TokenPost topic
Data centers
552 TokenPost stories are tagged Data centers. The newest appear first.
Latest Data centers stories
- NextEra Energy Backlog Reaches 35.1 GW as It Targets Data-Center Demand
NextEra Energy Resources added 3.6 GW of solar, battery storage and wind projects in Q2 2026 while expanding plans for large electricity users.
· Business
- Chinese Suppliers Pursue Role in U.S. AI Data-Center Buildout
Alphabet and Microsoft plan up to $375 billion in 2026 capital spending, while security concerns, tariffs and supply-chain risks could limit Chinese participation.
· Technology
- AI Buildout Could Need $3.7 Trillion in Annual Revenue by 2032
A central scenario estimates $10.3 trillion in U.S. AI infrastructure investment from 2025 through 2032, with a 10% unlevered return requiring a 50% operating cash-flow margin.
· Technology
- Anthropic Discusses Potential Lease for Up to 1 Gigawatt of Compute Capacity
The potential buildout would require at least $40 billion and may use Google-designed TPUs, Nvidia GPUs or other AI chips.
· Technology
- Atlas Energy Solutions Signs $613.5 Million AI Power Deals
The agreements cover balance-of-plant and generation equipment for a project backed by a frontier AI lab, with shipments scheduled from 2027 to 2028.
· Business
- xAI’s Colossus 2 Could Reach 1.21 Million Chips by Year-End
The cluster currently has 550,000 GB200 and GB300 chips, with as many as 660,000 additional GB300 chips potentially coming online.
· Technology
- AI Capital Spending May Reach $1.73 Trillion in 2026-2027
Six companies would need $1.42 trillion in revenue from 2028 through 2030 to meet a 15% annualized return target on AI computing investments.
· Business
- Bloom Energy Shares Fall More Than 5% After Oracle Notice
Oracle seeks to defer related payments if its New Mexico Project Jupiter data center is shelved or misses its planned 2028 launch.
· Investing
- Crusoe’s Inference ARR Tops $100 Million as Firmus Plans $5 Billion IPO
A $65 million annual agreement accounts for about 60% of Crusoe’s inference contract ARR, while Firmus expects a $77 million fiscal first-half loss.
· Business
- Meta Guides Up to $145 Billion in 2026 Capital Spending
The upper end of Meta’s capital-expenditure range is about double its 2025 spending and exceeds the estimated 2025 military budgets of Germany and India.
· Business
- AI Data Center Demand Could Strain U.S. Power Markets by 2027
U.S. data-center power demand is projected to reach 66 gigawatts in 2027 and about 108 gigawatts by 2030, while some grid connections can take seven years.
· Technology
- Hut 8 Wins $140 Million Bid for Two Poolin Texas Data Centers
The deal covers Poolin’s Pyote and Tarbush sites and remains subject to approval by a U.S. bankruptcy court in New Jersey.
· Business
- Intel Shares Gain 37.5% in a Month as AI Revenue Fuels Growth
Intel posted $16.1 billion in second-quarter revenue, while Data Center and AI revenue rose 59% year over year. The company forecast third-quarter revenue of $15.8 billion to $16.8 billion.
· Business
- SemiAnalysis Founder Explores $400 Million AI Infrastructure Fund Amid Chip Demand Surge
Dylan Patel is reportedly raising a $400 million AI infrastructure fund, highlighting growing investor focus on chips and data centers with indirect implications for crypto-related compute demand.
· Business
- IREN Secures 85% of AI Cloud ARR as Compute Demand Outpaces Capacity
IREN has locked in 85% of its targeted AI cloud annual recurring revenue amid strong demand for compute capacity, supported by $3.65 billion in GPU financing and a Microsoft-backed agreement.
· Business
- IREN Jumps 30% After Securing $2.8 Billion AI Cloud Deals With Microsoft, Nvidia
IREN surged over 30% after signing $2.8 billion in AI cloud agreements with Microsoft and Nvidia, highlighting its shift from Bitcoin mining to AI infrastructure.
