Cowlpane has published 12 articles on data centers — primarily in Tech, Economy, Crypto , with coverage from 2026. Sourced from global financial publications.
Trillion-dollar tech giants are pouring unprecedented capital into AI infrastructure, raising urgent questions about when these investments will yield profits.
Meta's AI infrastructure commitments jumped 53% in a single quarter, masking massive future liabilities from traditional balance sheet metrics.
Disappointing results from SK Hynix trigger a broader semiconductor rout, threatening the high-stakes AI infrastructure trade.
Meta and BlackRock's $14 billion Texas venture signals a massive shift toward physical AI infrastructure and specialized connectivity.
Pacific Gas and Electric targets 12.7 GW in data center demand, signaling a massive shift in utility load profiles and infrastructure needs.
Nvidia’s massive infrastructure play with OpenAI threatens to ignite a tech bubble as data center energy demands outpace renewable capacity.
Nvidia moves to guarantee $250 billion for OpenAI's Ohio data center, signaling a massive shift in how AI hardware leaders fund infrastructure.
Alphabet bypasses data center construction delays by backing $1.4B in leases for former Bitcoin mining facilities to fuel its AI race.
Alphabet doubles down on data center spending to fuel AI, even as investors question the long-term ROI of massive infrastructure outlays.
Anthropic explores a $10 billion lease for Meta's data centers, potentially reshaping the competitive landscape for compute resources.
Meta expands its Louisiana data center project to $50 billion, signaling a massive shift in how hyperscalers fund the AI era.
A startup’s 1 MW microwave beam could let enterprise data centers tap clean, on‑demand power from anywhere, reshaping the energy‑infrastructure market.