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Data centers
552 TokenPost stories are tagged Data centers. The newest appear first.
Latest Data centers stories
- NITI Aayog Urges States to Weigh Data Center Resource Needs
The Oct. 14 guidance recommends checking power, water and community impacts before speeding approvals, while leaving decisions to states.
· Regulation
- Texas Data Center Demand Could Lift Power-Sector NOx 136% by 2031
In the grid-mix case, NOx rises 136% from 2025 levels, while on-site solar and wind cut projected NOx and CO2 by about two-thirds versus grid-only power.
· Technology
- Trane Technologies to Acquire Cancoil, Adding Texas and Ontario Sites
The deal includes more than 450 employees and a maker of heat-transfer equipment used in data centers and other facilities.
· Business
- Judge Rejects U.S. Bid to Dismiss Clean Air Act Suit Over X.AI Plant
The United States may join the case over a Mississippi gas plant whose turbines power X.AI Corp.’s Colossus 2 data center in Memphis.
· Regulation
- Texas Instruments Revenue Rises 28% as Data-Center Revenue Nearly Doubles
The chipmaker’s diluted earnings per share increased 77% year over year. For the fourth quarter, it forecast revenue of $5.80 billion to $6.30 billion.
· Business
- Scott Bessent Gives AI Industry a D-Minus for Public Outreach
He said businesses and government both need to explain AI’s practical uses and potential benefits for national security and quality of life.
· Technology
- Amazon Agrees to Withdraw Data Center Plan and Dedicate Roughly 25 Acres
The land has an estimated fair market value of $65 million. The campus purchase price was $427 million, and sale terms let George Washington University continue programs there for up to five years.
· Business
- Morgan Stanley Names TeraWulf Among 14 Stocks With Earnings Catalysts
The screen flags positive catalysts for 12 companies and downside risks for two. TeraWulf reports Nov. 6, while Williams is scheduled to report Nov. 2.
· Business
- AI Data-Center Revenue Leaves a Calculated Gap of at Least $4.9 Trillion
AI data centers would need $8.5 trillion in cumulative revenue through 2030 to cover announced spending and financing costs and earn a 12% return. Related enterprise and consumer AI revenue is capped at $3.6 trillion.
· Technology
- NVIDIA Targets Near-Zero Cooling Water Use at European AI Factories
At a 2-gigawatt scale, the design is projected to save 54 million liters of water a day. MaxLPS is designed to produce the same number of tokens with up to 30% less power.
· Technology
- AI Revenue Estimates Differ From Cloud and Data Center Sales
OpenAI’s September run rate neared $50 billion, while a separate comparison approached $70 billion using a calculation that included partner sales.
· Business
- Jensen Huang says strong AI demand supports faster data center deployment and GPU-backed financing
Jensen Huang said faster data center deployment could reduce idle capital, while GPUs' lasting value could support borrowing as strong AI demand continues.
· AI
- Federated Hermes CIO Sees Years Left in AI Boom Before Bubble Risks Rise
Its September outlook lifted the 2026 S&P 500 earnings estimate to $370 and projected about 15% growth in both 2027 and 2028.
· Investing
- NextDC Forecasts Revenue of $333 Million to $350 Million
The company forecasts EBITDA of $172 million to $186 million.
· Business
- Dudley Warns AI Spending Could Lift Rates Before Steeper Fed Cuts
He said markets may be underestimating near-term upward pressure and how forceful later cuts could be if investment peaks or financing weakens.
· Investing
- Data Center Delays Could Favor Operators With Power Already in Place
Ionic Digital has leased 234 megawatts at a Texas site to Nscale, with another 89 megawatts tied to future capacity availability.
· Technology
- AI Data Centers Face $3.55 Trillion Mature Annual Revenue Hurdle
The central scenario pairs that target with nearly $9 trillion in U.S. investment and 188 gigawatts of added capacity completed by 2032.
· Technology
- AMD Data Center Executive Sells $9.33 Million in Shares Under Trading Plan
Norrod’s Oct. 15 transaction was his third reported share sale since August. He held 353,317 shares directly after the day’s trades.
· Investing
- Data Center Debt Securitizations Total $46 Billion Since 2018
Loans tied to expected lease income could shift losses to investors if payments fall short. The market could reach $150 billion by 2028.
· Investing
- Six Firms’ AI Capital Spending Projected to Exceed $7 Trillion Through 2030
The six companies are projected to generate negative free operating cash flow in 2026 and 2027.
