Tootfinder

Anthropic says it will upgrade power grid infrastructure, generate new power, and cover consumer price increases to minimize the effects of its data centers (Jared Perlo/NBC News)
https://www.nbcnews.com/tech/tech-news/anthropi…

Anthropic to cover costs of electricity price increases from data centers
Artificial intelligence company Anthropic announced that it will ensure consumer electricity costs remain steady as it expands its data center footprint.

sp_baboons: Baboons' interactions (2020)
Network of interactions between a group of 20 Guinea baboons living in an enclosure of a Primate Center in France, between June 13th 2019 and July 10th 2019. The data set contains observational and wearable sensors data.
This network has 23 nodes and 3197 edges.
Tags: Social, Animal, Offline, Unweighted, Weighted, Temporal, Metadata

Meta plans to spend more than $10B to build a 1GW data center campus in Lebanon, Indiana, expected to be operational at the end of 2027 or in early 2028 (Riley Griffin/Bloomberg)
https://www.bloomberg.com/news/articles/2026-0…

If you ever wanted to know how these #AI datacenters can be financed, here is the explanation:
A creditworthy tech company (Meta, in this example) creates a "special purpose vehicle" #SPV, a box, where they put all the risk and all the debts coming with it.
Then they create a financia…

I was invited to the "AI-Freecast". We talked about #luddism #ai, data center and the human need for friction.
It was great fun.

Wow. FU.
“The AI-driven growth in the data center has led to a surge in demand for memory and storage. #Micron has made the difficult decision to exit the #Crucial consumer business in order to improve supply and support for our larger, strategic customers in faster-growing segments.”

Una lectura mšs que obligatoria para entender lo que conlleva “la nube”
https://www.cloudwards.net/deep-dives/the-data-center-water-wars/
@…

'Largest economic development in history': $20 billion dollar data center coming to Southaven (Hannah Kozlowski/Action News 5)
https://www.actionnews5.com/2026/01/08/largest-economic-development-history-20-billion-dollar-data-center-coming-southaven/
http://www.memeorandum.com/260108/p106#a260108p106

Mississippi Governor Tate Reeves says xAI is set to spend $20B to build its MACROHARDRR data center in Southaven, its third in the greater Memphis area (Sophie Bates/Associated Press)
https://apnews.com/article/xai-musk-data-center-missis…

Elon Musk's xAI to third data center in Memphis area
Elon Musk's AI company, xAI, plans to spend $20 billion on a data center in Southaven, Mississippi. Gov. Tate Reeves announced Thursday that this is the largest private investment in the state's history. The center, called MACROHARDRR, will be near Memphis, Tennessee, and is xAI's third in the area. xAI CFO Anthony Armstrong says it will house the world's largest supercomputer. The project faces scrutiny over environmental concerns, especially regarding air pollution near predominantly Black co…

A Tow Center probe found that GOP-aligned Metric Media filed 9K FOIA requests across the US in the past year, often about culture-war issues like banned books (Miranda Green/Columbia Journalism Review)
https://www.cjr.org/tow_center/pink-slime-networks-are-weapon…

How
Metric Media filed more than nine thousand public records requests last year. It used the data to target Democratic politicians and private citizens.

Amazing how a demonstrably bad idea can still pull in massive funding.
SpaceX's orbiting data center is one such idea. Space isn't "cold", it's a vacuum, the same thing that makes high-performance insulated tumblers work so well. In orbit, shedding heat will be a bigger problem than any faced on earth, such as supplying electricity.
#SpaceX

Why would we think that past performance was any guarantee of future performance, when there's such a thing as efficiency and innovation? Like this 100X (!) improvement? (What might a 100X more efficient data center look like?) #ai #tech #fyp

"Google plans to power a new data center with fossil fuels, yet release almost no emissions"
#Google #Emissions #Climate

Google plans to power a new data center with fossil fuels, yet release almost no emissions
As AI data centers spring up across the country, their energy demand and resulting greenhouse gas emissions are raising concerns. With servers and energy-intensive cooling systems constantly running, these buildings can use anywhere from a few megawatts of power for a small data center to more than 100 megawatts for a hyperscale data center. To put that in perspective, the average large natural gas power plant built in the U.S. generates less than 1,000 megawatts.

sp_baboons: Baboons' interactions (2020)
Network of interactions between a group of 20 Guinea baboons living in an enclosure of a Primate Center in France, between June 13th 2019 and July 10th 2019. The data set contains observational and wearable sensors data.
This network has 23 nodes and 3197 edges.
Tags: Social, Animal, Offline, Unweighted, Weighted, Temporal, Metadata

