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33 results
  1. article25 Sept
    Data Centres Took a Third of Climate Tech's Capital

    Climate tech venture funding rose 55 per cent to $26.1bn in the first half of 2026, its best half since 2022. Deal count fell 25 per cent to a five-year low.

  2. article1 Oct
    Senate Bill Makes Data Centres Above 20MW Pay Their Own Costs

    The Bipartisan American Affordability and Jobs Act, introduced on 30 September 2026, would add a section to the Federal Power Act barring utilities from recovering any part of a large data centre's incremental cost from anyone else. The vote waits until after the midterms.

  3. article25 Sept
    Newsom Signs Seven Data Centre Laws on Power and Water

    The package strips data centres of blanket environmental exemptions, orders California's utilities regulator to build separate rates for them, and starts monthly energy reporting.

  4. article24 Sept
    Local Opposition Stalled $68 Billion of Data Centres in Three Months

    Data Center Watch counted 45 US projects blocked or delayed between April and June 2026. In the five days to 22 September, Virginia, Texas and the Australian state of Victoria each rewrote the rules for where such sites may be built.

  5. article23 Sept
    Brussels Proposes A-to-G Energy Labels for Large Data Centres

    The European Commission's data centre package, published on 21 September 2026, would grade every site above 500 kW on power and water efficiency. A separate consultation on minimum standards that could rule technologies out closes on 14 December.

  6. article16 Sept
    Iowa Got a Nuclear Restart Loan and a Data-Centre Freeze in the Same Week

    The Energy Department closed a loan of up to $1.9 billion to bring the 615 MW Duane Arnold plant back for Google's data centres. Fifty-five miles away, Waterloo's council voted to block new data centres for three months, and Dubuque is moving the same way.

  7. article14 Sept
    The Largest US Grid Wants to Switch Off Data Centres First

    PJM has asked federal regulators to let it curtail new large loads before households and to run a one-off backstop auction on 30 September. Its own market monitor puts the data-centre bill at $29 billion and wants the plan rejected.

  8. article17 Sept
    Spain Logs Its First Data Breach Carried Out by an AI Agent

    Spain's data protection agency says an organisation has reported a breach in which an agent built on a well-known language model found a flaw, altered personal data and read invoices. Neither the model nor the victim has been named.

  9. article19 Oct
    Microsoft Walks Away From Britain's Largest AI Data Centre

    Nscale was told the power for its Loughton site will not arrive until the 2030s, having expected it this year. The company filed for a US listing last month with Microsoft named in the prospectus as an expected major customer.

  10. article13 Oct
    FERC Rejects the Core of PJM's Data Centre Connection Plan

    The commission threw out PJM's Interim Resource Adequacy Service and its bring-your-own-capacity rules on 9 October 2026, keeping only a 50 MW definition and a registry. It told the states to decide who gets switched off first.

  11. article9 Oct
    DOE Tells PJM to Fix Data Centre Cost Allocation by 29 October

    The Department of Energy filed a statement of position at the Federal Energy Regulatory Commission on 7 October 2026 backing the regulator's finding that PJM's cost allocation model may be unjust and unreasonable. PJM says it will file revisions rather than wait out a five-month hearing.

  12. article4 Oct
    Amazon Puts $1bn Into Data Centre Towns and Drops Its NDAs

    Matt Garman's 2 October memo pairs a five-year community fund with an end to nondisclosure agreements with government agencies, and a warning that more than 100 local moratoriums could cost the United States the AI race.

  13. article26 Sept
    Argentina Makes Data Centres Bring 115% of Their Own Power

    Resolution 264/2026, published in the Boletin Oficial on 25 September 2026, creates an extra-trend demand class at 0.5% of average wholesale demand, about 80 MW, and requires those projects to source 80% of their consumption from new generation.

  14. article14 Sept
    Google Buys Power Before It Builds Data Centres

    In eight days Google signed the largest enhanced-geothermal contract on record and took up to half of a Finnish nuclear plant for 22 years. The company calls it 'bring your own power'.

  15. article18 Oct
    Anthropic Takes 95MW in Cape Breton on a 20-Year Lease

    EverWind says it will spend more than $10 billion on a 420 MW data centre campus and four wind projects in Nova Scotia. The customer for the first phase is signed, and the grid studies that would let the second phase connect are not finished.

  16. article17 Oct
    NERC Grid Rules Clear Ballot With 36-Month Recorder Delay

    The three computational-load standards would cover sites with at least 50 MW of connected load supplied at 100 kV or above. Existing sites would get 36 months to fit the disturbance recorders that produce the data the rules exist to collect.

