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Company

Data Centers

8 articles – stable

Data Centers has appeared in 8 articles since 2011-04. Coverage peaked in 2025Q4 with 1 articles. Frequently mentioned alongside Google, Facebook, Microsoft, Nvidia.

Articles
8
mentions
Velocity
0.0%
growth rate
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velocity change
Sources
11
publications
SB Energy’s 8.8GW Mixes Contracts and Construction
SB Energy reports 8.8GW of data-center capacity contracted or under construction in Texas and Ohio, alongside a $430B backlog. Its Ohio arrangement binds a 20-y...
Nscale’s $103B Backlog Meets the Substation
Nscale’s S-1 reports $103B in total contract value but only $2.6B active in late August 2026. Microsoft and Anthropic account for 85%, forcing public investors ...
At 48% of NAND Shipments, SSDs Pull SK Hynix Beyond HBM
Enterprise SSDs accounted for 48% of global NAND shipments in Q2 2026, up from 26% a year earlier. SK Hynix is expanding across HBM, DRAM, NAND, packaging, flas...
Digital Realty’s $7.8B Second Balance Sheet
A 2026 review of nine technology companies found roughly $3T of AI-related off-balance-sheet commitments against about $600B of reported capex. Digital Realty’s...
Google’s 25-Year Deal Backs Iowa Nuclear Restart
Google’s 25-year agreement anchors NextEra’s planned restart of Iowa’s 615MW Duane Arnold plant, backed by a $1.9 billion DOE refurbishment loan. Microsoft and ...

Coverage Timeline

2025-11-15
Bloomberg 21 related

Google says it plans to invest $40B through 2027 in three new data centers in Texas, including one co-located with a new solar and battery energy storage plant

The State's Latest AI Infrastructure Seth Bodine / Houston Business Journal : Google to invest $40 billion in Texas data centers Newsmax : Google to Invest $40B in Data Centers in Texas Lana Ferguson ...

2024-11-18
The Information 35 related

Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems

PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...

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...

2024-05-01
Washington Post 1 related

A backlash against data centers has triggered laws in Arizona, Georgia, and other parts of the US to restrain the rapidly growing, energy-intensive industry

Antonio Olivo / Washington Post : X: @postlocal , @paula_in_pwc , @montroseva , @jessefelder , @postlocal , and @postlocal X: @postlocal : Despite being a major source of tax revenue, there are conce...

2023-10-27
Axios 6 related

Oxide Computer, which aims to provide on-premise cloud computers including to clients like the Idaho National Laboratory, raised a $44M Series A led by Eclipse

Today we are announcing the general availability of the world's … Shubham Sharma / VentureBeat : Cloud vs. on-prem? Oxide wants to bring together the best of both worlds Intel Capital : Investing in O...

2023-01-22
Bloomberg 8 related

AWS will spend $35B on new data centers in Virginia by 2040, creating ~1,000 jobs, in exchange for tax breaks and potentially up to $140M in performance grants

Welcome to Mostly Cloudy!  Today: AWS vows to spend billions … The Information : Amazon Web Services to Spend $35 Billion on Data Centers in Virginia Dan Swinhoe / DCD : AWS to invest $35 billion expa...

2019-08-18
TechCrunch

How Facebook, which had around 37,000 employees at the end of last year, thinks about its IT strategy and builds most of its IT tools in-house

If you have ever worked at any sizable company, the word “IT” probably doesn't conjure up many warm feelings.  If you're working for an old … Tweets: @kristphr , @grahamgilbert , and @codorniou Tweets...

2018-09-14
Stratechery 12 related

iPhones are the closest thing to a hardware annuity stream tech has ever seen, as they're a known quantity, dependable, and nearly all users will buy again

@stratechery https://stratechery.com/... Steven Sinofsky / @stevesi : The iPhone Franchise http://stratechery.com/... @stratechery // Smart. Interesting to consider the iPhone annuity stream relative ...

2013-11-04
Digits 44 related

Google's Schmidt: NSA Spying on Data Centers Is ‘Outrageous’

HONG KONG—Google Inc. Executive Chairman Eric Schmidt bristled at reports that the U.S. government allegedly spied on the company's data centers, describing such an act as “outrageous” and potentially...

2012-08-17
Wired 12 related

Data Centers: Facebook Will Ice Backup Data in ‘Sub-Zero’ Building

Facebook will house its new breed of storage servers next to this Prineville, Ore. data center.  Photo: Pete Erickson/Wired  —  We now know what Facebook is up to in Sub Zero — the mini data center it...

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