Det kanadensiska samtalet om digital suveränitet är i full fart. Canadian Center for Policy Alternatives skriver under rubriken "Every data centre is a U.S military base".
https://www.policyalternatives.ca/news-research/every-data-centre-is…

Starcloud, which launched a satellite with a Nvidia H100 chip in November, says the satellite is running and querying responses from Google's Gemma (Pia Singh/CNBC)
https://www.cnbc.com/2025/12/10/nvidia-backed-starcloud-tr…

‘Greetings, earthlings’: Nvidia-backed Starcloud trains first AI model in space as orbital data center race heats up
The company's Starcloud-1 satellite is running Gemma, an open model from Google, marking the first time in history that an LLM has been trained in outer space.

Very funny, #Sun: many of the small groups on the disk have flared in recent days - (1)4298 on the far right in this SDO HMI view https://jsoc1.stanford.edu/data/hmi/images/latest/HMI_latest_Int_4096x4096.gif from today just this morning with an X1.1: https://www.facebook.com/photo/?fbid=1260371819450012 - but the big ones 4294 (center) and 4296 (left) that had received a lot of media hype and even press releases like https://www.dlr.de/de/aktuelles/nachrichten/2025/erhoehtes-sonnensturm-risiko-dlr-beobachtet-weltraumwetter-in-echtzeit have remained completely quiet during their march over the solar disk which is coming to an end soon.

After a White Town Rejected a Data Center, Developers Targeted a Black Area (Adam Mahoney/Capital B News)
https://capitalbnews.org/data-center-south-carolina-black-community/
http://www.memeorandum.com/260107/p86#a260107p86

Big Tech, business groups and the governor successfully gutted State Sen. Steve Padilla's attempt to protect consumers from the costs, emissions & unintended consequences of the AI data center frenzy. Big money wins again! https://

Big Tech blocked California data center legislation, leaving only a study requirement
Tools that power artificial intelligence devour energy. But attempts to shield regular Californians from footing the bill in 2025 ended with a law requiring regulators to write a report about the issue by 2027.

Reporting on the “data center boom” in the state of Oregon,
Rolling Stonetells the story of Jim Doherty, a cattle rancher and former county commissioner of Morrow, in eastern Oregon.
Doherty’s story began when he noticed a rise in bizarre medical conditions among the county’s 45,000 residents,
linked to toxins in the local water.
Working with the county health office, the rancher-turned-official began a survey of 70 wells throughout his jurisdiction
— 68 of which…

Amazon Data Center Linked to Cluster of Rare Cancers
A sprawling data center in eastern Oregon has been linked to a huge rise in rare cancers, muscle conditions, and miscarriages.

New York lawmakers propose a bill to impose a three-year moratorium on data center development, making NY at least the sixth state to introduce such legislation (Molly Taft/Wired)
https://www.wired.com/story/new-york-is-the-latest-state-to-consider-a…

New York Is the Latest State to Consider a Data Center Pause
Red and blue states alike have introduced legislation in recent weeks that would halt data center development, citing concerns from climate to high energy prices.

“As we consider these three risks, we don’t have to speculate about how AI data centers might affect Massachusetts. Consider Ireland, a country with a similar population size, where AI has driven a data center boom. Warehouses full of servers are on pace to use one-third of Ireland’s electricity, drawing from fossil-fuel power plants and wind farms alike. That keeps old, dirty plants on the grid, sucks up renewable energy that otherwise would help replace fossil fuels, and drives up costs fo…

The takeaway sentence here: “[T]wo-thirds of new data centers built or in development [in the US] since 2022 are in places already gripped by high levels of water stress.”
This is particularly pertinent here in #Australia, where already, once-plentiful artesian water’s dwindling, nitrogen- and phosphorus-rich runoff chokes waterways with algae and destroys coral reefs, and

Some Oklahoma 3-time Trump voter MAGAt who’s not happy that his small town gubmint is secretly negotiating to build a large data center on recently annexed farmland: I don’t care how much chocolate you put on a dog turd, it don’t make it chocolate cake.

