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Data centers
551 TokenPost stories are tagged Data centers. The newest appear first.
Latest Data centers stories
- Nvidia Sustainability Chief Says Data Centers Should Benefit Communities
Josh Parker said Nvidia is focusing on energy efficiency and water conservation as developers pursue projects local communities will accept.
· Technology
- Nvidia Urges Data Center Builders to Earn Local Community Support
Nvidia sustainability executive Josh Parker identified energy efficiency and water conservation as priorities in the company’s sustainability work.
· Technology
- Data Center Moratorium Contracts Put Three-State 2029 Odds Near 31%
The three Jan. 1, 2029 contracts ranged from 30.5% to 31.5%, while Jan. 1, 2027 contracts were below 3% in all three states.
· Investing
- AMD’s Gary Smerdon Says Mext Could Cut Server Costs by Up to 83%
AMD says an internal rollout added roughly 58 terabytes across 86 to 145 hosts for about $601,000, compared with a $3.3 million DRAM expansion estimate.
· Technology
- Siemens Energy Forecasts 14% to 16% Comparable Revenue Growth in Fiscal 2027
Fiscal 2026 revenue rose 15.5% on a comparable basis to €44.2 billion. The company also proposed a €2.30-per-share dividend and up to €9 billion in additional share repurchases through fiscal 2030.
· Business
- Cohere CEO Says Daily Compute Shortages Persist Amid Data Center Glut Concerns
The Canadian AI company relies mainly on Microsoft Azure and CoreWeave and needs more energy, infrastructure and chips, CEO Aidan Gomez said.
· Technology
- Finning's Record C$4.1B Equipment Backlog Includes Canadian Data Center Deal
A major Canadian data-center backup-power contract was included in the Q3 2026 backlog. The equipment backlog stood at a record C$4.1 billion on Sept. 30.
· Business
- Venture Global Raises 2026 Adjusted EBITDA Guidance to $10.3 Billion
The company continues to pursue approximately 5 gigawatts of data-center computing capacity by the end of 2031.
· Business
- Brent Crude Falls to $93.70 as Trump Says Extensive Strikes Unlikely
Brent crude reached its lowest price since September as U.S. stocks recovered from last week’s post-election decline.
· Investing
- Stanford AI100 Finds Data and Compute Costs Pressure AI Scaling
A broad estimate from the September review period puts frontier training at tens of trillions of tokens and more than 100,000 high-end GPUs running continuously for months.
· Technology
- Venture Global Targets 5 GW of Data-Center Compute by 2031
The Louisiana plan targets 250 megawatts in late 2028, with capacity additions tied to investment-grade customer commitments.
· Business
- Anthropic Says It Won’t Terminate $41.3 Billion Lambda Deal After Texas Lease Miss
Lambda missed the deadline tied to a $34.9 billion GPU-services portion of the agreement, which gave either party a termination option. The deal is designed to provide about 350 megawatts of Nvidia GPU capacity in Texas.
· Business
- Norway Pauses New Data Center Grid Reservations as Government Plans Licensing Regime
The government proposes not to regard cryptocurrency-related data centers as beneficial to society; Statnett expects the pause to end by Aug. 1, 2027.
· Regulation
- Power Solutions International Expands $121.9 Million Engine Deal
The amendment covers GV22TI 22-liter natural gas engine long blocks for 2027 and 2028, with 10% advances on each year’s contract value.
· Business
- Morgan Stanley Says AI Stock Sell-Off Overstates Data Center Delay Risk
The bank estimates about 5 gigawatts of U.S. data center capacity planned for 2028 could shift to 2029, while major cloud providers keep spending plans largely intact.
· Investing
- S&P 500 target stays at 8,000 despite AI selloff as capital discipline could extend growth cycle
Jim Thorne kept his year-end S&P 500 target at 8,000, calling the AI selloff a liquidation event. He said capital discipline could extend the investment cycle beyond 2030 and broaden market gains.
· Investing
- Texas Gov.-Elect Hinojosa Proposes Pause on New Data-Center Builds
The proposal would keep new construction on hold until state lawmakers establish rules. CoreWeave's results were scheduled for Nov. 10, while Nebius is due to report Nov. 12.
· Regulation
- Alaska Plans to Tokenize Data Center and Energy Investment Contracts
Alaska also established Alaska Data Corporation and InvestNorth to attract private developers and retail capital.
· Business
- Morgan Stanley Sees 5 GW of U.S. Data Center IT Capacity Delayed to 2029
The projects are delayed rather than canceled, while the bank keeps its 2027 outlook and total AI capital-spending estimates unchanged.
