A reporter who toured Virginia's 'Data Center Alley' argues that local opposition to data centers stems primarily from concerns over electricity demand and grid strain, not the broader culture-war framing OpenAI's Chris Lehane offered after the midterms. The piece notes facilities like Equinix's draw power mainly from Dominion Energy's natural-gas-heavy grid, with average capacity around 54 megawatts per site—more than Denver International Airport uses. Activist Elena Schlossberg is quoted saying the fight 'was always about power,' meaning electricity.
technologyreview.com
· 2026-11-09
Digital Realty CEO Andrew Power said warnings of a potential AI development slowdown from firms like Anthropic, OpenAI and xAI would not mean a halt to data center real estate demand. He argued that non-AI digital transformation and cloud computing growth remain strong drivers for his business, even as Digital Realty and Equinix shares fell on Monday amid AI slowdown fears.
cnbc.com
· 2026-09-15
Equinix, a colocation data center provider dating back to 1998, has signed a deal with Nvidia enabling customers to run AI workloads flexibly on the Together AI cloud platform. The company's shares have climbed 33% this year, outperforming major tech stocks and pushing its market capitalization to roughly $100 billion, making it the largest data center REIT ahead of Digital Realty's $68 billion valuation.
cnbc.com
· 2026-09-02
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