UK neocloud firm Nscale disclosed in documents tied to its US IPO that a ByteDance subsidiary called Spring accounted for $24 million of its $33 million 2025 revenue, giving Spring access to 2,304 Nvidia B200 chips at Nscale's Glomfjord, Norway facility. The ByteDance link surfaced not in Nscale's S-1 but in a supporting $105 million loan document with Macquarie, and the Financial Times reports the arrangement was legal under current US export rules.
tomshardware.com
· 2026-09-23
Digital Realty's chief technology officer Chris Sharp says the data centre industry is moving away from copper for internal networking, though not electrical power or cooling systems. A typical 100MW facility uses around 400 tonnes of copper overall, with up to 20 tonnes used specifically in the wiring that connects servers together. Sharp argues this copper wiring between GPUs and CPUs is now a bottleneck limiting performance.
bbc.co.uk
· 2026-09-22
A Data & Society report, based on 18 months of ethnographic interviews with 44 Pennsylvanians, examines why communities are resisting new data center construction despite state officials touting billions in AI infrastructure investment. The researchers found residents grappling with contradictions between promises of economic growth and concerns over energy, land use, and broader AI risks, rather than being swayed by disinformation campaigns.
techcrunch.com
· 2026-09-22
Data Center Watch, a research initiative from 10a Labs, reports that 45 large-scale data center projects worth $68 billion were blocked or delayed in the second quarter due to community pushback. The group tracked 843 opposition groups across 49 states, with only Hawaii lacking any organized resistance, and noted 30 state legislatures have introduced or passed measures on data center siting, power and water use.
techspot.com
· 2026-09-22
Alibaba shares rose about 3% in Hong Kong after the company revealed its next-generation Zhenwu V900 AI chip, claiming triple the performance of its predecessor released in May. At its Apsara Conference in Hangzhou, Alibaba also outlined plans to grow its cloud unit's global data center capacity beyond 20 gigawatts by 2032 and confirmed its Qwen 4 model is currently in training.
cnbc.com
· 2026-09-22
Texas Gov. Greg Abbott directed the Texas Commission on Environmental Quality to stop issuing data center-related permits until ERCOT finishes auditing the state's grid connection waitlist. This broadens an August moratorium that had already paused new grid approvals for data centers, extending the freeze into environmental sign-offs needed for construction.
cnbc.com
· 2026-09-21
Data Center Watch reports that local resistance blocked or delayed $68 billion worth of data center construction between April and June 2026, driven by concerns over water use, electricity demand, land, and noise. Despite this pushback, hyperscalers have poured over $1 trillion into data infrastructure since 2023, with $745 billion more expected this year alone, and total data center investment is still projected to reach $32 trillion by 2050.
tomshardware.com
· 2026-09-21
AMD has crossed a $1 trillion market valuation, becoming the fourth US chipmaker to hit that milestone after Nvidia, Broadcom and Micron. Its stock has nearly tripled in 2026, rising from around $223 in January to over $607 currently, fueled by strong AI-driven demand. Intel, despite a 208% year-to-date share gain, remains far behind with a market cap of about $643.5 billion.
techspot.com
· 2026-09-21
Creative studio Basura teamed up with producer Alan Wilkis's project Big Data to launch 'Adopt a Data Center,' a stuffed toy called Bezzy shaped like a server rack with googly eyes and limbs. Squeezing the plushie plays an actual recording of the piercing hum captured by a neighbor near a Virginia data center, timed to release alongside a new Big Data single.
wired.com
· 2026-09-18
Amazon Web Services has confirmed that customer data hosted in its Bahrain and United Arab Emirates regions was permanently lost following Iranian drone strikes on data centers six months ago. AWS said one of three UAE availability zones and all three Bahrain zones suffered damage beyond what its backup systems could withstand, and it remains unable to restore access to some resources.
slashdot.org
· 2026-09-17
Speaking at a UK summit alongside King Charles III, Nvidia CEO Jensen Huang predicted the company would sell twice as many chips in the coming year compared to this year. This follows Nvidia's recent guidance of roughly 70% revenue growth for its fiscal year ending January 2028, reaching about $673 billion, a figure that already pushed analyst estimates higher.
cnbc.com
· 2026-09-17
CNBC's Jim Cramer said this week that despite growing safety concerns raised by Anthropic CEO Dario Amodei, he expects AI investment to keep accelerating because companies like Anthropic and OpenAI are generating too much revenue to slow down. After conversations with executives at Salesforce's Dreamforce conference, Cramer said he remains bullish on data center component makers and cybersecurity firms like Palo Alto Networks, Okta and CrowdStrike.
cnbc.com
· 2026-09-16
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