Data Center Late Fees Hit $5 Million or More Per Day, Spawning New Insurance — Daily Fintech News

Sunday, October 25, 2026 · 6:17 PM ET

AI Infrastructure

1.Data Center Late Fees Hit $5 Million or More Per Day, Spawning New Insurance

Soaring late-delivery penalties on gigawatt-scale AI data centers — now reaching $5 million a day or more — are pushing brokers such as Marsh to design bespoke 'delay-in-delivery' insurance to protect developers whose tenants demand damages when power and facilities aren't ready on time.

Markets

2.Two AI Chipmakers Make Up 34% of America's Earnings Boom

Analysts expect S&P 500 third-quarter earnings to jump about 30% year over year, but just two chipmakers — Nvidia and Micron — account for 34% of that growth, underscoring how concentrated the AI-driven profit boom has become.

$NVDA$MU

$NVDA Close$210.96-0.67%

1Y +10.2% Rev QoQ +65.5% EPS QoQ +66.7% 52wk $164.27–$243.37 P/E 26.7 Mkt Cap $5.09T

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