Data Centers

New York Becomes First US State to Impose Data Center Moratorium

Core Summary New York Governor Kathy Hochul has signed an executive order pausing the construction of new hyperscale data centers for up to 12 months, making New York the first US state to impose such a moratorium. The move aims to assess the impact of large data centers on energy supply, the environment, and local communities, sparking intense debate between the tech industry and environmental advocates. Details Under the executive order, New York State will halt approvals for new hyperscale data center projects for up to 12 months. Expansions of existing facilities may also be affected. The decision directly responds to surging electricity demand from the rapid proliferation of data center projects in upstate New York. ...

TeraWulf Signs $19B Anthropic AI Hosting Deal, Pivots from Bitcoin Mining to AI Infrastructure

Core Summary U.S. Bitcoin miner TeraWulf has announced a $19 billion AI data center hosting agreement with Anthropic. TeraWulf’s CEO stated that “not all megawatts are created equally” in the AI race. The deal highlights the explosive growth in AI infrastructure and the industry trend of traditional crypto mining companies transforming into AI compute providers. Event Details According to CoinDesk, TeraWulf announced a $19 billion AI hosting agreement with Anthropic to provide large-scale data center infrastructure services. The deal marks TeraWulf’s formal transition from a Bitcoin mining-focused company to an artificial intelligence infrastructure provider. ...

[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.