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Data centers
552 TokenPost stories are tagged Data centers. The newest appear first.
Latest Data centers stories
- U.S. Data Center Capacity Linked to 7.4 Local Jobs per Megawatt
The estimate covers nonconstruction employment across host counties five years after capacity is added, with gains led by transportation, warehousing and technical services.
· Technology
- MediaTek Says Its Second AI Chip Customer Is Not Chinese
Co-design is underway, with production expected in 2028. MediaTek did not name the customer or disclose expected revenue.
· Business
- Chevron Expects to Keep Microsoft Data Center Power Timeline
Project Kilby near Pecos is designed to run on power from a co-located natural gas facility under a 20-year agreement with Microsoft.
· Business
- Workhorse Signs $10 Million TerraPod Development Agreement
The deal with UK-based RHAELM Holdings covers a full-scale manufacturing-specification unit for Workhorse’s modular data center platform.
· Business
- Weak hiring is the bigger jobs risk as AI construction spending limits near-term recession threat
Eric Basmajian says weak hiring is the main U.S. labor market problem. AI data center spending is supporting construction and manufacturing jobs, limiting near-term recession risk.
· Insights & Views
- WEC Energy Group Plans $47.5 Billion as Power Demand Forecast Grows
The utility forecasts 4.9 gigawatts of added electricity demand by 2031 and compound annual EPS growth of 7% to 9%+ from 2027 through 2031.
· Business
- Prediction Markets Put Oklahoma Data Center Moratorium Odds at 39.5%
A Jan. 1, 2029 contract on Oklahoma showed 39.5% odds, while its Louisiana counterpart stood at 28.5%. U.S. power-sector carbon emissions could rise 42% by 2030 amid data center growth.
· Investing
- Alphabet’s AI Obligations Top $1 Trillion; Filing Lists $98.5 Billion in Contingencies
The contingent commitments include data center lease guarantees, support for partners buying power equipment and possible repurchases of AI chip systems from customers.
· Business
- Intel Shares Drop More Than 16% on PC Market Slowdown Outlook
The company forecast fourth-quarter revenue of $15 billion to $16 billion as CFO David Zinsner projected the PC slowdown would last at least through the first half of 2027.
· Business
- OpenAI Plans to Aim Robotics Program at Building More Data Centers
Altman described AI-controlled robots building energy and computing infrastructure as a long-term goal and gave no deployment timeline.
· Technology
- Finnish Police Open Criminal Probe Into Tuike’s Muhos Data Center Work
The investigation covers Muhos alone, while an earlier stop-work order also applied to a planned site in Kajaani.
· Regulation
- Hermantown Sets Data Center Meeting as 70% of Adults Ages 18–29 Oppose New Centers
The Oct. 30 meeting will consider six resolutions tied to Google’s proposal. The survey asked about new data centers in respondents’ areas, not AI facilities specifically.
· Regulation
- Aadil Ebrahim Says Datacenter Rhetoric May Ease After Midterms
Klay Group’s group head of equities said a softer political tone may make room for a relief rally in beaten-down supply-chain stocks.
· Insights & Views
- Delta Electronics Posts Second Straight Quarterly Revenue Record
Third-quarter revenue rose 31% to NT$197.1 billion. Nine-month earnings per share exceeded the prior year’s full-year figure.
· Business
- NiSource Plans $57.5 Million in Savings for NIPSCO Customers
If regulators approve the plan, the average residential electric customer would receive about $5 a month for 18 months. Credits would start about 30 days after approval.
· Business
- TPG Discusses Potential $5 Billion Acquisition of UK Data-Center Firm
Talks with seller Elliott Management are ongoing, but no transaction is assured.
· Business
- UK Ties Extra Data Center Support to Jobs, Efficiency and Grid Access
The government estimates the country will need at least 6 gigawatts of AI data center capacity by 2030, while the covenant leaves strategic-site criteria to be defined.
· Regulation
- CoreWeave Brings Most of Its Planned Denmark Capacity Online
Its first Danish site anchors a planned network linking North America and Europe to seven locations across the Middle East and Asia Pacific, with a full loop targeted for mid-2027.
· Technology
- Vertiv Shares Jump 16% After 61% Sales Growth and Higher 2026 Outlook
The data center infrastructure company reported $4.313 billion in third-quarter sales and raised its 2026 sales midpoint to $14.65 billion.
