STACK Infrastructure

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// recent coverage 2 mentions

23:34

2026-07-21

mercurynews.com

ai-infrastructure

Hayward approved a massive data center. Then it rewrote the rules

The Hayward Planning Commission approved a 310,000-square-foot hyperscale data center by STACK Infrastructure in May 2025 without a City Council vote, sparking concerns about oversight. Less than a ye…

15:54

2026-06-18

newsletter.semianalysis.com

ai-infrastructure

Stop Saying Half of 2026 US Datacenter Capacity Is Canceled

A viral claim that half of 2026 US datacenter capacity is canceled is based on flawed data and uninformed forecasts, according to SemiAnalysis. The firm's own tracking shows only ~1% movement in hyper…

// co-occurs with top 8 entities

SemiAnalysis 1 Bloomberg 1 Core Scientific 1 CoreWeave 1 Oracle 1 Nebius 1 Sightline Climate 1 Hayward Planning Commission 1

// topics top 3 topics

ai infrastructure 2 ai policy 2 ai research 1