#data-centers

All articles tagged with "data-centers"

PJM West day-ahead electricity prices surged 49% in 2025, per Constellation Energy's earnings
Data center demand from AI training is the primary driver of unprecedented load growth
Constellation's 21 nuclear reactors benefit from rising prices with fixed operating costs
Capacity auction prices at multi-year highs signal urgent need for new generation
New supply won't arrive for 3-5 years, keeping prices elevated in the interim

DT Editorial Team·Feb 25, 2026·5 min read·via utilitydive.com

Equinix plans a $5+ billion data center complex on 85 acres of greenbelt farmland near Potters Bar, England
The UK government's classification of data centers as 'critical national infrastructure' and new 'gray belt' rules enabled the project
Over 1,000 residents have organized opposition through social media and petitions
The conflict exemplifies a global pattern of AI infrastructure demands clashing with community conservation
Environmental concerns include massive electricity consumption, water usage, and noise from 24/7 operations

DT Editorial Team·Feb 17, 2026·6 min read·via wired.com

High Bandwidth Memory (HBM) can represent 30-40% of an AI accelerator's cost and is growing as a share of infrastructure spending
Only three companies — SK hynix, Samsung, and Micron — manufacture HBM, creating a supply oligopoly with rising prices
Inference demand, not training, is the primary driver of memory consumption as AI applications scale to millions of users
New capacity takes years to build, meaning memory constraints will persist even as GPU availability improves
Techniques like quantization and mixture-of-experts architectures are direct responses to memory cost pressures

DT Editorial Team·Feb 17, 2026·6 min read·via techcrunch.com

Mesh Optical Technologies closed a $50M Series A led by Thrive Capital to manufacture optical transceivers at scale
Optical transceivers are a critical bottleneck as AI data centers expand — the market is expected to exceed $20B annually
SpaceX manufacturing DNA in vertical integration and precision at scale directly applies to optical component production
Hyperscale data center operators including Microsoft, Google, and Amazon have committed hundreds of billions to expansion

DT Editorial Team·Feb 17, 2026·6 min read·via techcrunch.com