Tag: data centers
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1 Gigawatt Data Center Cost: $30B, and Chips Are 57% of It
Key Takeaways A 1-gigawatt AI data center in Abilene, Texas is estimated at about $30 billion by Bloomberg, with roughly $17 billion (57%) going to chips and servers. The itemized lines we found add up to $27.0 billion. About $3.0…
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Who Pays for Data Center Grid Upgrades? Ohio Charges 85% Even Idle
Ohio requires new data centers above 25 MW to pay for at least 85% of contracted capacity for up to 12 years, whether or not they use it.
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CoreWeave’s GPU-Backed Loans: One Rated A3, Two Rated Ba2, and the Depreciation Question
CoreWeave closed the first investment-grade GPU-backed loan — $8.5B, rated A3 — in March 2026.
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Big Tech’s $1.09 Trillion in Data-Center Leases Sits Off the Balance Sheet
Five hyperscalers have signed ~ $1.09 trillion in data-center leases not yet started.
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Why AI Inference Costs Keep Rising While the Price Per Token Falls
AI inference costs keep rising because token use, reasoning work, and demand can grow faster than price per token falls. Compare unit price with cost per task.
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Microsoft AI Returns Face a Hardware Refresh Test
Microsoft AI returns are no longer just a promise attached to a spending plan. Microsoft’s fiscal 2026 fourth-quarter figures give us unusually concrete evidence of demand: Azure’s annual revenue passed $100 billion, while Microsoft 365 Copilot exceeded 30 million paid…
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Nvidia OpenAI Backstop: Who Actually Carries the Risk?
Nvidia doesn’t usually show up on the financing side of a data center deal. This time it reportedly might be the thing holding the whole structure up, and that’s a different role than the one it’s used to playing.
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Meta May Rent Its AI Data Centers to Rival Anthropic
Meta is reportedly in talks to lease high-performance AI computing capacity to Anthropic in a deal that could be worth as much as $10 billion over two.