Tag: #datacenters

AI’s Power Hunger Fuels a K‑Shaped M&A Boom as Megadeals Dominate Early 2026

Global M&A hit $813B by early March as a handful of megadeals—spanning shale, data centers and software—track the race to build AI infrastructure.

#mergersandacquisitions, #ai, #datacenters, #energy, #antitrust

Michigan approves massive DTE battery build-out to back AI data center and coal retirements

Regulators OK 1,332 MW of DTE battery storage—part for a planned 1.4‑GW Oracle-linked AI data center—raising questions about costs and oversight.

#michigan, #energystorage, #datacenters, #dte, #cleanenergy

Nvidia Posts Another Record Quarter as AI Spending Soars, but Investors Flinch

Nvidia’s revenue and profit hit new highs as AI data-center demand surges and sovereign projects grow, even as export curbs and cycle risks loom.

#nvidia, #ai, #semiconductors, #datacenters, #earnings

Oracle says AI customers are footing the bill as it posts fastest growth in a decade

Oracle’s Q3 results and a $90B 2027 target highlight a new AI cloud model: customers prepay or bring GPUs, easing Oracle’s cash burden.

#oracle, #ai, #cloud, #datacenters, #earnings

BlackRock, EQT-led group to take AES private in $33.4 billion deal as AI power demand surges

A BlackRock and EQT-led consortium agreed to buy AES for $15 a share, taking the utility private in a $33.4B deal that faces heavy regulatory review.

#blackrock, #eqt, #aes, #utilities, #datacenters

Broadcom Surges on AI Chip and Networking Boom, Forecasts More Growth

Broadcom posts record Q1 results as AI semiconductor revenue tops $8.4B, driven by custom accelerators and data-center networking; shares rise on outlook.

#broadcom, #ai, #semiconductors, #datacenters, #earnings

KKR-Singtel consortium to take full control of STT GDC in S$13.8 billion data center deal

KKR and Singtel agreed to buy full ownership of STT GDC, valuing the data center giant at S$13.8B, amid surging AI-driven power demand.

#datacenters, #kkr, #singtel, #ai, #singapore

Meta’s $135 Billion AI Spending Plan Raises the Stakes for Big Tech—and the Power Grid

Meta projects up to $135B in 2026 capex for AI data centers, jolting rivals and suppliers while intensifying pressure on chips, energy and regulation.

#meta, #artificialintelligence, #datacenters, #capex, #powergrid

Mitsubishi to Buy Haynesville Shale Producer Aethon in $7.5 Billion Natural Gas Bet

Japan’s Mitsubishi plans a $7.5B buy of Haynesville gas producer Aethon, linking U.S. shale to LNG exports and rising data-center power demand.

#naturalgas, #lng, #mitsubishi, #haynesville, #datacenters

White House pushes PJM to add $15 billion in power plants, shifting costs to data centers

Trump administration urges PJM to run an emergency auction for new generation, aiming to protect households by making AI data centers bear most costs.

#energy, #datacenters, #ai, #pjm, #electricity

Constellation Closes $26.6 Billion Calpine Deal, Becoming America’s Largest Power Generator

Constellation’s $26.6B buy of Calpine creates the top U.S. generator, adds gas and geothermal assets, and includes DOJ-ordered plant sales.

#energy, #powergrid, #mergers, #antitrust, #datacenters

SoftBank to Buy DigitalBridge for $4 Billion, Expanding Push Into AI Infrastructure

SoftBank agreed to buy DigitalBridge for about $4 billion, aiming to scale data centers, connectivity and power for its AI ambitions amid heavy scrutiny.

#softbank, #digitalbridge, #aiinfrastructure, #datacenters, #manda

Blue Origin and SpaceX: Pioneers of Space-Based AI Data Centers

Blue Origin and SpaceX plan space-based AI data centers, leveraging extraterrestrial benefits for data processing needs.

#blueorigin, #spacex, #ai, #datacenters, #tech

Coalition Urges Congress to Halt New Data Center Approval Citing Environmental Impact

Over 230 environmental groups call for a U.S. moratorium on new data centers, citing risks to economy, environment, and water security.

#environment, #datacenters, #congress, #ai, #greenpeace

Blue Origin Explores Space-Based AI Data Centers to Revolutionize Tech Infrastructure

Blue Origin plans AI data centers in space, aiming for efficiency with solar power, lessening Earth's resource strain.

#blueorigin, #space, #datacenters, #technology, #jeffbezos