A Forbes report indicates that nuclear power plants are significantly more popular among local communities compared to AI data centers.

MasTec is well-positioned to benefit from the extensive grid expansion projects necessary to power new AI data centers, providing critical construction and engineering services.

Copper prices have surged to new record highs, with some analysts attributing the rally to increased demand from AI data centers. Citi Group has advised investors to 'chase the move higher' as the metal nears fresh all-time records.

Amazon is reportedly investing a record $200 billion in capital expenditures this year, focusing on 'future-proofing' its AI data centers with new liquid-cooling systems through its AWS Titus project to meet the demands of power-hungry AI technology.

Bernstein analysts highlight investment opportunities in the growing connectivity needs of AI data centers, identifying Lumentum and other lesser-known companies as potential beneficiaries.

Gorilla Technology (GRRR) is making significant investments in AI data centers in Thailand, a strategic move that is drawing investor attention.

TeraWulf has announced a significant financial loss as the company undergoes a strategic pivot, shifting its focus towards developing and operating artificial intelligence data centers.

NANO Nuclear Energy Inc. and Super Micro Computer, Inc. are partnering to explore the development of nuclear-powered data centers specifically designed for artificial intelligence applications.

JPMorgan suggests that Cogent Communications presents an attractive entry point for investors, particularly in relation to AI data centers, following its first-quarter earnings report.

GlobalFoundries has unveiled a new technology designed to enhance the use of co-packaged optics in AI data centers, aiming to alleviate the growing bottleneck in AI development.

The rapid expansion of AI data centers is creating an unusual political coalition, uniting both liberals and conservatives in their shared concerns or opposition to these facilities. This development highlights a rare point of agreement across the political spectrum.

FuelCell Energy has experienced a significant 275% growth in its pipeline, primarily attributed to the increasing demand from AI data centers, positioning itself as a key player in the AI power sector.

Chinese scientists are testing a prototype 10-megawatt nuclear reactor designed to be carried on a truck, with potential applications for powering AI data centers.

Meta has finalized a deal to acquire space-based solar energy, intended to power its artificial intelligence data centers.

Former chemical industry sites in northeastern England, equipped with power plants and grid connections, are being transformed into state-of-the-art AI data center campuses, signaling a new economic boom.

SoftBank is reportedly preparing to begin manufacturing batteries designed specifically for use in artificial intelligence data centers. This move indicates the company's strategic focus on supporting the growing infrastructure needs of AI technology.

A Dallas-based developer has secured $2 billion for a new data center project, signaling a trend of AI data centers moving closer to urban areas, with Texas emerging as a key hub for these facilities.

Meta is implementing a new program to train fiber technicians in four weeks to address a critical bottleneck in the construction and operation of AI data centers, which rely heavily on fiber optic networks.

Senator Bernie Sanders is advocating for a federal moratorium on new AI data centers, proposing legislation to implement safeguards against potential mass job losses for the working class due to artificial intelligence.

Citi is expanding its dedicated team and strategy to increase its financing for AI data centers, aiming to close the gap with its Wall Street rivals. Achintya Mangla, Citi's head of financing for investment banking, detailed the bank's approach.

JPMorgan forecasts a rise in Lumentum's shares, attributing the potential growth to the company's high-speed networking equipment, 3D sensors, and industrial lasers used in AI data centers.

AI data centers are significantly boosting order growth, leading to a 50% increase for "The Green Machine," indicating a strong market demand driven by artificial intelligence infrastructure.

Following its listing on NYSE American, BlockchaAIn Digital Infrastructure is shifting its strategic focus to developing and operating AI data centers, marking a significant change in its business model.

The rapid expansion of AI data centers, fueled by significant private capital, is creating both risks and rewards for the insurance industry. Insurers are facing new challenges in assessing and underwriting the complex and evolving risks associated with these advanced technological infrastructures.

Nearly half of planned US AI data centers for 2026 are likely to be delayed or canceled due to a shortage of crucial electrical equipment like transformers and switchgear, despite massive investments.

