“Construction at Port Washington is progressing steadily, but power delivery depends on a regulatory process that has restarted,” said Javier Reyes, Head of Data Center Research, Aterio. “Based on the ...

Oracle’s Project Jupiter notice raises new questions about the risks behind its data center expansion.

Two questions are set to lead the week: Will the data push the Fed toward a rate hike, and what can Oracle tell Wall Street about the state of Big Tech's AI debt load?

Oracle's $18B bond issuance, BBB- credit rating, and community opposition at AI data centre sites are stress-testing its $56B infrastructure ...