data centers

"Electricity demand is rising sharply as Taiwanese tech companies build semiconductor manufacturing facilities alongside AI data centers."

"Nvidia-backed trial shows AI data centers can flexibly adjust power use in near real time, with global implications for energy consumption — suggests hyperscalers can reduce consumption as necessary, ensuring grid isn’t overloaded during peak demand"

"With billions being invested into AI and the infrastructure around it, the industry has picked up a breakneck pace ever since the popularization of ChatGPT several years ago."

""cloud data center spending is expected to increase by 87% between 2025 and 2030 and this will drive a 53% higher semiconductor market by 2029 with an estimated 16% CAGR compared to 9% without the current AI buildout.""

"With at least $670 billion to be spent by Microsoft, Amazon, Meta and Google this year alone, the data center buildout is bigger than the railroad expansion of the 1850s, or putting astronauts on the moon in the 1960s."

"The company's stock has surged over 2000% in the past five years, not only outpacing the S&P 500 but also surpassing the AI giant NVIDIA."

"Few utilities are benefiting from the spending spree kicked off by tech companies by locking in cash flow for up to a decade or more by powering data centers."

"They have already made public commitments in recent weeks to cover electricity costs by building their own power sources, paying higher rates, or both, part of a broader effort to solve PR problems around data center expansion and win over skeptical communities."

"Source: Techmeme"

"GE Vernova's turbine capacity has been booked until 2040, demonstrating its significance in AI infrastructure."

"OpenAI spent much of 2025 trying to build its own AI data centers, only to find that it couldn’t secure financing on competitive terms."

"“By the end of 2028, humans will usher in early forms of superintelligence, and the volume of intelligence carried by data centers is expected to exceed the sum of the human biological brain.”"

""It was a very intuitive story," Joseph Briggs, a Goldman Sachs analyst, told The Washington Post on Monday."

"Boom Supersonic inked a $1.25 billion agreement with a developer called Crusoe, which is building a suite of data centers for the artificial-intelligence startup OpenAI."

"by the end of 2028, most of humanity’s intellectual capacity could reside inside data centers rather than outside them"

"Sources say that Stargate has been stalled due to squabbles between stakeholders over site ownership and system control."

"OpenAI still plans to build its own data centers, but not in the near future"

"US farmers are increasingly rejecting multimillion-dollar offers from data center developers; some estimate ~40K acres are needed globally for new AI projects."

"Aramco deploys AI, invests globally, builds Paris hub, targets data centers."

""...ridiculous...""

"Sam Altman says currently “the idea of putting data centers in space is ridiculous” and that it is “not something that's going to matter at scale this decade”."

"Sam Altman says currently “the idea of putting data centers in space is ridiculous” and that it is “not something that's going to matter at scale this decade”."

"India utilized the event to position itself as a global AI hub, targeting $200 billion in data center and infrastructure investments over the next two years."

"To expand the potential market, Google is increasing its financial support for the data center partner network, enabling it to provide computing power to a wider range of customers."

"That’s why some folks are saying we should build data centers in space."

"SoftBank plans to form a consortium to build a $33B power plant in Ohio, set to produce 9.2 GW for AI data centers, as part of the US-Japan trade deal"