DEAL14h ago
Vantage Data Centers is exploring an IPO at a $100 billion valuation or a sale
The Silver Lake- and DigitalBridge-backed data center company could raise around $10 billion in a stock market listing as soon as next year
QuartzBriefing
Intelligence briefing
The day's most important data-center developments, curated across power, policy, capital, construction, and technology. Refreshed hourly.
Daily brief
TECHNOLOGY15h ago
Nebius to lease data center capacity from Vantage in Newport, Wales
AI cloud firm to deploy Nvidia GPUs at CLW1 site
Data Center DynamicsPOLICY16h ago
City council in Fort Worth, Texas, issues temporary data center moratorium
During which time new regulations may be developed, though won’t come into force until next year
Data Center DynamicsPOWER19h ago
US power demand to hit new highs on data center buildout
The federal projections come after two years of record electricity demand peaks.
SemaforDEAL19h ago
Anthropic is in talks to buy AI infrastructure startup Decart for $6 billion
The deal would be Anthropic's largest known acquisition and comes as the Claude maker prepares for an IPO
QuartzTECHNOLOGYyesterday
Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC’s Jim Cramer said the AI data center trade is regaining market leadership after weeks of forced selling weighed on the group.
CNBCDEALyesterday
CoreWeave stock pops 14% as revenue doubles on accelerating AI infrastructure demand
CoreWeave's revenue is surging as the AI boom continues, but the company is also sitting on $35 billion in debt.
CNBCPOLICYyesterday
Dominion ordered to directly assign some transmission costs to data centers
The Virginia State Corporation Commission said it may use an upcoming docket to weigh whether this policy “could or should” also apply to more upstr
Utility DiveMore headlines
POWER10h ago
Nvidia’s $500B AI Infrastructure Bet Raises Power Stakes
Data Center KnowledgeHigh
TECHNOLOGY11h ago
Google, Microsoft and Nvidia back 800V DC standard for AI data centers
Network WorldHigh
TECHNOLOGY17h ago
Zayo, Nvidia Target Fiber Capacity as AI Infrastructure Spreads
Data Center KnowledgeHigh
DEAL20h ago
Form Energy raises $750m to expand West Virginia iron-air battery plant to meet surging data center demand
Data Center DynamicsHigh
DEAL21h ago
EXCLUSIVE: Vantage Data Centers explores IPO at $100 billion valuation or sale, sources say
ReutersHigh
TECHNOLOGY21h ago
Plans for 2.6 million sq ft data center outside Allentown, Pennsylvania, dropped after officials deny application
Data Center DynamicsHigh
DEAL22h ago
Elon Musk says xAI will increase data center capacity 7x by 2027 — targeting 10 gigawatts of compute, up to $500 billion in revenue by the end of next year
Tom's HardwareHigh
TECHNOLOGY22h ago
PJM considering changes to interconnection reliability requirements for data centers following mass outage
Data Center DynamicsHigh
POLICYyesterday
Update: US Equity Indexes Mixed as AI Infrastructure Players Boost Tech, Cooling Inflation Raises Odds of Sixth Fed Policy Pause
Yahoo FinanceHigh
TECHNOLOGYyesterday
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CNBCHigh
TECHNOLOGYyesterday
The data center backlash reaches Texas
QuartzHigh
TECHNOLOGYyesterday
Former LBNL supercomputing facility in Oakland, California, targeted for 20MW data center
Data Center DynamicsHigh
DEALyesterday
Landmark Dividend acquires data center in Jacksonville, Florida, for $8.1m
Data Center DynamicsHigh
TECHNOLOGYyesterday
Why did AI infrastructure partnership hurt Nvidia's shares?
