Topic
Data Centers
Everything Briefed has filed against Data Centers, most recent first.
25 stories
Coverage25 shown
Supermicro's margins doubled and nobody saw it comingGross margin came in at 17.5%, against guidance of 8.2% to 8.4%, on revenue of $11.12 billion that actually missed some analyst estimates. Profit hit $1.17 billion, up from $195.2 million a year ea…Amazon's off-grid data centre could become America's biggest polluterRegulatory filings show the Pecos County, Texas gas plant backing Amazon's new data centre campus is permitted to emit 33 million tons of CO2 a year, which would make it the single largest source o…Data centres are fleeing suburbs for oil fieldsTexas Pacific Land, LandBridge and EagleRock are pitching remote Permian Basin acreage to AI developers as an escape route from a backlash that has already killed a $1.5 billion project in San Marc…Palantir's forecast makes the AI bears look prematurePalantir raised guidance again and called its own US commercial demand pipeline 'otherworldly', a word choice that usually signals a company about to get mocked in six months but for now is backed …Microsoft added more value in a day than most stock markets holdA single-day market cap gain of this scale means Microsoft's Azure and Copilot numbers landed well ahead of whatever Wall Street had modelled, and investors are pricing in years of AI monetisation …BlackRock's Meta data centre bond sale is the AI debt market's best news in monthsBlackRock raised $12.5 billion in debt for Meta's Louisiana data centre and the deal rallied rather than flopped, a meaningful data point after a string of AI infrastructure bonds struggled to find…Intel's 25% sales surge is a rescue, not a recoveryA quarter of growth doesn't undo three years of losing ground to TSMC and Nvidia, but it buys Intel's board time it didn't have in June. Second-quarter sales rose 25%, the fastest pace in 15 years,…New York just told AI's power problem to go elsewhereNew York becoming the first US state to formally suspend new data centre development is the clearest sign yet that grid capacity, not chip supply, is the binding constraint on AI buildout. The mora…Data-centre builders are selling stakes before the AI capex bill comes dueWhen the people building the infrastructure start selling pieces of it, that's not confidence, that's balance-sheet management. Data-centre developers are reportedly racing to offload billions in s…Grid delays are now the binding constraint on Britain's AI ambitionsPolitical backing means nothing if the National Grid can't deliver the power on time, and that's exactly the wall a Starmer-backed AI data centre has hit. The project is now seeking alternative pow…Blackstone's QTS pulled the plug on a Virginia data centre. Community opposition just beat a multi-billion dollar infrastructure plan.Blackstone's QTS Data Centers has abandoned a planned facility in Virginia after sustained local opposition, and the lesson for data centre developers is not about public relations: it is about sit…A 1,000x cut in AI power consumption is a bold claim, and it matters enormously if even 10x is achievableDatabricks' former AI chief has launched a startup targeting a 1,000-fold reduction in AI inference energy consumption, a number that sounds like marketing until you price the current trajectory. H…Microsoft and Chevron are building a gas-powered data centre in West Texas. The greenwashing risk is priced in already.Microsoft and Chevron are partnering on one of the largest gas-powered data centre projects in the United States, sited in West Texas where Chevron has direct access to Permian Basin supply. The de…GM pivots to sodium-ion batteries for AI data centresThe automaker is developing entirely new sodium-ion chemistry with startup Peak Energy, targeting grid-scale energy storage rather than vehicles. GM expects trial production by 2028 at its new Batt…Nvidia's record $81.6bn quarter driven by AI agents explosionNvidia posted record quarterly revenue of $81.6 billion, up 85% year-on-year, as data center sales hit $75.2 billion on explosive demand for AI agents and generative AI workloads. The company has c…NextEra's $67bn Dominion buy targets AI power bottleneckNextEra is acquiring Dominion Energy for about $67 billion in the biggest power deal ever, explicitly targeting AI's electricity crunch. The combined entity would control over 130 gigawatts of larg…Google and Blackstone target private equity for AI omnibus dealsGoogle is negotiating omnibus licensing agreements with Blackstone, KKR, and EQT to give their portfolio companies access to Gemini AI models, treating private equity as a distribution channel for …Blackstone raises $1.75bn in data center REIT IPOThe private equity giant is capitalizing on AI infrastructure demand through public markets.Cisco jumps 18% on cloud provider AI hardware ordersNetwork equipment demand surges as hyperscalers build out data center infrastructure.Adani's $100bn AI bet turns India into infrastructure battlegroundGautam Adani is building the world's largest renewable-powered AI infrastructure network. His $100 billion commitment targets 5 GW of data centers by 2035, powered entirely by the Khavda project's …CoreWeave's $452m loss doubles estimates amid lawsuit pressureCoreWeave's AI infrastructure boom hit reality with a $452 million Q4 loss, nearly double Wall Street's $0.49 per share estimate. The company faces securities class action lawsuits alleging it hid …Meta shares crater 13% as AI spending reality bitesMeta stock fell 13% this week after the company raised 2026 capex guidance to $145 billion, driven by AI infrastructure and a Texas data center that ballooned from $1.5 billion to $10 billion. Lega…Amazon commits $200bn to AI infrastructure in cloud arms raceAmazon raised quarterly capex to $31.4 billion, implying an annualized pace exceeding $118 billion as AWS chases AI demand. The company plans $200 billion for data centers and specialized chips, in…Amazon backs X-Energy's $1bn nuclear IPO as tech giants chase powerNuclear startups are suddenly bankable as hyperscale data centers devour electricity faster than grids can supply it. X-Energy raised $1.02bn in its public debut with Amazon leading the charge, bet…Anthropic signs $21bn deal for one million Google TPU chipsAnthropic committed $21 billion to Broadcom for nearly one million Google-designed TPU v7p AI chips, delivered as fully assembled rack systems for direct data center deployment. The deal bypasses G…