Data Centers

9 articles tagged with this topic

Hyperscaler Signs 11-Gigawatt Nuclear Pact as AI Energy Anxiety Reshapes Procurement

A U.S. hyperscaler signed an 11-gigawatt nuclear power purchase agreement Monday, the largest single corporate nuclear commitment on record, as AI operators race to lock in firm, low-carbon power after the moratorium fight.

5 min read

Hyperscaler signs landmark 12-gigawatt nuclear deal as AI buildout races the grid

A 12-gigawatt nuclear supply pact between one of the largest U.S. cloud providers and a consortium of utilities and small-modular reactor developers has reset expectations for how the AI build-out will be powered, energy executives and analysts said over the weekend.

5 min read

UAE and Saudi Arabia Strike Sovereign AI Compute Pacts with U.S. Hyperscalers as Gulf Eyes Post-War Tech Build

The UAE and Saudi Arabia signed a combined $42 billion in sovereign AI compute agreements with three U.S. hyperscalers Monday, channeling post-war Gulf ambition into a build that bypasses state-level moratorium fights in California and New York.

5 min read

Hyperscalers Unveil Data Center Expansion Plans as Moratorium Fight Shifts to States

Eight days after the federal AI moratorium bill collapsed in the House, the largest cloud providers detailed multi-billion-dollar data center buildouts, even as new state-level restrictions advanced in Albany and Sacramento.

4 min read

Hyperscalers race to lock in nuclear and gas deals as state moratorium threat crystallizes

With Washington's pause off the table but Albany and Sacramento closing in, the largest cloud providers spent the weekend pre-announcing power purchase agreements they had been negotiating quietly for months.

5 min read

Hyperscalers Quietly Relight Paused Training Projects as Moratorium Overhang Clears

Within 24 hours of the House committee vote that killed the federal AI training moratorium, the country's largest cloud operators began unfreezing paused capital projects and re-releasing training-bookings they had quietly throttled in early April, executives and analysts said Thursday.

5 min read

Wall Street Trims AI Capex Forecasts Ahead of Hyperscaler Earnings as Moratorium Uncertainty Clouds Guidance

Sell-side analysts cut combined 2026 capital spending forecasts for the four largest U.S. cloud providers by an aggregate $34 billion Friday, citing the House moratorium fight and warning that hyperscaler guidance later this month will likely arrive with unusually wide ranges.

5 min read

Hyperscalers Regroup Around House Ways and Means as Senate Passage Resets AI Moratorium Fight

Twenty-four hours after the Senate passed the Sanders-Ocasio-Cortez AI compute pause, the cloud industry pivoted its lobbying operation toward House Ways and Means, where the bill faces its narrowest path. Tech stocks slid, and three major hyperscalers placed new infrastructure commitments on the table.

5 min read

Cloud Providers Quietly Throttle New Training Bookings as Moratorium Vote Nears

Major hyperscalers have begun limiting new long-horizon training contracts and steering customers to smaller compute reservations ahead of next week's Senate vote on the AI moratorium, according to enterprise buyers and three industry sources.

4 min read