TokenPost topic
Data centers
552 TokenPost stories are tagged Data centers. The newest appear first.
Latest Data centers stories
- Michigan Senator-Elect El-Sayed Calls for AI Pause, Data Center Limits
His platform proposes a Cabinet-level AI regulator and new conditions for data center projects. Democrats won control of both chambers, with the new Congress beginning Jan. 3, 2027.
· Regulation
- Equinix Says Smaller Data Centers May Be Less Exposed to U.S. Restrictions
Its facilities typically range from 30 to 60 megawatts, below the roughly 100-megawatt threshold U.S. proposals target. Third-quarter annualized gross bookings rose 35%.
· Regulation
- Dan Niles Says Data-Center Constraints and Funding Costs Pressure AI Firms
The Niles Investment Management founder said the pressures are reshaping competition among AI companies.
· Technology
- IREN Delivers First Horizon 1 Data Center as More Than $4 Billion ARR Target Moves to 2027
Revenue rose 66% quarter over quarter to $228 million, while AI cloud revenue climbed 182% to $200 million.
· Business
- Microsoft Reviews Some Neocloud Deals as IREN Project Schedule Shifts
IREN’s Texas campus could still finish weeks or months late. Nebius was fined $1 million for operating generators without a permit in New Jersey.
· Business
- AI Demand Pushes Third-Quarter DRAM Revenue Near $200 Billion
DRAM bit shipments rose about 4% as buyers competed to secure supply amid rising prices.
· Business
- U.S. Stocks May Struggle to Reclaim Early-October Highs
Concerns about possible AI rules and limits on data center construction appeared to trigger an overnight selloff, 乔·马赫 said.
· Investing
- New Governors Pledge Data Center Pauses as 38 Restrictions Pass
Five governors campaigned to halt or delay statewide construction. At least 17 of 46 local measures passed or expected to pass directly prohibit large data centers.
· Regulation
- Anonymous Seller Opens Bidding on About $500 Million in Data Center Loans
The package includes more than 10 loans and a $25 million portion tied to New Mexico's Stargate project.
· Business
- Texas Gov.-Elect Gina Hinojosa Says Approved Data Centers Can Finish
The existing approvals cover essentially all projects for 2027 and are likely to continue into 2028.
· Regulation
- IREN Moves $4 Billion Microsoft-Linked Revenue Target Into 2027
The Texas project’s revised target follows a customer-requested design change and supplier timing, with a possible extension through February.
· Technology
- Hinojosa Says Texas Must ‘Stop What We Are Doing With Data Centers’
Her campaign platform calls for a moratorium on new data centers and an end to tax breaks for large facilities.
· Regulation
- Jim Cramer Says AI Stock Sell-Off Differs From Dot-Com Crash
Cramer tied the pressure to opposition to new data centers and debt-funded projects that could face regulatory delays. Micron fell 17% and GE Vernova lost 7% Thursday.
· Investing
- OpenAI’s Campus Compact Covers Power Costs but Leaves Enforcement Unclear
The compact promises annual public updates and financial assurances before major spending, but does not name an independent verifier or a process to compel remedies.
· Technology
- IREN AI Cloud Revenue Reaches $200 Million as ARR Target Moves to 2027
Total revenue rose 66% to $228 million in the three months ended Sept. 30, 2026. Bitcoin mining revenue was $28 million.
· Business
- Duke Energy Executives Maintain Data Center Growth Outlook Amid U.S. Pushback
An earlier reported pipeline totaled 15.4 gigawatts, including 5.2 gigawatts of projects under construction.
· Business
- Democrats Push Data Center Limits After Midterm Election Gains
Sanders urged a national pause, while Texas Gov.-elect Gina Hinojosa pledged to halt approvals until state lawmakers pass protections.
· Regulation
- AI infrastructure shortages could drive efficiency as Wood sees labor shortages ahead
Cathie Wood said power, chip and data center shortages could improve AI investment efficiency. She expects labor shortages rather than mass unemployment.
· Insights & Views
- Google Plans $17 Billion Wyoming Data Center, Will Pay Power Costs
The Laramie County facility would be Google’s first data center in Wyoming and draw some power from a 702-megawatt natural gas fuel-cell plant.
· Technology
- Meta President Says Midterm Backlash Could Make Data Center Projects Harder
Dina Powell McCormick said five planned projects, including one in Texas, are at least one gigawatt in size and expects more local scrutiny.