· Business
- Naver, SK Telecom Push Gigawatt-Scale AI Data Centers With Nvidia, Brookfield
Naver and SK Telecom are advancing gigawatt-scale AI data center projects with Nvidia and Brookfield, signaling Korea’s push to secure global AI infrastructure competitiveness.
· Business
- Iris Energy Shares Drop 38% as Bitcoin Miner Bets on AI Pivot
Iris Energy (IREN) shares fell sharply as the firm pivots from Bitcoin mining to AI data centers, with investors weighing execution risks against long-term AI demand.
· Business
- IREN Shifts From Bitcoin Mining to AI Data Centers With Microsoft, NVIDIA Deals
IREN is pivoting from Bitcoin mining to AI cloud infrastructure through major deals with Microsoft and NVIDIA to build large-scale data center capacity.
· Business
- IREN Gains Attention as $9.7 Billion Microsoft Deal Fuels AI Pivot
IREN is shifting from Bitcoin mining to AI infrastructure, backed by a $9.7 billion Microsoft deal and Nvidia partnership, driving investor attention and valuation debate.
· Business
- IREN Shifts From Bitcoin Mining to AI Data Centers With $3.65 Billion Microsoft Deal
IREN is pivoting from Bitcoin mining to AI data center infrastructure, backed by a $3.65 billion Microsoft deal driving investor optimism and revaluation of its business model.
· Business
- Naver Shares Gain Focus as Nvidia AI Data Center Push Drives Re-Rating Outlook
Naver’s valuation outlook improves as DS Investment raises its price target following a major AI data center partnership with Nvidia and clearer revenue visibility.
· Business
- IREN Secures $3 Billion, Acquires Awaken to Accelerate AI Pivot
IREN acquired Awaken and raised $3 billion in convertible notes to accelerate its shift from Bitcoin mining to AI infrastructure and global expansion.
· Business
- IREN Shifts From Bitcoin Mining to AI Cloud With $3.7 Billion Revenue Target
IREN is pivoting from Bitcoin mining to AI cloud infrastructure backed by major deals with Nvidia and Microsoft while targeting $3.7 billion in annual revenue.
· Business
- IREN Raises $3 Billion via Convertible Notes to Expand AI Data Center Push
IREN secured $3 billion through convertible notes to fund AI data centers and GPU cloud expansion tied to its Nvidia partnership.
· Business
- IREN Plans $2.3 Billion Convertible Notes Offering, Shares Slide Despite NVIDIA Deal
IREN announced plans to raise up to $2.3 billion via convertible notes, sending shares lower despite a recent $3.4 billion AI cloud deal with NVIDIA.
· Business
- IREN Powers 1.4 Gigawatt Texas Data Center, Accelerating AI Infrastructure Push
IREN energized its 1.4-gigawatt Sweetwater 1 data center in Texas, advancing its shift from Bitcoin mining to AI-focused infrastructure and cloud services.
· Business
- IREN Delivers 1.4 Gigawatts to Texas Data Center, Advancing AI Infrastructure Push
IREN has begun delivering 1.4 gigawatts of power to its Sweetwater 1 site in Texas, strengthening its position in scaling AI-focused data center infrastructure.
· Business
- IREN Shares Swing as Bitcoin Miner’s AI Pivot Raises Funding Concerns
IREN shares surged but turned volatile as investors weighed its shift from Bitcoin mining to AI infrastructure alongside a potential $6 billion capital raise and dilution risks.
· Business
- IREN Expands ATM Program to $6 Billion to Fund Bitcoin Mining Growth
IREN raised its at-the-market equity program to $6 billion to finance Bitcoin mining and data center expansion amid rising capital demands.
· Business
- IREN Gains Institutional Interest as It Pivots From Bitcoin Mining to AI Infrastructure
IREN is attracting institutional investors including Discovery Capital as it shifts from crypto mining to AI infrastructure backed by long-term deals like Microsoft’s $9.7 billion contract.
· Business
- IREN Shifts to AI Cloud as Bitcoin Mining Losses Pressure Margins
IREN is pivoting from loss-making Bitcoin mining to AI cloud infrastructure, aiming to scale GPU capacity and reach $3.7 billion in AI revenue by 2026.
· Business