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Data centers
551 TokenPost stories are tagged Data centers. The newest appear first.
Latest Data centers stories
- Nscale Discloses $105.8 Billion in Active and Contracted TCV
The Nov. 12 snapshot covered about 461,000 GPUs active or under contract. Nscale had not obtained binding financing commitments for infrastructure tied to its Anthropic agreements.
· Business
- MERLIN Raises 2026 FFO Guidance as Worst-Case Scenario Cuts Mega Plan to 704 MW
The modeled scenario includes €863 million in battery storage capex, with €553 million described as sunk cost.
· Business
- Democrats Win Both Chambers in 2026 U.S. Midterm Elections
Democrats take control of both chambers Jan. 3, 2027, while Donald Trump remains president through Jan. 20, 2029. Potential data-center rules could affect mining companies planning new facilities.
· Regulation
- NTT docomo business Plans Data Center Heat Test for Shrimp Farming
The partners will measure available heat and recovery methods in fiscal 2026, then raise shrimp during fiscal 2027. The trial is scheduled to run through March 2028.
· Business
- Fermi America Announces 600-Megawatt Capacity Deal With Hyperscaler
The agreement includes a $200 million upfront prepayment and early construction commitments. Fermi did not name the customer.
· Business
- Drogue Raises $20 Million and Plans Ocean-Thermal Data Center at Sea
The startup plans to send a multi-megawatt prototype aboard a conventional ship in early 2028. Its design would use ocean water to cool servers and generate power.
· Business
- Suncrete Cuts 2026 Outlook, Sees $200 Million to $250 Million From Acquisitions
Management cited high interest rates, project delays and a possible 12-to-18-month integration period. It also pointed to more than two years of Texas data-center backlog.
· Business
- Roth Starts Analog Devices Coverage With Buy Rating on AI Exposure
Data centers accounted for about 80% of Communications in F3Q26A, when the business grew 84% year over year.
· Investing
- Blackstone’s BXDC to Report First Full-Quarter Results Nov. 16
The report will cover the trust’s first full quarter of operations after its May 15 IPO; second-quarter results reflected about 46 operating days.
· Business
- NET Power Framework Caps Potential Reimbursement at $180 Million
The Texas data center project remains under negotiation, and neither side is obligated to sign an energy services agreement.
· Business
- AMD Data Center Revenue Climbs Nearly 97% to $8.5 Billion in Third Quarter
AMD and Nvidia served data-center markets tied to AI spending.
· Business
- Allegro MicroSystems Sets Data Center Sales Record as Fiscal Q2 Sales Rise 29%
Industrial and Other sales climbed 78.6% to $104.4 million. The earnings release did not disclose a separate data center sales figure for the quarter.
· Business
- Anonymous Source Says Huang Called Nvidia CFO 'A Deer in the Headlights'
The remark was attributed to an anonymous source describing a finance-team meeting about proposed guarantees worth billions of dollars for data center operators unable to buy Nvidia chips upfront.
· People
- Nebius Sets Q2 2027 Delivery for Remaining Microsoft Capacity
The company expects to deliver more than half of the contracted capacity by year-end and sees 2026 revenue near the low end of its $3.0 billion to $3.4 billion range.
· Business
- Google Plans French Data Center Campus That Could Need More Than 1 GW
Google and ENGIE are discussing heat recovery for local heating networks, but no delivery contract has been signed and key details remain undetermined.
· Technology
- Nvidia Projects $108 Billion in Fiscal Q3 Revenue Ahead of Nov. 17 Results
Fiscal Q2 revenue reached $96.2 billion, including $89 billion from data centers. Inventory and receivables both rose from fiscal 2026 year-end.
· Business
- SMFG Tightens Data-Center Financing Criteria Around Creditworthy Hyperscalers
SMFG has ¥2.6 trillion in data-center exposure, and most of its off-takers were classified as investment grade.
· Business
- Powered-Shell Providers’ Shares Fell About 35% on Average in October
The group includes many Bitcoin miners that shifted to leasing data-center sites, but the figure does not cover all miners expanding into AI businesses.
· Investing
- Legence Sets 2027 Targets and Authorizes Share Repurchases
The company projects revenue of $5.3 billion to $5.6 billion and adjusted EBITDA of $690 million to $730 million for 2027.
· Business
- Cerebras Falls Behind on Preparing First OpenAI Capacity Tranche as Data Center Deals Lag
The first 250-megawatt tranche is due by the end of 2026 under an agreement covering 750 MW through 2028.
