GoKawiil
Tech News
A report examines whether components and equipment sourced from Chinese manufacturers are quietly underpinning the rapid expansion of American data centers driving the AI buildout. The claim centers on supply chain dependencies that persist even as US-China tech tensions escalate publicly.
An investigation by Floodlight and The Guardian used thermal drone imagery to find at least 45 of 62 massive gas-powered generators running simultaneously at the DataOne facility in Vineland, New Jersey, with no permits for any of them. The site, which supplies Microsoft with AI computing power through a $17 billion deal with Nebius, sits about a mile from two schools and has already drawn noise complaints and a lawsuit from residents.
The Trump administration is weighing new tariffs on semiconductors, prompting pushback from tech lobbyists who say the move would raise chip costs and slow data-center construction. Industry representatives argue that domestic chip manufacturing capacity is years away from meeting soaring demand, making the tariffs impractical. The Computer and Communications Industry Association warned that the resulting cost increases and uncertainty could jeopardize the ongoing data-center expansion.
Labor unions are increasingly pushing back against data-center construction, warning politicians who support these projects that they risk losing union backing. The move signals that blue-collar workforce concerns are becoming a central point of contention in the broader public backlash against data-center expansion.
Chris Malone, OpenAI's head of data centers, has reportedly left the company, becoming the 13th senior executive to depart this year. His exit follows a string of high-level resignations amid the company's rapid infrastructure expansion.
Nvidia CFO Colette Kress said on August 26, 2026 that the company expects 70% revenue growth in fiscal 2028, which would translate to roughly $673 billion in annual sales based on current fiscal 2027 consensus estimates. That figure would put Nvidia ahead of Apple and Alphabet, trailing only Amazon among major US tech firms. The outlook follows a fiscal 2027 second-quarter report showing $96.2 billion in revenue and 117% growth in data-center sales to $89 billion.
The UK's grid connection queue is overwhelmed with speculative data center projects that are unlikely to ever be built, worsening wait times and complicating energy demand forecasts. Ofgem has proposed requiring developers to post large nonrefundable deposits, potentially reaching hundreds of millions of dollars for the biggest projects, and to demonstrate secured customers and funding before joining the queue. The plan is open for industry feedback until September before being finalized.
Nvidia reported second-quarter revenue of $96bn, over twice what it earned a year earlier, driven largely by its data centre business which brought in $89bn, up 117% year-on-year. The company forecasts $108bn in revenue next quarter, and shares rose about 4% in after-hours trading following results that beat Wall Street estimates.
An opinion piece suggests communities resisting new data center construction could be won over by receiving actual financial stakes in the projects, modeled after the Consumer Stock Ownership Plan structure. Instead of only offering tax breaks or jobs, developers would share ownership benefits directly with residents near the facilities.
Nvidia reported record quarterly revenue of $96.2 billion, up more than $10 billion from the prior quarter, driven by data center revenue that more than doubled year-over-year to $89 billion. Profits also more than doubled to $59.7 billion, and the company projects revenue will climb to $108 billion in the coming quarter.
An industry commentary argues that data center providers can no longer treat energy access as a late-stage formality. With surplus grid capacity disappearing, the piece calls for providers to engage utilities earlier and plan for long-term power partnerships rather than opportunistic siting.
The EPA has proposed amending the 1970 Clean Air Act to remove the 30-day public comment window required before construction begins on facilities classified as 'minor sources' of industrial pollution. The change would allow projects, including many AI data centers, to move forward with less advance public scrutiny.