Still missing for Europe: a website monitoring local communities against data centers.
„$64 billion in U.S. data center projects have been blocked or delayed by a growing wave of local, bipartisan opposition. What was once quiet infrastructure is now a national flashpoint — and communities are pushing back.“
https://www.datacenterwa…

🥵 Reservoir thermal energy storage offers efficient cooling for data centers
https://techxplore.com/news/2025-12-reservoir-thermal-energy-storage-efficient.html

Reservoir thermal energy storage offers efficient cooling for data centers
The rise of artificial intelligence, cloud platforms, and data processing is driving a steady increase in global data center electricity consumption. While running computer servers accounts for the largest share of data center energy use, cooling systems come in second—but a new study by researchers at the National Laboratory of the Rockies (NLR), formerly known as NREL, offers a potential solution to reduce peak energy consumption.

CAGE: An Internal Source Scanning Cryostat for HPGe Characterization
G. Othman, C. Wiseman, T. H. Burritt, J. A. Detwiler, M. P. Held, R. Henning, T. Mathew, D. Peterson, W. Pettus, G. Song, T. D. Van Wechel
https://arxiv.org/abs/2602.06289 https://arxiv.org/pdf/2602.06289 https://arxiv.org/html/2602.06289
arXiv:2602.06289v1 Announce Type: new
Abstract: The success of current and future-generation neutrinoless double beta decay experiments relies on the ability to eliminate or reduce extraneous backgrounds. In addition to constructing experiments using radiopure materials and handling in underground laboratories, it is necessary to understand and reduce known backgrounds in data analysis. The Large Enriched Germanium Experiment for Neutrinoless double beta Decay is searching for this decay using 76Ge-enriched high-purity germanium detectors submerged in an active liquid argon veto. A significant background in LEGEND is surface events from shallowly-impinging radiation on detector surfaces. In this paper we introduce the Collimated Alphas, Gammas, and Electrons (CAGE) scanning system, an internal-source scanning vacuum cryostat, designed to perform studies of surface events on sensitive surfaces of HPGe in a surface-lab. CAGE features a collimated radionuclide source inside a movable infrared shield that is able to perform precision scans of detector surfaces by utilizing three independent motor stages for source positioning. This allows detailed studies of pulse shapes as a function of source position and incident angle, where defining features can be extracted and exploited for removing surface backgrounds in data analysis in LEGEND. In this paper, we describe CAGE and demonstrate its performance with a commissioning run with 241Am. The commissioning run was completed with the source at normal incidence, and we estimate a beam spot precision of 3.1 mm, which includes positioning uncertainties and the beam-spot size. Using the 59.5 keV gamma population from 241Am, we show that low-energy photon events near the passivated surface feature risetimes that increase with radial distance from the detector center. We suggest a specific metric that can be used to discriminate low-energy gamma backgrounds in LEGEND with similar characteristics.
toXiv_bot_toot

Mistral plans to spend €1.2B to build AI infrastructure in Sweden in partnership with EcoDataCenter, set to open in 2027 and its first investment outside France (Yazhou Sun/Bloomberg)
https://www.bloomberg.com/news/articles/20…

Micron ending it's "Crucial" consumer DRAM brand is a sign of a larger issue:
Computation is being taken away from individual ownership and moved to data centers you have rent resources from.
See also steadily rising prices on new GPU cards and SSDs.
The future is a Chromebook and a $150/month data center bill.

Wrote a paradox flaw today …
Network confused: #rpg

Another Maine town just defeated a data center in its backyard. In this Women Talking 'Bout AI podcast, Joline Blais explains how her community rallied to the cause, and why AI is only a small part of the reason these are being built https://www.

Texans Are Frighting a 6,000 Acre Nuclear-Powered Datacenter https://www.404media.co/project-matador-datacenter-amarillo-texas/

A Black Memphis town's battle against Elon Musk's data center pollution | The Week
https://theweek.com/tech/memphis-black-community-against-supercomputer-elon-musk-xai

Meanwhile on the #Sun as seen by SDO HMI https://jsoc1.stanford.edu/data/hmi/images/latest/HMI_latest_Int_4096x4096.gif at 21:53 UTC today ... the big groups (1)4296 and 4294 at the bottom as well as 4299 at the top keep marching towards the center of the disk, but not much has happened since the X1.9 flare two days ago. (The Kp forecast in https://www.spacepager.eu/data-products/forecast-of-the-kp-index sees something interesting three nights from now, though, but such long-term views are notoriously unreliable.)

