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Data centers

Data centers are facilities that house networked computers, storage systems and supporting power and cooling equipment, used to process, store and deliver data and run applications and cloud services.

TYPE
Topic
SIGNALS
12
FIRST SEEN
Oct 7, 2026
LAST SEEN
Oct 30, 2026

Recent signals

  • Big Tech Holds $3 Trillion in Spending Commitments for AI Boom Oct 30, 2026
  • How the AI boom is boosting paint maker PPG's sales: its specialized gray coatings serve critical functional needs and total $3M to $8M per data center, per JLL (Emmy Martin/New York Times) Oct 22, 2026
  • NextDC's stock fell as much as 44% to AU$5.15 after the Australian data center company cut its earnings forecast by 33%+; its shares were above AU$16 in June (Nic Fildes/Financial Times) Oct 21, 2026
  • A profile of Blackstone President Jon Gray, who is making AI his biggest bet, has built a $200B data center empire, and is building a cloud venture with Google (Preeti Singh/Bloomberg) Oct 17, 2026
  • A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN (Ann Davis Vaughan/The Information) Oct 11, 2026
  • Can the AI industry persuade data center opponents by getting rid of NDAs? Oct 11, 2026
  • Debunking the Biggest Data Center Myths Oct 8, 2026
  • Drones struck a data center owned by Russia's Yandex in the town of Sasovo, marking the first major attack on a Russian data hub since the Ukraine war began (Reuters) Oct 8, 2026
  • Analysis: planned and active data center investments in Finland surpass €67B, driven by AI demand, cool climate conditions, and renewable energy access (Kirsi Heikel/Bloomberg) Oct 8, 2026
  • Finland’s Data Center Tally Tops €67 Billion on AI Boom Oct 8, 2026
  • AI Data Center Boom Ignites Bidding War for Critical TDK Unit Oct 7, 2026
  • Why Data Centers Are Such a Big Part of Meta's AI Approach Oct 7, 2026
RELATED
  • Alphabet
  • Meta
  • Blackstone
  • Firmus
  • AI infrastructure
  • TSMC
  • Nvidia
  • Anthropic
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