· Technology
- China AI Campus Delivers 120 MW in Under a Year, Targets 800 MW
A roughly 200 MW first phase was delivered in late October. The campus aims to supply more than 60% of power for its first two phases from its own wind farms.
· Technology
- Taiwanese Power-Supply Maker 台達電 Sets October Revenue Record at NT$74.666 Billion
Revenue rose 14.2% from September and 30.1% year over year. Sales for the first 10 months of 2026 reached NT$614.334 billion, up 36.3%.
· Business
- Ameresco Expects Five Data Center Projects to Enter Contracted Backlog in 12 to 18 Months
The projects’ conversion remains subject to permitting, finalizing customer contracts and securing equipment.
· Business
- Galaxy Digital Swings to $323 Million Profit in Third Quarter
Adjusted EBITDA reached $455 million, while assets under management and staking grew 46% to $10.4 billion.
· Business
- SoftBank Group Shares Fall as Much as 11% After $7.1 Billion Loss
The loss included a $3.7 billion write-down tied to U.S. data center projects and was the group’s first net loss in nearly two years.
· Business
- MARA Approves $500 Million Buyback After Selling 13,597 Bitcoin
The company used $750 million from the Bitcoin sale to repay debt. Two planned data-center leases may be delayed into 2027.
· Business
- Cramer’s Trust Plans to Sell 50 Eaton Shares to Cut Data Center Exposure
If completed, the sale would reduce Eaton’s portfolio weighting to 1.6% from 2% and lock in a 47% gain on shares bought in December 2023.
· Investing
- Jim Cramer Says Amazon May Gain if Data Center Projects Slow
Cramer said existing cloud networks and lower reliance on neocloud providers could help established operators capture demand if new capacity is harder to build.
· Insights & Views
- Goldman Sachs CEO Sees Substantial U.S. Data Center Investment
David Solomon also expressed optimism about investment in computing capacity. Goldman Sachs projects U.S. data center construction spending at $80 billion in 2026 and $100 billion in 2027.
· Business
- SoftBank Discloses $3.7 Billion Charge on U.S. AI Data Center Equipment Plans
The charge relates to changes in equipment procurement for U.S. artificial intelligence data centers.
· Business
- Goolsbee Sees Economic Overheating in Data Center Buildout
The Chicago Fed president said services inflation is rising even as employment and growth remain relatively stable.
· Regulation
- CoinShares Blockchain Global Equity Index Falls 6.6% in One Week
Cipher Digital, IREN and Hut 8 each lost more than 30% over seven days, while Riot Platforms gained 7.4%.
· Investing
- Nvidia leadership risks leave AI investment case intact as demand holds up
Al Dhabi Capital’s Rashmi Garg said Nvidia faces governance and succession risks, while sustained GPU and networking demand supports the broader AI investment case.
· Investing
- NRG Discusses Texas Expansion That Could Support 2.4 GW of Data Demand
The existing 1.2-GW gas-fired plant is expected to open in late 2029. No expansion agreement has been completed.
· Business
- Jefferies Upgrades Riot Platforms and Raises Target to $28
The new target is 59% above Monday’s close. The 15-year Corsicana lease is scheduled to begin in September 2027.
· Insights & Views
- QumulusAI Secures 1.2 MW of Denver Colocation Capacity for AI Cloud
The capacity is expected to be ready for service in the first quarter of 2027. The initial five-year term begins when services are activated.
· Technology
- Aletheia Cuts Nvidia to Hold Over $165 Billion in AI Computing Partner Program Financing
Analyst Stefan Chang estimated about $105 billion is tied to a major Ohio data-center project and put partner financing needs at as much as $124 billion over the next 12 to 15 months.
· Insights & Views
- Texas Moratorium Odds Span 1.9% to 32% Across Data Center Contract Dates
The listed contracts showed 17.5% odds for July 1, 2027, and 21.5% for Jan. 1, 2028.
· Regulation
- SoftBank Prepares for Potential U.S. Data Center Slowdown.
The potential change involves both the pace of its U.S. data center business and the regional focus of its NeoCloud plans.
· Technology
- Anthropic Plans IPO Roadshow as Investors Discuss a $1.2 Trillion-$1.3 Trillion Valuation
Some buyers are weighing values as low as $1.1 trillion, while expectations before a U.S. stock selloff were $1.4 trillion to $1.5 trillion.
· Business
- Anthropic Starts IPO Roadshow After September $3.4B Generator Commitment.
The company still plans a Nasdaq listing in the week of Nov. 16, while its valuation and fundraising expectations face possible cuts.
· Business