Sources: the White House is drafting a voluntary pact seeking commitments from tech companies to ensure data centers don't raise electricity prices and more (Politico)
https://www.politico.com/news/2026/02/09/tru…

Josh Shapiro to unveil plan for managing the data center boom in Pennsylvania (Allan Smith/NBC News)
https://www.nbcnews.com/politics/2028-election/josh-shapiro-unveil-plan-managing-data-center-boom-pennsylvania-rcna257087
http://www.memeorandum.com/260203/p51#a260203p51

The Tow Center releases a tracker that monitors lawsuits, deals, grants, and other developments between news publishers and AI companies (Klaudia Jaźwińska/Columbia Journalism Review)
https://www.cjr.org/analysis/lawsuit-license-openai-micros…

Lawsuit or license? A new tool to keep track of disputes and deals between publishers and AI companies.
Announcing a new tool to keep track of disputes and deals between news publishers and AI companies.

Japan faces bottlenecks in data center construction due to labor shortages and more; DC Byte says Japan's capacity has tripled to 6.8 GW in the past five years (Tsubasa Suruga/Nikkei Asia)
https://asia.nikkei.com/business/techn

Bottlenecks in data center construction threaten Japan's AI ambitions
Labor shortages, rising costs and outdated building processes delay construction

faa_routes: FAA Preferred Routes (2010)
A network of air traffic routes, from the FAA (Federal Aviation Administration) National Flight Data Center (NFDC) preferred routes database (www.fly.faa.gov). Date of extraction is prior to 2010. Nodes represent airports or service centers, and a directed edge is the preferred route between airport i and airport j.
This network has 1226 nodes and 2615 edges.
Tags: Transportation, Airport, Unweighted

"How Batteries, Not Natural Gas, Can Power the Data Center Boom"
#Batteries #Energy #Technology

How Batteries, Not Natural Gas, Can Power the Data Center Boom
Tech companies are turning to natural gas to help power the growing number of A.I. data centers in the U.S. Jigar Shah, a former Energy Department official, explains how installing batteries instead can help balance the grid, lower electricity bills, and support renewable energy.

How the huge data center buildout is heating up local politics in US towns across red and blue states on issues like water, electricity, and noise (Evan Halper/Washington Post)
https://www.washingtonpost.com/business/2026/01/06/da…

The data center rebellion is here, and it’s reshaping the political landscape
As the buildout of AI infrastructure alarms communities, it is fast emerging as a potent electoral issue across the political divide.

Google Is Spending Over $4 Billion on a Data Center Company
https://gizmodo.com/google-is-spending-over-4-billion-on-a-data-center-company-2000702751

As data center development pressures power grids, officials have proposed requiring data centers to power down or switch to a backup when blackout risks rise (Katherine Blunt/Wall Street Journal)
https://www.wsj.com/business/energy-oil…

Climate scientists and meteorologists
are sounding the alarm
after White House budget director Russell Vought announced
the Trump administration will
❌break up the National Center for Atmospheric Research in Boulder, Colorado, known as NCAR.
“He is executing the playbook of Project 2025,” says Michael Mann,
scientist and co-author of
"Science Under Siege".
Without NCAR, “we will not have the sorts of observational data and climate m…

“Destroying Knowledge”: Michael Mann on Trump’s Dismantling of Key Climate Center in Colorado
Climate scientists and meteorologists are sounding the alarm after White House budget director Russell Vought announced the Trump administration will break up the National Center for Atmospheric Research in Boulder, Colorado, known as NCAR. “He is executing the playbook of Project 2025,” says Michael Mann, scientist and co-author of Science Under Siege. Without NCAR, “we will not have the sorts of observational data and climate models that we need to inform climate policy.”

sp_baboons: Baboons' interactions (2020)
Network of interactions between a group of 20 Guinea baboons living in an enclosure of a Primate Center in France, between June 13th 2019 and July 10th 2019. The data set contains observational and wearable sensors data.
This network has 23 nodes and 3197 edges.
Tags: Social, Animal, Offline, Unweighted, Weighted, Temporal, Metadata

OpenAI and SoftBank says they will each invest $500M in SB Energy to support the infrastructure company's growth as a data center developer and operator (Bloomberg)
https://www.bloomberg.com/news/articles/2026-01-09/openai…

sp_baboons: Baboons' interactions (2020)
Network of interactions between a group of 20 Guinea baboons living in an enclosure of a Primate Center in France, between June 13th 2019 and July 10th 2019. The data set contains observational and wearable sensors data.
This network has 23 nodes and 3197 edges.
Tags: Social, Animal, Offline, Unweighted, Weighted, Temporal, Metadata

"How Batteries, Not Natural Gas, Can Power the Data Center Boom"
#Batteries #Energy
https://e360.yale.edu/featur…

How Batteries, Not Natural Gas, Can Power the Data Center Boom
Tech companies are turning to natural gas to help power the growing number of A.I. data centers in the U.S. Jigar Shah, a former Energy Department official, explains how installing batteries instead can help balance the grid, lower electricity bills, and support renewable energy.

