US AI Data Center Insights

Kentucky leaders see AI data centers as tax-base boosters but face local resistance over infrastructure.

• Senate President Stivers calls utility...

A new architecture-first blueprint delivers vendor-neutral guidance for building lean AI-ready data centers, with each phase beginning by defining the needed capability and what to evaluate.

A new federal 1-cent-per-kWh tax on electricity used by data centers above 1 MW would meaningfully increase the largest recurring operational expense...

Why do AI data center capex forecasts through 2030 range from $3 trillion to as high as $10 trillion?

• Dell’Oro attributes its $3T outlook to...

Data center site selection now resembles energy asset planning more than real estate deals, as a 1-gigawatt campus can draw power equivalent to a...

Nscale's pursuit of up to $3 billion in a US IPO reflects sustained investor demand for AI infrastructure, even as its London base and September timing raise questions around valuation and market conditions.

Major AI firms including OpenAI, Google, Anthropic and Oracle are voluntarily adopting Texas' new rules requiring data centers to fully fund grid...

Emerging cooling methods target rising operational expenses and sustainability pressures in U.S. AI facilities.

• Liquid cooling systems support...

Explosive AI data center growth is generating massive demand for bundled insurance across construction, cyber, property, and liability lines.

• The...

Grid delays have flipped data center site selection from land-first to power-first.

• Average interconnection wait times have doubled to nearly five...

The industrial water treatment market tied to data centers is forecast to grow from USD 3.30 billion in 2026 to USD 5.90 billion in 2031 at a 12.3%...

NVIDIA's credit backstop plus $1.5B equity stake in SB Energy secures exclusive DSX deployment across OpenAI's full 8 IT-GW Ohio lease, closing the...

The core policy question is shifting from powering AI data centers to allocating their grid and electricity costs fairly.

• Price pressure on...

AI rack power budgeting software market reaches USD 557.9 million in 2026, growing to USD 1,717.4 million by 2036 at 11.9% CAGR.

This niche tool...

The data center boom brings opportunity but concentrates severe risks for designers and contractors that investors often ignore.

• Demand...

Power access now trumps location as the top siting factor, with operators paying steep premiums for sites offering near-term deliverable capacity.

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A report estimates the state and local economic and fiscal impacts of a hypothetical 400-megawatt hyperscale AI data center campus, supplying concrete data to ground community and policy debates.

The era of simply throwing money at land and power is ending. Regulatory, community, and infrastructure hurdles now decide which projects advance.

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The data center surge is driving major factory investments and job gains across U.S. supply chains, yet many manufacturers fear an AI bubble.

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TVA's new integrated resource plan may shift costs to data centers by moving them off the manufacturing rate class and requiring them to help fund new facilities. Their power demand, already nearly 20% of industrial load, could double by 2030.