#data-centers

George Washington University sold its Virginia campus to Amazon for $427 million. As AI transforms real estate values, land near fiber and power beats proximity to lecture halls.

Nvidia's $2B investments in Lumentum and Coherent signal a shift from GPU wars to data transmission battles. The real bottleneck in AI isn't compute—it's connection.

As Europe faces a power crisis, the Nordic countries have become the unexpected hotbed for AI data centers. What's driving this Arctic gold rush?

AI infrastructure boom drives data centers to seek credit ratings for billions in bond funding. A new asset class emerges as traditional financing hits limits.

Texas could become the world's largest data center market by 2030, but surging power demands raise questions about who really subsidizes Big Tech's infrastructure boom.

Microsoft predicts commercial quantum computers in data centers by 2029, promising to solve problems classical computers can't handle while dramatically reducing energy consumption.

India's Adani Group announces $100 billion investment in AI data centers by 2035, partnering with Google and Microsoft to position India as Asia's AI hub amid US-China tech rivalry.

Anthropic promises to cover 100% of power grid upgrade costs for its data centers, but the debate over how AI companies should handle electricity expenses continues to spark controversy.

Morgan Stanley's first bitcoin miner coverage reveals a stark divide - data center converters get buy ratings while pure miners face sell recommendations. A new paradigm for crypto infrastructure?

Japanese engineering giant IHI invests $128M in nuclear components as AI data centers drive unprecedented power demand. Is this nuclear power's second coming?

Data center boom drives 252 GW of new gas power development in the US, equivalent to 50% expansion of current gas fleet. The hidden energy cost of AI revealed.