#data centers
12 articles tagged data centers. This tag now lifts the site in topic search.
Timeline
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Amazon drops its Ashburn data center plan — a $427 million campus turns to housing
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Why AI data centers aren't getting built: Bernstein says 35% of the US pipeline is credible
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Gartner: $3.5 trillion of AI infrastructure faces impairment — it needs $8.5T in revenue, sees $3.6T
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What is the Open Compute Project (OCP)? Where Nvidia just opened its Vera Rubin racks — 250 kW each
All articles
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Tech · 3 min readAmazon drops its Ashburn data center plan — a $427 million campus turns to housing
Withdrawal — announced Oct 20: four planned data centers replaced by housing-led development
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Economy · 2 min readWhy AI data centers aren't getting built: Bernstein says 35% of the US pipeline is credible
Scale — 47+ large US projects stalled in 2026; ~35% of pipeline credible (Bernstein)
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Economy · 2 min readGartner: $3.5 trillion of AI infrastructure faces impairment — it needs $8.5T in revenue, sees $3.6T
Warning — over $3.5T exposed to write-downs by 2030, over $4T by 2032
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Tech · 3 min readWhat is the Open Compute Project (OCP)? Where Nvidia just opened its Vera Rubin racks — 250 kW each
Definition — a nonprofit sharing open data-center hardware designs, launched by Facebook in 2011
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Tech · 3 min readFinland halts Google data centre work — 300 hectares of forest cut before the review
Order — LVV, Oct 6: stop heavy work at Muhos and Kajaani by Oct 23 at the latest, until EIAs finish
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Economy · 2 min readGoogle's 3.6 GW Constellation deal — only a quarter is new nuclear
Size — 3,590 MW total: 890 MW of nuclear uprates (20 years) plus 2,700 MW of source-agnostic supply
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Tech · 2 min readChina targets 9,800 exaflops of AI compute by 2030 — 4.5× today's level
Target — 9,800 exaflops of intelligent compute by 2030, about 4.5× the 2,185 exaflops recorded at end-June 2026
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Tech · 2 min readWhat Grace Blackwell NVL72 is — a rack that behaves like one GPU
Definition — a rack, not a chip: 36 Grace CPUs and 72 Blackwell GPUs bound by a two-tier NVLink fabric and addressed as one accelerator
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Tech · 4 min readWhat the data center power crunch is — why Nvidia is buying into power developers
Bottleneck — Buildings take one to two years. Power takes longer. The constraint moved from chips to electricity
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Tech · 4 min readNvidia's $500bn compute financing platform — the moment GPUs became collateral
MOUs with six financial institutions, targeting over $500bn of third-party capital
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Tech · 3 min readAnthropic will not own its datacenters — and says it will absorb the power-bill increase
Anthropic is the tenant; Macquarie and GIC are the landlords funding most of the equity
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Tech · 2 min readSovereign AI, explained — why nations treat AI like energy security now
Sovereign AI means the full stack — data centers, power, chips, models — under national control