Cowlpane has published 12 articles on data centers — primarily in Tech, Crypto, Economy , with coverage from 2026. Sourced from global financial publications.
Governor Abbott freezes new data center connections to the Texas grid, threatening the state's bid to become the nation's AI epicenter.
Meta and BlackRock's $14 billion Texas venture signals a massive shift toward physical AI infrastructure and specialized connectivity.
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.
Anthropic explores a $10 billion lease for Meta's data centers, potentially reshaping the competitive landscape for compute resources.
Amazon, Microsoft, Alphabet, and Meta are weaponizing capital expenditure to lock up power, turning Bitcoin miners into high-value AI landlords.
Meta's AI infrastructure commitments jumped 53% in a single quarter, masking massive future liabilities from traditional balance sheet metrics.
Alphabet bypasses data center construction delays by backing $1.4B in leases for former Bitcoin mining facilities to fuel its AI race.
