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Data Center
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North American Data Center Demand Doubles in H1 2026 to 25 GW, with 77% of New Construction Shifting to Frontier Markets
North American data center absorption reached 25 GW in the first half of 2026, doubling the year-earlier level and quintupling H1 2024 figures. Over 66 GW is currently under construction, yet vacancy
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Federal Reserve Beige Book: U.S. Economic Activity Sees Modest Growth, Data Center Demand a Key Driver
The Federal Reserve's Beige Book, released on Friday, indicated modest growth in U.S. economic activity over the past two months, with an overall positive but complex outlook. Data centers and defense
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Swiss Re Forecasts Global Data Center Insurance Premiums to Reach $20-$30 Billion Annually by 2030
Reinsurer Swiss Re, in a report this month, projected that the global premiums for insuring data centers will likely hit $20 billion to $30 billion per year by 2030, driven by the $1 trillion race to
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Japan's Financial Services Agency (FSA) will strengthen its scrutiny of bank loans to overseas non-bank lenders and real estate companies.
The Nikkei has learned that Japan's Financial Services Agency (FSA) will examine whether the country's financial institutions have adequately assessed the credit risks associated with their loans to o
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US trucking industry sees business boom from AI data center construction, offsetting trade war and fuel price impacts
The construction of sprawling AI data centers, which require massive components like HVAC systems, wiring, and semiconductors to be transported primarily by truck, is providing a significant boost to
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US-China AI Race Reaches Egypt: Huawei Bids to Build AI Data Centers, US Prepares Counteroffer via Nvidia, AMD, Microsoft
Chinese tech giant Huawei has submitted a tender to build Egypt's AI data centers, offering to supply 1,408 Ascend 950 processors for AI model training and 600 Ascend 950 or 910B chips for two computi
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DeepSeek Plans to Deploy At Least 160,000 Huawei Top Accelerators at New Inner Mongolia Data Center
DeepSeek Plans to Deploy At Least 160,000 Huawei Top Accelerators at New Inner Mongolia Data Center
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Financial Times: Texas Has Benefited for 30 Years by Being Business-Friendly, But Data Centers Are Testing Its Economic Model
The Financial Times reports that Texas's economic growth over the past 30 years has been driven by offering additional conveniences to businesses, but the rapid development of the data center industry
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Australia sees a surge in data center investments, with 162 already built and 90 more planned, totaling over A$155 billion, but faces energy and water resource pressures.
Australia is rapidly becoming a global data center destination, with 162 data centers already built and another 90 in the planning stages, representing a total investment expected to exceed A$155 bill
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Insider Monkey analysis reveals that billionaire funds significantly increased their holdings in two AI data center stocks, Vertiv Holdings and Equinix, during the second quarter.
Insider Monkey's analysis, based on its database of over 900 hedge funds, shows that billionaire-led funds aggressively bought AI and data center stocks in the second quarter, with Vertiv Holdings (VR
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Andvari Associates highlights Martin Marietta Materials (MLM) as a minor beneficiary of the AI theme in Q2 2026 investor letter
Investment management firm Andvari Associates stated in its Q2 2026 investor letter that Martin Marietta Materials, Inc. (NYSE:MLM), one of the largest aggregates companies in the U.S., is a minor ben
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Artisan Global Opportunities Strategy Trimmed Advanced Micro Devices (AMD) Position in Q2 2026 Due to Valuation Concerns After AI Surge
Investment management company Artisan Partners stated in its Q2 2026 investor commentary that its Artisan Global Opportunities Strategy fund trimmed its exposure to Advanced Micro Devices (AMD) as the
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Saudi Firm Humain Eyes $2.5 Billion Fund to Build Data Centers
Saudi Firm Humain Eyes $2.5 Billion Fund to Build Data Centers
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Ciena (CIEN) stock rose on Thursday after Q3 earnings surged 215% to $2.11 per share, beating estimates amid AI data center boom.
Ciena (CIEN) stock rose on Thursday after the optical gear maker's fiscal third-quarter earnings topped estimates while revenue edged by views amid big share gains in 2026. The company's October-quart
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Berkshire CEO Abel: AI Data Center Expansion Bottleneck Lies in Energy Infrastructure, Company's Energy Business Expected to Benefit
Abel believes that as AI accelerates data center construction, the real constraint is not electricity itself, but the time required for energy infrastructure development, with grid expansion and trans
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US Treasury Secretary Scott Bessent criticized tech giants for "terrible" public relations regarding data center construction, fueling a nationwide backlash.
