Gnosly Feed - data-centers

Gnosly Feed - data-centershttps://gnosly.com/feed/data-centers/Business Intelligence Console and Prediction Algorithms3011@felixprehnFelix Nikolas PrehnOracle has been building data centers at an incredible rate, funded by debt.That debt is now trading BELOW face value, meaning the market is pricing it for less than what it was originally issued for. And the cost of insuring Oracle’s debt against default is at its HIGHEST level since 2009. But that's not all... Oracle raised a $38 BILLION construction loan for data centers in Texas and Wisconsin. Six months later, about $1 BILLION of that debt was still unsold. So the original lenders are now selling parts of it at a DISCOUNT... Taking a loss just to get out. And it’s not just them. JP Morgan and Morgan Stanley are also moving AI-related loans OFF their balance sheets... Because both are approaching the limits of how much AI financing they’re willing to hold.https://x.com/felixprehn/status/21117060154273919410.00502026-10-18T17:07:44.312871+00:002x.comusaidata-centerseconomydebtoracle2851IMAGE/media/content/3011/image.pngimage.pngpng2026-10-18T17:10:14.730520+00:003007@ftr_investorsThe Future InvestorsMicrosoft has canceled an AI data center deal with Nvidia-backed Nscale in the UK. The facility was expected to house around 23,000 Nvidia GPUs, but electricity may not be available until the 2030s. Source: Future Investors (X)https://x.com/ftr_investors/status/21117578235876066580.00702026-10-18T14:04:28.178943+00:002x.comaimicrosoftdata-centers2845https://pbs.twimg.com/media/HU54jB6WcAAosn5?format=jpg&name=smallImage2026-10-18T14:04:29.841432+00:003005@IndiaRadar1India RadarData centers by country: India has 296 data centers, US has 4423, UK 555, Spain 209. No competition at all.Source: India Radar (X)https://x.com/IndiaRadar1/status/21117239582068779290.00402026-10-18T12:57:17.867596+00:002x.comusgermanydata-centers2841https://pbs.twimg.com/media/HU5IXDHbIAA2HJ9?format=jpg&name=smallImage2026-10-18T12:57:20.131606+00:002957@Rainmaker1973MassimoIn Finland, a new generation of energy-efficient data centers is transforming how cities manage heat.Data centers have transformed urban heat management by recovering waste heat from servers and funneling it into the country's extensive district heating networks. This innovative system turns an energy byproduct into a vital resource, significantly reducing reliance on fossil fuels for heating. https://x.com/Rainmaker1973/status/21113137573603248480.00602026-10-17T09:32:37.658765+00:002x.comfinlandenergydata-centers2788IMAGE/media/content/2957/image.pngimage.pngpng2026-10-17T09:36:08.105843+00:002859@BullTheoryioBull TheoryLarry Fink, the head of the world's largest asset manager, says the US could slip into a recession if it stops building data centersSource: Bull Theory (X), quoting Larry Finkhttps://x.com/BullTheoryio/status/21104327660307620470.00502026-10-15T06:02:17.596231+00:002x.comdata-centersusai2679https://pbs.twimg.com/media/HUnDW-taQAAWyuO?format=jpg&name=360x360Image2026-10-15T06:02:18.596828+00:002789@rjmontgomeryrjmontgomeryDebt and data centres don’t add up A growing chorus of people is asking how or when the artificial intelligence (AI) bubble will burst.Tech critic and author Ed Zitron pointed out last week that even concerned investors love tossing around statements like “Anthropic has US$413 billion in non-cancellable compute contracts” or that “US$18 billion in Oracle data centre debt is trading at 84 cents on the dollar.” But he notes very few people actually pause to think about what those numbers mean in the real world. The assumption