  17. article12 Oct
    Firmus Shelved a $5bn IPO Priced at Triple Its August Value

    The Nvidia-backed Australian data centre operator pulled what would have been the second-largest share sale in the country's history. Investors balked at a $30.6 billion equity valuation set eight weeks after a round valuing it at $10.5 billion.

  18. article29 Sept
    Samsung Puts $1 Billion Behind AI's Power Bottleneck

    Six Samsung affiliates are backing Helix Digital Infrastructure, the KKR-formed company that buys generation and transmission as well as data centres. Samsung Electronics is putting in half the money.

  19. article13 Sept
    The 470-Gigawatt Queue

    Texas is fielding more data-centre power requests than the entire US grid can build this decade. The number tells you where the AI build-out actually breaks.

  20. article30 Sept
    Eleven Million Americans May Need a Different Job by 2035

    The McKinsey Global Institute puts the number of US workers who must change occupation entirely at roughly 11 million, about 7% of current employees. Official turnover data released the same morning shows the mechanism that would have to carry them running at a crawl.

  21. article27 Sept
    Two in Five Corporate Climate Target Changes Cut Ambition

    Harvard's Salata Institute opened a free database of Russell 3000 climate targets on 21 September. It shows 83 per cent of target-setters revised before the deadline, and where those revisions went.

  22. article14 Sept
    Record Power Demand, Even After Texas Hit Pause

    The US government's forecaster expects record electricity generation in 2026 and 2027 on data-centre demand, after halving its Texas load-growth forecast because the state froze new data-centre connections.

  23. article14 Sept
    The Weather Forecast Is Now an AI Model

    Google DeepMind's WeatherNext 3 refreshes every hour from raw satellite data, tops an independent leaderboard, and adds turbine-height wind and solar radiation. It sits behind Search, Maps and Gemini.

  24. article13 Sept
    Humanoids Clock In: What the First Factory Contracts Reveal

    BMW is running a humanoid pilot in Leipzig and Schaeffler has signed for up to 2,000 robots. The shipment data says most humanoids still perform, teach or collect data. Both things are true.

  25. article27 Oct
    EQT Buys Range Resources to Pass 9 Bcfe a Day in Appalachia

    Each Range share converts into 0.987 EQT shares under a definitive merger agreement announced on 26 October 2026. The $50bn in the announcement is the combined company's enterprise value, not the price EQT is paying, which the release does not disclose.

  26. article24 Oct
    Power Poles in Melbourne Cost NextDC A$140m of FY27 Revenue

    Jemena suspended parts of the 66kV works feeding NextDC's M3 campus in September after community opposition, and does not expect to restart before February 2027. The next increase in grid supply has slipped to the 2028 financial year.

  27. article21 Oct
    SpaceX Spent $19.6bn of Capex in a $4.4bn Profit Quarter

    Third-quarter revenue rose 161 per cent to $14.6 billion and net income reached $4.4 billion, SpaceX reported on 20 October 2026. Income from operations was $2.8 billion; interest, other income and a tax benefit supplied the rest.

  28. article20 Oct
    CXMT Guided to 742% Revenue Growth and Its Shares Still Fell

    China's largest memory maker told the Shanghai Stock Exchange on 16 October 2026 that it expects nine-month net profit of 131bn to 132.5bn yuan, against a 5.28bn yuan loss a year earlier. The stock fell anyway, and the filing does not separate price from volume.

  29. article20 Oct
    Amazon Funds a 960MW Reactor Study at an Indiana Coal Site

    American Electric Power and X-energy signed a joint development agreement on 19 October 2026 covering twelve 80-megawatt Xe-100 units at the former Breed Generating Station in Sullivan County. Amazon is paying for the development work and would buy the output.

  30. article17 Oct
    Japan Will Fund $21bn of Chip Fabs the US Part-Owns

    GlobalFoundries said on 14 October 2026 it had been selected to provide the technology for and operate two fabs at Malta, New York, with Japan supplying all the capital. Roughly $10 billion is meant to open the first plant in 2029.

  31. article15 Oct
    ASML Says Its 2027 and 2028 Supply Will Fall Short of Demand

    Record quarterly sales of €11.7 billion came with a warning that a planned 30 per cent capacity increase in each of the next two years is not enough, and without any bookings number to check it against.

  32. article15 Oct
    DOE Clears PJM Plants to Exceed Emissions Limits to 16 October

    PJM asked for the order on 11 October, warning it would come within 900 MW of its reserve margin the following Wednesday with about 61,591 MW of generation already out for autumn maintenance.

  33. article13 Oct
    Microsoft Will Run Most of Its AI on Chips It Designs

    Scott Guthrie said Azure Maia becomes the primary inference system for Microsoft products and services, with the third-generation Maia 300 entering production deployments in 2027. Every performance figure in the announcement is Microsoft's own.