Big Tech's AI data center plans, which are set to need an estimated 44GW of additional capacity by 2028, face a power crunch that could deflate the AI "bubble" (Financial Times)
https://ig.ft.com/ai-power/

sp_baboons: Baboons' interactions (2020)
Network of interactions between a group of 20 Guinea baboons living in an enclosure of a Primate Center in France, between June 13th 2019 and July 10th 2019. The data set contains observational and wearable sensors data.
This network has 23 nodes and 3197 edges.
Tags: Social, Animal, Offline, Unweighted, Weighted, Temporal, Metadata

Blackstone and Coatue grant a $10B loan to Australian AI infrastructure startup Firmus for data center expansion, among Australia's largest private credit deals (Sharon Klyne/Bloomberg)
https://www.bloomberg.com/news/articles/20

As Microsoft accelerates its AI buildout in rural Wisconsin, one community's vocal opposition led the company to withdraw plans for a proposed data center site (Jordan Novet/CNBC)
https://www.cnbc.com/2025/11/25/microsoft-ai-data-center-rejection-vs-sup…

Why rural Wisconsin is blocking the AI data center boom: 'Horses are skittish'
Tech giants are increasingly facing community backlash as they select places to build mammoth AI data centers.

faa_routes: FAA Preferred Routes (2010)
A network of air traffic routes, from the FAA (Federal Aviation Administration) National Flight Data Center (NFDC) preferred routes database (www.fly.faa.gov). Date of extraction is prior to 2010. Nodes represent airports or service centers, and a directed edge is the preferred route between airport i and airport j.
This network has 1226 nodes and 2615 edges.
Tags: Transportation, Airport, Unweighted

Jones Lang LaSalle projects Malaysia's operational data center capacity to increase from ~1,025 MW at the end of 2025 to ~2,100 MW by the end of 2026 (Norman Goh/Nikkei Asia)
https://asia.nikkei.com/business/technology/malaysia-s-data…

Malaysia's data center capacity set to double by end-2026
Southern state of Johor to lead country's booming sector: JLL estimates

Singapore-based data center operator DayOne raised a $2B Series C led by Coatue to build hyperscale campuses in Lahti and Kouvola, Finland, and elsewhere (Reuters)
https://www.reuters.com/world/asia-pacific/dayone-da…

sp_baboons: Baboons' interactions (2020)
Network of interactions between a group of 20 Guinea baboons living in an enclosure of a Primate Center in France, between June 13th 2019 and July 10th 2019. The data set contains observational and wearable sensors data.
This network has 13 nodes and 63095 edges.
Tags: Social, Animal, Offline, Unweighted, Weighted, Temporal, Metadata

TikTok US says it is working to restore services after a power outage at a data center and any algorithm changes users noticed were likely due to the outage (Dan Whateley/Business Insider)
https://www.businessinsider.com/tiktok-outage-data-cent…

TikTok says a power outage messed up users' feeds over the weekend
TikTok said a power outage at a US data center on Sunday impacted its services, including its For You feeds.

London-based data center company GTR raised $1.5B from KKR and ~$400M from Oak Hill to develop its facilities in England, Barcelona, Zurich, and Tel Aviv (Financial Times)
https://www.ft.com/content/89040806-8e66-49b5-a2d0-37d813af5d01

Sources: a KKR-led consortium is nearing a deal to buy Singapore-based ST Telemedia Global Data Centers for $10B , as Asia sees a data center investment frenzy (P.R. Venkat/Wall Street Journal)
https://www.wsj.com/business/deals/kkr-led

How Meta's financing structure for its $27B Louisiana data center, which helps it keep debt off its books, hinges on some convenient accounting assumptions (Jonathan Weil/Wall Street Journal)
https://www.wsj.com/tech/meta-ai-data-cent

AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center
Favorable treatment off the balance sheet hinges on some convenient assumptions

