#data-centers
#data-centers

Tech industry

The Optical AI Boom's Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution

Environment

Data centers are finding a surprising way to deploy batteries | Fortune

Real estate

The AI data center boom is moving closer to cities and this Texas developer just raised $2 billion to bet on it

Venture

Apollo's president warns the AI spending boom may not pay off for investors

fromBig Think

17 hours ago

Data center cooling is becoming an energy crisis. Aerospace engineering can help us solve it.

Data centers are expanding rapidly due to AI demand, but inefficiencies lead to underutilization of existing power resources.

The Optical AI Boom's Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution

Optical photonics is essential for scaling AI data centers, offering higher bandwidth and lower energy use, driving significant stock growth in key companies.

Data centers are finding a surprising way to deploy batteries | Fortune

Data centers are increasingly pairing batteries with fossil fuels to ensure reliable power for AI operations.

Real estate

The AI data center boom is moving closer to cities and this Texas developer just raised $2 billion to bet on it

Texas is becoming a hub for data centers that support AI training, with facilities being built closer to population centers.

more#artificial-intelligence

Apollo's president warns the AI spending boom may not pay off for investors

Tech companies are investing heavily in AI, but returns on these investments are uncertain and may not meet expectations.

15 hours ago

AMD Will Be a $1 Trillion Company Faster Than You Think

AMD's growth is driven by data center revenue, earnings inflection, and a strong balance sheet, reinforcing a bullish outlook heading into 2026.

#blackstone

16 hours ago

Venture

Blackstone wants $1.75bn for the first AI-era data-centre REIT

European startups

AirTrunk enters India by acquiring Lumina CloudInfra

16 hours ago

Blackstone wants $1.75bn for the first AI-era data-centre REIT

Blackstone Digital Infrastructure Trust will list on the NYSE as BXDC, providing direct investment access to newly built data centers leased to hyperscalers.

AirTrunk enters India by acquiring Lumina CloudInfra

Blackstone consolidates AirTrunk and Lumina CloudInfra to enhance its data center operations in India's hyperscale market.

Tahoe is losing a major power source amid Google, Apple data center expansion

Liberty Utilities must find a new energy source by May 2027 due to NV Energy's withdrawal of power supply.

1 day ago

Data Center Expert Warns Gigawatt-Scale AI Buildouts Could Trigger Rolling Blackouts

Data centers' reliance on the grid poses risks, as seen in Virginia's near-miss incident that nearly caused rolling blackouts.

#community-activism

Austin

1 day ago

I helped block a data center in my town and learned how much power locals have

Residents in Fayetteville successfully opposed a new data center application after raising concerns at a planning and zoning meeting.

fromThe Washington Post

US news

A town of 7,000 planned so many data centers, it's like adding 51 Walmarts

Austin

1 day ago

I helped block a data center in my town and learned how much power locals have

Residents in Fayetteville successfully opposed a new data center application after raising concerns at a planning and zoning meeting.

fromThe Washington Post

US news

A town of 7,000 planned so many data centers, it's like adding 51 Walmarts

more#community-activism

Silicon Valley

2 days ago

Unionized workers form alliance with rich tech giants on AI data centers, pushing back on local opposition and redrawing political lines | Fortune

Building trades unions are now integral to the AI economy, aligning with tech giants and addressing community concerns about data centers.

#ai

fromMedium

What is AI really costing the planet?

AI interactions consume significant energy, raising environmental concerns due to the vast data centers required for processing.

Business intelligence

8 partners set to transform the future of energy consulting

Artificial intelligence

The 1 Energy Stock You Should Be Buying for the $700 Billion AI Spending Spree

The Horrible Economics of AI Are Starting to Come Crashing Down

Tech leaders are now rating employee productivity based on AI token usage, signaling a shift in AI access and costs.

DevOps

AI Demand Is Forcing a Rethink of Data Center Power, Cooling

AI's rapid growth is challenging data center infrastructure, necessitating rethinking of power, cooling, and construction strategies.

fromThe Verge

AI backlash is coming for elections

Americans express concerns about AI, but it is not a top priority in midterm campaigns.

fromMedium

What is AI really costing the planet?

AI interactions consume significant energy, raising environmental concerns due to the vast data centers required for processing.

Business intelligence

8 partners set to transform the future of energy consulting

AI is driving rapid growth in energy demand and consulting services, reshaping industry assumptions and investment strategies.

