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Company

AI Data Centers

5 articles – stable

AI Data Centers has appeared in 5 articles since 2024-09. Coverage peaked in 2024Q3 with 3 articles. Frequently mentioned alongside Microsoft, Brad Smith, BlackRock, Sam Altman.

Articles
5
mentions
Velocity
0.0%
growth rate
Acceleration
+0.667
velocity change
Sources
3
publications
PJM's Data-Center Switch Problem Amid 97 GW of Gas Plans
U.S. gas projects earmarked for data centers grew from 4 GW in 2024 to more than 97 GW in the 2025 pipeline. The harder question is who controls the switch betw...
Generac Enters Amazon’s Compute Stack
Amazon paired an agreement for up to $8 billion in Generac data-center generators with a warrant for up to 2.6% of the supplier. Caterpillar’s generator sales r...
Equinix at $100B Meets the Local Power Test
The data-center location race is shifting from incentive arbitrage to the local compact. Four U.S. states have rolled back or paused data-center tax incentives ...
PJM Moves the Meter Inside the Data Center
With US grid waits reaching seven years, PJM is proposing that large data centers self-supply or curtail. Sungrow’s roughly 130% rally reflected AI-power enthus...
The Grid Ends at the Last Recoverable Device
Big Tech’s plans may need 44GW of added capacity by 2028, while some developers face grid waits of up to seven years. Generators, batteries and flexible compute...

Coverage Timeline

2025-10-16
CNBC 11 related

Sam Altman says OpenAI is “not the elected moral police of the world”, after receiving backlash for saying that ChatGPT will offer “erotica for verified adults”

plus 3 other reasons I've switched to Claude for productivity Grace Priscilla Teo / Tech in Asia : Sam Altman says OpenAI shouldn't act as global moral authority Jensen Huang / Moneycontrol : Sam Altm...

2025-01-05
CNBC 34 related

Microsoft says it is on track to invest ~$80B in FY 2025 to build out datacenters to train AI and deploy AI and cloud apps, with 50%+ of the spending in the US

plans to spend tens of billions of dollars to build out AI data center … Rounak Jain / Benzinga : Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025 Minh Le / Tech in Asia : Microsoft ...

2024-09-22
Bloomberg 71 related

Constellation Energy plans to invest $1.6B to revive the Three Mile Island nuclear plant in Pennsylvania and sell all the output to Microsoft for data centers

Nuke Will Be Restarted To Power Microsoft Data Center Spencer Kimball / CNBC : Constellation Energy to restart Three Mile Island nuclear plant, sell the power to Microsoft for AI Lawrence Bonk / Engad...

2024-09-21
Bloomberg 67 related

Constellation Energy plans to invest $1.6B to revive the Three Mile Island nuclear plant in Pennsylvania and sell all the output to Microsoft for data centers

Nuke Will Be Restarted To Power Microsoft Data Center Jordan Valinsky / CNN : Three Mile Island is reopening and selling its power to Microsoft Reuters : Constellation to restart Three Mile Island nuc...

2024-09-18
Financial Times 20 related

BlackRock, GIP, Microsoft, and MGX announce a new AI fund that seeks to raise $30B+ of private equity capital and $100B+ in total investment when including debt

Should we be worried? Louisa Clarence-Smith / The Times : BlackRock and Microsoft to launch $100bn AI infrastructure fund Aaron Holmes / The Information : Microsoft, BlackRock to Launch $30 Billion Fu...

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