $2.6 billion was active as of Aug. 31. The Glomfjord project was six months behind schedule as of Oct. 16.
· Business
- Oracle’s $664 Billion RPO Extends Across Multiple Years
Oracle expects 13% of its companywide RPO to become revenue in the next 12 months. Quarterly capital expenditures exceeded operating cash flow.
· Business
- India’s 5-GW Data Center Scenario Could Need 30 GW to 40 GW of Renewable Power
Annual data-center electricity use is projected to reach 636 TWh in 2050, about 11% of India’s total consumption that year.
· Business
- Xi Calls for Completed Computing Projects to Run Efficiently, Follow-Up Work on Time
Ulanqab had signed 109 computing-center project agreements. Intelligent computing accounted for more than 90% of its 190,000-petaflop scale as of August 2026.
· Technology
- Schneider Electric Raises 2026 Targets After Record Quarterly Revenue
Global demand in its pure data-center segment grew at a triple-digit rate, while sales in the segment rose at a strong double-digit pace.
· Business
- JPMorgan, Goldman Price Volta’s $5 Billion AI Loan at 95 Cents
The final spread was 6.5 percentage points above the benchmark rate, and the loan terms include a penalty for early repayment.
· Business
- Alcoa Sees Up to $315 Million From Massena East Site Sale
The company expects $50 million to $65 million at closing, with the amount tied to data center capacity developed by the buyer. Closing is expected within six months.
· Business
- Flex Completes EPC Power Acquisition as CEO Warns U.S. Grid Must Keep Pace With AI
The acquisition adds power-conversion technology for data centers and grid applications. A 2030 estimate puts data centers at 11.8% of projected U.S. electricity use.
· Business
- Semtech Shares Fall 10% as It Raises Third-Quarter Outlook
The revised fiscal 2027 outlook lifts midpoint estimates for net sales and adjusted diluted earnings per share. Semtech also outlined a $3.2 billion fiscal 2030 sales framework.
· Business
- BlackRock CEO Larry Fink Says a U.S. Data-Center Moratorium Would Mean Recession
Lawmakers in 16 states were considering data-center bans as of Sept. 15. Fink did not specify the scope or duration of the moratorium he meant.
· People
- Cisco Leads CIO Networking Survey as Spending Intentions Cool
Net vendor-spending intentions fell to +28% from +57%, while data-center purchase intentions dropped to +37% from +55%.
· Technology
- PNC Expands In-House AI Capacity While Retaining Hyperscaler Models
Data-center rebuilds are adding to depreciation expense as the bank deploys GPUs. Management has also identified 171 opportunities tied to $1.4 billion in addressable spend.
· Business
- Blackstone Projects Seven Gigawatts of Data-Center Leasing in 2026
Blackstone links the forecast to more than $100 billion in data-center spending and more than $200 billion in chip demand over the next several years.
· Business
- Blackstone Builds $200 Billion Data Center Portfolio for AI
Its strategy includes a cloud-computing effort with Google, investments in AI labs and loans secured by Broadcom and Nvidia chips.
· Business
- Venture Global Sets Power and Grid Framework for Up to 16 Data Center Units
The arrangement with GE Vernova and Baker Hughes includes power and grid work tied to the potential buildout.
· Business
- Stack Seeks $6 Billion Melbourne Loan as AI Debt Faces Scrutiny
The five-year proposal remains unclosed. Nearly $500 billion of AI-related debt had been issued globally in 2026 as of Aug. 3.
· Business