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AI DATA CENTER BOTTLENECK
America’s power grid can’t keep up with AI: Why hundreds of data center projects are freezingPlanned United States data center developments face significant delays and cancellations. Aging electrical grids and supply chain issues ar...- Nvidia rises after signaling longer AI spending runwayThe world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estima...
- Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Ch...
- ET Startup Awards 2026 | Best on Campus: Armatrix slithers to success with snake-like robotic armsArmatrix has won the Best on Campus award at the ET Startup Awards 2026 for its snake-like robotic arms designed to work in narrow, hazardo...
- Anthropic to rent AI computing power from Nscale for $45 billionAnthropic has been aggressively expanding its computing power to meet demand growth it expects for products like AI coding tool, Claude Co...
- Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...
- In a divided America, the left and right unite to oppose artificial intelligence data centersRural communities face growing concerns over rapid data center expansion. Farmers and environmentalists unite against potential farmland lo...
- Nvidia faces growth test as Rubin debut meets AI financing scrutinyThe chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure ...
- Samsung, SK Hynix stand to benefit as Nvidia AI server costs surgeServer manufacturers notified major data center customers, including Microsoft, Google, and Oracle, that prices for Nvidia-based AI systems...
- US stocks today: S&P 500, Nasdaq decline as tech sector falls, US prepares to impose more Iran sanctionsWall Street’s S&P 500 and Nasdaq declined on Monday, dragged down by a sharp sell-off in technology and semiconductor stocks.Investors reac...
- Anthropic hires Google chip veteran Amir Salek as part of push into hardwareAI firm Anthropic has hired a Google chip founder for its new semiconductor team. This move signals Anthropic's ambition to develop its own...
- Nvidia invests in data center developer Cloverleaf InfrastructureThe investment will help Cloverleaf develop sites for the data centers, while Nvidia will support infrastructure buildouts for AI computi...
- Orbital data center startup Starcloud valued at $2.3 billion in latest fundingSpaceX's blockbuster IPO has rekindled investor interest in the space industry, including in emerging areas such as orbital data centers.
- Nebius upsizes debt sale to $5 billion to fund data centres, AI platformThe Amsterdam-headquartered company plans to issue private convertible notes worth $3 billion maturing in 2030, and notes worth $2 billio...
- Chip designer Velaura AI valued at more than $1 billion in funding roundThe funding round was led by Seligman Ventures, with participation from new investor Capricorn Investment Group. Existing investors Samsu...
- Nvidia to provide up to $105 billion guarantee for OpenAI's Ohio data centreThe new deal is the latest example of Nvidia financing the infrastructure built around its chips, a strategy that helps drive demand but ha...
- Elon Musk says AI is hitting an energy wall—his 5-word solution changes everythingElon Musk highlighted artificial intelligence efficiency, focusing on intelligence per joule. This metric addresses the growing energy dema...
- Missouri farmer invites data center developers to buy his land as $6.3B project faces growing local opposition and communities push back on AI expansionA Missouri farmer is inviting data center developers to bid on his land as a $6.3 billion AI project faces opposition and community push ba...
- Vantage Data Centers explores IPO at $100 billion valuation or sale, sources sayVantage, backed by private equity firm Silver Lake and infrastructure investor DigitalBridge Group, could raise around $10 billion and purs...
- Korean stocks rise 22% in 10 days as chip rally regains steamThe benchmark Kospi gained as much as 4.8% on Thursday, extending its gain from a July 30 low to around 22%. Heavyweight memory chipmakers ...
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