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Infrastructure

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Cipher Digital Pushes Barber Lake Contracted Revenue Above $9 Billion

Extending Fluidstack to 20 years plus a 10-year AI lab commitment raises revenue visibility as phased deliveries await final ERCOT approvals.

Investors Reprice Seagate and Western Digital on AI Data-Center Demand

PSC Staff Clears Georgia Power Contract to Supply OpenAI's Effingham Data Center

Beshear Issues Statewide Rules for Data Centers to Protect Ratepayers

Kentucky Family Turns Down $26 Million Offer to Sell Part of Farm for AI Data Center

Albertans Protest Meta’s Planned $13B One‑Gigawatt AI Data Centre in Sturgeon County

Equinix Lifts 2026 and 2029 Targets After Strong Q2 but Flags Softer Q3 Range

Navy Unveils Strategy to Weaponize Data and Become an AI‑First Force

Colorado Springs Approval of Project Taurus Draws Started Appeal Over Data Center Conversion

SoftBank’s Masayoshi Son Weighs Up to $100 Billion for French AI Data Centers

Judge Bars Referendum on Nebius Data Center, Clearing Path for Project

Microsoft and Meta Add Nearly $50 Billion Each in Future Data-Center Leases

Shapiro Unveils Guardrails for AI Data Centers Requiring Developers to Fund Power

IEA: Data Center Spending Tops New Oil as Power Squeeze Triggers Political Blowback

Meta and Blue Owl Create $27 Billion JV to Build Hyperion AI Data Center in Louisiana

Draghi Warns EU Is Falling Further Behind, Calls Pause on High-Risk AI Rules

Macquarie Commits Up to $5 Billion to Applied Digital’s AI Data Centers

Blackstone Confirms $13 Billion AI Data Centre Investment in Northeast England