Naver Corp. secures $10B from Nvidia ($1B) and Brookfield (up to $9B) to build a large-scale AI data center in South Korea, aiming to enhance AI infrastructure for global developers and boost South Korea's AI competitiveness.
A Virginia study, delayed for over six months, warns of declining groundwater in the eastern coastal plain due to population growth and industrial use, urging stricter regulations on data centers' water withdrawals.
Il Ministero dell'Ambiente e della Sicurezza Energetica ha pubblicato i primi indirizzi operativi per il procedimento unico di autorizzazione dei data center, confermando i dieci mesi di durata e le modalità di versamento degli oneri istruttori, in attuazione del decreto Bollette.
STMicroelectronics presenta risultati migliori delle aspettative, ma il titolo perde il 17% in Borsa. Il CEO Jean-Marc Chery attribuisce la discesa a uno scarto tra la guida del terzo trimestre e il consenso degli analisti, nonché a ritardi produttivi in Singapore.
Donald Trump secured a voluntary pledge from governors and electricity companies to protect U.S. consumers from higher utility bills due to data centers. The initiative highlights the AI sector's growing impact on politics and consumer costs, with concerns about electricity demand and job displacement.
Meta has exited the RE100 renewable energy initiative after a decade, a move confirmed by the company and the Climate Group. This departure follows Meta's significant investments in natural gas power plants to fuel its AI data centers, raising scrutiny over its commitment to "100% clean and renewable energy" despite purchasing environmental attribute certificates.
David and Marilee Kiliti sold their 89-acre Pennsylvania hog farm for over $22 million to QTS, a Blackstone-backed data center company. This sale, part of a larger 1,700-acre acquisition for AI data centers, highlights a trend of tech giants investing in rural areas for power infrastructure.
The Trump administration's EPA is considering a rule change to transfer public participation decisions for minor air pollution permits to states, potentially reducing public notice for new facilities like data centers. This rollback could impact communities' ability to slow development and be informed about polluting projects.
Residents in Hernando County, Florida, are protesting hyperscale data center construction, pushing for a ban despite a temporary moratorium. The bipartisan backlash, driven by environmental, social, and national security concerns, is influencing local politics and the gubernatorial race, with some Republicans threatening to vote Democrat.
Bernstein maintains an overweight rating on the Bitcoin mining sector, citing growing partnerships between miners and AI data centers. These collaborations address power constraints and political pushback, with July seeing over 7.5 gigawatts in new AI-related deals.
US communities, led by activists like Elizabeth Bauer in Frederick, Maryland, are increasingly protesting the rapid expansion of data centers due to concerns over land use, high energy and water consumption, increased electricity prices, and health risks from diesel generators, despite some temporary construction halts.
Mayor James D. Stewart's attempt to rename Irondale, Alabama's "I Love Irondale Day" festival to "AI Love Irondale Day" sparked backlash from residents concerned about data centers' environmental impact and resource consumption, despite the mayor clarifying it was a "play on words."
OpenAI announced plans to spend $750 billion on infrastructure by 2030, including a $20 billion data center in Georgia, Project Camellia. This expansion, drawing 3.2 gigawatts from Georgia Power, comes as its Stargate data center project appears stalled.
Prysmian e Relativity Networks hanno concluso con successo i test di installazione di cavi ad alta densità con fibra a nucleo cavo 'ChronoCore' presso il centro Dura-Line in Tennessee. Questa tecnologia è vista come un passo avanti per le infrastrutture ottiche di intelligenza artificiale e data center, promettendo bassa latenza.
Hegseth chiede nuovi fondi al Congresso mentre la guerra con l'Iran continua con attacchi incrociati, voli sospesi a Erbil e un alert globale del Dipartimento di Stato.
A BloombergNEF report projects US data centers, driven by AI, will use 20% of the nation's electricity by 2035, quadrupling current demand. This surge is expected to severely strain electrical grids like PJM and ERCOT, leading to significant price increases and operational challenges.
Oracle's credit rating was downgraded by S&P, and its credit risk is at an 18-year high due to heavy AI infrastructure spending, rising debt, and competition from low-cost Chinese AI models like Moonshot AI's Kim-3, with OpenAI's contractual obligations posing a significant risk.
Le Guardie Rivoluzionarie iraniane hanno dichiarato di aver distrutto un data center di Amazon in Bahrein. L'attacco sarebbe una risposta all'aggressione dell'esercito statunitense contro strutture civili a Darkhovin, secondo un comunicato rilanciato dall'agenzia Fars.
L'Iran accusa gli USA di aver bombardato la centrale nucleare di Karun, mentre le forze americane colpiscono obiettivi militari iraniani. Tensioni in aumento con richieste di intervento dell'AIEA e nuove minacce da parte degli Houthi.
Iran's Islamic Revolutionary Guard Corps (IRGC) claims its Aerospace Force used cruise missiles to destroy Amazon's central data infrastructure and target US air defense systems in Bahrain. The alleged attack, unconfirmed by US or Bahraini officials, comes amid ongoing military confrontations between Iran and the US.
Tata Consultancy Services (TCS) has acquired land in Vizag and Pune, potentially for OpenAI's first data facilities in India. This development occurs near where Google is already building a 1 GW hyperscale data centre in Anakapalli district, highlighting India's growing tech infrastructure.
Le mouvement "Humans First" contre les data centers IA a organisé 142 rassemblements dans 42 États américains, faisant échouer 98 milliards de dollars de projets et influençant plus de 300 lois. La Virginie a introduit une taxe sur la consommation électrique des data centers, tandis que des accusations de financement par un milliardaire progressiste empoisonnent le débat politique.
Shares of several Bitcoin mining companies, including Hut 8 and IREN, surged after announcing significant AI infrastructure deals, reinforcing investor confidence in their pivot to artificial intelligence and high-performance computing, despite underlying concerns about funding and insider stock sales.
Prysmian ha siglato un accordo decennale da 5,5 miliardi di euro con Molex (gruppo Koch) per fornire cavi ottici ai data center. L'intesa prevede un investimento di 1,25 miliardi per aumentare la capacità produttiva in USA ed Europa, creando oltre 1000 posti di lavoro.
