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Data Center
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Anthropic, after calling for an AI slowdown, has signed its first data center lease in Australia, planning a total capacity of 2.16 GW.
Anthropic has signed a lease agreement with Singaporean data center developer Zerra DC for a project located on agricultural land west of Brisbane, according to sources cited by Reuters. The facility
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Nikkei Asia: India's Data Center Development Plan Receives Billions in Rupees of Incentives, But Is Not Expected to Directly Create a Large Number of Jobs
Nikkei Asia analysis indicates that despite the Indian government offering billions of rupees in incentives for data center projects by companies like Google and Amazon, these projects are not expecte
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Forgent Power Solutions (NYSE:FPS) Q4 revenue surged 94% to $462M, with record $3B backlog; forecasts FY27 revenue of $2.4B-$2.6B
The company reported full-year fiscal 2026 revenue increased 89% to $1.42 billion and adjusted EBITDA rose 91% to $323 million. Forgent is expanding its modular Powertrain Solutions capacity in Tijuan
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KeyBanc analysts raised their price target for Marvell Technology (MRVL) to $400, implying an 83% upside.
KeyBanc analysts raised their price target for Marvell Technology (MRVL) to $400, implying an 83% upside. Despite the stock falling 34% since June, the company's Q2 revenue grew 37% year-over-year, an
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Digital Realty CEO: Potential AI Slowdown Not 'End of the World' for Data Center Real Estate
Digital Realty CEO Andrew Power stated that calls for a slowdown in AI development do not signify the "end of the world" for data center real estate, despite Digital Realty and Equinix stocks slumping
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Piper Sandler Initiates Qualcomm (QCOM) with Neutral Rating, $190 Price Target; Firm Sees $15B+ Datacenter Revenue by FY2029
Piper Sandler analyst David O'Connor initiated coverage on Qualcomm (NASDAQ: QCOM) on September 9, stating the company has an attractive multi-year AI opportunity in datacenters, but its valuation alr
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Texas and Cape Town Tighten Data Center Approvals, Potentially Benefiting Digital Realty and Equinix
Texas ordered a broad audit of data center projects in ERCOT's interconnection queue in August. Separately, a proposed 122,500-square-meter hyperscale project near Cape Town tied to Equinix faces chal
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South Korea plans to cut the number of new transmission towers by up to 40% to meet the growing electricity demand from data centers and semiconductor factories.
South Korea plans to cut the number of new transmission towers by up to 40% to meet the growing electricity demand from data centers and semiconductor factories.
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Trump Rejects AI and Data Center Concerns, Says Critics Push Political Agenda
President Donald Trump dismissed warnings that artificial intelligence could threaten humanity or that data centers could harm communities, likening these concerns to his criticisms of climate change
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Anthropic's safety warning weighs on data center stocks, but compute demand still outstrips supply
Anthropic's safety warning weighs on data center stocks, but compute demand still outstrips supply
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AI Boom to Double U.S. Data Center Gas Demand to 15 Bcf/d by 2035, Potentially Ending Era of Cheap Gas: BNEF
BloombergNEF forecasts that U.S. data centers could add 15 billion cubic feet per day (Bcf/d) of natural gas demand by 2035, more than double its previous forecast. Gas is expected to supply 69% of ne
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Trump: There is a sick conspiracy going on against AI and data centers
Trump: There is a sick conspiracy going on against AI and data centers
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Google's parent company, Alphabet, is purchasing nuclear power for its AI data centers, which analysts believe indicates confidence in demand over the next decade.
Yahoo Finance analysts noted that Alphabet's move reflects the company's confidence in the demand outlook for AI data centers over the next decade. Analysts believe that Alphabet, which already owns t
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Moody's: AI Boom to Drive $110 Billion U.S. Power Buildout by 2030, Data Centers Could Consume 10% of U.S. Electricity
According to Moody's, America’s data center boom will require $110 billion to add 45GW of power capacity through 2030. More than 30GW is expected to come from natural gas, requiring an extra 4 billion
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Iron Mountain CFO expects long-term growth portfolio expansion over 20%, driven by data centers and digital solutions
Iron Mountain CFO Barry Hytinen stated at Goldman Sachs' 2026 Communacopia + Technology Conference that the company's growth portfolio, including data centers, asset lifecycle management (ALM), and di
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AI cooling company Modine Manufacturing's data center sales surged 90%, raising full-year guidance.
Modine Manufacturing (NYSE: MOD) announced its first quarter fiscal year 2027 results, with data center sales increasing by 90% year-over-year to $348.6 million, and its backlog doubling. Management r
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Canada's Concord Pacific Developments Inc. acquired a wind farm for several hundred million CAD, and its CEO said the company is also planning to move into data centers.
Concord Pacific Developments Inc. acquired a field of fifty wind turbines from Potentia Renewables Inc. for several hundred million Canadian dollars, deepening the Canadian developer’s long-term bet o
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If the Democratic Party regains control of the House of Representatives, the data center industry will face pressure for stricter environmental and regulatory safeguards.
Wall Street Insights quoted Politico as reporting that Democrats are expected to pressure the administration to establish stricter environmental and regulatory safeguards and require data centers to b
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India's data center boom is creating a new engine for its renewable energy industry, with data centers expected to consume 3% of the country's total electricity by 2030
The rapid expansion of data centers, driven by India's push to become an AI hub, is increasing the bankability of battery-backed solar and wind projects, as data center companies are willing to sign l
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The data center industry is experiencing an IPO wave, with nearly ten companies having gone public or preparing to do so in the past year, aiming to meet the multi-trillion-dollar capital demands for AI infrastructure.
After a wave of privatizations in 2021-2022, the data center industry is once again turning to public markets. Recently listed or IPO-bound companies include Blackstone Digital Infrastructure Trust, C
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Developers propose building data centers in Scotland to utilize its surplus wind power for AI and the digital economy, addressing grid capacity issues.
Developers propose building data centers in Scotland to utilize its surplus wind power for AI and the digital economy, addressing grid capacity issues.
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NVIDIA announced a partnership with Australian partners to build up to 2 gigawatts of AI infrastructure by 2027.
Nvidia announced on September 9 a strategic partnership with Australian Nvidia Cloud Partners (NCPs) and AI infrastructure providers, planning to build up to 2 gigawatts (GW) of AI infrastructure in A
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ABM Industries (ABM) saw its free cash flow surge by over $150 million in the first nine months, leading to an upward revision of its full-year guidance, though business segment performance varied.
ABM Industries (ABM) reported a free cash flow increase of over $150 million year-over-year for the first nine months of fiscal year 2026, reaching $199.6 million. The company raised its full-year fre
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NXP Semiconductors CEO: Company Positioning Itself as a "Physical AI" Leader, Expects Data Center Revenue to Reach $500 Million This Year
NXP Semiconductors (NASDAQ:NXPI) CEO Rafael Sotomayor stated at the Goldman Sachs Communacopia + Technology Conference that the company is combining security, functional safety, real-time processing,
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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
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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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Current Status of Virtual Currency Trading Platforms and Interpretation of China's Regulatory Policies
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An Analysis of Potential Issues in the Operation of China's Digital Yuan
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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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WNXM Token: Wrapped NXM Token Analysis and Market Status
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Cardano Ecosystem: Core Organizations, Technology, and Key Projects Analysis
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StrongHands (SHND) Coin Analysis: Project Status, Market Performance, and Trading Risks
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