This moratorium is the latest regulatory blow to Texas’s data center industry as the government wrestles with over 400 GW of ...

Texas Gov. Greg Abbott has ordered the Texas Commission on Environmental Quality to halt permits sought by data-center ...

Rothschild & Co Redburn initiated coverage of IREN with a Neutral rating and a $40 price target while taking a considerably more bearish view of neocloud rivals CoreWeave and Nebius.

The TCEQ order adds a statewide environmental gate beyond ERCOT interconnection, leaving projects without a firm timetable for receiving affected air and water approvals.

Morgan Stanley says the AI power bottleneck is worse than you think. And it’s not just because data center firms are ...

Morgan Stanley projects a 33 GW power deficit for AI stocks through 2028, equal to roughly 34% of net chip demand, growing to ...

New Era Energy has signed a 207 MW power purchase agreement with Vistra for its planned Odessa, Texas, data center campus, ...

Bitcoin’s rally following the Fed rate hike challenges the assumption that higher interest rates are necessarily bearish for ...

Rack-scale AI systems are improving compute economics while consuming far more electricity, increasing the value of powered sites and onsite generation through 2028.

Wall Street analysts are turning more bullish on AI infrastructure names after the summer selloff, with IREN and Cipher receiving higher price targets tied to neocloud growth, power availability and ...

The AI infrastructure operator is pairing low-coupon convertible debt with capped calls and a delayed equity program as it ...

Amazon has blocked Meta’s Muse AI agent from accessing its retail platform, opening a new front in the competition to control AI-driven online commerce. Amazon said it first asked Meta to voluntarily ...