According to Sawyer Merritt on X, SpaceX expects $35–$40 billion in Q4 2026 capex to nearly double compute capacity to about 3 GW with a sub‑12‑month payback.

According to @CNBC, analysts issued bullish updates on Nvidia, Meta, Tesla and CoreWeave, highlighting AI demand, data centers, and inference growth.

According to @timnitGebru, MIT Tech Review critiques AI hype and highlights data center impacts on power, water, and health, per Bender and Gebru.

According to CNBC... Alibaba debuted Zhenwu V900 AI chip and expanded data centers to cut model costs and boost cloud margins, per CNBC’s report.

According to @CNBC, lawmakers and industry flagged AI regulation, power limits, and equity gaps dominating Congressional Black Caucus week.

According to FoxNewsAI, Fox News reports data center buildouts are creating high-demand skilled trades roles that accelerate AI deployment and uptime.

According to @CNBC, OpenAI and Anthropic are negotiating smaller data center deals to secure AI compute capacity and speed model deployment.

According to @CNBC, Anthropic and OpenAI are striking smaller data center deals to speed AI capacity deployment and cut risk, sources said.

According to @CNBC, a Senate snag on an AI data center utility bill could raise power costs, delay projects, and pressure cloud margins, per CNBC reporting.

According to FoxNewsAI, AI data center expansion is lifting home values and rental demand in boomtowns, reshaping local economies and tax bases.

According to @CNBC, Jim Cramer expects AI spending to continue, maintaining his bullish data center trade amid stock dips, per CNBC’s market report.

According to @CNBC, the House advanced a bill to curb AI data center utility costs, signaling stricter oversight of power use and rate impacts.

According to @CNBC, Arm’s CEO said its new AI chip is on track for a $2B revenue target, signaling stronger demand and design wins across data centers.

According to @CNBC, the House will vote on a bill to curb AI data center utility costs, shaping power pricing, reporting rules, and siting incentives.

According to satyanadella, Microsoft outlined guardrails, product pacing, capital allocation, and data center bets for broad AI benefits, per All-In Podcast.

According to @CNBC, Digital Realty’s CEO said an AI demand pause won’t derail data center growth, citing long leases and diversified cloud tenants.

According to @CNBC, analysts boosted Nvidia, Apple, and AMD, citing AI demand, data center growth, and chip roadmaps impacting 2026 earnings.

According to @CNBC, Broadcom said its AI revenue targets remain intact despite Anthropic urging a slowdown, as reported by CNBC’s 2026 interview.

According to @CNBC, Trump said no new AI regulation is needed and criticized Anthropic CEO Dario Amodei, signaling lighter oversight for data centers.

According to @CNBC, Baker Hughes says energy project pipelines remain robust as AI data center buildouts boost global LNG demand and equipment orders.