Lumentum (LITE) is set to open a new manufacturing plant in Greensboro, focusing on the production of lasers for AI data centers, signaling expansion in the AI infrastructure market.

AI data centers are reportedly struggling with memory constraints, leading to an analysis of whether Micron Technology stock remains a viable investment after its recent strong performance.

A new study reveals that AI data centers are contributing to global warming, with surface temperatures in their vicinity increasing by approximately two degrees Celsius after operations begin.

South Korea’s telecom carriers and fintech firms are tightening energy use as the government calls for conservation amid oil-market volatility, extending the response from office operations to the…

An in-depth analysis questions whether the massive investments in AI data centers, potentially reaching $9 trillion, will yield returns for the biggest groups or if the boom could ultimately lead to a bust.

An article highlights a specific dividend stock as a potential investment to capitalize on the growth of AI data centers.

NVIDIA's stock experienced a rebound on Monday, influenced by new energy partnerships, including one with Emeral AI to develop grid-flexible AI data centers, and advancements in its BioNeMo platform.

Vertiv is identified as a key power provider for AI data centers across America, with analysts suggesting its stock has the potential to double.

Coherent's stock climbed after the company reinforced its critical position in the build-out of AI data centers during the OFC conference, according to Stifel.

Nvidia CEO Jensen Huang said space computing "has arrived" at the GTC 2026 conference.

Navitas stock has risen above key support levels following its pivot towards AI data centers, prompting investors to consider if it's a good buying opportunity.

Vertiv has launched its new OneCore Digital Twin Platform, designed to optimize and manage AI data centers.

AI data centers are highly energy-intensive, making them vulnerable to rising power costs. Andrew Caballero-Reynolds/AFP/Getty Images Oil's price surge is rattling chip stocks and raising AI cost…

Oracle is reportedly planning thousands of layoffs as it shifts its focus towards artificial intelligence data centers, prompting analysis on how investors should approach ORCL stock.

Samsung SDI said Monday it will showcase next-generation batteries designed for humanoid robots and AI data centers at InterBattery 2026 this week in Seoul. Under the theme “AI Thinks, Battery Enables,” the company will debut a pouch-type all-solid-state battery sample developed for physical AI applications such as humanoid robots. The battery is designed to deliver high energy density, strong power output and enhanced safety in a compact form factor. It addresses the tight installation space ty

Oracle is reportedly planning thousands of job cuts as it faces financial strain from a significant expansion into AI data centers, according to Bloomberg News.

TCS is reportedly in advanced discussions to establish additional AI data centers across India, indicating a significant expansion in the country's AI infrastructure.

The country is aiming to become a global hub for artificial intelligence and cloud computing infrastructure. But AI data centers' enormous energy and water demands present a challenge.

SK Telecom, Supermicro, and Schneider Electric have formed a strategic alliance to accelerate the global rollout of AI Data Centers (AIDC).

Amazon has committed nearly $40 billion to expand its AI data-center infrastructure in Spain.

The Department of Homeland Security shutdown continues, while discussions emerge about Trump's plan for powering AI data centers.

The DHS Shutdown Drags On / Trump's Plan for Powering AI Data Centers  WSJ

Bitcoin mining company MARA is partnering with Starwood to develop new data centers specifically designed to support artificial intelligence operations, diversifying their infrastructure use.

A report highlights the significant difficulties and potential negative consequences, such as satellite congestion and degradation of the night sky, associated with the idea of using space for AI data centers to address energy needs.

Power generation surged for the second year amid a struggle to power AI data centers.

Malaysia has frozen the development of new data centers not used for artificial intelligence, citing concerns over power and water resources, according to Prime Minister Anwar.

OpenAI CEO Sam Altman has sought to mitigate criticism regarding the environmental impact of AI data centers, comparing the energy consumption of machines to human biological metabolism.

New A.I. sites are projected to drive up power bills, prompting discussions on potential solutions to mitigate the impact.