held by the bulls is that the AI boom is an unstoppable train, that OpenAI and Anthropic will seamlessly go public, grow infinitely, pull in whatever debt they want (bond yields will fall), and that every single multi-billion-dollar data centre investment will “magically” work out. According to Zitron, however, these companies will need at least US$50 billion or more in debt every year, and they will likely be raising with low-grade junk credit ratings.https://x.com/rjmontgomery/status/2109881962743861665?ref=gnosly0.00402026-10-13T08:25:53.594137+00:002x.comaidebtdata-centers2781@climateBloomberg GreenAI data centers are installing new cooling technology that saves water locally, but their growing electricity use is increasing water consumption at the power plants that feed themSource: Bloomberg (X)https://x.com/climate/status/21096604457872343070.00352026-10-13T05:14:27.317673+00:002x.comaiwaterdata-centers2599IMAGE/media/content/2781/20261013-ai-data-centers-water-demand.jpg20261013-ai-data-centers-water-demand.jpgjpg2026-10-13T05:16:13.233214+00:002772@GeoffreyLeanGeoffrey LeanThe amount used to train and use large language models has risen tenfold in just four years, and data centre consumption could rise 20 times over in the future.Source: Geoffrey Lean (X)https://x.com/GeoffreyLean/status/21096915201611084760.00402026-10-12T19:24:25.876775+00:002x.comenergyusdata-centers2588IMAGE/media/content/2772/20261012-us-energy-data-centers.jpg20261012-us-energy-data-centers.jpgjpg2026-10-12T19:29:25.002582+00:002751@IrishPoliticsNLThe Irish Politics NewsletterReddit data show a massive decline in activity on some subs since the attack on Russian data centres. The Irish politics sub was down as much as 80% from one center.Source: IrishPoliticsNL (X)https://x.com/IrishPoliticsNL/status/21095687471952408020.00502026-10-12T14:27:14.468048+00:002x.comredditdata-centersyandex2567https://pbs.twimg.com/media/HUaxmA3WIAA1FBN?format=jpg&name=smallImage2026-10-12T14:27:14.926230+00:002729@FennellJWJamesFennell MBEThis chart shows the effect of attacks on datacentres on Yandex bot traffic. Reduced to virtually zero over the past 48 hours.Source: JamesFennell MBE (X)https://x.com/FennellJW/status/21095210750506110460.00702026-10-12T08:28:00.624303+00:002x.comyandexdata-centers2548https://pbs.twimg.com/media/HUaFyLpXQAA6mRO?format=jpg&name=smallImage2026-10-12T08:28:00.973235+00:002693@kshaughnessy2kristen shaughnessyThe race to fund AI data centers first is now backfiring on the big banks. Six months ago, banks were racing each other to underwrite data center loans tied to Oracle, Meta and the rest of the AI buildout. Now some of the same banks are trying to get that debt off their books.JPMorgan, Morgan Stanley, SMBC and MUFG have been exploring significant risk transfers, according to a report from the Financial Times.https://x.com/kshaughnessy2/status/21092638286974571090.00702026-10-11T20:32:40.094709+00:002x.comaiusdata-centers2514https://pbs.twimg.com/media/HUWcRbfX0AEAbb_?format=jpg&name=smallImage2026-10-11T20:32:40.611786+00:002661@xavier_delmasXavier DelmasTech giants have borrowed more than France this year. 207 billion dollars since January to fund their data centers. And to attract buyers, they pay about 1% more than the U.S. government.Source: Xavier Delmas (X)https://x.com/xavier_delmas/status/21088546204706082720.00502026-10-11T08:04:20.266529+00:002x.comaidata-centersdebt2480https://pbs.twimg.com/media/HUQn5yzWYAAGGYZ?format=png&name=smallImage2026-10-11T08:04:20.726089+00:002660@CrimeanVoyagerUAVoyagerRyazan. Kaluga. Now Vladimir. Ukraine has hit three of Yandex’s