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Data centers
552 TokenPost stories are tagged Data centers. The newest appear first.
Latest Data centers stories
- 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
- Poll Finds 76% Oppose Local Data Centers as 87 GW Is Under Construction
An estimated 10% to 28% of deliveries planned for 2028 to 2030 could be delayed; 61 GW is stalled in approval and connection queues.
· Technology
- South Korean Minister Says Contracted Nvidia GPU Supply Is Unaffected
The Nov. 9 assurance covers GPUs already under contract as South Korea expands AI data center capacity tied to Nvidia hardware.
· Technology
- Synchronized System Tests Linked to Power-Grid Frequency Dips
Some dips topped 20 millihertz, though the findings described no immediate threat to grid stability.
· Technology
- China Mobile Targets More Than 100 Billion Yuan in 2027 Computing Spend
The company plans to lift total procurement above 500 billion yuan and add two gigawatt-scale computing parks next year.
· Business
- OnePWR's $3.4 Billion AI Lab Sale Highlights Data Center Power Risks
The reported agreement covers commitments for 1.7 gigawatts of gas-fired generation capacity. A September sale record identifies the buyer only as an AI lab.
· Business
- Oppenheimer Upgrades AMD to Outperform, Sets $600 Target
Rick Schafer forecasts 135% growth in AMD’s data-center revenue next year, while the company posted a 45% year-over-year increase in third-quarter revenue.
· Investing
- Tom Lee Says AI Stock Repricing Has Gone Too Far, Fed May Skip December Hike
He said a post-election policy shock has intensified concerns about AI construction, while productivity data could make another Fed rate increase less likely.
· People
- ARK Invest Sells CoreWeave and Adds to Technology Companies
ARK also cut Broadcom and Teradyne holdings. Cathie Wood said power and chip constraints are pressing AI developers to make computing more efficient.
· Insights & Views
- Dublin and Helsinki Rallies Extend European Data Center Moratorium Push
Thousands marched in Dublin, while about 1,300 joined a Helsinki protest on Nov. 7. Campaigners want a pause on new large projects.
· Technology
- CoreWeave Seeks Texas Data Center Cooperation With Gov.-Elect Hinojosa
The company wants to complete permitted projects responsibly and help establish clear, stable standards for future development.
· Business
- Groq Executive Chairman Seeks $8 Billion Valuation in Series B Pitch
The proposed pre-money valuation is about 2.5 times the comparable value from Groq’s August funding round.
· Business
- Cramer Plans to Trim Data Center Stocks After Portfolio Held More Than 15% Cash
His Investing Club portfolio added to Boeing and Goldman Sachs during a week when the Nasdaq Composite lost 3.4%.
· Investing
- Bitcoin miners turn to data centers as higher revenue opportunities draw investment
Bitcoin miners are expanding into data centers in pursuit of higher revenue. The broadcast cited Bitcoin sales to fund expansion and Riot’s announcement involving Anthropic.
· Insights & Views
- OpenAI Revenue Grew 70% in Third Quarter, CFO Sarah Friar Says
Enterprise sales doubled. Friar said the midterm elections had not materially changed OpenAI’s 2027 listing goal.
· Business
- Four Big Tech Firms’ Q3 Spending Exceeds Cash Flow by $26.4 Billion
The companies had a $61.7 billion cash flow surplus a year earlier. More than 90% of Nvidia’s revenue comes from data centers.
· Business
- 32 of 34 Gubernatorial Winners Back Tighter Data Center Rules
Twelve winners supported bans or moratoriums. About three-quarters of U.S. voters opposed a new data center in their community.
· Regulation
- Goldman Sachs Forecasts $125 Billion in U.S. Data Center Construction Spending for 2028
The bank raised its 2026 and 2027 estimates and cited about 86 gigawatts of projects under construction, plus a $900 billion pipeline it considers highly likely to proceed.
· Business
- NTT DATA Agrees to Deploy 900 MW of Bloom Energy Fuel Cells
Bloom expects initial deliveries to begin in 2027. Google separately announced a Wyoming data center project with a 702-MW fuel-cell development supplied by Bloom.
· Business
- Musk estimates SpaceX revenue run rate above $500 billion by next December, says it is no promise
Musk estimates SpaceX's annualized recurring revenue will exceed $500 billion by next December, while stressing that data center construction and chip supply constrain expansion.
· Business
- Google Takes Over Crusoe’s Unfinished Wyoming Data Center Project
Crusoe confirmed the sale on Nov. 6. Google plans a $17 billion campus investment, and the sale price was not disclosed.
