data centers
30 articles about data centers in AI news
S-Oil, GST Partner on Immersion Cooling for AI Data Centers
S-Oil and GST partner on immersion cooling for AI data centers, targeting 1.1 PUE and 90% water reduction. First deployment 2026 in Korea.
AI Data Centers Face 4-Year Post-Approval Delays, PJM Data Shows
PJM data shows AI data centers face 4-year post-approval delays, longer than the queue, threatening $700B CapEx plans.
DOE Backs Geothermal for AI Data Centers: 8 Pilot Sites Funded
DOE funds 8 geothermal pilot projects to power AI data centers, targeting 5 GW by 2030. Geothermal offers 90%+ uptime, bypassing grid delays.
Rural Data Centers Bypass City Bans, Shift $2B Grid Cost to Maryland Ratepayers
Maryland ratepayers face $2B in grid costs for out-of-state AI data centers built on rural land to bypass city bans. FERC complaint challenges PJM cost allocation.
Gas-Fueled AI Data Centers Could Emit More Than Entire Nations
WIRED investigation reveals 11 behind-the-meter natural gas projects for AI data centers could emit 129 million tons of greenhouse gases annually, surpassing Morocco's 2024 emissions. Projects tied to OpenAI, Meta, Microsoft, and xAI bypass traditional grids.
Satellite Data Shows 40% of 2026 AI Data Centers at Risk of Delay
Geospatial analytics firm SynMax reports that at least 40% of AI data centers scheduled for 2026 completion are at risk of delays exceeding three months, based on satellite imagery analysis of construction progress at sites for OpenAI, Microsoft, and Oracle.
Elice Group Expands AI Infrastructure with Modular Data Centers, Plans IPO
Elice Group, a Korean AI and EdTech company, is accelerating its AI infrastructure expansion using modular data centers and preparing for an initial public offering in 2026 to fuel growth.
AI Data Centers Now Consume 10% of US Electricity, With Single Facilities Reaching 400+ Megawatt Loads
Data centers powering AI and cloud computing now account for 10% of total U.S. electricity consumption, with individual facilities reaching 400+ megawatt capacities. New half-mile-long structures require advanced water-cooling systems to manage chips generating 2kW of heat each.
Bernie Sanders Proposes Sweeping Moratorium on New AI Data Centers
Senator Bernie Sanders has introduced legislation to ban construction of new AI data centers, citing existential threats to humanity. Critics argue the move could hinder U.S. competitiveness against China.
SoftBank to Build Water-Based Batteries for AI Data Centers by 2028
SoftBank will manufacture zinc-halogen batteries at its Osaka AI data center campus, targeting gigawatt-hour production by 2028 and ¥100B revenue by 2030.
Europe's AI Ambition Gap: No Energy, No Data Centers, No Strategy
Europe lacks a strategy for AI, with no energy or data center plan, per @kimmonismus. Only minor EU AI Act concessions offered.
AI Data Centers Face 220GW Grid Jam, Power Infrastructure Becomes Bottleneck
PJM's 220GW interconnection queue shows AI data center growth is now constrained by power grid capacity, not compute. Hyperscalers face 3-7 year delays.
Google, CoreWeave Sell Record $5.7B in Junk Bonds for AI Data Centers
Google and its partner CoreWeave sold a record $5.7 billion in high-yield bonds to fund AI data center expansion. The deal was oversubscribed, showing strong investor appetite for AI infrastructure debt.
Thiel-Backed Panthalassa Raises $140M for Wave-Powered AI Data Centers
Panthalassa raised $140M led by Peter Thiel to build wave-powered offshore nodes for AI inference compute, using ocean energy and free cooling.
Satellite Data Reveals 37 New AI Data Center Sites Under Construction Globally
FAS satellite analysis found 37 new AI data centers under construction globally, totaling 48+ GW power capacity. Google leads with 7 projects.
NJ Voters Back AI Data Center Bans as NIMBY Push Grows
54% of New Jersey voters support banning AI data centers, per a Jan 2026 poll. Nationally, 49% oppose local construction, threatening hyperscaler buildout plans.
