Vistra plunges 13.5% as Texas election rattles AI power trade, KeyBanc downgrades By Investing.com
Investing.com — Vistra plunges 13.5% as Texas election rattles AI power trade, KeyBanc downgrades
AI Data Centers
AI 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.
Red teams, wrong targets and a $115bn bet on optics
The Stack — Welcome to CTRL: Alt Cloud, a new newsletter from The Stack diving into the Wild West of alternative clouds, the workloads they keep running, and the silicon they run on… This week the hyperscalers have proven the AI buildout is not going anywhere, with Google and Microsoft reporting barn-storming
Wall Street cuts Bitcoin miner price targets as newly blue Texas threatens data center boom
CoreWeave Bonds Hit New Lows as Texas Data Centers in Crosshairs
Data centers will start running on 800 VDC power as early as 2027
Latitude Media — Here’s what you need to know about this major new architecture.
Quantum, Nuclear, And More: America Is Working On Next-Level Tech
Cipher Mining sinks 17% as Texas election puts AI data-center expansion at risk By Investing.com
Investing.com — Cipher Mining sinks 17% as Texas election puts AI data-center expansion at risk
Democratic victories cloud outlook for AI data center rollout
Tech Xplore — Strong wins for Democratic candidates threaten the prospects for energy-guzzling data centers in key U.S. states, potentially slowing the AI rollout that has carried Wall Street forward over the past four years.
Dario Amodei wants 'a country of geniuses in a data center.' Realizing that vision requires risky financial mechanics, Anthropic's IPO filing shows
Fortune — Anthropic has used convertible notes and a Broadcom deal to finance its compute. Analysts say it won't be able to tap investment-grade funding for long.
Google unveils $15 billion data center investment in Malaysia
Tech Xplore — Google announced plans on Wednesday to invest $15 billion in Malaysia over the next two years to build data centers and other infrastructure as demand booms for artificial intelligence services.
Ohio already has 125 local data center moratoriums. Early results from its 21 ballot measures on AI infrastructure have determined there will be more
Fortune — The Buckeye State has become the prototype for how the country will respond to the rapid buildout of AI.
Voters across the country reject data centers • Stateline
Stateline — In local elections across the country, Americans voted overwhelmingly to restrict the buildout of data centers in their communities. Late Tuesday evening, 33 ballot measures to restrict data centers were passed by voters or were leading in ongoing vote counts, according to the tracking website Data Centers on the Ballot. Roughly a dozen similar measures […]
OpenAI Wants to Rebrand AI Data Centers, Use Them to 'Protect the Grid'
Decrypt — ChatGPT maker OpenAI says future facilities could ease pressure on power grids by cutting demand during emergencies.
Super Micro’s stock pops as earnings show booming demand for AI servers
The US power market’s forecasting problem comes at a cost to ratepayers
Latitude Media — Experts at the Aurora Energy Transition Forum cautioned that the data center boom has thrown load forecasts into disarray.
Samsung SDS breaks ground on Gumi AI Data Center in South Korea
datacenterdynamics.com — Will eventually offer 120MW
Fireworks contracts 5MW of Nvidia Blackwell Ultra capacity at Era4 data center in UK
datacenterdynamics.com — Will be hosted in Era4's Chesterfield data center
Fermi's data center lease with TensorWave misses closing deadline
datacenterdynamics.com — "Both Fermi and TensorWave remain committed to this lease," company claims
Meta seeks at least $20 billion in bond sale as AI debt boom accelerates By Investing.com
Investing.com — Meta seeks at least $20 billion in bond sale as AI debt boom accelerates
Water usage at AI scale
datacenterdynamics.com — Insights from a 100 MW comparative analysis
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