A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers (Christopher Mims/Wall Street Journal)
https://www.wsj.com/tech/corning-fiber-opt

sp_baboons: Baboons' interactions (2020)
Network of interactions between a group of 20 Guinea baboons living in an enclosure of a Primate Center in France, between June 13th 2019 and July 10th 2019. The data set contains observational and wearable sensors data.
This network has 13 nodes and 63095 edges.
Tags: Social, Animal, Offline, Unweighted, Weighted, Temporal, Metadata

KKR and Singtel agree to acquire the remaining 82% stake in data center operator STT GDC for ~$5.1B, giving the company an enterprise value of ~$10.86B (Lee Ying Shan/CNBC)
https://www.cnbc.com/2026/02/04/kkr-and-singtel-stake-in-stt-gdc-for-over-5-bi…

KKR and Singtel to acquire remaining stake in data center firm STT GDC for over $5 billion
The deal pegs the enterprise value at S$13.8 billion.

TikTok plans to invest $37.7B to build a data center in Brazil's port of Pecém, partnering with Omnia and Casa dos Ventos, its first Latin American project (Bloomberg)
https://www.bloomberg.com/news/articles/2025-12-03/tikto…

AdImpact: Meta spent $6.4M in November and December 2025 to run TV ads in eight US state capitals and DC, aiming to change negative opinions about data centers (Eli Tan/New York Times)
https://www.nytimes.com/2026/01/27/technol…

Meta Campaigns to Change Opinions on Data Centers
The tech giant has spent more than $6 million on TV ads in state capitals and Washington, with the message that data centers create jobs.

sp_baboons: Baboons' interactions (2020)
Network of interactions between a group of 20 Guinea baboons living in an enclosure of a Primate Center in France, between June 13th 2019 and July 10th 2019. The data set contains observational and wearable sensors data.
This network has 23 nodes and 3197 edges.
Tags: Social, Animal, Offline, Unweighted, Weighted, Temporal, Metadata

Data Center Watch: local opposition blocked or delayed 17 US data center projects worth $98B in Q2 2025, vs. 16 projects worth $64B from May 2024 to March 2025 (Molly Taft/Wired)
https://www.wired.com/story/the-data-center-resistance-has-arrived/

The Data Center Resistance Has Arrived
A new report finds that local opposition to data centers skyrocketed in the second quarter of this year.

US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global (Wall Street Journal)
https://www.wsj.com/business/meet-the-non-

Alphabet agrees to acquire clean energy developer Intersect for $4.75B in cash, and existing debt, as part of its push to dramatically expand AI data centers (Bloomberg)
https://www.bloomberg.com/news/articles/2025-12-22/alpha…

Alphabet to Buy Data Center Partner Intersect for $4.75 Billion
Alphabet Inc. has agreed to buy clean energy developer Intersect Power LLC for $4.75 billion in cash, plus its existing debt, marking one of the largest deals by the tech giant in its push to dramatically expand its data center footprint to power AI.

Lightning AI merges with data center operator Voltage Park to create an "AI cloud" with a $2.5B valuation, managing 35,000 Nvidia GPUs across six data centers (Iain Martin/Forbes)
https://www.forbes.com/sites/iainmartin/20

AI Startup Merges With A Billionaire-Backed Data Center Operator In $2.5 Billion Deal
The startup behind open source tool PyTorch Lightning has merged with compute provider Voltage Park to create a “full stack AI cloud” to serve corporates and startups like Cursor.

Filing: Oracle signed ~$150B of data center leases in the three months ending November 30, raising its total data center and cloud capacity commitments to $248B (Martin Peers/The Information)
https://www.theinformation.com/briefings/o

Oracle Strikes $150 Billion of Data Center Leases in November Quarter
Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud deals that customers such as OpenAI have struck with Oracle. The filing showed that as of Nov. 30, Oracle had $248 billion of lease commitments “substantially all related to data centers and cloud

S&P Global: data center deals hit $61B globally in 2025; debt issuance nearly doubled YoY to $182B, with Meta raising $62B debt since 2022, ~50% of that in 2025 (April Roach/CNBC)
https://www.cnbc.com/2025/12/19/data-center-deals-…

Data center deals hit record $61 billion in 2025 as AI valuation risks and funding concerns grip investors
Hyperscalers are increasingly turning to outside capital in the form of debt to fund the energy-intensive infrastructure.

TikTok US says it has resolved technical issues and glitches that have impacted core features, such as video likes and view counts, over the past week (Alex Weprin/The Hollywood Reporter)
https://www.hollywoodreporter.com/business

TikTok Says U.S. Service Now Fully Restored After Dayslong Outage Sparked by Cold Weather
The outage happened just days after U.S. companies, including Oracle, assumed control of the domestic operations of the video platform.