· Business
- Site Preparation Underway at New Era’s Texas Data Center Project
Phase 1 power availability is expected in Q3 2027, with initial ready-for-service targeted for Q4 2027.
· Business
- Applied Optoelectronics Posts $269.9 Million in Q3 Revenue
The company reported $6.3 million in GAAP net income and projected fourth-quarter non-GAAP earnings per share of $0.48 to $0.63.
· Business
- Qualcomm Shares Gain 1.6% as Nasdaq and S&P 500 Decline
Fiscal fourth-quarter revenue fell 8.4% year over year, despite beating estimates for revenue and earnings per share.
· Investing
- SpaceX Proposes $50 Billion Arizona AI Campus With 6-Gigawatt Target
The Cochise County plan includes a 24-gigawatt-hour battery, $3.6 billion in grid upgrades and a public hearing set for Dec. 9.
· Technology
- Nebius Cuts 2026 Revenue Forecast as NBIS Shares Slide Up to 21.5%
Third-quarter revenue beat expectations, but delays in bringing new data-center capacity online drove the lower full-year outlook.
· Business
- Bank of America Lifts 2030 Server CPU Market Forecast to $240.2 Billion
The bank raised its previous estimate of about $210 billion as AI applications shift toward agentic systems and CPUs gain importance in data centers.
· Business
- Meta’s Long-Term Deals Cover Lower-Carbon Materials and Electric Freight
The package includes 25 battery-electric trucks on an I-10 route. Fortera’s cement agreement was announced Oct. 29, before Meta’s Nov. 12 package.
· Business
- October Inflation Data Raise Prospect AI Demand Is Adding to Price Pressures
Computer and peripheral prices rose at a 25% annualized rate over three months, while electricity prices gained 0.9% in October.
· Regulation
- Berkeley Professor Proposes Investor Conditions for Data-Center Funding
The proposal links funding conditions to community outreach and later company reporting as public views of data centers grow more negative on several measures.
· People
- Prediction Market Lists Texas Data Center Moratorium Odds at 33% for 2029
The listed odds were 17.5% for July 1, 2027, 21.5% for Jan. 1, 2028, and 1.9% for Jan. 1, 2027.
· Investing
- U.S. Weighs Chip Licenses for Data Centers in Seven Countries
Non-U.S. operators in the seven countries would face licensing and oversight requirements for controlled AI chip imports.
· Regulation
- Georgia Residents Challenge OpenAI’s $20 Billion Data Center Project
Three lawsuits contest the zoning and public process for Project Camellia. The latest complaint alleges conspiracy, fraud and civil racketeering.
· Regulation
- Quantum DC Pauses 1,200-Megawatt AI Data Center Plan Near Adelaide
Resident feedback raised environmental and logistical concerns. South Australian Premier Peter Malinauskas has advocated stronger regulation of the data center sector.
· Technology
- CoreWeave Posts $3.66 Billion in Third-Quarter Revenue, Plans Loan of at Least $4 Billion
CoreWeave expects $9 billion in customer prepayments and deposits over the coming months.
· Business
- Josh Hawley Backs Nationwide Pause on New Data Center Construction
The proposal would keep construction on hold until Congress adopts protections against rate increases. The effort has passed the House but faces opposition in the Senate.
· Regulation
- Microsoft Reiterates Pledge to Cover Data Center Power Costs, Some Grid Upgrades
Microsoft's January policy calls for utility rates that cover the cost of serving its data centers and payment for transmission and substation work required by expansion.
· Business
- FERC Pushes Grid Operators to Speed Data Center Connections
Proposals include a 90-day target for connection requests and a role for data centers in grid-upgrade costs.
· Regulation
- Gas Plants Planned to Supply U.S. Data Centers Could Raise Power Emissions 10%
The projection links the potential increase to AI-driven electricity demand; planned U.S. fossil-fuel capacity additions for 2026–2030 are up 45%.
· Technology
- CoreWeave Plans New Asset-Level Borrowing Over Next Two Weeks
The plan adds to the AI cloud provider’s use of collateralized financing as it pursues data-center expansion plans.
· Business
- CoreWeave CEO Expects No Election Impact on Data Centers Serving Its Backlog
Intrator said some ongoing projects were already permitted during CoreWeave’s Nov. 11 earnings call.
· Business