The 1 Energy Stock You Should Be Buying for the $700 Billion AI Spending Spree

AI's growth is heavily dependent on energy infrastructure, creating a significant opportunity for companies like GE Vernova.

The Horrible Economics of AI Are Starting to Come Crashing Down

Tech leaders are now rating employee productivity based on AI token usage, signaling a shift in AI access and costs.

DevOps

AI Demand Is Forcing a Rethink of Data Center Power, Cooling

AI's rapid growth is challenging data center infrastructure, necessitating rethinking of power, cooling, and construction strategies.

fromThe Verge

AI backlash is coming for elections

Americans express concerns about AI, but it is not a top priority in midterm campaigns.

Coatue has a plan to buy up land for data centers, possibly for Anthropic | TechCrunch

Coatue has launched Next Frontier to acquire land for data centers near power sources, aiming to enhance AI investment returns.

fromThe Atlantic

3 days ago

So, About That AI Bubble

The AI sector has shifted from overinvestment concerns to rapid growth driven by productivity gains from AI tools like Claude Code.

3 days ago

Big Tech Is Making 'Empty Promises' on 500 Gigawatts of Data Centers It Can't Deliver

Jigar Shah claims the industry 'can't build more than 50 gigawatts of data centers between now and 2030', while announced commitments are 'creating havoc at the level of 500 gigawatts across the country.'

Silicon Valley

Super Micro Computer Climbs 25% in April: 3 Reasons SMCI Is the Tech Sector's Comeback Kid

Super Micro Computer's stock is rebounding due to strong AI server demand and a diverse customer base despite recent challenges.

I Was Wrong. Broadcom Is Far From Topping Out.

Broadcom's stock is gaining momentum due to sustained demand in data centers and significant growth in AI semiconductor revenue.

AI Data Center Spending Rushes Toward $800 Billion

Major tech companies are significantly increasing AI data center spending, raising concerns about potential overspending and resource limitations.

#ai-infrastructure

Why your data infrastructure - not your AI model - will determine whether Agentic AI scales | Fortune

Investment in data centers is crucial for AI development, but overinvestment may harm economic integration and financial markets.

DevOps

Containerized data centers help avoid many pitfalls in AI deployments

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.

Data science

Eaton: AI data centers need aerospace-grade engineering

AI demands require a complete overhaul of data center infrastructure, moving from traditional cooling methods to advanced systems-level designs.

Why your data infrastructure - not your AI model - will determine whether Agentic AI scales | Fortune

Investment in data centers is crucial for AI development, but overinvestment may harm economic integration and financial markets.

DevOps

Containerized data centers help avoid many pitfalls in AI deployments

AI hardware manufacturers are consolidating computing power through modular, containerized solutions for faster deployment and improved performance.

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.

Data science

Eaton: AI data centers need aerospace-grade engineering

AI demands require a complete overhaul of data center infrastructure, moving from traditional cooling methods to advanced systems-level designs.

more#ai-infrastructure

SoftBank is creating a robotics company that builds data centers - and already eyeing a $100B IPO | TechCrunch

SoftBank plans to launch Roze AI to automate data center construction in the U.S. and aims for a $100 billion IPO by 2026.

fromArs Technica

Data center developer pauses Middle East projects after war damage

Data center investments in the Middle East are paused due to damage from Iranian attacks, impacting plans for AI and cloud infrastructure development.

3 Data Center Stocks You Haven't Heard of With 300% Upside Potential

Data center stocks like Johnson Controls and Cogent Communications offer significant upside potential despite current market trends and valuations.

This Unknown Stock is Up 600%, Has a $1.6B Defense Backlog, and You Don't Know It

TTM Technologies is experiencing significant growth due to demand from military and data center sectors, with a 600% increase in stock over the past year.

Solaria raises 300m to turn solar farms into AI infrastructure

Co-locating renewable energy with battery storage near data centers addresses AI's power demands and attracts significant investor interest.

fromMedium

What is AI really costing the planet?

AI interactions consume significant energy, raising environmental concerns due to the electricity used by data centers.

Agriculture

fromArs Technica

Online Community Development

Rural America is resisting the surge in data center construction

Rural communities are increasingly opposing AI infrastructure due to concerns over water resources and environmental impact.

