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Business
Everyone Wants to Build the Best AI Model. Amazon Wants Something More Valuable.
Amazon pours billions into data centers, betting infrastructure beats the race for the best AI model.
Data Centers
68 trends tracked about this subject — the full history, oldest to newest below.
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Data centers may face temporary power cuts to prevent blackouts on largest US grid
The largest US power grid is proposing emergency auctions and power curtailments for data centers to prevent widespread blackouts driven by AI demand.
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Corning Q2 2026 earnings beat but stock falls on guidance
14 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Nvidia’s $750 Billion in Deals Reignite Circular AI Fears
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Crypto Treasury Firms Pivot to AI in Bid to Win Back Investors
Crypto treasury firms are shifting their business models toward AI and data centers as the DAT model loses momentum and investor confidence.
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Power Grids Reach Tipping Point as 100F Weather, US Data Center Boom Stress Aging Networks
10 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Emails show how Virginia regulators downplayed data center health concerns
Leaked emails reveal that Virginia regulators may have minimized public health concerns linked to the rapid expansion of the region's data center industry.
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Exclusive | Nvidia in Talks With OpenAI to Guarantee $250 Billion Financing for Data Center
Nvidia is reportedly in talks to guarantee $250 billion in financing for a massive OpenAI data center hub located in Ohio.
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Inside the S&P 500 AI boom, industrials are getting as rich as tech stocks
8 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Data centers are actually making your electric bill cheaper—but sinking AI demand could change that
8 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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AMD Advancing AI 2026 Keynote Live Coverage
AMD launches the Helios rackscale system and MI450 GPUs to challenge Nvidia's dominance in the AI hardware market.
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Trump expands a voluntary pledge to protect consumers from high utility bills from AI data centers
Trump announces a voluntary industry pledge aimed at shielding consumer utility bills from the power demands of AI data centers.
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23 governors sign Trump's cost pledge for data centers, backbone of AI
Twenty-three governors have signed a voluntary pledge led by Trump to mitigate the impact of AI data center energy usage on consumer utility bills.
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Blackstone’s Profit Surges on AI Investments
Blackstone reports record assets under management and a profit surge driven by strategic investments in AI and data center infrastructure.
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Move Over, Micron: Expert Predicts New Industry Will Soon Have Microsoft, Amazon, and Data Centers Over a Barrel
Investors warn that natural gas, not semiconductors, is becoming the primary bottleneck for AI scaling, potentially leaving tech giants vulnerable.
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Tech giant OpenAI plans to build $20 billion data center near Georgia coast
OpenAI is planning a massive $20 billion data center campus in Effingham County, Georgia, potentially marking the largest such project in the state.
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Tech's AI debt boom, in one chart
Big Tech faces scrutiny over an estimated $1.65 trillion in hidden debt fueled by an aggressive AI infrastructure spending spree.
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Exclusive | Utilities Join Trump Pledge to Limit AI-Driven Increases in Electricity Bills
US utilities and states have joined a Trump administration pledge to protect residential electricity bills from costs driven by AI data center growth.
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Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel
Nvidia has unveiled the Vera CPU and Rubin GPU architectures, aiming for total chip dominance within AI data centers and challenging AMD and Intel.
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Koch-Owned Molex Agrees to $6.29 Billion Data-Center Cable Deal With Prysmian
Prysmian and Koch-owned Molex have entered a multi-billion dollar agreement to supply critical cabling infrastructure for the expanding data center market.
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America’s Lakes Are Shrinking. Data Centers Are Being Built Nearby
Environmental concerns mount as shrinking American lakes are increasingly situated near expanding, water-intensive AI data centers.
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SpaceX is quietly building an AI compute business that may become key to its eye-popping valuation
SpaceX is reportedly developing an AI compute business utilizing orbital data centers to potentially drive its significant company valuation.
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Exclusive: Oracle Data Centers Face Multibillion-Dollar Cost Surprises
Oracle's data center expansion faces multibillion-dollar cost surprises and critical regulatory setbacks in New Mexico.
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Americans are angry about data centers. Politicians are feeling the pressure
Public backlash against AI data centers intensifies as citizens, farmers, and politicians confront rapid expansion.
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World
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Australia to establish government AI office, curb data centres' water use
Prime Minister Anthony Albanese is establishing a new government AI office and imposing environmental guardrails on data centers to manage the AI boom.
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Largest US Grid Misses Power Supply Target Amid AI Surge
The largest US power grid misses its supply target as surging electricity demand from data centers drives capacity prices to the cap.
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Meta's Louisiana data center investment to reach $50 billion, aided by generous tax incentives
Meta expands its Richland Parish artificial intelligence data center campus in Louisiana to $50 billion.
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Meta expands Louisiana data center in $50B AI push, boosting rural community
Meta is massively expanding its Louisiana data center facility as part of a multibillion-dollar artificial intelligence push.
