The inland data center build-out hits a wall of resistance
Seven in ten Americans oppose local data centers, and the industry's next phase has to navigate that opposition.
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Blue Energy, GE Vernova Hitachi advance Texas gas-plus-nuclear plant
Two gas turbines will feed a Crusoe data center by 2030, with small modular reactors adding capacity in 2032.
AI infrastructure is now a balance-sheet trade
GDS raised its sales target past one gigawatt and guided to $1.4 billion in capex while Blackstone's BREIT put $3.3 billion into QTS. AI infrastructure has moved from niche vehicles to core allocations.
GDS raises 2026 sales target past 1GW and lifts capex to $1.4B
AI-driven bookings pushed GDS to lift its full-year sales target to 1GW and raise 2026 capex to $1.4 billion.