Results for “data centers”
- topicAI Data Centers
The buildings, cooling, networking and grid connections that turn capital into compute.
- technologyAI Data Centers
Where capital becomes compute.
- article25 SeptData 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.
- article1 OctSenate 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.
- article25 SeptNewsom 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.
- article24 SeptLocal 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.
- article23 SeptBrussels 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.
- article16 SeptIowa 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.
- article14 SeptThe 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.
- article17 SeptSpain 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.
- article19 OctMicrosoft 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.
- article13 OctFERC 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.
- article9 OctDOE 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.
- article4 OctAmazon 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.
- article26 SeptArgentina 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.
- article14 SeptGoogle 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'.
- signal13 SeptMore than 85% of humanoids shipped last year went to stages, classrooms and data labs.
IDC counted about 18,000 humanoid shipments in 2025, with industrial manufacturing and logistics still at pilot stage. Shipment growth and factory readiness are different stories.
- signal13 SeptTexas has 470 GW of data-centre power requests and under 4 GW actually drawing power.
ERCOT's large-load queue is roughly five times the size of the grid it wants to join; only about 9 GW is approved to energise. Interconnection, not chips, is the constraint.
- article18 OctAnthropic 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.
- article17 OctNERC 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.
- article12 OctFirmus 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.
- article29 SeptSamsung 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.
- article13 SeptThe 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.
- signal13 SeptGoogle's largest European investment is going where the power and the cold are.
Google announced at least €13 billion ($15.1 billion) for data centres, grid improvements and clean energy in Finland over 2027–2028. Finland's low-carbon electricity and climate are the stated draw.
- topicAI Infrastructure
Chips, data centres, networking, power and the capital cycle behind compute.
- article30 SeptEleven 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.
- article27 SeptTwo 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.
- article14 SeptRecord 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.
- article14 SeptThe 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.
- article13 SeptHumanoids 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.
- companySchneider Electric
Global provider of power distribution, cooling and automation systems, and a critical supplier to the AI data centre build-out.
- article27 OctEQT 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.
- article24 OctPower 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.
- article21 OctSpaceX 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.
- article20 OctCXMT 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.
- article20 OctAmazon 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.
- article17 OctJapan 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.
- article15 OctASML 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.
- article15 OctDOE 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.
- article13 OctMicrosoft 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.