Adani Group has committed $100 billion to develop AI data centers, aiming to bolster India's position in the global AI race.

Lake Tahoe's primary energy source is being redirected to power burgeoning AI data centers, leading to a local power crunch. This situation highlights the significant and growing energy demands of artificial intelligence infrastructure in the Western United States.

Arista Networks is identified as a crucial player in providing networking solutions for AI data centers, underscoring its importance in the rapidly expanding artificial intelligence sector.

Barclays has raised its price target for Bloom Energy to $254, citing the growing demand for power in AI data centers as a significant factor boosting the company's prospects.

Cleanspark has outlined a 14-18 month delivery timeline for its AI data centers as it markets 1.8 GW of contracted capacity.

SoftBank Corp. announced plans to partner with South Korea's Cosmos Lab and DeltaX to mass-produce large-scale batteries for AI data centers, with production expected to begin in the fiscal year starting next April.

China's capital, Beijing, is implementing an action plan that makes green electricity usage a key metric for new data center projects, aiming to align the rapid expansion of artificial intelligence with national carbon goals.

Canaccord Genuity has significantly increased its price target for Hut 8 to $130, citing the company's strategic pivot towards AI data centers as the primary reason.

Arm's stock has seen gains following its strategic push into AI data centers. This move has bolstered the company's forecast and market position.

Cipher Digital's stock surged on May 5 following its strategic shift towards AI data centers, supported by hyperscale leases. This move indicates the company's focus on leveraging artificial intelligence infrastructure.

A new study indicates that the energy consumption of AI data centers is exceeding Europe's electrical grid capacity, causing decade-long connection delays and jeopardizing the continent's AI ambitions.

The rapid expansion of AI data centers is significantly transforming the power market, creating new demands and investment opportunities. The article outlines four key strategies investors are employing to capitalize on these shifts.

The University of Utah's TRIGA nuclear reactor is testing electricity generation for AI data centers for the first time, paving the way for a new energy…

The CEO of Dell Technologies Inc. (DELL) has commented on a proposal for a moratorium on AI data centers, discussing the potential implications for the industry.

Taiwan's Delta Electronics has issued a warning about increasing costs, driven by the surging global demand for AI data centers.

Jabil and Sivers Semiconductors have formed a partnership to develop a 1.6T LRO transceiver. This technology is intended for use in advanced AI data centers.

Hakeem Jeffries has announced that the development and focus on AI data centers will be a priority for Democrats.

Super Micro has acquired its largest Silicon Valley campus to accelerate the delivery of next-generation AI data centers, signaling significant expansion in its infrastructure capabilities.

ALT5 Sigma and Nano Labs have signed a Memorandum of Understanding (MOU) to explore collaboration in the areas of AI data centers and payments solutions.

China has issued new guidelines to reduce carbon emissions in strategic sectors, including energy-intensive data centers, as it aims to meet its 2030 climate targets. This push comes amidst volatile energy prices influenced by the US-Israeli war in Iran.

The global RAM crisis is projected to continue until 2030, with Samsung reportedly planning to discontinue LPDDR4 production as manufacturers shift focus to high-end memory for AI data centers.

The Maine legislature has passed a bill that would implement the first-ever moratorium on new artificial intelligence data centers. The measure now awaits the governor's signature to become law.

Eos Energy Enterprises saw its stock jump on April 15 following an announcement of a new partnership focused on providing power solutions for AI data centers.

Oracle has reached an agreement to buy power from Bloom Energy to supply its artificial intelligence data centers.

HIVE Digital is reportedly making significant investments in artificial intelligence data centers, signaling a strategic focus on the growing AI sector.

Firmus, a company supported by Nvidia, has successfully raised $505 million to capitalize on the accelerating boom in AI data centers.

A Financial Times article explores the growing public opposition and energy-related NIMBYism against AI data centers, drawing parallels to past controversies surrounding fracking.

SIFANG DIGITAL ENERGY has announced the launch of its SST 1.0 product, designed specifically for AI data centers, in Beijing.