· Business
- BlackRock CEO Larry Fink Warns Data Center Delays Could Fuel Inflation
Fink said expanding computing capacity could lower AI costs and warned that slower construction could put economic growth at risk.
· People
- Former Google Employee Cites U.S. Power and Data Center Limits for AI GPUs
The former employee said customers with strict latency needs require U.S. capacity and described an ideal 10-minute loading target for a three-terabyte model.
· Technology
- Trump Urges Data Center Dividends Beyond Existing Power Pledge
Payments could go to host communities or residents, but Trump set no amount or deadline. A March pledge covers power and grid costs without specifying dividends.
· Regulation
- Trump’s Data Center Power Call Leaves Bitcoin Miners’ Scope Unclear
The administration’s existing pledge lets participants build, bring or buy new power supply and requires them to pay for needed delivery upgrades.
· Regulation
- NEXTDC Pauses New Projects, Cuts FY27 Spending After Power Delay
The Australian data center operator lowered its capital spending forecast to A$4.5 billion to A$5 billion and will prioritize contracted capacity.
· Business
- Morgan Stanley Projects $1.58 Trillion in AI Computing Investment for 2027
The cash-flow gap is expected to be sharpest in 2027, while U.S. data centers could face a 32-gigawatt power shortfall by 2028.
· Business
- At Least 17 BLM Land-Use Cases Appear to Involve Data Center Campuses
The cases span six Western states. A broader tally includes 35 active cases associated with more than 24,000 acres of public land.
· Technology
- Serenity Sees Extreme Gap Between AI Infrastructure Demand and Stocks
The view contrasts accelerating procurement involving Super Micro Computer and SpaceX with declines in Applied Optoelectronics and data center colocation shares.
· Insights & Views
- 2001–2010 Model Finds Water Gaps at One in Four Data Center Sites
The United States accounts for 3,619 mapped facilities, with 21% in areas showing at least one month of modeled water stress.
· Technology
- DayOne Weighs Delay or Smaller U.S. IPO Amid Data Center Volatility
A smaller offering could raise $2.5 billion to $3 billion, compared with an earlier target of as much as $5 billion.
· Business
- Musk Targets 200,000 Monthly Chip Additions in SpaceX AI Buildout
He expects about 10 gigawatts of additional AI compute online in 2027, beyond the 2.5 to 3 gigawatts targeted for the end of 2026.
· Technology
- NextDC Shares Fall About 40% as Melbourne Power Delay Cuts Outlook
Jemena does not expect to resume the network upgrade work before February 2027.
· Business
- Amazon Shifted Nvidia Rack Ownership Before AWS Data Center Delivery
An August forecast projected about $5 billion in GB300 rack deliveries that month, while some AWS sites lacked enough power to operate incoming equipment.
· Business
- Anthropic Warns of Operator Reliability Risk as It Leases Data Centers
The Claude developer is seeking capacity beyond its major cloud partners, even after committing $30 billion to Microsoft Azure.
· Technology
- Musk Projects at Least 13 GW of SpaceX AI Compute by End of 2027
SpaceX had 1.7 GW of nameplate compute capacity on Sept. 30. A separate plan calls for 20 GW of power and cooling additions during 2027.
· Technology
- CBRE’s Onnec Deal Could Reach $1 Billion as Data Center Push Expands
The London-based company has about 800 employees and is projected to generate $498 million in 2027 revenue.
· Business
- Meta’s Powell McCormick Leads Partnership Push as Spending May Hit $145 Billion
Meta’s planned El Paso data center venture with BlackRock-managed funds has estimated development costs of about $14 billion.
· People
- TD Cowen Raises Possibility of Nvidia Credit Support for Oracle
Oracle’s quarterly capital expenditures rose to $28.5 billion from $8.5 billion a year earlier as it expanded its AI infrastructure.
· Business
- Bank of America Maintains $240 Oracle Target as Data Center Costs Rise
Oracle’s cloud infrastructure revenue rose 121% in fiscal Q1 2027, while quarterly capital expenditures reached $28.5 billion.
· Investing
- Weekly AI-Linked CDS Trading Averages More Than $9 Billion
Trading tied to seven companies averaged less than $2 billion a week in July. Separately, protection costs for CoreWeave and Oracle were sharply different on Oct. 15.
· Investing