Maine Passes First US Statewide AI Data Center Moratorium
Maine's legislature passed the first statewide moratorium on new AI data centers, halting approvals for up to two years to study environmental and energy impacts. The bill now awaits Governor Janet Mills' decision.
AI Data Center Startup Phononic in Sale Talks at Multi-Billion Valuation
Phononic, a startup building liquid cooling systems for AI data centers, is in talks for a sale that could value it in the multi-billions. This reflects intense market pressure to solve the power and thermal challenges of scaling AI compute.
Nvidia's Silicon Photonics Roadmap Targets AI Data Center Bottlenecks
Nvidia is developing its own silicon photonics-based interconnects to address the growing data transfer bottleneck within AI data centers and supercomputers. This move is critical as AI model size and cluster scale continue to grow exponentially.
AI Data Center Bottleneck Shifts to CPUs: Arm Gains Ground as x86 Supply Strains
AI workloads are creating a severe CPU bottleneck in data centers, with studies showing poor CPU allocation can increase time-to-first-token by 5.4x. This has led to 6-month lead times and 10%+ price increases for server CPUs, creating an opening for Arm-based alternatives.
AI Data Center HBM Shortage Intensifies as Samsung, SK Hynix, and Micron Struggle with Supply
AI data centers are aggressively stockpiling high-bandwidth memory (HBM), creating a supply crunch. Only three manufacturers—Samsung, SK Hynix, and Micron—can produce this critical component for AI servers.
Analysis: Meta's AI Investment Strategy Questioned as Scale AI Acquihire and Data Center Spend Top $700B
An analysis estimates Meta's total AI investment at ~$700B, including a ~$14.3M Scale AI acquihire and over $600B in data centers. The post questions why this has not yielded a competitive upcoming model against Chinese open-source labs.
AI's Thirst Problem: Why Local Water Crises Loom Despite Modest National Data Center Usage
New research reveals AI data centers will consume only 1.8-3.7% of US public water supply by 2030, but local infrastructure may struggle with peak demand, creating regional water stress hotspots.
Vertiv Acquires Strategic Thermal Labs for Liquid Cooling
Vertiv acquired Strategic Thermal Labs to add cold plate design expertise to its liquid cooling portfolio, addressing the rising thermal demands of AI workloads in data centers.
X-energy raises $1B+ in IPO for Amazon-backed SMRs
X-energy, an Amazon-backed small modular reactor firm, raised over $1 billion in its IPO by selling 44.3 million shares. The funding targets SMRs to power AI data centers, addressing soaring energy demands from AI infrastructure.
Arista Doubles 2026 AI Revenue Target to $3B+ on Open Ethernet
Arista Networks doubled its 2026 AI networking revenue target to over $3 billion, citing expanded roles for open Ethernet in AI data centers. This signals a major shift toward disaggregated, standards-based networking for AI clusters.
Meta to Cut 8,000 Jobs in May, Redirecting Capital to AI Infrastructure
Meta is reportedly planning to lay off 8,000 employees in May, the first round of major cuts this year. The move signals a capital shift from general operations to concentrated investment in AI infrastructure like chips and data centers.
Apple Reportedly Developing 'Balta' AI ASIC for Cloud Compute
A Morgan Stanley report indicates Apple is accelerating development of a custom ASIC, codenamed 'Balta,' for AI cloud and hybrid compute. This marks Apple's first known move to design silicon for its data centers, not just consumer devices.
OpenAI Stargate Leaders Depart as Firm Pivots to $600B Compute Rental Plan
Key leaders behind OpenAI's Stargate AI supercomputer initiative are departing as the company shifts strategy from building its own data centers to planning a $600 billion compute rental spend over five years.
Sam Altman Steps Down from OpenAI Safety Oversight, Shifts Focus to Fundraising & Infrastructure
OpenAI CEO Sam Altman has reportedly stopped overseeing safety efforts at the company. His focus is now on fundraising, securing AI chips, and building data centers.