# data centres
Latest news and articles about data centres
Total: 35 articles found
Germany Pledges Big Boost in AI Compute, Betting on Data Centres to Power Industrial AI
Germany’s new data-centre expansion strategy aims to double general compute and quadruple AI-specific compute by 2030 versus 2025 levels. The plan is designed to secure industrial competitiveness and digital sovereignty, but its success depends on chip supply, energy capacity and coordinated public‑private investment.
Google Visits China to Vet Liquid‑Cooling Suppliers as AI Server Demand Surges
Google sent a procurement team to mainland China to evaluate liquid‑cooling systems for data‑centre servers, according to Chinese media. The move underscores the growing importance of liquid cooling for AI infrastructure and highlights the tension between operational needs and geopolitical pressures on supply chains.
China’s Power Demand Accelerates as EV Charging and Data Hubs Surge — Electricity Use Up 6.1% in Jan–Feb
China’s electricity consumption rose 6.1% year‑on‑year in January–February 2026 to about 1,654.6 billion kWh, with especially rapid growth in high‑tech manufacturing, EV charging services and internet data centres. The pattern underscores accelerating electrification and digital expansion, raising near‑term grid and policy challenges as demand outpaces supply flexibility.
China Midday Market Turns Risk‑Averse as Compute‑Hardware Plays Slip and Green Power Rallies
China’s stock market retreated at the midday break as investors rotated away from compute‑hardware and optics names, while green‑power, some property and cyclical sectors outperformed. Turnover fell to CNY 1.37 trillion and most indices were modestly negative, signaling selective buying and elevated short‑term volatility.
Amazon Lines Up as Much as $42bn in Bonds to Fund an AI Infrastructure Arms Race
Amazon is seeking $37bn–$42bn via simultaneous dollar and euro bond issuances across a wide range of maturities to finance a major build‑out of AI infrastructure. The move reflects a broader industry rush to fund data centres and chips, and it will test investor appetite for very large, long‑dated technology debt amid geopolitical and market volatility.
Stargate Stumbles: Oracle and OpenAI Abandon Texas Expansion as Meta Eyes the Site
Oracle and OpenAI have abandoned a planned expansion of a flagship AI data‑centre near Abilene, Texas — part of the broader Stargate programme — after financing stalled and OpenAI’s capacity needs changed. Meta is exploring leasing the stalled expansion, with Nvidia facilitating talks, highlighting chipmakers’ growing influence over where AI compute is built.
When a Drone Strike Took Down the Cloud: How a Middle East Attack Exposed AI’s Strategic Fragility
A drone strike on an AWS data centre in the UAE triggered a chain of outages that highlighted the strategic fragility of cloud-dependent AI. Cheap Gulf electricity has encouraged large AI data-centre investments, but attacks and geopolitical ties are forcing a re-evaluation of where and how critical compute is hosted.
A‑Shares Slip as Energy Stocks Plunge; Investors Pivot to Batteries and AI Hardware Bets
China’s A‑shares opened lower after a steep morning sell‑off in oil and gas stocks, while battery makers and AI‑adjacent companies attracted selective buying. Broker research highlighted long‑term opportunities in AI agents, overseas data‑centre power solutions and mass‑market AI NAS devices, suggesting structural winners even amid short‑term volatility.
Nvidia Pours $4bn into Laser and Photonics Makers to Lock Down AI Data‑centre Supply Chain
Nvidia will invest $2 billion each in Lumentum and Coherent under multi‑year agreements that combine capital, procurement commitments and rights to advanced laser components. The deals aim to secure critical photonics supply for large AI data centres and to bring optics development into Nvidia’s broader ecosystem strategy.
Meta Retreats on Ambitious In‑House AI Chip — Turns to AMD, Nvidia and Google to Fill the Gap
Meta has paused work on a high‑end internal AI training chip, Olympus, after design and stability issues, opting instead for a simpler internal design and large purchases from AMD, Nvidia and Google. The move underscores the difficulty of competing with Nvidia’s performance and software ecosystem and signals a pragmatic industry shift toward external partnerships to secure AI compute capacity.
China’s AI Models Overtake US Usage — Rewriting the Hardware Playbook and Roiling Markets
OpenRouter data shows Chinese AI models surpassed US counterparts in weekly token usage in February 2026, driven by multiple efficient architectures and low costs. Markets split: Chinese cloud, data‑centre and power stocks surged while Nvidia’s valuation plunged, signalling a potential reallocation of AI value away from high‑end GPUs toward models and low‑cost infrastructure.
AI Infrastructure Rally Lifts Shenzhen Midday as Market Breadth Weakens
Midday trading in China saw a divergent market: Shenzhen’s index recovered to a modest gain driven by a concentrated rally in compute‑hardware and related industrial stocks, while broader market breadth weakened with most stocks in decline. Rising turnover and strong moves in PCB, CPO and liquid‑cooling server names reflect investor bets on AI and datacentre demand, even as lithium batteries and cinema chains cooled off.