U.S. Treasury Secretary Scott Bessent on Wednesday publicly criticized tech giants at an event hosted by the Economic Club of Charlotte in North Carolina, accusing them of failing to effectively win p
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Arkansas Judge Refuses to Block Media Reports on Google Data Center Energy Documents
U.S. Federal Judge Lee Rudofsky in Arkansas on Wednesday, September 2, rejected a request from energy company Entergy Arkansas to block the Arkansas Democrat-Gazette from publishing details of confide
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Shares of Comfort Systems USA (FIX), Vertiv (VRT), and Sterling Infrastructure (STRL) have surged over 43% year-to-date, driven by robust demand from AI data centers, which propelled their Q2 results and guidance beyond expectations.
Comfort Systems USA (FIX) reported a 50.3% year-over-year revenue increase to $3.27 billion in Q2, with a record backlog of $14.06 billion. Vertiv Holdings (VRT) saw a 24% year-over-year increase in n
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Komatsu to boost construction equipment supply to North America, driven by AI investment-spurred data center demand, CFO says.
Komatsu to boost construction equipment supply to North America, driven by AI investment-spurred data center demand, CFO says.
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Berkshire CEO Greg Abel tells CNBC there is 'a lot more pushback' on data center construction nationwide
Abel noted the growing resistance to data center construction across the U.S., primarily due to concerns over power and electricity generation. He stated that Berkshire Hathaway is interested in servi
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Wren House Nears Deal to Acquire GIC's Stake in European Data Center Joint Venture
Wren House Nears Deal to Acquire GIC's Stake in European Data Center Joint Venture
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AI Stock Investors' Peak Demand Fears Eased by Strong Dell, Nvidia Outlooks and PwC's Trillions in Data Center Spending Forecast
Despite AI stock investors' concerns about demand peaking, recent data suggests otherwise. Deutsche Bank analyst Melissa Weathers noted investor sentiment has soured with "peak cycle" fears. However,
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South Korea's 2027 budget proposal will allocate 21.3 trillion won to the AI sector, nearly doubling its investment in semiconductors, physical AI, and data centers.
The South Korean government has announced in its 2027 budget proposal that it will allocate 21.3 trillion Korean Won to the AI sector next year, nearly doubling this year's 10.8 trillion Korean Won. T
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Donald Trump posted in support of data center construction, stating that opponents "want to be backward and poor."
Donald Trump expressed strong support for data center construction in a post on Truth Social on Monday. He stated that the only reason communities across the U.S. oppose data centers is "because they
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Blackstone's QTS and Vantage Pledge to Step Up Data Center Disclosures
Blackstone Inc.’s QTS and some of the biggest data center developers pledged to provide disclosures on their projects’ power demands, water use and ownership structures to local communities.
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AI infrastructure company Runware is building factories, aiming to achieve a prefabricated AI data center capacity of 30MW per day by 2028.
AI infrastructure company Runware is expanding its Romanian factory, planning to increase its prefabricated AI data center capacity to 30MW per day by 2028. The company aims to mass-produce modular So
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U.S. natural gas drillers expand to meet growing demand
The U.S. natural gas drilling sector is experiencing a wave of consolidation, creating larger producers better positioned to secure long-term supply agreements, as demand for natural gas continues to
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Kioxia expects net profit to surge 15-fold to $8.7 billion this quarter
Kioxia Holdings expects its consolidated net profit to surge 15-fold year on year to 1.36 trillion yen ($8.7 billion) in the October-December quarter of 2026, driven by robust demand for semiconductor
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Japanese major life insurers resume lending as rising interest rates boost returns
Major Japanese life insurers are increasing their lending, with a focus on overseas projects including data centers. This move is driven by rising interest rates making loans more attractive, and a su
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NVIDIA is in talks to provide Nscale with billions in credit guarantees for debt to develop a 460-megawatt data center, according to The Information.
NVIDIA is in talks to provide Nscale with billions in credit guarantees for debt to develop a 460-megawatt data center, according to The Information.
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Ares CEO Says Avoided AI Chip Funding Due to Complexity, Invested in Data Centers Instead
Ares CEO Says Avoided AI Chip Funding Due to Complexity, Invested in Data Centers Instead
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Japan's KDDI to build another data center in London, investing nearly $300m for land to meet AI demand
Japan's KDDI to build another data center in London, investing nearly $300m for land to meet AI demand
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Finnish police have launched a criminal investigation into Google's data center project in northern Finland over alleged environmental damage.
Finnish police have launched a criminal investigation into alleged environmental damage caused by Google's data center project in northern Finland. The project is part of Google parent company Alphabe
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HSBC Holdings seeks to hedge data center loan risks with credit risk insurance as AI-related financing demand continues to grow.
HSBC Holdings seeks to hedge data center loan risks with credit risk insurance as AI-related financing demand continues to grow.
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Oracle shares rose 12%, with free cash flow projected to reach $30 billion by 2029.
