Data Centers is a topic tracked in our intelligence system with 5 linked articles.
New York State enacted an executive order halting permits for new data centers 50 MW and larger, pending environmental review, with a potential one-year moratorium and additional legislative moves targeting 20 MW+ projects.
Microsoft reports a 25% increase in emissions, driven by data center electricity usage.
Satirical Meta earnings-script arguing for heavy AI investment, ads-led monetization, and a compute-rental model to fund expansion, while candidly admitting past missteps around mobile, Reality Labs, and platform vs. ads.
Meta aims to trade electricity to backstop its data-center energy needs, pursuing federal approval to buy and resell power, with at least three new gas plants expected for its Louisiana campus.
FERC mandated fast-tracked grid interconnections for data centers, but did not address underlying electricity supply shortages.
AWS is exploring external sales of its AI chips, targeting a $50B opportunity and potentially challenging NVIDIA.
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