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Data Center Boom Accelerates: 3 Top AI Stocks Averaging 296% Forward EPS Growth
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
Data Centers
124 trends tracked about this subject — the full history, oldest to newest below.
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EXCLUSIVE: UAE revises AI data center plan after Iranian attacks, sources say
The UAE modifies its 5-gigawatt AI data center project following Iranian attacks on regional tech infrastructure.
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As data centers spread, not all U.S. housing markets react the same way
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Everyone hates data centers. Lawyers love them
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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America's reddest state chases billion-dollar boom as others sour on massive emerging industry
America's reddest state pursues a billion-dollar data center boom while other regions erect roadblocks.
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Watch the AI Boom’s Weakest Link
Oracle earnings approach as markets test their tolerance for AI spending risk and massive backlog figures.
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AI Infrastructure Will Cost Trillions More
Global spending on AI infrastructure is projected to reach staggering levels, with estimates suggesting costs could top $31 trillion.
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Qualcomm stock pops 10% on data center infrastructure deal with Amazon
Qualcomm shares surged 10% following the announcement of a $4 billion deal to develop custom AI chips for Amazon's data center infrastructure.
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World
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Tech explores Argentina's Patagonia for mega data centers
Global tech firms are scouting Argentina's Patagonia region to build mega data centers for AI as US-based projects encounter significant resistance.
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The Next Big Opportunity in Data Centers: Insuring Them
The rapid expansion of AI data centers is creating a massive new insurance market, potentially generating hundreds of billions in premiums by 2030.
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Your future is in Virginia
9 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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The US added a record 20.2 GWh of battery storage in just 3 months
The United States added a record 20.2 GWh of battery storage in a single quarter, driven by data centers and the AI boom.
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Exclusive | The $5.5 Billion Perk SoftBank’s Data-Center Venture Offered to Land OpenAI
SoftBank's SB Energy has granted OpenAI $5.5 billion in warrants to secure a long-term data center lease agreement.
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Applied Digital Sinks 7%, IREN Tumbles 13% as Data Center Selloff Broadens Past One Name
A broadening selloff in the data center sector has triggered significant price drops for Applied Digital and IREN despite recent AI contract wins.
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Data Centers Are Driving an Alarming Gas Power Expansion in the US
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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OpenAI data center chief Chris Malone is out, the latest in a string of executive exits
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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The data center era that's reshaping America
A rapid surge in data center construction is fundamentally altering the American landscape, sparking a 'gold rush' amid growing public friction.
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See where Alabama’s data centers are
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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The Gas Turbine Shortage Just Became AI’s Biggest Constraint
A critical shortage of gas turbines is emerging as a primary bottleneck for AI expansion as data centers drive unprecedented US electricity demand growth.
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Behind the Curtain: The new existential threat to AI
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Vineland planning board votes to approve Phase 2 of controversial data center
Vineland approves Phase 2 of a massive AI data center as resident protests erupt and financial markets react to Nebius developments.
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Nvidia investing $1.5B in SoftBank data center developer behind OpenAI project
Nvidia enters a massive infrastructure expansion with a $1.5 billion investment in SoftBank's data center developer supporting OpenAI.
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Why does everyone hate data centers?
Growing tensions between local governance and data center developers highlight a broader conflict over land use and the influence of AI infrastructure.
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Nvidia to invest $100bn for OpenAI data centre in Ohio
Nvidia is planning a massive investment of up to $105 billion to support a new OpenAI data center located in Ohio.
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Nvidia may have just built its own hyperscaler without owning a single data center
Nvidia is reportedly positioning itself as a hyperscaler through a strategic model that avoids the ownership of physical data centers.
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Technology
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New study finds HGST, WD hard drives fail less often than Seagate and Toshiba
A peer-reviewed study of 443,000 data center drives reveals that HGST and WD hard drives exhibit significantly lower failure rates than Seagate and Toshiba.
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AI's hidden water footprint may have reached 765 billion litres in 2025 — consumed in data-centre cooling and the power plants supplying them. That's more than twice the volume of bottled water the entire world buys in a year.
10 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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SpaceX is Planning to Spend Up to $500 Billion on Data Centers. Here's Why Elon Musk is Pushing All-In
SpaceX is reportedly planning a massive investment of up to five hundred billion dollars focused on data centers.
