search
data centres
Trends
- 1Zelensky says Russia widens attacks to Ukraine's data centres●Zelensky says Russia has widened attacks to hit Ukraine's data centres
President Volodymyr Zelensky says Russia has broadened its strikes on Ukraine to target data centres, expanding attacks beyond energy infrastructure to hit digital and communications systems. The claim, reported by the BBC, highlights growing concern about the vulnerability of Ukraine's critical digital infrastructure as the war grinds on and Russian bombardments press deeper into civilian-adjacent targets.
- 2Russia strikes Ukraine's largest mobile provider's data centres▼Russia hits Ukraine's largest mobile provider, strikes data centres
Russian strikes have hit data centres belonging to Kyivstar, Ukraine's largest mobile network operator, disrupting communications services. The attack on critical telecommunications infrastructure comes as Russia continues targeting Ukrainian energy and utilities ahead of winter. Outages at a major provider affect millions of subscribers, and the strike is being widely reported by international outlets including Reuters.
- 3Rising bond yields raise borrowing risks for debt-funded AI companies●In other # AI news - Debt-hungry AI companies face increased risk as bond yields spike…because when bond yields spike an
Commentators are warning that the jump in bond yields and potential Federal Reserve rate increases will make capital spending more expensive for AI companies that rely on heavy borrowing. The concern is that costlier debt financing could pressure the sector's expansion plans, and in a worst case, trigger a single company's default that ripples through AI-linked credit markets.
- 4Alberta's data centre boom faces environmental reckoning●An environmental reckoning? Data centre rush hits hard realities # Alberta # Canada # Tech # AI # Water # DataCentres #
The rapid expansion of data centres in Alberta, Canada, driven by demand for AI computing, is running into hard realities around water use, energy supply and local politics. The discussion highlights tensions between economic development, natural gas power reliance, rural concerns and climate impacts as utilities and governments weigh the costs of the tech rush.
- 5Ukraine PM warns internet access could be lost entirely●Ukraine's PM on threat of losing internet access in Ukraine: "We must assume the worst-case scenario" Ukraine's Prime Mi
Ukraine's Prime Minister Serhii Koretskyi said the country faces a constant threat of losing internet access because of targeted Russian strikes on data centres, adding that authorities "must assume the worst-case scenario." His comments highlight growing concern that attacks on critical infrastructure could cut Ukrainians off from connectivity, prompting calls for backup systems and contingency planning.
- 6Big tech ramps up guarantees backing AI debt●“ #BigTech companies are rapidly expanding their use of #guarantees to back debt for #AI #datacentres and #chips , issui
Major technology companies are increasingly using guarantees to back debt for AI data centres and chips, issuing up to $300bn in commitments in under a year while recording little of that exposure on their balance sheets. The scale of off-balance-sheet support is drawing scrutiny, with analysts questioning how much financial risk the firms are carrying beyond what their accounts show.
- 7
The European Union is moving to restrict the energy and water consumption of data centres, according to Euronews. The measures target the sector's growing resource footprint as demand for computing power expands across Europe. The proposal is drawing attention for its potential impact on tech companies and Europe's wider climate and resource-efficiency goals.
- 8
The rapid expansion of AI is driving a surge in data centre construction, and with it a sharp rise in electricity demand that power grids are struggling to meet. Coverage highlights the tension between tech companies' growth plans and energy sustainability, raising questions about how the industry will source clean power at scale.
- 9Bridgewater says AI capex boom hinges on adoption▼AI capex boom requires adoption to scale: Bridgewater
Bridgewater argues that the current surge in artificial intelligence capital expenditure can only be justified if enterprise and consumer adoption of AI scales rapidly enough to generate returns. The hedge fund's analysis adds to the debate over whether massive spending on data centres and chips by tech companies will pay off, or whether it resembles an investment bubble.
- 10China May Reopen Nvidia's AI Market, NVDA in Focus▼China May Reopen Nvidia's AI Market. How Will NVDA Stock React Monday?
