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Data centers
552 TokenPost stories are tagged Data centers. The newest appear first.
Latest Data centers stories
- Gerstner Says 10 to 15 GW of U.S. Data Center Capacity Planned for 2027 May Slip
Investors discussed AI oversight and data center electricity as separate concerns. Gerstner also said he remains optimistic about AI model companies.
· Technology
- Hinojosa Team Signals Pause in Permits for Texas Data Centers
Hinojosa has sought communications between Greg Abbott and Elon Musk, alleging the state favored Musk in decisions involving water rights, grid commitments and environmental review.
· Regulation
- Goldman Says Midterm Results Could Reshape AI and Data Center Rules
The bank expects Democrats to use fiscal deadlines to seek concessions on the Iran war, tariffs and recent spending cuts.
· Regulation
- Texas Moratorium Pledge Could Delay Crypto Projects Awaiting Grid Power
A previously reported large-load queue totaled 474 GW. Estimated values for existing assets at Vistra, NRG Energy and Talen Energy exceeded their Nov. 3 closing prices.
· Regulation
- US stocks could fall 30–40% if Democrats curb AI, Chambers warns
Clem Chambers warned that severe Democratic restrictions on AI could drive a 30–40% stock-market decline, linking the tech sell-off to policy uncertainty and competition with China.
· Investing
- Microsoft Stock Hits Record $559.15 on AI Infrastructure Bets
The 7% rise was Microsoft’s biggest one-day gain since late July. Democrats also won both congressional chambers and governors’ races in Texas, Ohio and Georgia.
· Investing
- South Korea’s KOSPI Briefly Falls 5.23% as Chip Stocks Slide
SK Hynix fell 8.52% as investors weighed a Texas governor-elect’s proposed pause on data-center approvals.
· Investing
- Arm Projects Up to $2 Billion in AGI CPU Revenue Across Fiscal 2027 and 2028
Shipments are expected to begin in fiscal fourth-quarter 2027, with purchase orders from multiple customers extending through calendar 2027.
· Business
- Analysis Counts 43 Approvals Among 44 Data Center Ballot Measures
The measures spanned Ohio, Maine, Kansas, Wisconsin and North Dakota, and their legal effect varied from binding rules to advisory votes.
· Regulation
- Nasdaq Selloff Erases $1.04 Trillion From Seven Largest Tech Stocks
The index posted its steepest one-day decline in 19 months. Estimated market value losses reached $2.9 trillion for S&P 500 companies.
· Investing
- Bitcoin Falls Below $76,000 as Philadelphia Semiconductor Index Sinks 12.25%
As of 6:34 p.m. ET Nov. 5 (23:34 UTC), Bitcoin was $75,862.
· Investing
- IREN’s Texas Horizon 4 Site Lacks Backup Generators and Cooling Equipment
A separate Nebius project in New Jersey, planned for about 140 megawatts, may be delayed until 2027.
· Technology
- Solaris Raises Adjusted EBITDA Outlook After Power Deal for About 900 MW
Third-quarter revenue rose 55% sequentially to $341.1 million. Deployment under the agreement is expected to begin in the first half of 2027.
· Business
- Arm Says Its Share of Top Hyperscaler Server Market Tops 50%
Arm put its share at 15% in calendar 2024 and expects it to exceed 60% by the end of calendar 2026.
· Business
- Mayville Engineering Sets 2026 Sales Outlook at $630M to $640M
Adjusted EBITDA guidance is $48 million to $52 million. About $20 million in data center and critical power revenue shifted from the second half of 2026 into 2027.
· Business
- GE Vernova Falls 9.6%, On Pace for Biggest Percentage Drop Since Jan. 27, 2025
Other utilities and equipment suppliers with data center exposure also posted steep losses late Wednesday.
· Investing
- U.S. Voters Favored Data Center Limits in Multiple Midterm Measures
The results suggest possible wider scrutiny of AI infrastructure, while policy activity in Oklahoma and other states may show whether local support leads to changes.
· Regulation
- Amazon and Microsoft Market Values Climb Nearly $445 Billion After Midterms
Investors may have viewed the result as favorable to large technology companies with data-center networks. Microsoft projected Azure growth above 45% next quarter, while Amazon raised its 2026 capital spending forecas…
· Investing
- Yorkville Ives Sees 5% to 10% of U.S. Data Center Projects at Risk
The forecast links political opposition to a slower AI infrastructure buildout, with possible effects on Big Tech spending and capital raises.
· Technology
- Texas Data Center Pause Proposal Prompts 7 Bitcoin Miner Target Cuts
Gina Hinojosa has called for a halt on new data-center approvals until lawmakers set resident protections. Bernstein lowered its targets by 35% to 54%.