· Technology
- SpaceX Orders 6,000 Racks for Space Data Center, Plans 1-GW Deployment
The racks are dedicated to the space data center, while the 1-gigawatt deployment remains a plan.
· Technology
- Helios Technologies Raises 2026 Sales Outlook to $895 Million to $902 Million
The company expects an adjusted EBITDA margin of 20.2% to 20.4%. Its Faster unit secured its first data center thermal-management order.
· Business
- BofA Sees AI Stocks Returning as Data Center Risks Grow
The bank says a Democratic sweep in the 2026 midterms could spur regulation, slow construction and put its $2 trillion AI spending forecast for 2028 in doubt.
· Investing
- OpenAI Calls AI Data Centers ‘Compute Campuses’ and Sets Local Commitments
The compact applies to future sites the company owns and operates, with annual independent noise studies and public reporting on local impacts.
· Technology
- Prediction Market Prices Louisiana Moratorium Odds at 33.5% for 2029
Contracts for earlier deadlines showed 18.5%, 13.5% and 3.1%, respectively. Voters favored data center limits in 40 of 41 related Nov. 3 ballot measures.
· Investing
- Voters Backed More Data Center Restrictions in 40 of 41 Midterm Measures
Data centers were also a major talking point in races without direct ballot measures. Newly elected Democratic governors and members of Congress are likely to support additional regulation.
· Regulation
- OpenAI CFO Says Data Center Spending Will Continue After Midterms
Voters approved restrictions or rejected expansion-friendly proposals in all but one of 41 local measures across 10 states, while Friar said the results did not dramatically change OpenAI’s plans.
· Technology
- ECB Weighs Focused Review of Banks’ Data Center Lending Risks
The review could include on-site inspections of lenders’ cash-flow estimates, collateral values and provisions for potential defaults.
· Regulation
- White House National Economic Council Director Says Data Centers Can Grow
Kevin Hassett also said President Donald Trump respects places that do not want data centers built.
· Regulation
- Goldman Sachs Cuts IREN Price Target 40% to $30, Keeps Neutral Rating
IREN posted $228 million in fiscal first-quarter 2027 revenue, with AI cloud contributing $200 million after a 182% quarterly gain.
· Investing
- Bitdeer Weighs Further Malaysia Investment in AI Infrastructure
Malaysian Prime Minister 拿督斯里安华 met Bitdeer founder, chairman and CEO 吴忌寒 and his delegation. Bitdeer continues to study the proposal.
· Technology
- Dan Ives Sees More Than $1 Trillion in 2027 Big Tech Capital Spending
He expects 10% of 800 to 1,000 U.S. AI-focused data centers may not be built and sees 10% to 12% near-term downside for semiconductor stocks.
· Investing
- TeraWulf’s HPC Leasing Supplies 83% of Q3 Revenue as Mining Income Falls
Total revenue rose 50.7% to $76.23 million, while digital asset revenue fell 69.5%. Net income included a $728 million noncash warrant valuation gain.
· Business
- Applied Optoelectronics Says U.S. Expansion Will Take Longer
A multi-year agreement with a leading cloud data center customer improves longer-term business visibility. Data center revenue reached about $156 million in the third quarter of 2026.
· Business
- AI-Linked Firms Drove More Than Half of S&P 500’s Market-Value Increase
The S&P 500’s total market value rose nearly $32 trillion from ChatGPT’s release through Nov. 3. About 44% of U.S. pension holdings, or $610 billion, was tied to technology.
· Investing
- U.S. Data Center Plans for 2028 and Later Face Greater Regulatory Risk
Most 2027 projects are already underway, while Texas and Georgia are high-risk states. At least $260 billion in U.S. data center investments were canceled in 2026 after sustained local opposition.
· Regulation
- Protesters Enter Microsoft-Leased Data Center Site in Amsterdam
About 100 demonstrators joined a campaign spanning 15 European countries that called for a pause in large-scale data center construction.
· Technology
- Novogratz Buys 760,000 Galaxy Shares After 41% Stock Slide
The purchase averaged $12.98 per share, and Galaxy shares closed at $12.98 on Nov. 5.
· Business
- AI reliability gap could trigger a sharper tech stock correction, Levin warns
John Clark Levin warned that AI’s reliability gap could drive a deeper tech stock correction, while demand for data centers would remain resilient to political changes.
· Insights & Views