Crusoe Drops $1.25B Boom Turbine Plan
Crusoe drops plan for 29 Boom stationary turbines amid Abilene power mix review.
Crusoe drops plan for 29 Boom stationary turbines amid Abilene power mix review.
Examining three scenarios for energy stocks if AI buildout slows, with power shortages persisting and inference demand providing support.
Amazon pledges $20M for Colorado River conservation toward $100M goal, but data center water disclosure remains limited.
Crusoe raises $3.9B at a $30.9B valuation, expanding capacity with mobile AI factory Spark and large-scale sites.
Residents oppose an AI data center plan near a former refinery in Philadelphia, raising environmental justice concerns.
Data centres become a policy flashpoint in Australia, with disputes over power, water, and land use told via original quotes.
Data centers over 25MW must procure their own clean power. Full details on tax break pause, NDA review, and tougher rules.
The UK has 555 data center facilities with a total IT capacity of about 1.6GW. London holds 40% of facilities and roughly two-thirds of the capacity. Regional governments are also advancing decentralized strategies.
The competition for AI computing power has entered a credit expansion phase. Major tech firms like Meta and Microsoft are leveraging corporate bonds and project financing to fund data center investments that surpass their operating cash flows.
Investment applications in Thailand for the first half of 2026 surged 37% year-on-year to $43.6 billion, with the digital sector accounting for about three-quarters at $33 billion. Over 90% of foreign direct investments came via Singapore.
The growing demand for AI has ushered data centers into the gigawatt era, demanding technological shifts in power supply, liquid cooling, and interconnectivity. Speed of construction becomes a critical competitive edge.