Oracle says final negotiations on an equity deal for its Michigan data center project are "on schedule" and Related Digital will be its development partner (Lynn Doan/Bloomberg)
https://www.bloomberg.com/news/articles/20

Oracle Says Equity Deal on Michigan Data Center ‘On Schedule’
Oracle Corp. said final negotiations on an equity deal for the company’s data center project in Michigan is “on schedule” and going according to plan.

Power prices surge in Virginia, home to the world's largest data center hub; record demand is expected during the winter storm, partly due to data center needs (Tim McLaughlin/Reuters)
https://www.reuters.com/business/energy/po

A look at India's push to become a major provider of AI services, as US tech companies pledge tens of billions in Indian data center investments (Wall Street Journal)
https://www.wsj.com/world/india/why-big-te…

Alphabet, Amazon, Meta, and Microsoft forecast capital expenditures that reach a combined ~$650B in 2026, a 60% YoY increase driven by data center construction (Bloomberg)
https://www.bloomberg.com/news/articles/20

Analysis: of the 8,808 global data centers in October 2025, ~7,000 are in areas outside the optimal 18C to 27C temperature range; 600 are in areas above 27C (Rest of World)
https://restofworld.org/2025/data-center-heat-map/

We mapped the world’s hottest data centers
In 21 countries, all data centers are located in climates that are too hot.

Trade data shows South Korea's chip exports rose 38.5% YoY to a record $17.26B in November, driven by strong data center demand and higher memory prices (Reuters)
https://www.reuters.com/world/asia-pacific/south-korea-…

Hundreds of megawatts of new data center capacity are being planned in Vernon, a city near LA, which is a key US-Asia cable-linking hub and is becoming crowded (Nilesh Christopher/Los Angeles Times)
https://www.latimes.com/business/story/202

Southern California has an unlikely AI mecca: the very industrial Vernon
Vernon has become an essential location for artificial intelligence data centers.

India proposes zero taxes for foreign cloud providers through 2047 on services sold outside the country as long as they run workloads from Indian data centers (Jagmeet Singh/TechCrunch)
https://techcrunch.com/2026/02/01/india-offers-zero-ta…

India offers zero taxes through 2047 to lure global AI workloads | TechCrunch
New Delhi's latest move comes as Amazon, Google, and Microsoft expand data center investments in India.

Study: AI's 2025 power demand could hit 23GW, above 2024 Bitcoin mining levels, and AI carbon emissions could hit 32.6M to 79.7M tons, compared to NYC's 50M (Justine Calma/The Verge)
https://www.theverge.com/news/845831/ai-chips-data-center-power-water

AI’s water and electricity use soars in 2025
AI data centers are using growing amounts of electricity and water, research shows, although companies aren’t divulging many details.

Singapore-based Digital Edge plans to invest $4.5B to build a 500 MW hyperscale data center facility in Indonesia, with the first phase set to open in Q4 2026 (Manuel Baigorri/Bloomberg)
https://www.bloomberg.com/news/articles/20

Reliance, Brookfield, and Digital Realty's joint venture Digital Connexion plans to invest $11B by 2030 to build a 1 GW data center in India's Visakhapatnam (Sanjai P R/Bloomberg)
https://www.bloomberg.com/news/articles/20

Elon Musk says xAI plans to develop a 500 megawatt data center in Saudi Arabia with state-backed AI startup Humain; the data center will rely on Nvidia chips (Mark Bergen/Bloomberg)
https://www.bloomberg.com/news/articles/2025-1…

Taiwan opens its largest AI supercomputing data center using Nvidia's Blackwell chips, a major effort in its push for sovereign AI and chip industry innovation (Nikkei Asia)
https://asia.nikkei.com/business/technology/ta…

Taiwan opens sovereign AI data center with Nvidia-powered supercomputer
Plans to expand capacity of Tainan hub sixfold by 2028 in partnership with Japan's NTT

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5% after hours (Ian King/Bloomberg)
https://www.bloomberg.com/news/articles/2026-02-0…

German chipmaker Infineon reports Q1 revenue up 7% YoY €3.66B, above €3.62B est., expects to raise investments to €2.7B in 2026, and forecasts growing AI demand (Christina Kyriasoglou/Bloomberg)
https://www.bloomberg.com/news/articles/20

