📰 Data centres

Business Insider

Further reading from the day's section on The Two-Trillion-Dollar Prospectus.

Data centres

Business Insider

The filing shows AI labs can make money, while committing Anthropic to hundreds of billions in compute spending.

Data centres · AI

Bloomberg

Data center, cybersecurity, quantum, sales and marketing staff were excluded from Microsoft's buyout offer.

Private equity · Data centres

The Washington Post

Anthropic's IPO filing shows an $81 billion first-half loss and more than $400 billion in future chip and data center commitments.

Data centres · IPO

Business Insider

Musk said lenders have shut off companies without revenue beyond AI data centers and predicted a neocloud die-off.

Data centres · AI

The Guardian

Microsoft abandoned its lease at Nscale's flagship Essex data centre, citing power supply concerns.

Data centres · AI

The Washington Post

Residents in a Virginia county blocked Amazon from building more data centers, an example of how AI infrastructure has become a campaign issue.

Data centres · AI

Business Insider

Bernstein analysts say most announced data centers will not be built, coining 'bragawatts' for newcomers who pledge capacity they never deliver.

Data centres

Business Insider

Internal Amazon documents and a recorded AWS meeting show the company pressing ahead with a costly AI data center buildout.

Data centres · AI

Business Insider

More than 7,500 workers at Meta's largest-ever data center are fueling new local businesses in a small Louisiana town.

Data centres

Vox

Further reading from the day's section on What I'm reading next.

Data centres

Semafor

A bipartisan poll found 58% oppose data centers in their state, but 54% would support them if companies covered electricity costs.

Data centres

The Washington Post

Michigan's Democratic Senate candidate proposes freezing development of powerful AI systems and data centers.

Data centres · AI

Iowa Capital Dispatch

Backlash against data centers has become a major issue in Iowa, home to several top federal races.

Data centres · Elections

Semafor

Chicago Fed President Austan Goolsbee says AI-driven inflation is spreading beyond data centers into the broader economy.

Data centres · AI

Refacto AdTech

Apple added ID5's identity endpoint to a Safari blocklist with no appeal, and the industry is turning to server-side auctions.

Data centres · AI

The Washington Post

DOGE alumni have raised at least half a billion dollars for firms in cyberwarfare, AI and data centers.

Data centres · AI

The Guardian

Finland ordered Google to halt two data centers over missing environmental impact assessments.

Data centres

The Guardian

A Guardian analysis finds Drax's planned wood-burning data center would emit nearly twice the yearly CO2 of all Gatwick flights.

Data centres · Climate

Forbes

Forbes found $16 million to $75 million in data-center-linked assets on Pelosi's household disclosures, the most in Congress.

Data centres

Vox

Data centers have become a bipartisan midterm attack line, though few voters rank them as their top issue.

Data centres

Vox

Both Wisconsin governor candidates are trying to distance themselves from data centers without backing a ban.

Data centres

Ohio Capital Journal

Ohio, where data centers rank highest as a voting issue, sees Republicans trying to reshape the narrative as early voting begins.

Data centres

Semafor

Sen. Ruben Gallego proposed taxing data centers and automation and a New Deal-style jobs program to protect workers from AI.

Data centres · AI

Semafor

Semafor argues AI giants' spending is driving a hated rally and spreading inflation, and only shareholders can stop it.

Data centres · AI

Heatmap

At least $260 billion of US data-center investments were canceled in 2026 because of local opposition.

Data centres

Business Insider

A dispatch from a Washington party where the data center industry claimed victory over populist opposition.

Data centres

Business Insider

Anthropic's leaked prospectus shows $4.6 billion in revenue, a $42 billion net loss, $7.3 billion in compute spending and $518 billion in forward commitments.

Data centres · IPO

Forbes

A billionaire data center builder argues flatly against the AI bubble thesis.

Data centres · AI

Ed Zitron's Where's Your Ed At

Goldman puts hyperscaler break-even at $308 billion in annual AI revenue against roughly $183 billion that exists, about 64% of it from Anthropic and OpenAI.

Data centres · AI

JohnWallStreet

US pay TV has fallen from about 100 million subscribers to about 62 million, and the same corporate cash that would bid up national sports rights is now committed to data centers.

Data centres

The Washington Post

Satellite imagery shows the physical scale of the US data center build-out.

Data centres · Space

Forbes

Oracle warned it may delay payments on a New Mexico AI data center after local opposition stalled permits for the gas pipeline meant to power it.

Data centres · AI

Semafor

Oracle is seeking to defer rent on a New Mexico data center that banks have lent $18 billion against, after state officials repeatedly denied permits for its gas pipeline.

Data centres

The Washington Post

Ten months after calling Texas the epicenter of AI development, Greg Abbott directed the state environmental commission to halt all data center permits pending an ERCOT audit.

Data centres · AI

NBC News

Of fifteen political characteristics tested, supporting a local data center drew the strongest negative reaction, with 64% of registered voters less likely to back that candidate.

Data centres

Inside Climate News

Corpus Christi has faced reporting on towns running short of drinking water, driven in part by data center demand.

Data centres

Business Insider

Further reading from the day's section on The AI Capacity Question.

Data centres

Business Insider

Generac jumped after agreeing to supply backup power generators for Amazon's data centers, a sign that utility names may be the AI race's next winners.

Data centres · AI

Vox

Space data center proposals would require so many satellites that stars would become less visible.

Data centres · Space

CNBC

Apollo's chief economist warned that the debt major hyperscalers are issuing to fund the AI buildout is growing riskier.

Data centres · AI

CNBC

The House overwhelmingly backed legislation on power costs driven by data centers, a sign of growing political backlash to the AI buildout.

Data centres · AI