#rural-development

A Tiny Town Is Building So Many Data Centers That There'll Be Almost Nothing Else Left

Tech companies are rapidly acquiring land in rural areas like Archbald, Pennsylvania, for data centers, raising concerns among local residents.

fromTelecompetitor

Online Community Development

Data science

Data centers growing, especially in rural areas: Pew

A Tiny Town Is Building So Many Data Centers That There'll Be Almost Nothing Else Left

Tech companies are rapidly acquiring land in rural areas like Archbald, Pennsylvania, for data centers, raising concerns among local residents.

fromTelecompetitor

Data science

Data centers growing, especially in rural areas: Pew

more#rural-development

Science

China Startup Secures $8.4B in Credit Lines for Orbital Data Center Push

China is developing space-based data centers to alleviate pressure on Earth-bound computing infrastructure due to rising AI and cloud demand.

Data center demand drives 66% surge in natural gas power plant costs | TechCrunch

Tech companies are increasingly investing in natural gas power plants for data centers, despite rising construction costs and public backlash.

NYC startup

Data centers and gas demand make boring pipelines great again | Fortune

New York sees its first pipeline construction in over a decade, driven by natural gas demand and data center growth.

Data center demand drives 66% surge in natural gas power plant costs | TechCrunch

Tech companies are increasingly investing in natural gas power plants for data centers, despite rising construction costs and public backlash.

NYC startup

Data centers and gas demand make boring pipelines great again | Fortune

New York sees its first pipeline construction in over a decade, driven by natural gas demand and data center growth.

more#natural-gas

fromTNW | Meta

Science

Meta signs a deal to beam solar energy from space to its AI data centres

Overview's satellites will beam solar energy to Earth, extending solar farm output through the night without new infrastructure.

fromwww.nytimes.com

Opinion | Why Is Your Electric Bill Going Up? Blame the Broken Grid.

America's electrical grid is outdated and requires urgent upgrades to meet growing demands and prevent rising costs and unreliability.

Careers

This blue-collar trade no one is talking about could help you land a fast-growing AI job

Learning a traditional trade like low-voltage technology is essential for filling the labor shortage in data centers driven by the AI boom.

#maine

US politics

Maine's governor vetoes data center moratorium | TechCrunch

US politics

Maine is the latest state to try and fail to ban new data centers

fromEngadget

US politics

Maine governor vetoes bill temporarily banning large data centers in the state

fromJezebel

Maine Looks to Become the First State to Outlaw Data Centers

Maine is considering an 18-month moratorium on new data centers to assess their impact and develop regulations.

fromFast Company

A U.S. state just banned big AI data centers. Here's why it might not be the last

Maine has enacted a temporary ban on large data centers to assess their environmental and energy impacts before allowing construction.

Environment

US: Maine pushes for statewide pause on AI data centers

US politics

Maine's governor vetoes data center moratorium | TechCrunch

US politics

Maine is the latest state to try and fail to ban new data centers

fromEngadget

US politics

Maine governor vetoes bill temporarily banning large data centers in the state

fromJezebel

Maine Looks to Become the First State to Outlaw Data Centers

Maine is considering an 18-month moratorium on new data centers to assess their impact and develop regulations.

fromFast Company

A U.S. state just banned big AI data centers. Here's why it might not be the last

Maine has enacted a temporary ban on large data centers to assess their environmental and energy impacts before allowing construction.

Environment

US: Maine pushes for statewide pause on AI data centers

Just 11 AI Data Centers Could Belch More Fumes Than Entire Countries

Eleven gas-powered data centers in the US could emit more greenhouse gases than entire countries with millions of residents.

Social justice

Tech Companies Are Using Insidious Tactics to Build Data Centers on Indigenous Lands, Activists Say

The Seminole Nation of Oklahoma has banned data center construction on its land, becoming the first Indigenous nation to do so.

#texas

Toronto startup

Big Tech's AI data centers are pushing the power grid to its limits and one state is feeling it the most

Texas is set to become the world's data center capital by 2030, with power demand expected to quadruple by 2032.

fromAxios

The best and worst states for AI data centers

Texas is attracting data center investments with tax incentives, while Maine is implementing a moratorium to evaluate the impact of data centers.