Oracle shares rose 12% after the company told investors its bets on artificial intelligence would pay off sooner than expected. The database group anticipates free cash flow to reach $30 billion by 20
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Jim Cramer warns investors about AI stock rally risks
CNBC's Jim Cramer warned investors not to be fooled by the latest rally in artificial intelligence (AI) stocks, stating it does not mean the data center trade is out of the woods. His skepticism cente
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HSBC stated that its loans to data centers are "very small in scale."
HSBC stated that its loans to data centers are "very small in scale."
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Spain Relaxes Energy/Power Policies for Data Centers to Attract Big Tech Investment
Spain Relaxes Energy/Power Policies for Data Centers to Attract Big Tech Investment
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QTS, a data-center operator backed by Blackstone Inc., is looking to raise around $800 million through a private placement of debt, as Wall Street seeks to finance artificial intelligence infrastructure.
QTS, a data-center operator backed by Blackstone Inc., is looking to raise around $800 million through a private placement of debt, as Wall Street seeks to finance artificial intelligence infrastructu
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SpaceX has secured $40 billion in financing to purchase AI chips for its data centers
SpaceX has secured $40 billion in financing to purchase AI chips for its data centers. Entities managed by Apollo Global Management will acquire these chips and provide them to SpaceX via a financing
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Singapore-linked data center projects are facing increasing rejection in Indonesia
Singapore-linked data center projects are facing increasing rejection in Indonesia, particularly on Batam Island, due to growing concerns over water supply problems and power outages amid an AI-driven
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SoftBank Group is discussing a $50 billion AI investment plan in Malaysia
SoftBank Group is discussing a $50 billion AI investment plan in Malaysia, focusing on artificial intelligence and data centers, as the Japanese technology conglomerate looks to expand its AI infrastr
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Elon Musk says he expects to see a lot of stranded compute in partially complete data centers.
Elon Musk says he expects to see a lot of stranded compute in partially complete data centers.
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A CNBC survey reveals that Donald Trump is advocating for large-scale AI infrastructure development, but his constituents generally oppose the construction of AI data centers near their homes.
A recent CNBC survey found that despite Donald Trump prioritizing U.S.-China AI competition as a national security imperative and promoting AI technology development and data center construction, his
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Data Centers Face Downgrade Risk Amid Local Pushback, S&P Says
Data Centers Face Downgrade Risk Amid Local Pushback, S&P Says
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NVIDIA GB200 Mass Production and AI Compute Power Flow: Power Shortage Becomes Key to 2026 Industry Landscape
As NVIDIA's GB300 series AI chips dominate the market in 2026, global AI data center electricity demand is surging at an unprecedented rate. By 2026, AI-optimized servers are projected to consume 31% of total data center electricity, surpassing traditional servers in 2027. Factors such as grid interconnection delays and rising wholesale electricity costs have made power, rather than chip supply, the primary bottleneck for AI infrastructure expansion. This article will delve into this trend and analyze the strategic deployments adopted by various parties in the industry chain to address the power challenge.
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Analysis of the KLT (KELTA) Project: A Look Back at Its Current Status and Risks, Having Once Been Positioned as a Data Center Token
KELTA (KLT) was once an ERC-20-based utility token project that raised funds through an ICO in 2018. It aimed to tokenize computing power and promised to provide passive income to holders. The project claimed that each KLT token represented 1 watt of data center capacity. However, as of 2022, its application is no longer available, and the associated company was listed as “unfunded” in 2026 with only one employee. Multiple sources have pointed out that its services are complex, its terms are questionable, and there are custody risks. This article will review the KELTA project’s historical context, its ICO details, and its current status.
Data Center
24H Trending
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Coinbase is down 12.49% from its previous close, now trading at $140.540.
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Chainalysis: Binance Hackers Deployed Unprecedented Money Laundering Tactics, Rapidly Converting $6.3 Billion in Stolen Funds
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An Analysis of Potential Issues in the Operation of China's Digital Yuan
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Coinbase is down 14.04% from its previous close, now trading at $138.050.
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Current Status of Virtual Currency Trading Platforms and Interpretation of China's Regulatory Policies
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Microsoft, Amazon, Google, and Meta are facing cash flow pressure due to AI investments, with Amazon and Alphabet shares falling sharply.
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Coinbase leads sell-off in crypto-related stocks after Binance's $6.3 billion hack, with Circle and Strategy shares plummeting.
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What is ELTCOIN? Project Positioning and Market Status
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SuperVerse (SUPER) Issuance and Circulation: Total Supply, Unlocking, and Deflationary Mechanisms Explained
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StrongHands (SHND) Coin Analysis: Project Status, Market Performance, and Trading Risks
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