Data Centers

TEXXR Analysis

Oct 26, 2026

Nvidia's $3.5B Bet Has an Address

The AI cloud capacity market is becoming a financed, place-bound market. Nebius’s planned $10B Finnish campus requires 310MW, with phased operations expected to...

Oct 25, 2026

AEP’s $4B Fuel-Cell Plan Names Bloom, Not FuelCell Energy

AI data-center plans are estimated to need 44 GW of additional capacity by 2028, while some developers face grid-access waits of up to seven years. Oracle’s piv...

Oct 21, 2026

Nvidia’s 256-LPU Groq Rack Has a Buyer

Nvidia’s $20 billion non-exclusive Groq license was followed by a 256-LPU rack in full production, with Nebius as its first customer. Groq kept its cloud busine...

Oct 20, 2026

Nvidia’s $3.5B Backstop for Data-Center Leases

Insight Partners led $215 million across three AI-software rounds as Nvidia’s guarantees for data-center leases reached $3.5 billion. The contrast places softwa...

Oct 19, 2026

Microsoft Exits Nscale’s 23,000-GPU Essex Lease

Only $2.6 billion of Nscale’s $103 billion in total contract value was active as of late August 2026. Microsoft then cancelled a 23,000-GPU Essex tenancy at a s...

Coverage Timeline

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...

2023-01-22 View

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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

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