Key Takeaways: Morgan Stanley expects spreads on asset-backed securities funding data-center developments to widen further as developers and operators tap a broader mix of debt markets. The warning reflects a shift in investor attention: demand for computing capacity remains substantial, but financing structures a
Key Takeaways: A vote by a rural Nevada county’s board of commissioners has pushed an increasingly common land-use conflict into public view: whether agricultural property should make way for data centers. The immediate proceeding is local, but the underlying issue stretches well beyond Nevada. Artificial intellig
Key Takeaways: Google is backing a virtual power plant designed to turn electricity conservation by homes and businesses into a resource for an increasingly strained grid. Participants could receive payments for temporarily reducing or shifting consumption, helping utilities manage peaks as AI data centers add lar
Key Takeaways: NextDC has moved to calm bondholders over its financial capacity, saying it has enough funding to get its data centre developments back on track as global capital markets grow more cautious about the sector’s rapid expansion. The reassurance matters beyond NextDC. Data centre operators are being ask
Key Takeaways: BofA Global Research, as reported by Reuters, forecasts that global data center spending will reach $1 trillion in 2026 before climbing to $2.1 trillion in 2028. AI-service demand is expected to provide the main impetus, pushing cloud providers and their suppliers into a period of unusually heavy in
Key Takeaways: The rapid construction of computing capacity for artificial intelligence is running into a decidedly analog constraint: local politics. Ahead of the U.S. midterm elections, disputes over electricity rates, water consumption, land use, noise, and tax incentives are turning data center development int
Key Takeaways: Residents used a virtual town hall held by the Michigan Department of Environment, Great Lakes, and Energy to scrutinize the proposed $16 billion OpenAI-Oracle data center in Saline Township. Wastewater discharge into the Saline River emerged as a central concern, but the discussion ranged well beyo
Key Takeaways: Shanghai Lin-gang UDC is testing a different answer to one of computing’s most stubborn problems: how to remove heat without consuming large amounts of electricity and freshwater. Instead of relying on conventional cooling infrastructure, the project places sealed computing equipment beneath the sea
Key Takeaways: CBRE is expanding its data center infrastructure business through an acquisition that strengthens its ability to deliver the physical guts of these facilities. The move places the commercial real estate services company closer to the engineering, power and operational decisions shaping one of proper
Key Takeaways: Stack Infrastructure is moving forward with plans for a massive data center campus at the Berry Hill megasite in Pittsylvania County, Virginia. The proposed development represents up to $100 billion in investment over roughly 30 years, placing it among the most ambitious digital infrastructure proje