AI Stock Wire · Wed 4 Nov

AIAI-generated summary Goldman Sachs released a note estimating that states likely to tighten rules on data centres account for about 45% of planned US capacity. Goldman Sachs says the political backlash against data centres is a delay story rather than a demand collapse, which may limit further downside if pauses prove brief.

AI Data Centers Energy & Environment

AIAI-generated summary Satellite analysis from research firm Aterio released details indicating that infrastructure delays by third-party cloud providers may explain why Microsoft spent $5 billion less than expected on artificial intelligence last quarter. The research firm Currence estimates that 30% to 50% of planned data center capacity initially scheduled to come online this year could be pushed into 2027 or later due to electricity shortages and other construction issues.

Microsoft AI Data Centers Compute Costs

AIAI-generated summary Riot Platforms announced a filing that names Anthropic in a twenty-eight billion dollar lease for its Corsicana campus. Riot says the fifteen-year lease covers nine hundred ten megawatts and requires the tenant to pay for electricity and operating costs.

Anthropic AI Data Centers Compute Costs Partnerships

AIAI-generated summary Ohio voters released early results showing the rejection of AI infrastructure across numerous ballot measures on Tuesday. At least 14 municipalities passed bans or other restrictions on data centers as communities opposed the AI buildout.

AI Data Centers Regulation Energy & Environment