Infrastructure
Up to Half of Planned US AI Data Centers May Miss Their 2026 Targets
Transformers, grid connections, and local opposition could delay or cancel 30–50% of roughly 140 planned US data centers targeting 16 GW of capacity.
Infrastructure
Space
SpaceX's Record $75 Billion IPO Is a Bet on AI Data Centers in Orbit
SpaceX announced a record-shattering $75 billion IPO to fund space-based AI data centers, pushing the AI infrastructure race beyond Earth.