Data Center
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Firmus Grid seeks $30 billion valuation in Australian IPO, AFR reports
Data center operator Firmus Grid Ltd. is seeking a A$43.7 billion ($30.3 billion) valuation in its Australian initial public offering this month, the Australian Financial Review reported on Thursday,
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Japan's Power Giant JERA Partners with Dell to Build $15 Billion Data Center
JERA, Japan's largest power producer, is partnering with U.S. computer giant Dell and a British AI cloud provider to build a $15 billion data center in Japan. The data center will be constructed next
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German chipmaker Infineon opens first factory in Thailand with $1.4 billion investment.
German chipmaker Infineon Technologies on Thursday opened its first factory in Thailand, a $1.4 billion investment focused on backend products for electric vehicles and data centers. The move aims to
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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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U.S. senators reached a building permit agreement ahead of the November election, aiming to streamline approvals for energy and infrastructure projects and requiring data center developers to pay energy transmission costs, with a vote expected after the election.
U.S. senators reached a building permit agreement ahead of the November election, aiming to streamline approvals for energy and infrastructure projects and requiring data center developers to pay ener
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Biggest US grid suspends plan for new data center power auction
Biggest US grid suspends plan for new data center power auction
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The U.S. Senate is expected to vote on bills to ban lawmakers from trading stocks and on data center costs before the election recess.
The U.S. Senate is expected to vote on two bills on Wednesday (September 30): the Ban Insider Trading Act, which prohibits members of Congress from trading stocks while in office, and the Taxpayer Pro
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Russia has intensified its attacks on Ukraine's data centers and communication infrastructure, targeting facilities such as Kyiv's Bi-mobile and Parkovy data centers.
Russia's Ministry of Defense stated that on Tuesday, it struck multiple targets in Kyiv, including the Bi-mobile data center (one of Kyiv's main internet exchange points) and the Parkovy data center,
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AI Industry Alliance Unveils Pledges Aimed at Quelling Data Center Backlash Ahead of Midterm Elections
The AI industry alliance announced commitments aimed at quelling data center backlash ahead of the midterm elections. The alliance, named "AI Infrastructure Alliance," includes tech giants such as Goo
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Trump reiterated that data centers can make local communities "very wealthy," and AI enterprise leaders will collaborate with local communities to advance their implementation.
Regarding the data center controversy, Donald Trump reiterated that such facilities can make local communities "very wealthy" and stated that AI enterprise leaders will collaborate with local communit
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Samsung SDI unveils its first cylindrical LFP battery for AI data centers at Singapore exhibition
Samsung SDI unveils its first cylindrical LFP battery for AI data centers at Singapore exhibition
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Asia's data centers face growing opposition from local communities over power, water, and transparency concerns
The rapid expansion of AI data centers across Asia is fueling a public backlash, with local communities pushing back against their development. Concerns primarily revolve around power and water consum
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Australia's Goodman Group has canceled its A$1.2 billion Sydney data center plan due to policy and community opposition.
Australian property giant Goodman Group has announced the cancellation of its A$1.2 billion (approximately US$841 million) "Project Mars" data center plan in Sydney's Lane Cove area. The decision was
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Goldman Sachs: AI Power Crisis Spurs "Captive Power Plant" Model for Data Centers, Expected to Meet 25% of Global Electricity Demand by 2030, Gas Turbine Orders Booked Until 2031
Goldman Sachs' Carbonomics team released a report on September 27, stating that due to severely lagging grid expansion, the "behind-the-meter" (BTM) power generation model for data centers is moving f
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Anonymous analyst Mr. P: Optical communication is the ultimate solution for data center network connectivity, but copper cables will still be "forcibly extended" beyond 2027.
In a podcast on September 26, anonymous analyst Mr. P analyzed that despite optical communication ultimately dominating, copper cables and optical communication will coexist for a long time until 2027
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Anonymous analyst Mr. P: The AI hashrate bottleneck is shifting from GPUs to electricity, ABF substrates, and storage, with gas turbine deliveries booked beyond 2030.
On September 26, anonymous analyst Mr. P stated in a podcast that while used H100 chips can still sell for $25,000 and B-series GPU hourly rentals have risen to $7-8, the sheer number of GPU dies is n
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LG Electronics named Nvidia partner for AI data center cooling
LG Electronics has joined Nvidia’s official partner network (NPN) as a preferred partner in the power and cooling category, deepening its ties with the US chip giant as the Korean company expands into
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CleanSpark Closes $2.276 Billion Debt Deal for Sandersville Data Center
The 7.875% notes will fund the construction of CleanSpark's Sandersville data center project in Georgia and reimburse earlier equity contributions, secured by a 20-year lease.
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Chinese manufacturers eye U.S. AI data center boom, but geopolitical roadblocks remain
Chinese data center manufacturers, including PrefabDC, are seeing significant potential in the U.S. AI infrastructure market, citing strong demand and China's integrated supply chain. However, geopoli
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Oracle must pay New Mexico data centre investors despite force majeure and power issues
The tech group remains responsible for 'Project Jupiter' payments on its New Mexico project, despite issuing a force majeure notice.
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HSBC: AI Model Slowdown Not Necessarily Negative for Traditional Data Centers, Expects Related REITs to Achieve 11%-12% CAGR in AFFO per Share from 2025-2028
HSBC analysis indicates that the proliferation of AI applications into enterprise and real business scenarios will continue to drive data center demand, rather than the iteration speed of cutting-edge
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Nick Timiraos: New estimates project $10.3 trillion investment in data centers and AI infrastructure from 2025-2032, or 3.6% of GDP annually
Nick Timiraos: New estimates project $10.3 trillion investment in data centers and AI infrastructure from 2025-2032, or 3.6% of GDP annually, which would dwarf other huge U.S. infrastructure projects
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Goldman Sachs raises its 2030 data center behind-the-meter power generation capacity forecast to 67GW, with fuel cells ranking highest.
Goldman Sachs' Michele Della Vigna team, in a report published on September 23, raised its forecast for behind-the-meter power generation capacity for data centers in 2030 from 40GW to 67GW. The repor
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World Bank President: Emerging Markets Not Ready for Large-Scale Data Center Construction
World Bank President Ajay Banga stated at the New York Climate Summit that emerging markets are largely unprepared for the massive construction of data centers, as these require significant computing
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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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An Analysis of Potential Issues in the Operation of China's Digital Yuan
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StrongHands (SHND) Coin Analysis: Project Status, Market Performance, and Trading Risks
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