Data centers
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Ansaldo Energia Returns to U.S. Market Amid Unprecedented Gas Turbine Demand
Ansaldo Energia returns to the U.S. market after 30 years, supplying eight gas turbines to Texas data centers to meet surging power demand and grid needs.
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Rep. Ro Khanna Outlines Policy Vision, Challenges Democratic Leadership on Healthcare and AI
Rep. Ro Khanna is positioning himself as a progressive economic leader, pushing for Medicare for All and new federal regulations on data center development.
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Balancing AI Infrastructure and Energy Affordability: The Data Center Debate
As data center demand surges, states and institutions face a tension between AI-driven economic growth and the need to maintain affordable household electricity.
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Kevin O’Leary-backed ‘Wonder Valley’ data center faces public pushback in Alberta
A proposed 7.5 gigawatt data center in Alberta, backed by Kevin O’Leary, is facing local resistance over water usage, grid impact, and transparency concerns.
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Nvidia Faces Rising Credit Risk Concerns Amid $250B AI Infrastructure Financing Backstop
Nvidia’s record-breaking credit default swap surge highlights investor fears over its $250B AI infrastructure backstop, questioning its expansion strategy.
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Pentagon AI Data Center Plan Faces Bipartisan Congressional Pushback
Congress is challenging the Pentagon’s plan to lease military land for AI data centers, citing concerns over infrastructure strain and resource sustainability.
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Waterloo Researchers Tackle Fire Hazards in AI Data Center Battery Storage
University of Waterloo researchers are investigating lithium-ion battery fire risks in AI data centers to develop better safety standards and suppression strategies.
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Fort Worth Council Members Propose Moratorium on New Data Center Development
Five Fort Worth council members are seeking a temporary moratorium on new data center projects to allow for further research into infrastructure and neighborhood impacts.
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STMicroelectronics Shares Reach Record High Following Data Center Revenue Forecast
STMicroelectronics stock hit an all-time high after the company doubled its data center revenue outlook to $1 billion, signaling a major move into AI infrastructure.
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Bill Gates Warns Big Tech: Data Center Expansion Must Not Burden Ratepayers
Microsoft co-founder Bill Gates has warned major tech firms that the public will not tolerate data center expansion if it leads to higher electricity costs for households.
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Oracle’s Valuation Paradox: Massive AI Backlog vs. Near-Term Capital Expenditure Pressures
Despite a significant market discount and a $500 billion backlog, Oracle faces investor skepticism over the $80 billion required to fund its AI data center expansion.
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Microsoft Faces Triple Front: Security Crises, Legal Wins, and Expansion Hurdles
Microsoft navigates a volatile week marked by active zero-day Exchange exploits, a landmark legal victory against Elon Musk regarding OpenAI, and local opposition to data center expansion in Indiana.
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Kevin O’Leary Faces Utah Voter Backlash Over AI Data Center
Investors and Utah residents clash as a massive 9-gigawatt AI data center project backed by Kevin O’Leary triggers a push for a local referendum.
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Alliant Energy Shifts Strategy to Power Midwest Data Centers
Alliant Energy is pivoting its investment strategy to meet surging power demands from hyperscale data centers, aiming to stabilize the Midwest energy grid while pursuing long-term earnings growth.
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Grid Strain Myths: Why AI Isn’t Alone in Driving Electricity Costs
As debate intensifies over the impact of AI data centers on the power grid, new analysis suggests that infrastructure upgrades and fuel volatility are the primary drivers of rising electricity rates.