Data Centers
Anthropic doubles claude code limits after spacex deal
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Anthropic announced a major computing deal with SpaceX on Wednesday that immediately boosts rate limits for Claude Code users. The agreement gives the AI company full access to a large data center in Memphis, Tennessee.
Sunrun, Tesla, and Renew Home announced an agreement to aggregate more than 16 gigawatts of home batteries and devices into the largest distributed power plant in the US. The project targets surging electricity demand from data centers. Sunrun shares rose as much as 26 percent following the announcement.
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Major technology firms are addressing growing public opposition to data center water consumption. SpaceX recently highlighted water scarcity risks in its amended IPO filing. Google announced new commitments to manage water use at its facilities.
A Seeking Alpha analyst continues to recommend Vertiv Holdings (NYSE:VRT) stock, highlighting its role in AI and data center infrastructure. The company reports a $15 billion backlog and guidance for over 30% sales growth in 2026. Strong fundamentals support the positive outlook despite a premium valuation.
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On March 4, 2026, leading tech firms including Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI signed the non-binding Ratepayer Protection Pledge at the White House, committing to fund new power generation and infrastructure for AI data centers to shield consumers from rising electricity bills. President Trump hailed it as a 'historic win,' but critics question its enforceability amid growing environmental and economic concerns.
Igneo Infrastructure Partners and Japan's Orix are among those advancing to the next bidding round for Macquarie Capital's majority stake in a Dutch hyperscale data center. Canada's Northleaf Capital has also progressed in the process, with the stake valued at about €900 million ($1 billion). Final offers are expected next month.
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SoftBank Group is considering acquiring data center operator Switch to capitalize on the AI-driven boom in digital infrastructure. Billionaire founder Masayoshi Son is intensifying the search for such deals. The company has held discussions with Switch's leadership.
Globe and PLDT report strong data center growth in Q1 2026
Jumatano, 13. Mwezi wa tano 2026, 07:06:03Poll finds most americans oppose local ai data centers
Jumatatu, 4. Mwezi wa tano 2026, 04:14:36Prologis reports record Q1 2026 results amid data center growth
Jumapili, 3. Mwezi wa tano 2026, 16:07:50Proposed Imperial Valley data center sparks water concerns
Jumanne, 28. Mwezi wa nne 2026, 17:54:40Rural US communities resist data center expansion
Jumapili, 15. Mwezi wa pili 2026, 09:42:11Microsoft explores superconductors for efficient data center cooling
Jumatano, 4. Mwezi wa pili 2026, 11:04:49Canton considers banning crypto mining and data centers
Jumatano, 21. Mwezi wa kwanza 2026, 03:07:08Kevin O’Leary expands land holdings for crypto and AI infrastructure
Jumanne, 23. Mwezi wa kumi na mbili 2025, 20:33:28Meta deploys Steam Deck's Linux scheduler across data centers
Jumatano, 17. Mwezi wa kumi na mbili 2025, 17:22:20Elon Musk discusses xAI's AGI goals at all-hands meeting