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A new report finds that local opposition to data centers skyrocketed in the second quarter of this year. While some categories and regions are approaching maturity, others are fueling the next wave of expansion. Local opposition blocked or delayed 17 us data center projects worth $98b in q2 2025, vs

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16 projects worth $64b from may 2024 to march 2025 — a new report finds that local opposition to data centers skyrocketed in the second quarter of this year. We hope you find something interesting to read, watch and share. 16 projects worth $64b from may 2024 to march 2025 full context

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Nvidia now claims 82% of the data center wallet, up a bit from last quarter, and up from 66% this time last year Amd is 80 bps in share below intel, and looks set to overtake them in the coming quarter. Welcome to the q2 resource library