· Business
- Y Combinator Seeks AI Infrastructure Startups for Winter 2027
Its 11 requests cover data-center equipment, GPU and robotics finance, specialized AI software and businesses tied to lower-cost space launches.
· Technology
- AEP Schedules Oct. 28 Q3 Webcast as Contracted Load Growth Reaches 69 GW Through 2030
AEP raised its 2026 operating earnings outlook in July and signed six GW of load agreements in the second quarter.
· Business
- American Tower Sees 16% Data Center Revenue Growth in 2026
The company also set a 2030 target for tower margin expansion and raised its adjusted funds from operations per-share outlook.
· Business
- Oracle Investor Day Follows $19.9 Billion Share Issuance
Oracle also disclosed $288 billion in additional lease commitments, almost all connected to data center arrangements, and more than $30 billion in new AI cloud contracts.
· Business
- Johnson Controls Forecasts 11% to 12% Organic Growth for Fiscal 2027
Fourth-quarter orders rose 44% organically year over year, while backlog across the company’s Solutions and Services businesses reached $23.0 billion, up 43% organically.
· Business
- Oklahoma Data Center Moratorium Contract Prices 21% Odds for Jan. 1, 2028
The 2028 price was described as little changed from a week earlier, while the term table showed different odds for other dates.
· Regulation
- NetBox Labs Adds AI Infrastructure Tools to NEYON’s Offerings
Customers can add tools for build planning, equipment tracking and infrastructure checks.
· Technology
- Rambus Adds LPDDR6 Power Chip and Data Center Security IP
The power-management chip is designed for LPDDR6 SOCAMM2 memory modules.
· Technology
- CogAbility Publicizes Claims of Exclusion in AI Growth Zone Decisions
The allegations say communities and environmental groups had less access than businesses. They may add pressure for data center moratoriums, including in North Carolina.
· Regulation
- Anthropic Warns Power Constraints Could Raise Data Center Costs
The IPO filing says Anthropic could bear grid upgrade or interconnection costs beyond those tied to serving its facilities, even as power equipment delays and higher financing costs add pressure.
· Business
- INFICON Raises 2026 Sales and Margin Targets After Record Quarter
Third-quarter sales in its Semiconductor & Vacuum Coating market rose 74.7% year over year to $135.4 million.
· Business
- Galaxy Digital Posts $323 Million Q3 Profit, Adds $200 Million Buyback
The preliminary result compares with an $85 million second-quarter loss; the board approved the new repurchase authorization Oct. 26.
· Business
- Galaxy Digital Returns to Profit With $323 Million in Third-Quarter Net Income
Adjusted EBITDA reached $455 million as data center earnings climbed to $69 million, nearly five times the prior quarter.
· Business
- Galaxy Digital Posts $322.8 Million Third-Quarter Profit
The company swung from a second-quarter loss as adjusted EBITDA reached $454.7 million; Data Centers adjusted EBITDA rose to $68.7 million.
· Business
- FirstEnergy’s Third-Quarter Earnings Webcast Is Set for Oct. 28
The company reported 6.4 gigawatts of contracted data-center demand as of July 28 and has a $36 billion investment plan through 2030.
· Business
- Taiwan Central Bank Names AI Returns and Financing as a Global Outlook Risk.
Its Oct. 27 materials identified data-center bottlenecks and complex financing as channels for possible spillovers to private credit and banks if AI returns fall short.
· Business
- S&P Global Ratings Executive Says Hyperscaler AI Debt May Be Understated
Mark Habib said the agency has not estimated the additional exposure he described. Six hyperscalers could spend more than $7 trillion on data centers and AI from 2025 through 2030.
· Business
- Anthropic Outlines Data Center Lease Strategy in IPO Filing
The leased equipment will support dedicated data centers operated for Anthropic by specialized contractors, alongside its existing cloud agreements.
· Business
- Morgan Stanley Raises U.S. Data Center Power Shortfall Forecast to 38 GW
The 2026-28 estimate rose from 33 GW as electricity constraints could shift chip market share and leave suppliers exposed to excess orders if construction slows.
· Technology
- Forum Edge AI Signs $94.4 Million Fireworks Deal for 96 Servers
The reservation covers Nvidia B300 GPU capacity and related CPU management node fees. Deployment in Dallas is expected in late December or early January.
· Business
- SoftBank Discusses $50 Billion AI and Data Center Plan in Malaysia
Malaysian Prime Minister Anwar Ibrahim said he discussed the plan with SoftBank founder Masayoshi Son in a video call.
· Business