Sources: banks are marketing at least $56B in investment-grade data center construction loans tied to Oracle's leases, as they seek out new buyers for the loans (Michelle Chan/Financial Times)
https://www.ft.com/content/90aa74a5-b39d-4131-a138-367726cb18fb

A deep dive into co-packaged optics, long promised to transform data center connectivity, covering benefits, challenges, architecture, key companies, and more (Dylan Patel/SemiAnalysis)
https://newsletter.semianalysis.com/p/co-packaged-optics-cpo-book-scaling…

Co Packaged Optics (CPO) – Scaling with Light for the Next Wave of Interconnect
Co-Packaged Optics (CPO) has long promised to transform datacenter connectivity, but it has taken a long time for the technology to come to market, with tangible deployment-ready products only arriving in 2025.

Fermi CEO Toby Neugebauer says Amazon canceled a $150M advance for a Texas AI data center campus; FRMI fell 34% on Dec. 12 after saying a tenant had canceled (Dakin Campbell/Business Insider)
https://www.businessinsider.com/fermi-america-amazon-tenant-t…

Mystery solved: Amazon is the prospective tenant in talks with data center developer rocked by stock plunge
"The lead negotiator for Amazon called me on Thursday," Fermi CEO Toby Neugebauer told Business Insider. The deal would pay more than $20 billion over the next 20 years, he said.

The AI boom is driving an unprecedented wave of data center construction, but there aren't enough skilled workers in the US, such as electricians, to keep up (Caroline Haskins/Wired)
https://www.wired.com/story/why-there-arent-enough…

The Real AI Talent War Is for Plumbers and Electricians
The AI boom is driving an unprecedented wave of data center construction, but there aren’t enough skilled tradespeople in the US to keep up.

Internal documents: Amazon's data center operations total 900 facilities in 50 countries, including AWS colocation facilities, higher than commonly understood (Matt Day/Bloomberg)
https://www.bloomberg.com/news/articles/20

Trump says Microsoft will "ensure" Americans don't face higher bills due to data centers' power use and Big Tech must "pay their own way" for their data centers (Business Insider)
https://www.businessinsider.com/trump-micr

Trump says that Microsoft will 'ensure' Americans don't 'pick up the tab' for its data center power consumption
President Donald Trump said that tech companies must pay for their own data centers without spiking utility bills for American households.

Sources: SoftBank is in advanced talks to buy NYSE-listed DigitalBridge, a private equity firm that invests in data centers and digital infrastructure operators (Bloomberg)
https://www.bloomberg.com/news/articles/2025-12-29…

SiFive will integrate Nvidia's NVLink Fusion infrastructure with its RISC-V processor IP platforms, allowing SiFive silicon to communicate with Nvidia GPUs (Marco Chiappetta/Forbes)
https://www.forbes.com/sites/marcochiappet

SiFive To Integrate Nvidia NVLink Fusion For Next-Gen AI Data Center Chips
SiFive has announced a partnership with Nvidia to integrate Nvidia’s NVLink Fusion interconnect technology into its forthcoming silicon platforms.

Digital Realty, QTS, and NTT Data warn the data center industry is doing a poor job of combating local opposition; 24 US projects were blocked in January alone (Rafe Rosner-Uddin/Financial Times)
https://www.ft.com/content/f45d45fc-c0ea-463c-8edf-38fb99ed5c05

How the AI data center boom boosted Caterpillar's power and energy unit; generator sales are up 28% YoY through Sept. 2025, after growing 22% to $7.8B in 2024 (Bob Tita/Wall Street Journal)
https://www.wsj.com/business/caterpillar-generator-sales-…

Corning says Meta committed to paying up to $6B through 2030 for fiber-optic cable in its AI data centers, and it plans to expand its Hickory, NC, factory (Katie Tarasov/CNBC)
https://www.cnbc.com/2026/01/27/apple-supplier-corning-win…

Meta inks deal to pay Corning up to $6 billion for fiber-optic cables in AI data centers
Corning, a 175-year-old glassmaker known for supplying iPhone glass, is now at the center of the AI infrastructure boom with a new type of fiber-optic cable

A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B (Jon Keegan/Sherwood News)
https://sherwood.news/tech/hyperion/

The power play behind Hyperion, Mark Zuckerberg’s colossal data center being built in rural Louisiana
$10 billion of investment. Code names to disguise projects and companies. Mixed opinions. Skyrocketing property values. And enough tax breaks to pay every state cop in Louisiana for seven years.