
Podcast: opposition and permitting still slow data center builds
Ascend Analytics' Brent Nelson says the announced pipeline is inflated and only a fraction of projects will be built.
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Ascend Analytics' Brent Nelson says the announced pipeline is inflated and only a fraction of projects will be built.

Third-quarter revenue was $3.66 billion, up 168%, with a $709 million loss and a $132.5 billion backlog.

Potential backers doubt next week's roadshow can start, and one investor reportedly suggested $1 trillion instead.

BlueBird Tech says fiber prices rose about six to ten times as battlefield drones compete with data centers.

Its five-year credit default swaps spiked above 1,289 basis points Thursday, then eased to about 1,155 Friday.

Delegates may endorse the Antalya pledge before its November 16 launch, but the text creates no new obligations.

Virginia now requires data centers to pay fully for new transmission lines, and developers expect peak-demand cutoffs.

The generators can produce up to 1.7 gigawatts; Anthropic also pays xAI $1.25 billion a month for compute.
Anthropic has signed a $3.4 billion agreement to generate gas-fired power specifically for its data centres.

Democrats' midterm victories lead to rejected data center ballot measures and restrictions in states like Texas, prompting OpenAI to release a compute campus policy.

OpenAI hired Sen. Chuck Schumer’s daughter and began calling data centers “compute campuses.”

OpenAI commits to NDA transparency and launches Grid Protectors program amid local opposition to AI infrastructure.

Voters supported AI and data center restrictions in 2026 elections, but Big Tech argues it reflects an anti-Trump wave rather than opposition to innovation.

About 100 people with Geef Tegengas entered the Pure Data Centres site and hung anti-AI and anti-Microsoft banners.
Bloomberg’s article body is blocked, so only the headline’s reported sale is available.
Residents in at least 10 states supported proposals to restrict data-center development and several towns recalled mayors.

Midterm election results may complicate building data centers for AI due to community pushback.

Democrats gain House and Senate control amid bipartisan opposition to AI data centers and promises of new regulations.

The company claims distributed, verifiable infrastructure can support agentic AI workloads while easing voter concerns about energy costs and environmental impact of large facilities.

The pledges cover only future sites OpenAI owns and operates, not partner-built capacity such as Oracle’s.

Amazon Microsoft Alphabet and Meta commit to over $1 trillion in AI infrastructure spending with no near-term returns expected.
Ballot measures in 13 states saw voters oppose data centers 38-2, with six cities banning them outright and twelve limiting megawatts amid AI infrastructure concerns.

76 percent of voters oppose data centers in their communities, leading to new restrictions on AI development.

Voters in over 30 localities across nine states approved bans and moratoriums on data centers, impacting AI infrastructure projects.
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