· Regulation
- Riot Shares Rise 9.6% as $28 Billion Texas Lease Takes Effect
The 15-year agreement covers 910 megawatts at Riot’s Corsicana campus, with delivery scheduled in phases beginning in 2027.
· Investing
- AI data center slowdown poses stock market risk as midterms test medium-term bullish outlook
Darius Dale says midterm-driven AI restrictions could slow data center construction and force earnings downgrades, while strong profits underpin his medium-term bullish outlook.
· Investing
- Goldman Sachs, Deutsche Bank Tie Futures Rebound to Hedge Closures
Nasdaq-100 futures recovered about 929 points from the session low as data center permitting and the federal debt ceiling remained policy risks.
· Investing
- Evercore Names Five Defensive Tech Stocks After Democrats Take Control of the House
The firm cited possible data center rules and business strengths spanning AI, networking, iPhone and Services earnings, campus and optics, and public safety.
· Investing
- Riot Platforms Sells 8,962 Bitcoin to Fund Data Center Development and Repay Debt
Riot holds 2,418 BTC after the sale, about 27% of the amount sold.
· Business
- Riot Platforms Sold 10,599 Bitcoin in Q3 as Holdings Fell Nearly 79%
Riot sold 20,264 BTC in the first nine months of the year for about $1.5 billion, with proceeds primarily directed toward data-center construction.
· Business
- Riot Signs $28 Billion Corsicana Lease as Q3 Revenue Reaches $181.4 Million
The 15-year agreement covers 910 megawatts of data-center capacity and lifts Riot’s contracted data-center revenue to about $38 billion.
· Business
- Riot Sold 20,264 Bitcoin to Fund Data Center Buildout in 2026
Third-quarter revenue rose 1% to $181 million as data-center and engineering revenue offset weaker mining revenue. Riot also signed a 15-year lease for 910 megawatts at its Corsicana campus.
· Business
- Nvidia Shares Rise as Chip Results Point to Resilient AI Demand
Customers continued stockpiling AI hardware despite uncertainty over where suitable installation sites would be available. Election results in Texas and Ohio point to stricter review of AI infrastructure projects.
· Investing
- Sunbury Voters Approve Ban That Complicates Amazon’s $2B Data Center Plan
The rule covers data centers using at least 25 megawatts of electricity and won support from 78% of voters. Amazon’s project was already paused under a city moratorium.
· Regulation
- Google Pledges $15 Billion to Expand Malaysia Data Center Footprint
The wider buildout also includes solar power agreements, workforce programs and water infrastructure in Negeri Sembilan.
· Technology
- Goodman, Digital Realty Propose $500 Million NextDC Stake Purchase
The proposal covers up to 9.9% of the Australian data center operator at a 45.5% premium to its Nov. 4 closing price.
· Business
- Gina Hinojosa’s Texas Win Puts Data Center Policy in Focus
Hinojosa has called for a pause on new projects until protections for power, water and local communities are established. Abbott previously ordered a halt to data-center permits pending an ERCOT audit.
· Regulation
- People Familiar With Deal Say Oracle Canceled $7 Billion Tencent AI Chip Lease
The five-year plan was valued at an estimated $7 billion and would have given Tencent access to as many as 100,000 chips at Oracle data centers in Southeast Asia.
· Business
- AI data center restrictions could delay projects and raise costs while demand holds
AI data center restrictions could delay construction and raise costs without erasing demand, SlateStone Wealth strategist Kenny Polkari said, pointing to sector rotation and corporate earnings.
· Insights & Views
- Solana Labs Co-Founder Yakovenko Urges Data Centers to Pivot to Crypto
His post offered no details about which crypto workloads or business changes he had in mind.
· Technology
- CoreWeave-Linked Hyperliquid Contract Weakens as Trader Opens About $500,000 Short
The CRWV contract weakened alongside IREN- and CIFR-linked contracts as Texas counted votes. Gina Hinojosa has proposed pausing new data-center approvals and ending tax breaks for large facilities.
· Investing
- U.S. Stock Futures Fall After Democrats Regain Congress, Win Texas and Ohio Governor Races
Dow futures shed 408 points as investors weighed possible fiscal disputes and a backlash against data-center development.
· Investing
- Navitas Says AI Infrastructure Business Could More Than Triple in 2027
Navitas expects AI infrastructure to exceed 40% of revenue by year-end 2026 and forecasts fourth-quarter revenue of $16 million, plus or minus $500,000.
· Business
- UBS Says Blue Wave Expectations May Hinder AI Investment
The bank also sees a risk of deeper political deadlock and more bargaining over the debt ceiling and fiscal policy.
· Investing