Data Centers

[Brief] xAI Business Model Questioned: More Like Data Center REIT Than Frontier AI Lab

A Hacker News discussion questions whether Elon Musk’s xAI is becoming more like a data center real estate investment trust (REIT) than a frontier AI research lab. This view has sparked rethinking of AI company valuation logic and business models.

Building Trades Unions Emerge as Key Allies of Tech Giants in AI Data Center Push

U.S. construction industry unions are becoming key partners for tech giants in the AI data center construction boom, reflecting the massive employment opportunities created by AI infrastructure expansion.

SoftBank Creates Robotics Data Center Company, Eyes $100 Billion IPO

SoftBank Group announces a new robotics company focused on building and operating AI-dedicated data centers, targeting a potential $100 billion IPO.

Meta Signs Deal for Space-Based Solar Power, 1,000 Satellites to Beam Energy to Data Centers at Night

Meta has signed an agreement with space-based solar startup Overview Energy to beam infrared light from 1,000 geosynchronous satellites to terrestrial solar farms, powering AI data centers through the night.

AI Data Centers Hit Interconnect Limits, Boosting Optical Module Demand

As AI data centers continue to scale, traditional electrical interconnects are reaching physical limits, driving an accelerated shift to all-optical networking and a surge in optical module demand.

Maine Governor Vetoes Bill That Would Have Imposed First U.S. Data Center Moratorium

Maine Governor Janet Mills vetoed L.D. 307, which would have paused new data center construction permits until November 2027, marking the first statewide moratorium of its kind in the US.