Data Center Power Supply Issues and the Importance of Infrastructure Expansion
MSFT Microsoft Corp
$530.61 -0.99%
View chart & analysis → - 1New York State has suspended specific environmental permits for new large-scale data centers for up to one year starting July 2026.
- 2The Microsoft CEO admitted that power supply has become a constraint for the company.
- 3GE Vernova reported 116 GW in gas power equipment orders and slot reservations.
So what's the key point?
New York State has paused environmental permits required for building large data centers for up to one year. Microsoft is facing difficulties due to power shortages, while GE Vernova has received 116 GW in gas power equipment orders.
Source Fortune · View original ↗
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