Barron’s (September 24)
“Power availability is a constraint to AI growth.” On Thursday, Oracle “upset the AI apple cart” by seeking to delay payments if a contracted data center “facility doesn’t come online as scheduled in 2028.” The Project Jupiter AI data center in question “had the money, tenants, and AI partners. It didn’t have the permits.” Delays like this send a bearish message: “less revenue for the ones selling equipment to massive data center projects.”
Tags: AI, Bearish, Constraint, Data center, Delay, Growth, Money, Online, Oracle, Partners, Payments, Permits, Power availability, Project Jupiter, Revenue, Tenants
Bloomberg (August 25)
“A growing chorus of Wall Street strategists” are “warning that markets are potentially overlooking risks to the AI trade tied to the November election.” They believe “voter backlash will drive increased scrutiny of AI infrastructure with policy pressure concentrated around data center regulation.”
Tags: AI infrastructure, AI trade, Chorus, Data center, Growing, Markets, November election, Overlooking, Policy pressure, Risks, Scrutiny, Strategists, Voter backlash, Wall Street, Warning
Washington Post (January 6)
“The data center rebellion is here, and it’s reshaping the political landscape.” During the second quarter of 2025 alone, “more projects were blocked or delayed than during the previous two years combined, according to Data Center Watch, a tracking project by the nonpartisan research firm 10a Labs. Some $98 billion in planned development was derailed in a single quarter.”
Tags: $98 billion, 2025, Blocked, Data center, Data Center Watch, Delayed, Derailed, Planned development, Political landscape, Q2, Rebellion, Reshaping, Tracking project