A new study is exploring whether the increasing number of AI data centers are contributing to global warming. The research examines the energy consumption and heat generation of these facilities.

At its Power X Conference, Digi Power X's CFO announced a $78.5 million cash surge, a strategic pivot towards AI data centers, and approval for a 60MW hydro project.

Bitfarms announced its rebranding to Keel Infrastructure, signaling a strategic shift from Bitcoin mining to focusing on AI data centers.

Oxbridge is aiming for 20% and 42% token returns while actively expanding its business operations into new revenue streams focused on AI data centers.

A town in New Jersey has taken a significant step towards banning AI data centers, aiming to prevent potential issues before they arise.

U.S. company Ecolab has acquired Calgary-based CoolIT Systems, a specialist in liquid cooling for AI data centers, for $6.6 billion, marking one of the largest tech deals in the city's history.

Exelon's stock is projected to reach $58 by the end of 2026, fueled by a 26% load growth in Illinois attributed to increasing demand from AI data centers.

Lumentum is planning to build a new U.S. plant dedicated to producing lasers for AI data centers, with Nvidia confirmed as a future customer.

The expanding infrastructure for artificial intelligence, particularly data centers, is reportedly consuming significant resources beyond just electricity, hinting at other critical needs like water or land.

A Singaporean platform is rethinking energy solutions for the data center age, focusing on sustainable power to support the growing demands of artificial intelligence.

A debate has erupted among crypto influencers regarding whether the increasing power demands of AI data centers are causing them to outbid Bitcoin miners for electricity, potentially impacting the cryptocurrency industry.

Nuclear Exchange Traded Funds (ETFs) are reportedly fueling AI data centers and have been achieving triple-digit returns.

Major tech companies are competing for power as AI data centers consume enormous amounts of electricity, leading utilities in states like Virginia and Texas to warn of unprecedented demand and potential cost burdens.

From Gigawatts To Grab-And-Go: Crusoe Leans Into Modular AI Data Centers  Forbes

Navitas Semiconductor's stock surged after the company announced new packages designed to improve efficiencies in AI data centers.

French President Emmanuel Macron stated that France intends to utilize its nuclear power capabilities to support the energy demands of artificial intelligence data centers.

A senior researcher from Peking University advises China against following SpaceX's approach to launching AI data centers into orbit, suggesting a focus on more practical near-term space-based computing instead.

California May Flip 50-Year Nuclear Moratorium California, long a leader in aggressive renewable energy mandates, is showing early signs of softening its decades-old ban on new nuclear power. Bloomberg reported cracks are appearing in the state’s 1976 moratorium, driven by surging electricity demand from AI data centers and the challenge of hitting absurd climate targets like 90% clean electricity by 2035 and 100% by 2045. At the center of the development is Assembly Bill 2647, ...

The surging demand for AI data centers is leading to a new wave of 'prospectors' like former Microsoft executive Brian Janous, who are actively seeking and packaging land and electricity for these energy-intensive facilities.

The concept of AI data centers in space is being explored, with a potential SpaceX IPO highlighted as a development that could significantly impact this emerging sector.

Deals made by major technology companies for power to run their AI data centers are reportedly raising questions regarding accounting practices.

A chief investment officer estimates that $1.4 trillion will be needed by 2030 to electrify AI data centers, highlighting the significant infrastructure investment required.

The Department of Homeland Security shutdown persists, while former President Trump is reportedly developing a plan for powering AI data centers, addressing two distinct but significant issues.

The Department of Homeland Security shutdown continues, while details emerge about Trump's plan for powering AI data centers.

The immense power demands of AI data centers are driving a significant increase in capital spending by utility companies to expand and upgrade their infrastructure.

A new report highlights that the high power demand from AI data centers in Britain could significantly increase electricity prices and jeopardize the country's net-zero targets without careful management.

