📰 Data centres

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

Semafor

Ben Smith watched Joe Allen call data centers an incubator for algorithmic immigrants, while Joe Lonsdale called anti-AI rhetoric psyops from China.

Data centres · AI

Business Insider

Further reading from the day's lightning round.

Data centres

Greg Kahn

NERC's 2026 reliability report shows forced outage rates rising to 9.2%, and one 2025 transmission fault made Eastern Interconnection data centers shed 1,800 MW.

Data centres · Energy

Semafor

Semafor's Global Capital edition flagged Oracle's data center lease commitments: $48 billion at the end of 2025, $260 billion by May.

Data centres

Semafor

Data center work has turned Big Law's sleepiest practice into a talent war.

Data centres · AI

The Washington Post

The data-center backlash is now a statehouse phenomenon even as the Fed credits data-center construction for keeping growth positive.

Data centres

The Washington Post

Trump's let Data Reign post put him on the wrong side of a 70% issue, with Gallup finding 7 in 10 Americans oppose local data centers.

Data centres

The Washington Post

Trump backs data centers while Gallup finds 63% of Republicans oppose them in their area.

Data centres

Gallup

Gallup has 7 in 10 Americans opposing data centers in their area, including 63% of Republicans.

Data centres

Semafor

Trump told data-center opponents they will end up backwards and poor.

Data centres

Semafor

Further reading from the day's section on data centers, Google's privacy arguments and the ad economy.

Data centres · Robotics

Semafor

Senator Chris Murphy told Semafor private equity in youth sports is the next populist issue, likening it to the backlash against AI data centers.

Private equity · Data centres · AI

Business Insider

Further reading from the day's reading list.

Data centres · AI

The Washington Post

The Republican split over data centers heading into 2026 races.

Data centres

The Washington Post

Some Texas conservatives are pledging to vote Democratic over Greg Abbott's refusal to block data centers, a land-use fight that scrambles coalitions.

Data centres

Business Insider

The tech industry's counter-message on the data center backlash: you would love data centers if China weren't making you hate them.

Data centres

The Washington Post

The Post's data shows the moment most GOP politicians flipped to talking about data centers negatively, as local siting fights spread.

Data centres

Vox

Dylan Scott argues the data center backlash broke containment this week, citing ad buys rather than sentiment polling.

Data centres · AI

Vox

Further reading from the day's section on the backlash against data centers and surveillance cameras.

Data centres

Wired

Per Molly Taft's Wired feature, most people who oppose data centers don't live anywhere near one.

Data centres

Axios

Further reading from the day's section on the backlash against data centers and surveillance cameras.

Data centres · Elections · AI

Philadelphia Inquirer

Josh Shapiro signed an executive order limiting data center construction and then cut an ad about it.

Data centres

Business Insider

Chamath Palihapitiya called the data center backlash a powder keg that AI executives have failed miserably to address.

Data centres · AI

Business Insider

Further reading from the day's section on the backlash against data centers and surveillance cameras.

Data centres

Refacto AI

Ken Rona writes that Anthropic's reported $2 trillion IPO valuation requires out-competing Google, Microsoft and Meta on a higher compute cost base.

Data centres · IPO · AI

Puck

Ian Krietzberg asked strategists how to run on data centers, an issue that generates real anger but keeps producing the same outcome.

Data centres

The Rebooting

Brian Morrissey argues the AI industry never made its case outside the room, citing an NRSC warning that data centers are the anchor.

Data centres · AI

Vox

Francesca Hong ran on universal childcare, free school meals and a data center moratorium, but spent her closing week explaining 2020.

Data centres

The Washington Post

Will Lawrence, running in a Trump-carried mid-Michigan district, built his first general-election ad around a proposed data center in Mason.

Data centres · Elections

The Washington Post

Further reading from the day's section on data centers, power and the metro economy.

Data centres

The Washington Post

Bipartisan opposition to data centers is building before the midterms, and Texas Gov. Greg Abbott, a Trump ally, is campaigning on restraint.

Data centres

The Washington Post

New York became the first state to impose a data center moratorium, as dozens of communities have tried their own.

Data centres

Business Insider

Further reading from the day's section on Google's AI departures and AI's balance sheet.

Data centres

Semafor

Data-center construction is bidding electricians and plumbers away from residential building, with data-center trade jobs paying 42% more.

Data centres

Business Insider

Microsoft posted the largest single-day gain in market value ever recorded, up more than 15%, after declining to raise its capex forecast.

Data centres

Business Insider

Google's free cash flow went negative for the first time in twenty-two years as a public company after Alphabet raised capex guidance to $205 billion.

Data centres

Business Insider

Google Cloud did $24.77 billion, up 82%, yet the stock fell 7% as the CFO raised 2026 capex guidance for the third time this year.

Data centres