Toronto startup

Big Tech's AI data centers are pushing the power grid to its limits and one state is feeling it the most

Texas is set to become the world's data center capital by 2030, with power demand expected to quadruple by 2032.

fromAxios

Silicon Valley real estate

The best and worst states for AI data centers

Texas is attracting data center investments with tax incentives, while Maine is implementing a moratorium to evaluate the impact of data centers.

more#texas

fromSan Jose Spotlight

Residents push back against San Jose's data center plans - San Jose Spotlight

San Jose faces community backlash over plans for new data centers due to concerns about environmental impact and energy grid strain.

fromArs Technica

Greenhouse gases from data center boom could outpace entire nations

New gas projects for data centers in the US may emit more greenhouse gases than Morocco in 2024.

#microsoft

Microsoft commits A$25 billion to Australia by 2029

Microsoft announces A$25 billion investment in Australia, expanding AI infrastructure and cybersecurity initiatives, and training three million Australians in AI skills by 2028.

Microsoft Takes Over Key Stargate Site in Latest OpenAI Pullback

Microsoft has taken over data center capacity in Norway originally intended for OpenAI's Stargate project amid OpenAI's spending reductions.

Microsoft commits A$25 billion to Australia by 2029

Microsoft announces A$25 billion investment in Australia, expanding AI infrastructure and cybersecurity initiatives, and training three million Australians in AI skills by 2028.

Microsoft Takes Over Key Stargate Site in Latest OpenAI Pullback

Microsoft has taken over data center capacity in Norway originally intended for OpenAI's Stargate project amid OpenAI's spending reductions.

more#microsoft

Non-profit organizations

fromTruthout

Indigenous Activists Decry "Data Colonialism" of AI Boom in Their Communities

The AI industry's data center expansion poses significant threats to Indigenous communities and the environment, according to activist Krystal Two Bulls.

Careers

fromEntrepreneur

Workers Are Overlooking This $300K Career Path With 81K Job Openings, Says a Talent CEO: 'The Opportunities Are Massive'

Laid-off tech workers should pivot to data center electrician and technician roles due to a surge in job demand.

fromWIRED

New Gas-Powered Data Centers Could Emit More Greenhouse Gases Than Entire Nations

Natural gas projects for data centers linked to major tech companies could emit over 129 million tons of greenhouse gases annually.

EU data protection

New EU rules stall due to lack of data center data

Europe's data center sustainability regulations reveal significant gaps in data quality and reporting, hindering accurate assessments of energy consumption and environmental impact.

Silicon Valley real estate

The hidden $25 billion public health cost of America's data center boom | Fortune

Data centers impose a hidden health cost of $25 billion on local communities, primarily due to air pollution and greenhouse gas emissions.

fromEngadget

Monterey Park, California has banned any data centers within its city limits

Monterey Park has permanently banned data center construction, citing public nuisance concerns and community pushback against a proposed facility.

#energy-demand

Environment

Why cloud computing still runs on coal and gas

Environment

Why the cloud still runs on coal and gas

Environment

Data centers now account for half of all new U.S. electricity use, just as Americans start to sour on AI | Fortune

Why cloud computing still runs on coal and gas

Data centers' energy demands are straining U.S. power grids, leading to reliance on fossil fuels and delaying renewable energy goals.

Why the cloud still runs on coal and gas

Data centers in the U.S. are straining energy grids, leading to increased reliance on fossil fuels and delaying renewable energy goals.

Data centers now account for half of all new U.S. electricity use, just as Americans start to sour on AI | Fortune

U.S. energy demand grew 2% in 2025, primarily driven by data centers fueling electricity needs.

JPMorganChase Data Center Gets $77 Million Handout to Create Grand Total of One Job

Data centers receive large subsidies but create minimal permanent jobs, raising concerns about economic impact and utility prices.

Meta fast-tracks fiber technician training to solve a major data center bottleneck

Meta is launching a program to train fiber technicians to address the shortage of skilled workers for AI data centers.

I'll Buy This 1 Pick-And-Shovel AI Stock With My Eyes Closed - Here's Why

Amphenol offers diversified exposure to data centers at a lower valuation compared to peers, making it a compelling investment opportunity.

Digital life

fromFast Company

The carbon cost of our clicks

The digital ecosystem significantly contributes to carbon emissions, with each user generating 229 kilograms of CO2 annually.

This talent CEO says laid-off tech workers are ignoring a $300K 'white-collar trade job' with 81K openings a year | Fortune

AI's impact on jobs is real, but demand for skilled technicians in data center infrastructure is rising, offering new career opportunities.

