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Datacenters

All articles tagged with #datacenters

AI's Financial Bubble Faces a Debt-Fueled Bust
business19 days ago

AI's Financial Bubble Faces a Debt-Fueled Bust

Despite ongoing safety fears, Heather Stewart argues the near-term danger may be a financial bust of the AI boom, as hyperscalers pile debt into datacenters and long-term contracts push up future costs even as AI prices fall. A 1.5tn compute wall looms, with potential 700–800bn cost ramps next year and in 2027, risking a market rethink if revenue fails to keep up. Regulators and independent analysis are being discussed, but the systemic debt risk could have wide repercussions beyond the US.

via The Guardian|
#ai#business#datacenters
From protest to ballot box: datacenter activism reshapes local politics
politics24 days ago

From protest to ballot box: datacenter activism reshapes local politics

Grassroots groups that blocked datacenter projects in Monterey Park and other towns are turning organizers into candidates, with Steven Kung and others running for city council as part of a national wave linking affordability, the environment, and privacy concerns to local governance. The Working Families Party is recruiting dozens of first‑time candidates to push referendums, moratoriums, and tighter regulations on datacenters across communities.

via The Guardian|
#activism#datacenters#environment
Datacenter Backlash Goes Bipartisan, Turning Focus on Tech Billionaires
politics1 month ago

Datacenter Backlash Goes Bipartisan, Turning Focus on Tech Billionaires

A nationwide backlash against hyperscale datacenters—driven by concerns over energy use, water tables, noise, subsidies, and opaque deals—has united Americans across the political spectrum against tech billionaires. The movement is reshaping campaigns and offering Democrats and Republicans a rare chance to challenge oligarchic power, though leadership is uneven and risks include xenophobia or co-option by opportunists.

via The Guardian|
#big-tech#datacenters#oligarchy
Seattle imposes year-long halt on new AI datacenters to shape regulations
technology4 months ago

Seattle imposes year-long halt on new AI datacenters to shape regulations

Seattle City Council unanimously approved a year-long moratorium on building new AI-focused datacenters, with an amendment allowing existing centers to expand up to 20 MW during the pause. The goal is to study electricity use and urban-land implications and potentially require conditions such as transit and housing investments for permits. Activists worry the measure won’t curb power demand and could spur other centers to push for expansions, while officials push for broader state regulation in the next legislative session amid regional scrutiny of AI infrastructure and jobs.

via The Guardian|
#ai#datacenters#moratorium
Seattle Pauses Datacenters to Craft AI Rules and Utility Standards
technology4 months ago

Seattle Pauses Datacenters to Craft AI Rules and Utility Standards

Seattle’s city council committees approved a year-long moratorium on new datacenters to study impacts and draft regulations for the AI industry, including energy use, land use, labor standards, and potential public-benefit requirements, while exploring separate rates for large-load customers; the move aims to protect residents from costs and environmental harms and could set a regional precedent as tech workers and activists back the pause.

via The Guardian|
#ai#datacenters#electricity
Nvidia tops forecasts as AI datacenter boom fuels Q1 revenue
business4 months ago

Nvidia tops forecasts as AI datacenter boom fuels Q1 revenue

Nvidia beat Q1 2026 revenue and EPS estimates with $81.62B revenue and $1.87 per share, led by 92% year‑over‑year growth in its datacenter business to a record $75.2B, underscoring the ongoing AI infrastructure buildout and competition from Amazon/Google. The company also cited China export uncertainties and ongoing Vera Rubin rollout, as it eyes expansion in Southeast Asia and broader AI adoption across industries.

via The Guardian|
#ai#business#china
Blocking AI Datacenters: A Grassroots Crusade for Democracy
opinion5 months ago

Blocking AI Datacenters: A Grassroots Crusade for Democracy

This op-ed argues that the anti-datacenter movement is a crucial, cross-partisan fight to curb AI infrastructure's power and defend democracy, not mere “nimby” activism. Local moratoriums and community organizing from North Carolina to New Jersey show how residents can push for safety, energy and water safeguards, jobs, and transparency, challenging backroom deals by big tech and investors. Proposals from Bernie Sanders and Alexandria Ocasio-Cortez, including state moratoriums and potential federal regulation, are highlighted as ways to leverage public pressure for meaningful AI governance. The authors counter liberal critiques that frame the movement as elitist, insisting that blocking datacenters creates political leverage to rein in tech giants and spur accountable, democratic control of AI. They warn that tech PR, dark money, and aggressive tactics will intensify, but view this resistance as an opportunity to build a broad, populist coalition that can shape a safer, more democratic AI future.

via The Guardian|
#ai-regulation#datacenters#democracy
Maine governor vetoes first-in-US datacenter moratorium, cites Jay project exemption
politics5 months ago

Maine governor vetoes first-in-US datacenter moratorium, cites Jay project exemption

Gov. Janet Mills vetoed a bill that would have frozen new large datacenters (>20 MW) until 2027 to study the grid and electricity costs, saying she supports a temporary moratorium but requires an exemption for the Jay project; she will instead push an executive order to form a council to study impacts and has barred datacenters from certain business tax incentives. The Jay site is expected to bring hundreds of construction and permanent jobs and significant tax revenue, illustrating the clash between investment and energy costs in a rural state, while several states nationally weigh similar limits on AI datacenter growth.

via The Guardian|
#datacenters#energy#jay
Cowen Maintains Hold on Intel as CPU Demand Rises, Yet Execution Risks Persist
market-news5 months ago

Cowen Maintains Hold on Intel as CPU Demand Rises, Yet Execution Risks Persist

TD Cowen says Intel could benefit from rising CPU demand tied to AI workloads as hyperscale data centers lean toward CPU orchestration, but maintains a Hold due to execution risks and a rich valuation. Intel’s in-house server roadmap and the Fab 34 buyback signal an improved demand picture, though near-term competitive headwinds remain. The stock trades at a premium versus peers like Nvidia, with the overall consensus target in the low-to-mid $50s and a Hold rating.

via TipRanks|
#cpu#datacenters#intel