Reports suggest China may reopen its AI chip market to Nvidia, potentially allowing the company to resume selling advanced processors in one of its largest markets. Investors are watching closely ahead of Monday's trading session to see how Nvidia stock responds, as renewed access to China could significantly affect the company's data centre revenue and competitive position.
- 11Oracle still owes data centre investors if site lacks power●Oracle on the hook to pay data centre investors even if site has no electricity
Oracle is contractually obliged to pay data centre investors even if the site in question has no electricity supply. The report is drawing attention to the risks baked into the infrastructure deals behind the AI boom, where guaranteed payments to investors can outpace practical realities like power availability.
- 12
The Financial Times reports that AI hyperscalers — the largest cloud and AI infrastructure providers such as Microsoft, Amazon, Google and Meta — are transforming debt markets. Their enormous spending on data centres and computing power is driving new borrowing at historic scale, changing how credit is priced and who dominates corporate bond issuance.
- 13New submarine cable to link Finland and Sweden●SVT: Suomen ja Ruotsin välille rakennetaan uutta merikaapelia Tekoälyn ja datakeskusten räjähdysmäinen kasvu on lisännyt
Finland and Sweden are getting a new submarine data cable across the Baltic Sea. Finnish broadcaster Yle, citing Swedish public broadcaster SVT, reports that explosive growth in artificial intelligence and data centres has sharply increased demand for new digital submarine connections. The project reflects a broader European push to expand digital infrastructure and secure connectivity between Nordic countries.
- 14
Analysts are arguing that the conversation about artificial intelligence and energy should not be limited to how much power data centres consume. Writing in GIS Reports, commentators suggest AI is also reshaping how energy is produced, managed and distributed, with implications for grid efficiency, investment patterns and energy policy beyond the headline growth in electricity demand.
- 15New fuel cell technology could ease pressure on US power grid▼Today’s Tech: New fuel cell technology could help ease pressure on U.S. power grid
A new fuel cell technology is being reported as a possible way to relieve growing strain on the United States power grid. Rising electricity demand from data centres and electrification has put grid reliability in the spotlight, and fuel cells are being discussed as a cleaner, distributed source of backup and supplemental power.
- 16TakeMe2Space to launch AI computing satellite on SpaceX rocket October 1▼TakeMe2Space to launch AI computing satellite on SpaceX rocket on 1 October
Indian space startup TakeMe2Space is set to launch an AI computing satellite aboard a SpaceX rocket on 1 October. The mission would place orbital data-centre hardware in space, allowing artificial intelligence workloads to be processed in orbit rather than on Earth. It marks a step forward for the emerging concept of space-based computing and for India's growing private space sector.
- 17Bond yield spike raises risk for debt-fuelled AI firms●Debt-hungry AI companies face increased risk as bond yields spike
AI companies that have taken on heavy debt to fund data centres and infrastructure are facing higher borrowing costs as bond yields rise. Rising yields increase the expense of refinancing, putting pressure on firms that have relied on cheap credit to finance the AI boom.
- 18Jinfu Technology raises $44M for liquid-cooling expansion▼Jinfu Technology raises $44M to fund liquid-cooling expansion
Jinfu Technology has raised $44 million in new funding that it will use to expand its liquid-cooling business. The company supplies cooling technology increasingly needed for data centres and high-performance computing, where rising energy demands are driving demand for more efficient thermal management. The investment signals continued investor interest in infrastructure supporting AI-driven computing growth.
- 19Gas Plants for AI Data Centres Put Retirement Savings at Risk▼Gas Power Plants for AI Data Centres Are a Risky Bet with Your Retirement Savings
Commentators are warning that the rush to build new gas power plants to serve AI data centres could expose retirement and pension funds to financial risk. The argument is that heavy capital spending on fossil fuel infrastructure, justified by unpredictable AI electricity demand, may leave investors with stranded assets if demand shifts or climate policy tightens.