The AI Boom Is Powering A Nuclear Renaissance Authored by Robert Rapier via OilPrice.com, Hyperscale AI data centers require city-scale electricity loads, making dependable baseload p

Elon Musk and China's main space contractor are reportedly in a race to establish artificial intelligence computing centers in space, leveraging solar power for cost advantages.

Samsung Electronics and Corning are entering a new phase of their partnership, driven by the increasing demand for optical fiber used in AI data centers.

A news digest covers several topics including the rescheduling of India-US trade talks, discussions around AI data centers, and Pakistan's recent strikes in Afghanistan.

India's Adani Group plans a massive $100 billion investment in AI data centers, forging strategic partnerships with tech giants Google and Microsoft.

Oracle Corporation's stock declined due to investor concerns regarding the company's debt-fueled expansion into AI data centers.

GE Vernova is identified as a key player in addressing the power equipment crunch that is impacting the development of AI data centers, supplying critical components for their energy needs.

MARA Holdings has sold $1.5 billion worth of Bitcoin as the company pivots its strategy towards artificial intelligence data centers. This move signifies a major shift in the company's investment and operational focus.

Hut 8 (HUT) has garnered a bullish analyst call after securing a significant deal related to AI data centers.

As public support for large-scale AI data center construction declines across the U.S., a new trend is emerging with the development of smaller data centers designed to operate within individual homes.

Public and environmental opposition is mounting against the rapid development of AI data centers, with critics raising concerns about their environmental impact and democratic implications. Developer Kevin O'Leary has commented on the 'hypocritical' nature of some of this backlash, particularly regarding a Utah project.

Microsoft is reportedly considering abandoning its green data center climate pledge, citing an "existential fight for survival" due to massive spending on AI data centers, estimated at $190 billion for the current fiscal year.

Riot Platforms has announced a partnership with Terrestrial Energy to develop nuclear-powered data centers. This collaboration aims to provide reliable and predictable energy for AI data centers.

Analysts are raising their price target for power management provider Eaton, citing strong order volumes driven by the booming demand for AI data centers. The company's robust performance indicates significant growth in the sector.

Onsemi reported a narrowed first-quarter net loss of $32.9 million, attributing the improved performance partly to strong demand from AI data centers.

Core Scientific (CORZ) plans to expand its Pecos campus to 1.5 GW, enhancing its infrastructure for AI data centers.

A new report by Wood McKenzie projects that US spending on power generation equipment for AI data centers could reach $65 billion by 2030, more than tripling current figures. This boom highlights the hardware crunch amidst the AI hype.

Schneider Electric has surpassed its revenue forecasts, benefiting from the surge in demand related to AI data centers. The company's performance indicates strong growth as it capitalizes on the expanding artificial intelligence infrastructure market.

LG Electronics and Nvidia are reportedly in talks to collaborate on advanced technologies, including robots, AI data centers, and future mobility solutions.

Bloom Energy (BE) is being assessed for its preparedness to support the upcoming wave of infrastructure development for AI data centers.

Nano Labs and ALT5 Sigma have signed a Memorandum of Understanding (MOU) to explore collaboration on AI data centers and agent payment solutions.

The growth of AI data centers is pushing power grids to their limits, with Texas facing a potential quadrupling of power demand by 2032. Midwest states are also anticipating significant increases in electricity consumption.

The CEO of Nokia has issued a warning that Europe is at risk of falling behind the United States and China in the crucial build-up of AI data centers.

Vertiv Holdings (VRT) is being evaluated as a potential leading stock for investments in AI data centers.

Broadcom Inc. (AVGO) is reinforcing its market presence in key areas, specifically within artificial intelligence data centers and cybersecurity. This strategic move aims to capitalize on the growing demand for advanced solutions in these sectors.

A US state has passed a moratorium on the construction of large data centers, primarily those built by Silicon Valley giants for AI needs, marking a first for the country.

Major banks are reportedly capitalizing on the economic impacts of the Iran war and investments in artificial intelligence data centers.

A former programmer's stark warning about the significant water consumption of AI data centers has gone viral, drawing attention to the environmental impact and resource demands of the rapidly expanding artificial intelligence industry.