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Big Manufacturers Find New Demand in Equipping AI Data Centers
Major manufacturers are discovering fresh commercial demand as they pivot to equip the booming infrastructure of artificial intelligence data centers.
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Developer withdraws plans for data center in southeast Raleigh, mayor says
A developer has withdrawn a petition to build a $180 million data center in southeast Raleigh following significant community opposition.
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Oracle's $165 Billion Data Center Plan Hits a Gas Pipeline Delay
Oracle's $165 billion data center initiative faces a critical timeline setback due to gas pipeline delays affecting its New Mexico operations.
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Exclusive: Hyperscalers might regret embracing natural gas if new forecast proves correct
Hyperscalers face potential financial and environmental risks as new forecasts challenge the long-term viability of natural gas for data center power.
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Nvidia in Talks to Invest $3 Billion in SB Energy as Part of OpenAI Data Center Deal
8 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Exclusive | Nvidia Downsizes Plans for $250 Billion Guarantee of OpenAI Data Center
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reports
Nvidia is adjusting its financial backing for a massive OpenAI data center project in Ohio, scaling back guarantees amid evolving risk concerns.
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Opposition to data center construction is rising sharply, survey says
Public opposition to AI data centers is surging, resulting in over 500 bans and $130 billion in project delays during the first quarter of 2026.
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PJM eyes data center, crypto reliability requirements after 3.8 GW of load trips offline
PJM is weighing new grid reliability rules for data centers and crypto operations following a major load trip.
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The Great American AI Rebellion
Public sentiment and expert debate collide as questions mount over the future trajectory of American artificial intelligence.
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Anthropic, Macquarie and GIC Form Venture for AI Data Centers
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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AI Needs More Than GPUs. These 3 Stocks Are Building Everything Around Them
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Mark Zuckerberg’s latest manifesto promises to save America with AI
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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SEC Exempts Data-Center Bonds From Key Securitization Rules
12 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Science
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New catalyst with 75% less platinum promises to reduce the cost of hydrogen fuel cells
A breakthrough catalyst using 75% less platinum aims to lower hydrogen fuel cell costs and provide sustainable power for energy-intensive data centers.
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Data Center Bans Top 500 as New York, Texas Join Pushback
12 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Nevada energy company sues data center in first-of-its-kind fight over who should pay for AI buildout
NV Energy has filed a first-of-its-kind lawsuit against developer Tract to determine who bears the costs of AI-driven power infrastructure.
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Caterpillar tariffs send major signal on margins
Caterpillar is navigating a complex landscape of record data center demand and the margin-impacting pressures of new tariffs.
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New Amazon Data Center Is Set to Have the Most Polluting Power Plant in the U.S.
Amazon's plan for a Texas-based data center powered by a massive gas plant sparks concerns over its status as a top U.S. climate polluter.
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Data Centers Are Not the Problem. Bad Policy Is.
Debates intensify over data center expansion as critics argue that policy failures, rather than the facilities themselves, drive local opposition.
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History Says Software-as-a-Service (SaaS) Stocks Will Be the Ultimate AI Winners. 3 SaaS Stocks to Buy Now.
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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AMD's revenue climbs 50% and data center sales doubled, but the stock is down
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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AMD Reports Earnings on the Verge of a Sales Jump
AMD faces a complex market reaction as upbeat AI-driven revenue forecasts clash with investor expectations following a significant stock rally.
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How Data Centers Broke American Politics
The rapid expansion of data centers is sparking political turmoil and international protests as communities clash over infrastructure growth.
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Business
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Atkore Agrees to Be Bought by Prysmian for $3.8 Billion, Including Debt
Prysmian has agreed to acquire Atkore in a cash transaction valued at billions, driven by data center demand.
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Exclusive: Data Center Costs Set to Rise as U.S. States Move to Repeal Tax Breaks
U.S. data center operators face rising costs as states move to repeal tax breaks and local governments implement restrictive zoning laws.
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AI's Electricity Demand Is Not the Real Problem. Its Inflexibility Is
Coverage highlights the profound strain artificial intelligence infrastructure places on electricity grids, focusing on inflexibility and power demand.
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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.
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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
Corporate earnings reports from major firms trigger sharp stock tumbles despite reported beats.
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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.