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Data centers
552 TokenPost stories are tagged Data centers. The newest appear first.
Latest Data centers stories
- Texas Regulator Says Filing System Is Temporarily Down for Data Center Review
The notice gives no shutdown or reopening date. Gov. Greg Abbott ordered a pause on related permits until ERCOT completes its review.
· Regulation
- AI Data Center Tenants Seek More Than $5 Million in Daily Penalties
Earlier this year, the daily demands were about $1 million. Only 50% to 60% of U.S. capacity scheduled for the next one to two years is expected to open on time.
· Technology
- Bitcoin’s insurance role grows with AI hacking risks, but infrastructure boom raises holding costs
Brett Winton sees Bitcoin as insurance against financial disruption from AI hacking. He says demand for AI infrastructure investment is also raising the opportunity cost of holding it.
· Insights & Views
- NextDC Cuts Fiscal 2027 Outlook After Melbourne Power Delay
The operator removed about $98 million in forecast net revenue. CrowdStrike and Palo Alto Networks shares each rose more than 10% this week.
· Business
- Meta Puts Maximum Exposure to Two Data Center Ventures at $68.4 Billion
The total includes $41.493 billion in maximum residual-value guarantees. Meta says payments are not probable and it has recorded no liability.
· Business
- Finnish Authorities Halt Google Data Center Project Pending Assessments
Future statements from Google or Finnish authorities may clarify the project’s compliance and next steps.
· Regulation
- U.S. Electrical Equipment Output Fell 9%; Broader Utilization Hit 87%
The production measure covers transformers, motors, generators and switchgear; the utilization figure covers a wider category that also includes appliances and lighting.
· Technology
- Slok Sees Revenue and Margin Gains Concentrated in the Magnificent Seven
He said the same measures were flat across the S&P 500’s other 493 companies and saw no signs of AI lifting productivity growth.
· Business
- About 35% of Planned U.S. Data-Center Capacity May Be Built
Power-connection requests in Texas exceed five times the state’s existing electricity supply, while some large proposals lack power, permits or customers.
· Technology
- MAGA Supporters More Often Oppose Nearby AI Data Centers
Nearly 55% favored continuing advanced AI development while Congress works on regulations, even as 40% opposed a data center within 10 miles of home.
· Regulation
- Bitdeer Moves Infrastructure Updates From Monthly to Quarterly
The company will release the updates with its financial results. Its September snapshot included a 333.5 MW AI Cloud pipeline measured by IT load.
· Business
- S&P Global Ratings Identifies 146 Delayed or Canceled U.S. Data Center Projects
Local governments in 40 states have imposed moratoriums or slowed approvals. S&P assesses the current effect on credit ratings as limited so far.
· Technology
- SLB Says Data Center Unit Is on Track to Top $2B Run Rate at 2027 Exit
Data Center Solutions generated $230 million in third-quarter revenue, up 76% from a year earlier.
· Business
- Jeff Marks Wants Strong Turbine Orders Ahead of GE Vernova Earnings
Jim Cramer said the group picked up a few shares during Thursday’s sell-off, pointing to continued data center demand.
· Business
- AI dip-buying faces caution as data center costs and funding strains mount
Vermillion Research’s CIO cited rising data center costs and financing strains as reasons for caution on AI dip-buying, while highlighting stronger technical patterns in software stocks.
· Investing
- Cramer’s Trust Plans to Exit Broadcom and Trim CrowdStrike Stake
The Broadcom sale would lock in an estimated 128% average gain, while the CrowdStrike sale would reduce the holding’s portfolio weight to 4.25% from 4.8%.
· Investing
- Finnish Petition Seeks Data-Center Limits Over Power and Local Costs
The initiative had more than 96,000 signatures as of Oct. 23. A Finnish authority ordered Google subsidiary Tuike Finland to pause significant site work on Oct. 6.
· Regulation
- Executives Say Rate Uncertainty Is Tightening Family-Office Real Estate Screens
The investors described interest in discounted properties and rent growth, alongside limits on leverage and caution about long data-center commitments.
· Investing
- Grid Batteries Beat Gas in Australia’s NEM Evening Peak for the First Time in Any Quarter
Batteries supplied 8% of evening-peak generation versus 5.1% for gas, while NEM underlying demand averaged a Q3 record 25,471 megawatts.
· Business
- SLB Revenue Rises 6% as Adjusted EPS Falls 7% in Third Quarter
GAAP diluted EPS was $0.49. SLB expects fourth-quarter revenue of about $10 billion, up 5% to 7% sequentially.