Port Washington, Wisconsin, has become the first U.S. city to pass a referendum that restricts the development of AI data centers, following a billion-dollar investment in the area last year.

Haier has introduced a new cooling solution specifically designed for AI data centers. This innovation aims to address the unique thermal management challenges posed by high-performance AI computing infrastructure.

An under-the-radar growth stock is highlighted as a key player powering AI data centers globally, presenting a potential investment opportunity.

LG Group's various affiliates are strategically converging on the humanoid robot component market, replicating a successful cross-subsidiary approach previously used in automotive parts and AI data centers.

Major tech figures like Elon Musk, Jeff Bezos, and Google are reportedly exploring the revolutionary concept of deploying powerful AI data centers in Earth's orbit to address the massive energy demands of artificial intelligence and the limitations of ground-based infrastructure.

Microsoft announced plans to invest $10 billion over the next four years in Japan to build data centers dedicated to artificial intelligence and related infrastructure.

An auto supplier has seen its stock increase by 1300% over five years, driven by the growing demand for cooling solutions in AI data centers. This highlights the lucrative opportunities in supporting AI infrastructure.

A new study warns that the massive energy consumption of AI data centers is leading to the creation of 'heat islands' in surrounding areas, a concerning environmental effect impacting hundreds of millions globally.

A new study has found that surface temperatures around AI data centers increased by an average of two degrees Celsius after they began operation. This indicates that these centers contribute to the formation of heat islands.

Vertiv plans to invest $50 million in an Ohio expansion project to support the growing demand for AI data centers.

The environmental effects of AI data centers, similar to those of battery factories, are becoming increasingly noticeable to communities living near these facilities.

Memory chip stocks, including Micron, have collectively shed $100 billion after new research suggested AI data centers will require less memory, leading Micron to reassess its AI memory outlook as TurboQuant and SK Hynix reshape the sector.

Tech companies are facing increasing resistance from local communities, which is hindering the construction pace of AI data centers and drawing attention from Wall Street investors.

Representatives Alexandria Ocasio-Cortez and Bernie Sanders have introduced a bill that would halt the construction of new AI data centers across the US until robust national safeguards are established.

A report investigates the controversial track record and true costs associated with AI data centers, as Canada's largest facility begins construction in Saskatchewan.

Softbank has revealed its intentions to build a new plant in the United States dedicated to AI data centers, marking a significant investment in AI infrastructure.

Applied Optoelectronics, Lumentum, and Coherent have seen their stock prices surge, with Applied Optoelectronics specifically rising 7% due to high demand for its lasers from NVIDIA's AI data centers, reinforcing strong optical component demand driven by the AI sector.

The insatiable demand for chips from large AI data centers is leading to a scarcity of essential components, particularly RAM, in the consumer market.

US chip giant Nvidia may unveil a new artificial intelligence inference chip architecture built around on-chip static random access memory, or SRAM, at the Nvidia GTC 2026 conference in San Jose, California, on Monday, raising questions about whether the design could reshape the structure of the AI memory market. According to industry sources on Sunday, the proposed SRAM-based architecture is expected to take a different approach from the GPU designs currently used in AI data centers. Today’s GP

Financial commentator Jim Cramer suggests three stock market themes, including AI data centers, memory chips, and discount retailers, that could perform well once the current oil shock subsides.

Broadcom has introduced a new 400G/lane optical Digital Signal Processor (DSP) designed to address the increasing bandwidth demands of AI data centers.

US startup Aikido has introduced AO60DC, described as the world's first floating offshore wind turbine designed to host AI data centers, complete with integrated battery energy storage.

TCS CEO K Krithivasan is optimistic about AI data centers, revealing "advanced discussions" with hyperscalers. India faces a significant AI infrastructure gap, needing 10 GW by 2030, with current projects falling short. TCS aims to be a comprehensive AI solutions provider, from infrastructure to AI agents, building on its OpenAI partnership and investing heavily in new facilities.