· Technology
- Black Hills Corporation Projects About $150M in 2030 Net Income From Google Agreements
The agreements carry a $2.4 billion unlevered free cash flow estimate through 2048 after $1.8 billion in generation investment. Black Hills reaffirmed its 2026 adjusted earnings per share guidance.
· Business
- MACOM Guides First-Quarter Revenue to $450 Million-$460 Million
Management’s current base case calls for about 80% fiscal 2027 data center revenue growth, above the 74% increase in fiscal 2026.
· Business
- Meta Considers Overseas Data Center Sites Amid U.S. Political Hurdles
The company plans to expand its U.S. data centers, with current projects in Louisiana and Texas involving Hyperion and BlackRock.
· Technology
- Iron Mountain Raises 2026 Revenue Outlook, Increases Dividend 15%
Third-quarter revenue rose 13.5% year over year, while data center revenue climbed 34% to $274 million.
· Business
- Blackfuel Launches First Inference-Only Deployment in Barcelona
The site uses AMD Instinct MI355X accelerators and open serving software. Customers can reserve capacity based on throughput, latency and data-location requirements.
· Technology
- Core Scientific’s Mining Fleet Falls Nearly Half Before Planned Q4 2026 Exit
Hosting revenue reached $215 million in the third quarter, while the company plans to move to hosting-only operations in 2027.
· Business
- Microsoft Exits Three NScale Projects as Its Neocloud Stance Cools
Data center delays tied to IREN’s Texas site selection and cost issues have contributed to Microsoft’s cooler stance toward neocloud projects.
· Business
- HOCHTIEF Q3 Operational Net Profit Rises 48.8% as New Orders Jump 62.6%
Sales climbed 22.3% to €11.91 billion, while HOCHTIEF kept its 2026 operational net profit guidance at €1.025 billion to €1.1 billion.
· Business
- AI data center delays worry institutions as builders may balk at a 12-month wait
Ron Biscardi says institutional investors fear data center delays could weaken US AI competitiveness, with developers unlikely to wait 12 months for approvals.
· AI
- Arm Shares Fall 5% as Licensing Revenue Rises 50% to $773 Million
Arm expects triple-digit growth in data-center royalties over the next few years. Analysts say cloud AI royalties are more than offsetting weakness in smartphone royalties.
· Business
- Riot Lease Requires Anthropic Consent for Voluntary Corsicana Power Cuts
The lease covers 910 MW of critical IT load capacity; mandatory utility and grid-operator orders remain exempt from the consent requirement.
· Business
- Core Scientific Revenue Jumps 187% as Self-Mining Income Falls 79%
Data-center hosting brought in $215.4 million, about 92.5% of third-quarter revenue.
· Business
- Alibaba Cloud Targets 9 kW/m² of Data Center IT Capacity by March 2027
The company raised its figure from 0.8 to 4.5 kW/m² over two years. Its self-built centers had a 1.187 PUE and a 73.6% clean electricity share in FY2026.
· Technology
- Core Scientific Revenue Climbs to $232.9 Million on Colocation Growth
Colocation revenue reached $215 million as billable capacity rose to 485 megawatts. Net income was $1.2 billion, primarily reflecting a noncash gain.
· Business
- Google Adds Credit Support to TeraWulf’s $19 Billion Anthropic Lease
The 20-year Kentucky project covers about 401 MW of IT load, with phased delivery scheduled from late 2027 through the second quarter of 2028.
· Business
- Riot Signs $28 Billion Anthropic Deal With 12% Interest on Eligible Facility Costs
The 15-year agreement covers 910 megawatts at Riot’s Corsicana campus and projects about $1.8 billion in annual rent once fully operational.
· Business
- Modine Books Record $1 Billion in Quarterly Data Center Orders
Data Centers sales rose 95% to $439.7 million. Modine also raised its fiscal 2027 outlook for continuing operations.
· Business
- Riot May Pay 12% Interest on Anthropic Lease Costs; Sold 20,264 BTC by Sept. 30
The Bitcoin sales brought in about $1.5 billion. Riot used the proceeds mainly for data-center construction and debt repayment.
· Business
- Kemerovo Governor Proposes Data Centers and Crypto Mining in Deep Mines
Some exhausted open-pit mines in the region reach about 300 meters deep. The proposal has not been approved.
· Technology
- Riot Could Pay Anthropic 12% Interest if Project Financing Fails
Riot expects to use non-recourse project debt for reimbursements tied to a 910-megawatt lease at its Corsicana, Texas, site.
· Business