AI power demand and data center buildout
Data center expansion is driving a power-constraint trade, from Google's $17B Wyoming site to Malaysia's 9 GW forecast.
What we know
Google will spend $17B on a Wyoming data center and will pay for its power. Ren bought a large position in Bloom Energy. Malaysia has approved 117 data centres, with demand of up to 9 GW by 2031. Musk says SoftBank is defaulting on turbine orders.
How the story developed
Data center expansion is driving a power-constraint trade, from Google's $17B Wyoming site to Malaysia's 9 GW forecast.
Google is investing $15B in Malaysian data centers, while a study finds AI-fabricated references in papers rising sharply.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.