US AI Data Center Insights

Residents in Archbald, Lackawanna County, are mounting intense opposition to five proposed data center campuses, driven by noise pollution, massive...

Market forecasts reveal explosive growth across AI infrastructure components.

• Power infrastructure market expands from $8.1B in 2026 to $14.9B by...

AI infrastructure spending is surging, with hyperscalers guiding $635–690 billion in 2026 capex—yet only 25% targets chips while 75% goes to data...

Capex Momentum

• 🔥 Record Construction Spend: US data center construction spending has hit a record $50 billion annual run rate, with 45% annual...

AI data center economics face mounting strain from rising construction expenses and explosive power demand.

• Build costs jumped from ~$8M per MW to...

Growing local opposition and litigation against AI data centers in Mississippi highlight regulatory and community hurdles that could slow the broader buildout.

EdgeConneX will break ground next month on two 730,000-square-foot data centers in Bastrop County, a $1.4 billion investment on a 180-acre site at FM...

Industry report asserts no link between data centers and rising residential electricity rates, citing inflation, grid upgrades, and market rules as...

No significant updates today.

No significant updates today.

North Carolina's SB 730 requires data centers over 100 MW to sign long-term contracts with minimum billing and adopt closed-loop cooling, shifting...

Hyperscaler CapEx on AI data centers, chips, power, and networking has delivered 1.34 percentage points to Q1 2026 GDP growth, offsetting high...

Grid Cost Allocation Precedents

• 🔥 Pennsylvania Tariff Shift: Pennsylvania PUC proposes requiring data center developers to pay for grid upgrades...

Indiana utilities are building new natural gas plants and retaining coal capacity to meet hyperscale data center demand that rivals Indianapolis-sized...

The direct-to-chip coolants market is forecast to jump from $0.19 billion in 2026 to $1.53 billion by 2032 (41.5% CAGR), fueled by AI and HPC...

Pennsylvania regulators introduced a model tariff requiring data centers to fund infrastructure upgrades they trigger, ending the practice of...

Bernstein's 97-page analysis positions connectivity—not raw compute—as the next AI infrastructure priority, with clear 2026 earnings visibility in...

Servers are the largest single cost component in data center buildouts, with semiconductors accounting for roughly 81 percent of their value, directly exposing AI capex plans to tariff-driven price increases.

SpaceX's $2.8 billion gas turbine plan for xAI data centers underscores how severe U.S. grid delays have become, pushing operators toward on-site...

Three Zacks #1-ranked construction stocks tied to U.S. AI data center buildout show strong momentum via double-digit analyst upside.

• FIX delivers...