largest data centers in just three days.Source: UAVoyager (X)https://x.com/CrimeanVoyager/status/21091584154024796300.00502026-10-11T07:58:03.204408+00:002x.comukrainedata-centersrussiayandex2479https://pbs.twimg.com/media/HUU8ZWdXsAAL2ny?format=jpg&name=900x900Image2026-10-11T07:58:04.075861+00:002585@arpitrageArpit GuptaOffice to data center conversion: The former headquarters of Cboe Global Markets Inc. will soon house 33 megawatts of capacity and bring in rents much higher than the average downtown office buildingSource: Arpit Gupta (X)https://x.com/arpitrage/status/21086440059866604010.00502026-10-10T08:59:58.425088+00:002x.comusaidata-centers2407IMAGE/media/content/2585/20261010-us-old-chicago-buiding-now-a-data-center.jpg20261010-us-old-chicago-buiding-now-a-data-center.jpgjpg2026-10-10T09:02:39.216584+00:002570https://www.linkedin.com/in/wagnermarkus/Markus WagnerThe U.S. has 5,381 data centers. Major European markets have only 1,978 combined.That does not mean European founders cannot build successful AI companies. Compute-heavy AI and applied AI companies are not the same. At the frontier model layer, infrastructure is a major advantage. Scaling depends on compute, cheap power, GPU supply, capital, and hyperscaler access. The U.S. is structurally better positioned for thathttps://lnkd.in/p/dUycxBNg0.00602026-10-10T05:26:30.070878+00:001linkedin.comaidata-centers2394https://media.licdn.com/dms/image/v2/D4E22AQHwEVe6MXKUmg/feedshare-shrink_800/B4EaEg4WuLLAAk-/0/1791553006847?e=1793232000&v=beta&t=JOLMokpara2YEQGuEbZJtF-zJLtvh3YcHJ9vjYwl3CMView image2026-10-10T05:26:30.330425+00:002542@RenMacLLCRenMac: Renaissance Macro ResearchThe AI data center and investment boom is bleeding into employment. Nonresidential specialty trade contractors, computer & electronics manufacturing, power generation & supply, etc. A year ago this was running flat and now, it is adding almost 20K payroll jobs per month.Source: RenMacLLC (X)https://x.com/RenMacLLC/status/21085230559327151330.00502026-10-09T15:14:03.359589+00:002x.comaidata-centers2368https://pbs.twimg.com/media/HUL5xG3XcAA_Yxh?format=jpg&name=smallImage2026-10-09T15:14:04.488167+00:002532@aracalacanaMartín BecerraFinland orders Google to halt construction of two data centers. For one of them, they clear-cut 330 hectares of forest without conducting an environmental impact assessmentSource: Martín Becerra (X)https://x.com/aracalacana/status/21082130344435918390.00502026-10-09T14:20:22.995392+00:002x.comfinlandgoogledata-centers2357IMAGE/media/content/2532/20261009-finland-blocks-google-on-datacenters-construction.jpg20261009-finland-blocks-google-on-datacenters-construction.jpgjpg2026-10-09T14:22:41.232972+00:002518@oguzerkanOguz ErkanJP Morgan sees fewer new data center projects, and a decline in construction spending.This is why $NVDA is stuck at 15x forward earnings, and it’s not going to get much better. https://x.com/oguzerkan/status/21084870294704828140.00502026-10-09T12:38:59.046775+00:002x.comaiusdata-centers2344https://pbs.twimg.com/media/HULZxeXXAAAd6UY?format=jpg&name=smallImage2026-10-09T12:39:00.787663+00:002507@EugeneNgEugene NgInteresting that there is a decline in pre-construction planning capacity for data centers in the US.Chart from JPM's Michael Cembalest.https://x.com/EugeneNg/status/21083271500385036070.00402026-10-09T09:29:28.174057+00:002x.comdata-centersusai2330https://pbs.twimg.com/media/HUJH_eUaoAA7crp?format=jpg&name=smallImage2026-10-09T09:29:29.812075+00:002472@WorldResourcesWorld Resources InstituteEveryone is talking about data centers. But how exactly do they impact our lives?Study made by the "World Resources Institute"https://www.wri.org/insights/us-data-center-growth-impacts?ref=gnosly0.00502026-10-08T15:31:34.720833+00:002x.comusinfrastructuredata-centers2285https://pbs.twimg.com/media/HUHOigFaIAAD0iM?format=jpg&name=smallImage2026-10-08T15:31:35.259048+00:002417@robinsonmeyerRobinson MeyerAt least $260 billion of data center projects facing local opposition have been canceled this year.That’s a far higher figure than previously thought. Pace is picking up: Half of those cancellations came in Q3. https://x.com/robinsonmeyer/status/21076060819208153850.00502026-10-07T16:38:02.650137+00:002x.comaiusdata-centers2228https://pbs.twimg.com/media/HT-1-TYXUAAYWpi?format=png&name=smallImage2026-10-07T16:38:03.050009+00:002100@AugurInfinityAugur InfinityConstruction spending on data centers is going parabolicConstruction spending on data centers is going parabolichttps://x.com/AugurInfinity/status/21056863180595367080.00602026-10-02T06:25:19.030897+00:002x.comconstructioneconomicsdata-centers1905https://pbs.twimg.com/media/HTjmjByW4AAjSlc?format=jpg&name=smallImage2026-10-02T06:25:20.746565+00:001868https://www.linkedin.com/in/hanno-lustig-b203a3/Hanno LustigThe U.S. is in the midst of one of the largest investment booms it's experienced in its historyThe U.S. is in the midst of one of the largest investment booms it's experienced in its history, fueled by the arrival of a new general-purpose technology: AI. The U.S. is projected to invest roughly 3.6% of GDP in AI infrastructure (think data centers etc) per annum between 2025 and 2032. That is about three times the size of the US telecom and fiber investment boom in the late 90s. And it’s roughly 50% larger than the railroad investments of the late 19th century.What do you have to believe about future cash flows if you're building data centers right now? In his new BPEA paper "Financing the AI Buildout"Stijn Van Nieuwerburgh ran the numbers for us. For US data center owners to break-even with a 10% required return, you'd have to expect that total gross revenue of data centers exceeds 9% of projected US GDP by 2032. Here's a short write-up:https://lnkd.in/g2zYndyrhttps://lnkd.in/p/dSkHzRNi0.00652026-09-28T09:25:08.771291+00:001linkedin.comaidata-centers1647IMAGE/media/content/1868/image.pngimage.pngpng2026-09-28T09:26:08.678296+00:00882https://www.linkedin.com/in/jukkamanner/Jukka MannerThe US has outpaced China in investing in fossil f...The US has outpaced China in investing in fossil fuels 😬 It is all because of data center growth (we are not even using near all the capacity we have today). Finland doesn't have enough sustainable energy for the government's plans for building out data centers, says Jukka Manner from Aalto University at Copenhagen Digital Arctic Futures conference. He also mentioned the recent Google's massive investment in Finland was praised and called The Texas of Europe and finished with: 'Who wants to be called the Texas of Europe.'https://www.linkedin.com/feed/0.00402026-09-17T15:07:30.338858+00:001linkedin.cominvestmentdata-centersfossil-fuels756https://media.licdn.com/dms/image/v2/D4E22AQGP2k1TWrLB3Q/feedshare-shrink_800/B4EaCpN1knHYAc-/0/1789545372332?e=1791417600&v=beta&t=rdT0SILkm4yJ0kdVUik4BJVw7EJjJB69p4y6Xg6kFfoView image2026-09-17T15:07:30.577860+00:00151@DonMiami3Don JohnsonIt’s a good thing we can eat data centers...It’s a good thing we can eat data centershttps://x.com/DonMiami3/status/20934516939920835870.00402026-08-29T06:09:30.647326+00:002x.comtechnologydata-centersinnovation160https://pbs.twimg.com/media/HQ1vOC3WAAA_EfC?format=jpg&name=smallImage2026-08-29T06:09:30.847762+00:00