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Showing stories tagged #data centers — clear filter
🌰 Fresh stash
Nscale’s planned IPO has become a near-term test of demand for capital-intensive AI infrastructure plays tied to a handful of hyperscaler customers. At the same time, Meta-related optimism has not erased wider concerns about project economics and overbuild risk.
🐿️ Investors should watch Nscale's IPO pricing as a bellwether for whether concentrated AI revenue streams are still valued or seen as risky.
Morphotonics raised €40M from investors including 3M Ventures to expand its display technology into data centers. A WSJ report details the realities of working in US data centers, highlighting operational challenges.
🐿️ While Morphotonics bets on hardware upgrades, the real bottleneck may be the human operator experience inside those cold aisles.
Oracle pledges 2 GW of renewable energy to match emissions from its Stargate data center. Meanwhile, the EPA proposes eliminating public review rules for data center pollution permits.
🐿️ Oracle's green promise might distract, but the EPA's plan to scrap public review lets data centers bury neighbors in noise and emissions without a peep.
TerraPower's nuclear reactor offers a strategic advantage for powering AI data centers, while Relativity Networks raises $22 million for hollow-core fiber that transmits data 30% faster. A study shows data centers raise nearby temperatures by up to 4 degrees Celsius in Phoenix.
🐿️ TerraPower's reactor design could directly supply power to AI data centers, but the Phoenix heat study underscores the urgent need for waste heat management.