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What Is the Smartest Way to Power the AI Boom?
US power companies scramble for equipment as surging data center demand strains the grid amid the AI boom.
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A typical AI-focused data centre consumes as much electricity as 100,000 homes; that demand has helped trigger a race to put computing clusters into orbit, where companies argue that near-continuous sunlight could eliminate the utility bill
The massive electricity demands of AI are driving a competitive race to establish orbiting data centers powered by near-continuous sunlight.
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Microsoft’s carbon emissions went up 25 percent last year
Microsoft's carbon emissions surged by 25% last year as the company's aggressive AI data center expansion collides with its stated climate goals.
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Data Centers Are Quietly Taking Over Texas. The Pollution Could Be Catastrophic
Expansion of AI data centers across Texas and Ohio faces scrutiny over air quality, regulatory permit loopholes, and significant greenhouse gas emissions.
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Data centers’ energy demand threatens Trump’s “Made in America” plan
The AI-driven surge in data center energy demand is creating a critical bottleneck for U.S. power grids and domestic industrial goals.
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US manufacturers’ energy costs soar because of AI data center demand
Surging electricity demand from AI data centers is driving up energy costs for U.S. manufacturers, raising concerns about grid stability.
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TeraWulf Soars On Signing $19 Billion AI Lease With Anthropic
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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We assume tech clusters form around talent, but the AI boom is increasingly chasing cheap power — how Northern Virginia, Iowa and Ireland became data-centre capitals
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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US heatwave raises alarms over AI data centre energy demands
A severe US heatwave is intensifying scrutiny over the massive energy requirements of AI data centers and their impact on struggling power grids.
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Residents sue Microsoft over noise from Mount Pleasant data center
10 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Largest US power grid PJM escalates emergency actions to avoid blackouts
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Virginia county urges power saving measures amid 25% electricity rate hike, data center growth
Henrico County implements energy conservation measures for government staff and schools following a 25% surge in electricity rates.
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Growing Backlash Against AI Data Centers Spells Trouble for Tech Stocks
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Energy Department Orders Data Centers to Tap Backup Power
11 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Texas leads nation in proposed power plants for data centers, which would emit large amounts of greenhouse gases
13 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Small-Engine Makers Gain Big Momentum in Data Centers
Data center infrastructure demands are driving a surge in industrial investment, specifically benefiting small-engine manufacturers and metal producers.
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Emergency Ordered for Largest US Power Grid as Record Heat Nears
Record heat drives emergency orders for the U.S.'s largest power grid as nearly a million lose electricity.
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AI Memory Crunch Hits Hardware Makers
An artificial intelligence memory crunch is impacting hardware makers as data centers absorb consumer electronics RAM.
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Everything tied to the data center is suddenly suspect. Can Big Tech fix it?
Market volatility surrounding Big Tech's data center infrastructure coincides with the corporate split of Honeywell into two independent entities.
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Utility boss warns US faces blackouts due to power supply shortfall
A utility executive warns of potential US blackouts amid a growing power supply shortfall driven by accelerating data center growth.
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FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Mark Cuban lays out a strategy for AI companies and data centers to win the PR battle. Hint: It's not hiring celebrity spokespeople.
Mark Cuban proposes a new public relations strategy for AI firms and data center operators facing public and political pushback.
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Tesla, Sunrun team up on 16 GW virtual power plant for data centers
Tesla and Sunrun are partnering to develop a massive 16 gigawatt virtual power plant specifically designed to support data center energy needs.
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As AI Companies Race for Power, Amazon and Google Have the Lead
AI firms scramble for electricity as Amazon and Google pull ahead in the power race
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Some Electricians Think Building Data Centers Is for Sellouts
The AI-driven data center boom is creating a massive demand for skilled trades, sparking both economic opportunity and cultural friction among electricians.
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Nvidia Touts ‘100% Reduction in Water Use’ With New Data Center Design
Nvidia is promoting a new data center cooling design that claims a 100% reduction in water use for high-performance AI machines.
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Microsoft and Chevron Sign 20-Year Power Deal For Texas Data Center
Microsoft and Chevron have finalized a 20-year agreement to supply power to a new data center facility in West Texas.
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Chevron to fuel massive Microsoft data center in Texas with natural gas
Chevron and Microsoft have finalized a 20-year agreement to supply natural gas for a new artificial intelligence data center in Pecos, Texas.
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The Next Hot Quantum Stock Is an AI Data-Center Play, Too
Investors are shifting focus toward the intersection of quantum computing technology and AI data-center infrastructure.
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AI's next bottleneck is power: Chart of the Day
The rapid expansion of artificial intelligence infrastructure is hitting a critical limit as data centers face mounting energy demands.
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Amazon investigating engineers who criticized AI data center expansion
Amazon is investigating engineers who criticized its AI data center expansion, with workers reporting HR warnings and potential termination.
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AI data centers just got a government-mandated fast lane to the grid
9 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.