Neocloud IREN says $4 billion in annualized revenue being delayed due to customer request
CNBC — Following a dramatic plunge in its stock price, IREN said some revenue is being delayed from 2026 until early next year.
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.
Data centers, rare earths among top priorities in Japan's growth strategy
Nikkei Asia — Takaichi's government to take more targeted approach to budgeting
Core Scientific Exits Bitcoin Mining by Year-End as AI Colocation Hits $215M
tftc.io — CORZ will shut down its last ASICs by December 31. Colocation pulled $215.4M in Q3 vs. $12.3M from self-mining, a 17-to-1 ratio from the same megawatts.
Data Centers Aren’t Ready For The Next AI Bottleneck; Power Infrastructure, As NVIDIA’s Kyber Racks Could Require Electricity Usage Equivalent To 500 Homes
Wccftech — NVIDIA next generation Kyber Rubin Ultra NVL576 rack demands an unprecedented 600kW of continuous power, forcing data centers to completely rethink infrastructure
Tech stocks are suffering their biggest selloff since Covid, as investors see premature end to AI datacenter boom
Fortune — Two days after voters overwhelmingly rejected data centers, the companies that make the chips, networking gear, and other tech for the facilities saw their stocks crushed.
Google Plans to Spend $17 Billion on Wyoming Data Center
news.bloomberglaw.com — Alphabet Inc.’s Google will spend $17 billion to build a data center in Wyoming, formally putting a price tag on the proposal two days after voters across the US delivered a broad rebuke to the development of such massive projects for artificial intelligence work.
Watch Could Political Pushback on Data Centers Drive Financial Discipline?
Duke Energy Forecasts Data-Center Expansion in Its Service Regions
AI Investment Bust Seen Less Likely With Data-Center Backlash
Bloom Energy’s stock is one of the S&P 500’s biggest losers amid fears of data-center delays
University of Utah retains operational sovereignty with Redtail
SiliconANGLE — The University of Utah connects operational sovereignty with broader research access as Redtail supports its statewide education and public-service mission.
Chemours releases two fluids for two-phase liquid cooling
datacenterdynamics.com — Will target direct-to-chip and immersion markets
Google to serve as credit backstop for TeraWulf data center in Kentucky
datacenterdynamics.com — Data center is contracted to Anthropic under $19bn deal
Arista rides robust AI networking demand, touts $200B TAM
sdxcentral.com — With scale-up efforts waiting in the wings
Five Ways NVIDIA Co-Design Maximizes the Value of Every Byte in the AI Factory
NVIDIA Technical Blog — In an AI factory, high bandwidth memory (HBM)is the fastest, most expensive, and most contested memory tier. Every byte spent on a redundant weight copy, an idle session’s KV cache…
Microsoft Sours on Neoclouds IREN, Nebius, Nscale on Delays, Costs
How nickel-zinc is advancing in-rack energy storage for the AI era
datacenterdynamics.com — As energy storage moves closer to increasingly valuable AI compute infrastructure, battery chemistry is becoming an architectural decision as much as a performance consideration
The real test for the artificial intelligence build-out is what happens in 2028, analysts say
From compute race to data showdown: The agent era will be won in the storage layer
datacenterdynamics.com — At Huawei Connect 2026, the Data Storage Summit underscored how the next stage of enterprise AI will depend less on buying GPUs and more on rebuilding data infrastructure
Microsoft declined option for expanded compute contract in Texas with Nscale
datacenterdynamics.com — Company was offered capacity at Nscale-owned site adjacent to its up-and-running Ionic Digital data center
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