Careers

Online Community Development

A talent CEO says data centers are a 'massive opportunity' for office workers to pivot mid-career

Laid-off tech workers should consider opportunities in the growing data center sector, which is experiencing high demand for skilled labor.

fromTruthout

Want to Resist a Data Center? These Organizers Share How They Did It.

Local communities in the U.S. are resisting the construction of data centers due to environmental concerns and corporate influence.

City Council Wrecked in Voter Bloodbath After Allowing New Data Center

I ran because I thought the city was not listening to people. It's really the way the deal was handled that led to this kind of uprising.

US politics

There Are Signs of a Massive AI Backlash

Public outrage against the tech industry's AI focus is escalating, leading to protests and political backlash against data centers and AI development.

Stifel Raises MasTec's Price Target as Transmission Surveys Hit Record Highs: Is This Infrastructure Stock About to Break Out?

MasTec's stock price target was raised to $401 due to strong Q1 project activity, indicating robust demand in the infrastructure buildout supercycle.

Cryptocurrency

fromnews.bitcoin.com

Crypto Miner HIVE Targets $75 Million Offering to Fund AI Expansion

HIVE Digital is raising $75 million through exchangeable notes to fund data centers and AI infrastructure, shifting focus from crypto mining to high-performance computing.

Cryptocurrency

MARA Rises 6%: Bitcoin Miner Turned AI Infrastructure Play Has the Market Divided and Buzzing

MARA Holdings is shifting from Bitcoin mining to AI infrastructure, driving a 6% stock increase.

US Moves Toward Mandatory Data Center Energy Reporting as EIA Pilot Expands - TechRepublic

The EIA is initiating a mandatory national survey of data center energy use to address rising electricity demand driven by AI.

SF politics

Data center executives fret over the industry's increasingly toxic public image

The data center industry faces backlash over environmental and economic concerns, threatening major projects and requiring better public relations efforts.

#energy-consumption

Environment

Feds will require data centers to show their power bills | TechCrunch

fromWIRED

The US Government Will Ask Data Centers How Much Power They Use

The US government plans a mandatory survey to collect data on energy use in data centers, addressing public concerns over their resource consumption.

Environment

Feds will require data centers to show their power bills | TechCrunch

fromWIRED

The US Government Will Ask Data Centers How Much Power They Use

The US government plans a mandatory survey to collect data on energy use in data centers, addressing public concerns over their resource consumption.

more#energy-consumption

CAT's Record 2025 Run Has Priced In the Good News, Our Target Is $807

Caterpillar's stock has surged significantly, with modest upside projected due to high valuation and strong fundamentals.

fromThe American Conservative

Mizuho Upgrades American Tower to Outperform: Will This Cell Tower Giant Finally Reclaim Its Crown?

Mizuho upgraded American Tower to Outperform with a price target of $205, citing improved leasing demand and undervalued data center business.

Right-wing politics

The Politics of Data Center Opposition

Voter backlash against data centers is growing, leading to political consequences and a bipartisan opposition in various communities.

Business intelligence

The Midwest's rise to America's second-biggest data center hub is fueled by these key states

Texas and the Midwest are becoming key hubs for data centers, shifting from Northern Virginia due to power availability and new developments.

Citi Raises Vertiv Price Target to $340 as AI-Driven Industrial Trends Stay Intact

Citi raised Vertiv's price target to $340, reflecting strong institutional confidence and bullish trends in AI-driven order momentum.

Citi is stepping up its data center financing push and aiming to close the gap with Wall Street rivals

Citi aims to establish a leadership position in AI infrastructure, targeting $3 trillion in capital by 2030 to compete with Wall Street rivals.

Science

The largest orbital compute cluster is open for business | TechCrunch

Orbital compute is evolving with partnerships like Kepler and Sophia, focusing on data processing and infrastructure for space applications.

London startup

fromBusiness Matters

OpenAI doubles down on London with first permanent office despite Stargate U-turn

OpenAI's London headquarters emphasizes the importance of talent over infrastructure in the UK's AI sector.

OpenAI's Latest Thing It's Bragging About Is Actually Kind of Sad

The AI industry faces significant delays and cancellations in data center projects, impacting ambitious computing capacity goals.

SF politics

fromLos Angeles Times

Man speaking against data center arrested at Imperial County board meeting as tensions flare nationwide

High-tech data center controversy leads to arrest of a protester at a county meeting in Imperial County.