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data centers
Big Tech lost the midterms after record spending
Big Tech spent hundreds of millions on the 2026 midterms, but voters rejected data centers and the candidates the industry backed lost across the country.
Texas data centers face a political wall after midterms
Texas was the fastest-growing data center market in the US, but the 2026 midterms turned against the industry and a moratorium now looms over big projects.
AI Concerns Grow as Wall Street Rethinks Data Center Debt
Wall Street's AI concerns run deeper than one bad day: debt-funded data center spending, slower permits and power limits now test the AI boom.
AI Selloff Wipes $2.5 Trillion Off Nasdaq in Historic Rout
The Nasdaq fell 5.5% on Thursday as an AI selloff erased $2.5 trillion in value. Democrats' midterm sweep raised new doubts over data center growth.
Grid protectors plan cuts AI campus power at peaks
OpenAI's Grid Protectors Program will let future AI campuses cut power use when grids are strained, starting with a Georgia site of up to 1,000 MW.
Delta Electronics Unveils AI Modular Data Center Tech
Delta Electronics has unveiled AI Modular Data Center and Microgrid Solutions in Singapore, including an 800V DC power system for NVIDIA's Vera Rubin.
AI Spending Boom Risks Classic Capital Bust, BofA Warns
Bank of America warns the AI spending boom is following past capital cycles, with token prices down 50% and capex expectations near $1 trillion.
