Global power demand from data centers will increase 50% by 2027 and by as much as 165% by the end of the decade compared with 2023, according to a recent report from Goldman Sachs Research The industry is shrugging off the potential of DeepSeek – which claimed large-scale AI modeling capabilities from low-end hardware – and is instead focused on efficiency,

Shares of AMD are sliding as the company faces fierce competition in the data center GPU market. Given Nvidia's dominance in data center GPUs and the company's continued growth, some investors may be skeptical that AMD will ever catch up.

(NYSE: CWK) found, among 569 data-center facilities in markets across the Americas, the vacancy rate stood at 4.9% at the end of 2024, and 83% of upcoming capacity is already preleased. In the second half of 2024,

Microsoft's decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI computing power, despite the company maintaining its planned US$80 billion capital expenditure.

While these cancellations have raised broader questions about whether Microsoft is securing more AI computing capacity than necessary, it is very important to consider everything in context. TD Cowen's investigation suggests that Microsoft has pulled back on converting Statements of Qualifications (SOQs) into formal leases.

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

Artificial intelligence (AI) has emerged as one of the most transformative forces in modern technology, with generative AI driving much of its recent surge in popularity. While AI itself is not a new concept—having been around for decades [1]—it is the recent advancements in generative AI that have pushed it into the limelight.

One recipient of that capital is Crusoe which could be siphoning some revenue from AWS and other hyperscalers. If the CoreWeave IPO succeeds, Crusoe could soon follow

One of the biggest construction loans ever for a data center highlights booming demand for artificial intelligence.

A developer wants to build a $2.1 billion artificial intelligence data center campus on nearly 400 mountainside acres in Archbald along Business Route 6 and Wildcat Road, according to borough officials and conceptual plans submitted to the borough.

Meta Platforms is in discussions to construct a new data center campus for its artificial intelligence projects, with potential costs exceeding $200 billion, The Information reported on Tuesday, citing people familiar with the matter.

This means data center occupancy for this infrastructure is projected to increase from around 85% in 2023 to a potential peak of more than 95% in late 2026. That will likely be followed by a moderation starting in 2027, as more data centers come online and AI-driven demand growth slows, Schneider stated.