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"exact phrase" the words together, in this order-word leave out stories with the wordtopic:robotics a topic by ID or name; quote names with spaces: topic:"open-weight models"category:"AI agents" a categorycompany:openai a company, person, product or organization (also entity:)source:forbes.com a publisher by site or nametype:analysis news, analysis, opinion, research paper and other kindsafter:2026-11-01 stories on or after that New York day; before:2026-11-10 on or before itAI data centers are the physical facilities built to house the specialized hardware and networking required to train and run machine learning models. Truncated covers facility design, power sourcing, cooling technologies, infrastructure investments and regional development.
AI-generated summary Gary Marcus states that investors should avoid Anthropic and its initial public offering because the financial outlook relies on rapid and sustained growth. Marcus discussed these views during an interview with Romaine Bostick and Vonnie Quinn on The Close.
AI-generated summary China is increasing data center construction across Inner Mongolia to catch up to the United States on artificial intelligence. Opposition against data centers is mounting in the United States while China leans into its manufacturing edge.
AI-generated summary Financial markets face growing questions about how to fund the ongoing infrastructure boom for artificial intelligence. Major technology companies are increasing capital spending on data centres while dealing with negative free cash flow.
AI-generated summary GE Vernova shares dropped 25 percent from their early October high following concerns about artificial intelligence data centers. CEO Scott Strazik states that about 80 percent of the company's gas turbine customers are traditional institutions rather than data centers.
AI-generated summary Amazon executive Matt Garman states that space data centers are unlikely to be economically practical within the next decade. Garman identifies launch frequency, rocket payload weights, server serviceability, and heat dissipation as major hurdles for space-based artificial intelligence.
AI-generated summary TechCrunch reports that many announced AI infrastructure projects may never be built due to various obstacles. Ascend Analytics senior managing director Brent Nelson joined the Equity podcast to discuss separating realistic projects from speculative ones.
AI-generated summary The Tech Oversight Project released a blueprint for Democrats outlining an agenda for the first 100 days of the new Congress that includes legislation targeting AI and data centers. The group urged Democratic leaders to maintain pressure on major technology companies by scheduling oversight hearings and pushing for AI safety measures.
AI-generated summary Meta reported that its head of infrastructure will depart the company in the new year. A former Amazon Web Services executive will succeed the departing leader to oversee data center operations.
AI-generated summary A consortium consisting of Mubbadrah, Sustopia Capital, Vela Tech, and O2 Global Energy has announced plans to develop a 400MW AI data center complex in Salalah, Oman, supported by a 3 billion dollar initial investment. Crusoe has indicated potential interest as an off-taker for the project, and O2 Global Energy will develop 400MW of solar generation with battery storage for the facility.
AI-generated summary Chancellor of the Exchequer John Healey stated that the UK will avoid a US-style data center free-for-all that could threaten investment in artificial intelligence. During a Treasury Select Committee hearing on Wednesday, Healey explained that he launched a new data center covenant alongside the budget last month to prevent such a debate.
AI-generated summary Kioxia announced a storage density milestone featuring 640 enterprise SSDs chained together to create just over 157 petabytes of storage in a single rack cabinet designed for artificial intelligence data centers. The storage solution was created in collaboration with Dell and amounts to 16 PowerEdge R7725xd servers, each containing 40 Kioxia LC9 Series drives inside one industry-standard 42U server rack.
AI-generated summary Quanta Computer reported that its third-quarter 2026 revenue more than doubled while operating profit fell sequentially from the prior quarter. Quanta attributed gross margin pressure to high materials costs for AI server systems and outlined plans for next-generation racks.
AI-generated summary SemiAnalysis reports that SpaceX/xAI is developing a custom version of Nvidia's Vera Rubin NVL72 rack-scale AI system codenamed Kessel. The Kessel system features 72 Nvidia Rubin GPUs and replaces conventional NVLink cable assemblies with an 84-layer printed circuit board.
AI-generated summary JPMorgan expressed caution regarding industrial stocks tied to artificial intelligence data center spending while adjusting its targets. The bank assigned Neutral ratings to Eaton, Johnson Controls and Vertiv and lowered price targets for several other names.
AI-generated summary Proposals to develop an artificial intelligence data center at the former Androscoggin paper mill site in Jay, Maine, have resurfaced. JGT2 Redevelopment submitted a public notice on November 8 to file permit applications with the Maine Department of Environmental Protection.
AI-generated summary Nscale, an Nvidia-backed AI cloud provider, is considering postponing its planned stock market listing until next year. Reuters reported that Microsoft declined an option to expand its existing agreement with Nscale for more capacity in Texas.
AI-generated summary GE Vernova stated that a financial loss reported by SoftBank Group involving power equipment for US artificial intelligence data centers has no financial impact on the company. GE Vernova shares fell 3.9% after SoftBank reported the loss, which followed a change in equipment procurement plans for a project in Ohio.
AI-generated summary UBS reported that third quarter server processor demand remained strong while Advanced Micro Devices and Arm continued to capture market share from Intel. UBS noted that agentic artificial intelligence workloads will require more processors alongside each graphics processing unit, creating a larger long term opportunity for central processing units.
AI-generated summary Neocloud QumulusAI signed a five-year colocation agreement to expand its footprint in Denver, Colorado by 1.2MW. The lease agreement has been funded by cash generated from its operations and is expected to be operational from Q1 2027.
AI-generated summary Salt Lake City-based Torus announced it secured $500 million in a Series C funding round led by Magnetar. The energy-storage startup will use the capital to manufacture a new shipping container-sized product named Foundry that combines batteries with artificial intelligence computing.
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