Data Center, Key Markets
Digest more
Just before her victory this fall, New Jersey Gov.-elect Mikie Sherrill jabbed at nearby Virginia, which also had a governor’s race, over its booming data center market.
Energy Storage Solutions has appealed to make an Eastern North Carolina town permit its proposal for a $6.2 billion facility.
Democrats zeroed in on utilities and affordability to win Republican support in upset elections in Georgia and Virginia. Can the same playbook work in 2026?
Officials are hashing out the regulations for the “kill switch” and other provisions in Senate Bill 6 that aim to handle large energy users like data centers while keeping the state open
Trammell Crow Co. is planning a $21 billion technology campus for a 1,632-acre site along I-75 roughly 60 miles southeast of downtown Atlanta.
The Aurora data center that supports the CME installed backup cooling capacity after a catastrophic outage that roiled world markets on Friday.
Google CEO Sundar Pichai wants an AI chip "somewhere in space" in 2027. "Maybe we'll meet a Tesla Roadster," he quipped.
A London government watchdog wants tougher rules on building data centers, warning that their power demands may impinge on the construction of new homes in the crowded capital.
If data center capex is indeed going to surge by around 400% in the next five years (based on the midpoint of Nvidia's 2030 estimate), chip stocks such as Nvidia could sustain terrific growth. However, if you could buy only one semiconductor stock to capitalize on this boom, I would recommend buying ASML Holding ( ASML +3.76%).