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124 items
Rest of World mapped 8,808 operational data centers and found nearly 7,000 outside the optimal 18–27°C range, with all facilities in 21 countries located in areas averaging above 27°C. Hot-climate…
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Analyze in Compute DeskFT reports that the AI data center boom is hitting severe US grid constraints: soaring electricity demand, long interconnection queues, and permitting hurdles are delaying hyperscale builds.…
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Analyze in Compute DeskFinancial Conduct Authority chief Nikhil Rathi said current financial rules are not built for foundation models and generative AI, arguing regulators need a cross-sector regime that looks at data,…
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Analyze in Compute DeskCoatue's latest C:\Takes argues that AI's infrastructure build-out is still accelerating, with gigawatt-scale data centers needing far more generation and transmission. The note outlines three…
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Analyze in Compute DeskFox Business reports that AWS will invest up to $50 billion starting in 2026 to expand AI and supercomputing capacity for U.S. government agencies, adding nearly 1.3 gigawatts across its Top…
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Analyze in Compute DeskBloomberg reports that Meta secured permission to buy and sell electricity directly so it can hedge soaring AI data center demand, using a trading desk to pair renewable supply with its hyperscale…
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Analyze in Compute DeskThe Wall Street Journal says the wave of announced U.S. hyperscale campuses is outrunning real-world limits: the number of proposed AI data centers now dwarfs the available power and water, stalled…
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Analyze in Compute DeskThe Information reports that Blue Owl Capital’s technology lending arm is committing $3 billion to finance OpenAI’s Stargate supercomputer campus, providing structured capital for land, power, and…
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Analyze in Compute DeskFinancial Times warns that accelerating AI workloads are colliding with a shortage of utility-scale power, as U.S. hyperscalers face multi-year grid upgrade queues and scramble for cleaner…
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Analyze in Compute DeskJPMorgan credit strategists estimate the generative AI data center build-out could require roughly $5 trillion of capital this decade, pushing hyperscalers, utilities, and developers to raise funds…
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