Google, Microsoft, Amazon, and other tech giants have pledged to cover the immense electricity costs of their AI data centers. This voluntary commitment aims to prevent electricity price hikes for American households and ease public concerns over rising energy prices.

Jim Cramer noted that Keysight has established a substantial business presence within the growing sector of AI data centers.

Deals made by major technology companies for power to supply their AI data centers are reportedly raising complex accounting questions, prompting scrutiny from financial experts.

A new study suggests that AI data centers might not require constant peak power, potentially impacting future energy consumption models for these facilities.

Coverage includes the ongoing DHS shutdown and President Trump's proposed plan for powering AI data centers.

The Department of Homeland Security shutdown persists, while former President Trump is reportedly developing a plan to power AI data centers.

Activists in the UK are organizing protests to highlight the environmental and social consequences of AI data centers, raising concerns about their contribution to climate change.

The White House is engaging with major tech companies like Google, Microsoft, Amazon, and Meta to secure pledges for them to cover their own energy costs for new AI data centers, aiming to prevent rising electricity bills for American consumers.

Former President Trump has reportedly mandated that major technology companies fund and operate their own AI data centers, under a pledge of 'rate protection' for their services.

Malaysia is implementing restrictions on non-AI data centers due to looming power supply issues, aiming to manage energy consumption.

VivoPower has successfully secured $30 million in funding to develop AI data centers.

Google executives meet with officials at a Google data center in Midlothian, Texas. Fortune via Reuters Connect Northern Virginia is home to the world's largest data center market. That could soon change, as Big Tech ramps up data center construction across the US. West Texas, Tennessee, Wisconsin, and Ohio are emerging as key markets. The old saying "Everything is bigger in Texas" now applies to data centers. The Lone Star State is on track to unseat Virginia as the world's largest data center market by 2030, new research from Jones Lang LaSalle shows. The shift indicates how drastically the data center development boom has reshaped the US's digital infrastructure map and the landscape as a whole. Amazon, Microsoft, Google, and Meta plan to spend more than $600 billion on AI infrastructure expansion in 2026 — a number so dizzyingly high that Wall Street is on high alert for signs of an AI bubble. More than half of all data center construction in the US now happens outside the industry's traditional hubs, according to JLL's North America Data Center Report — Year-End 2025. Tennessee, Ohio, Wisconsin, and Texas are now considered the top emerging markets for data centers. Texas alone has 6.5 gigawatts of data center capacity under construction. That amount of power is roughly equivalent to more than three Hoover Dams or over 17,000 Tesla Model 3s when using the US Department of Energy's standard, and it accounts for about one-fifth of the 35 gigawatts of data center capacity the US added to its pipeline. That 35 gigawatts is roughly equivalent to the annual electricity consumption of the UK or Italy, and adding it would nearly double the existing data center capacity in the US, according to JLL. Part of Texas's appeal is its sprawl. The state houses some of the most ambitious data center projects in the country. Oracle and OpenAI's flagship Stargate data center is in Abilene, Google is planning a $40 billion expansion in West Texas, and Meta is building a massive new site in El Paso, just to name a few. Texas also has abundant energy resources, which is good news for data center developers. The AI boom has driven electricity demand to new heights and strained the nation's power grid. In Texas, several data centers — including Stargate — are being built alongside on-site power plants. Northern Virginia has been the data center industry's central hub for more than 15 years, going back to the early days of cloud computing. That has changed rapidly as Big Tech spreads out across the country in search of available power, cheap land, and the best tax incentive packages for the coming wave of AI data centers. Have a tip? Contact this reporter via email at ethomas@businessinsider.com or on Signal at 929-524-6964. Read the original article on Business Insider

Voters are expressing strong opposition to AI data centers due to concerns over high electricity costs, fossil fuel pollution, excessive water usage, and job displacement.

The departure of Gail Slater suggests a shift in US antitrust policy within the Trump administration, with pro-business Republicans gaining influence over populist factions in the justice department.