Yahoo FinanceHigh
POWERyesterday
3.8 GW Load Drop Prompts Potential PJM Data Center Rules
Data Center KnowledgeHigh
DEALyesterday
Bank of America is deploying $250 billion to finance U.S. data centers and energy infrastructure
QuartzHigh
POLICYyesterday
Data Center Moratoriums And The Rise Of Private Grids
ForbesHigh
POWERyesterday
PJM eyes data center, crypto reliability requirements after 3.8 GW of load trips offline
Utility DiveHigh
POWERyesterday
Siemens Energy to supply B&W with 1GW of steam turbine-generators for data center power program
Data Center DynamicsHigh
DEALyesterday
Digital Core REIT to sell stakes in three US data centers back to Digital Realty, buys stake in two facilities in Asia
Data Center DynamicsHigh
POWERyesterday
Bloomberg NEF: Texas grid pause puts 20 percent of US data center pipeline at risk
Data Center DynamicsHigh
TECHNOLOGYyesterday
A huge AI datacenter is planned near Mar-a-Lago. The Everglades could pay the price
The GuardianHigh
TECHNOLOGYyesterday
1 Hyperscaler Stock to Buy, 1 to Hold, and 1 to Avoid
Motley FoolDeveloping
POLICYyesterday
Data center operators sneak in pair of projects hours before moratorium enacted in Hillsboro, Oregon
Data Center DynamicsHigh
POLICYyesterday
Beltline Energy withdraws data center proposal in Pacific, Missouri
Data Center DynamicsHigh
POWERyesterday
Most Power Sought for US Data Centers Will Never Materialize
Bloomberg.comHigh
POWERyesterday
Better AI Infrastructure Stock: Vertiv vs. Eaton
Motley FoolDeveloping
POWERyesterday
Michigan Voters Just Sent a Resounding Message About Data Centers
Inside Climate NewsHigh
TECHNOLOGYAug 12
Universities are buying and selling property for data centers, prompting concerns about an AI brain drain
FortuneHigh
POWERAug 12
Kentucky residents fear AI data center could push power bills past $1,000
Yahoo FinanceHigh
POWERAug 11
Nvidia Just Recruited Wall Street to Help Fund $500 Billion in AI Infrastructure. Here’s the Catch.
Motley FoolDeveloping
DEALAug 11
Riot Platforms strikes deal with Anthropic as bitcoin miners shift focus to AI infrastructure
CNBCHigh
CONSTRUCTIONAug 11
Meta Launches $1B Community Fund As Opposition To AI Infrastructure Grows
BisnowHigh
TECHNOLOGYAug 11
New Era Energy & Digital backs Texas governor's data center oversight push
Yahoo! Finance CanadaHigh
CONSTRUCTIONAug 11
EXCLUSIVE: Alpha Compute to buy Pennsylvania land, gas rights for $55 million data center campus, company says
ReutersHigh
TECHNOLOGYAug 11
Vertiv Capitalizes on Strong AI Data Center Growth: More Upside Ahead?
Yahoo FinanceHigh
DEALAug 11
Nvidia's $500 Billion AI Infrastructure Investment May Ease Circular Financing Concerns, Morgan Stanley Says
Yahoo FinanceHigh
TECHNOLOGYAug 11
Amazon's new data center projected to be top source of US emissions
SemaforHigh
POWERAug 11
W Land Development to offer power-ready sites for Texas data center operators
Data Center DynamicsHigh
DEALAug 11
Stocks opened slightly higher Tuesday as Nvidia rallied on a $500 billion AI infrastructure deal and oil prices held steady
QuartzHigh
TECHNOLOGYAug 11
GIC and Macquarie form Theseus Infrastructure to serve Anthropic's data center needs
Data Center DynamicsHigh
DEALAug 11
Nvidia and Wall Street team up on $500 billion bet on AI infrastructure | CNN Business
CNNHigh
DEALAug 11
Nvidia teams up with financial giants to create $500 billion AI infrastructure funds — six investment firms to enable access to long-term funding at attractive rates
Tom's HardwareHigh
TECHNOLOGYAug 11
July 2026 POLITICO Poll results on data centers, taxes and candidate scandals
E&E NewsHigh
POWERAug 11
Building up the US power grid won't be wasted, even if the AI bubble bursts
The RegisterHigh
TECHNOLOGYAug 11
AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom
FortuneHigh
TECHNOLOGYAug 11
Riot stock jumps 25% as report names Anthropic as AI data center client (ANTHRO:Private)
Seeking AlphaHigh
TECHNOLOGYAug 10
US SEC exempts certain data center bonds from key securitization rules
reuters.comHigh
DEALAug 10
US tech leaders stage data center charm offensive
SemaforHigh
TECHNOLOGYAug 10
Who are the developers behind Florida’s most controversial hyperscale data centers?
The Real DealHigh
DEALAug 10
Nvidia partners with lenders to finance AI infrastructure
SemaforHigh
TECHNOLOGYAug 10
Brookfield CEO Flatt on AI infrastructure: We cannot build fast enough to keep up with demand
CNBCHigh
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About the AI data-center intelligence briefing
The AI data-center buildout moves daily — across power deals, grid constraints, policy votes, financings, and construction. Our briefing curates the most important developments into 8 brief items and a live feed of 60+ tracked events, spanning power, policy, capital, construction, and technology, refreshed hourly from news, SEC filings, and market data.
Each item is source-attributed and confidence-tagged. Dive deeper via power, policy, markets, and the facility map. See our methodology for how we source and score.