· Business
- Former Biden and Trump Officials Urge Federal AI Infrastructure Oversight
Michael S. Regan and Neil Chatterjee want one body to coordinate existing agencies and hold developers, hyperscalers and utilities accountable.
· Regulation
- PG&E CEO Says AI Could Bring Investment to California’s Grid
Separately, Patti Poppe said broader electricity-demand growth could help fund grid upgrades if data center operators cover their share of the costs.
· People
- SK Hyper Seeks Funding for $350 Billion First Phase of South Korea Data Center Plan
The company is targeting 15 gigawatts of capacity by 2035 and aims to complete its first external funding round by the end of 2026 or early 2027.
· Business
- Investors Question the Timeline for AI Infrastructure Expansion
The stocks named included DLR, EQIX, SMCI, APLD, GDS and DTCR.
· Investing
- Insteel Plans $30 Million FY2027 CapEx, Including About $20 Million for Mesh
Management expects infrastructure and data-center demand to support results, while a private construction recovery remains tentative and housing is unlikely to improve soon.
· Business
- Junk-Rated Debt Reaches $37 Billion in U.S. Data Center Bonds So Far
A mid-October snapshot put total issuance at $80 billion. Average yields for the broader junk-rated group neared 10% in the week before Oct. 16.
· Business
- Jim Cramer’s Charitable Trust Plans 10-Share GE Vernova Buy
The planned trade would lift the trust’s holding to 100 shares and its portfolio weighting to about 2.15%, from 1.9%.
· Insights & Views
- Ukrainian Strikes Shut Two Yandex Data Centers and Hit Part of a Third
The sites housed Yandex’s three operating AI supercomputers; damage to that equipment has not been disclosed.
· Technology
- Google Expects to Invest $1 Billion in U.S. Data-Center Communities
The plan includes full property taxes on new campuses and earlier project disclosures as lawmakers and local officials question how data-center costs are shared.
· Regulation
- Jeremie Ontiveros Warns of Data Center Oversupply Risk by 2028
He said the industry is currently more concerned about excess data-service supply than chip oversupply, while describing the energy response in 2026 and 2027 as strong.
· Technology
- CoreWeave’s $51.6 Billion Debt Sharpens Questions on AI Funding
Blackstone President and Chief Operating Officer Jon Gray said CoreWeave’s underlying business remains strong as investors weigh data-center financing costs.
· Business
- Blackstone’s Jon Gray Says AI Demand Is Outrunning Supply
Gray cited a projection that five hyperscalers will spend $820 billion in 2026; Griffin warned that excess GPU capacity could send computing prices sharply lower.
· Business
- Atlas Energy Solutions Closes $424 Million Bridge Facility for Data Center Projects
Goldman Sachs and Barclays provided the financing, and Atlas had drawn $171 million at closing.
· Business
- Meta’s Future Spending Commitments Climb to $825 Billion
The total includes long-term contracts and leases, while the company’s annual capital spending guidance reaches as high as $145 billion.
· Business
- Carrier Plans More Than $600 Million Fort Worth Center for 2027 Operations
The more than one million-square-foot facility is expected to create 1,500 jobs and produce commercial cooling systems for data centers and other markets.
· Business
- Nvidia's 14-Day Data Center Design Highlights Nscale's Loughton Power Delay
Microsoft withdrew as anchor customer after expected power supply shifted into the 2030s. Nscale says it remains committed to the project and is exploring alternative power sources.
· Technology
- 黄仁勋 Says AI Demand Will Push Firms to Solve Data Center Bottlenecks
He urged U.K.-based Nscale to advance its projects as it faces construction and power constraints and questions over a proposed $30 billion IPO valuation.
· Technology
- Five Hyperscalers Spent $1.1 Trillion as U.S. Adults Oppose Local AI Data Centers
Sell-side analysts project another $5.3 trillion in spending through 2030; a March survey found 71% opposed an AI data center in their area.
· Technology
- Amazon’s Spain Investment Plan Reaches $39.8 Billion; Aragón Plan Covers Five Sites
Two Ebro basin units were on water-scarcity alert at the end of August. A Spanish draft decree would set efficiency and renewable-energy requirements for qualifying data centers.
· Business
- Trump Says Financial Deals Helped Some Data Centers Gain Local Support
He described projects that were once unpopular becoming more popular after financial agreements. Separately, he called for large new data centers to generate their own electricity.
· Regulation