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California's high electricity prices, grid connection delays, and stringent regulations are deterring AI data center construction, leading most new facilities to be built in states with cheaper power and fewer restrictions.
OpenAI announces a custom chip designed in collaboration with Broadcom to enhance its AI infrastructure.
Qualcomm has agreed to acquire Modular, an AI infrastructure company focused on unifying accelerated compute with an open platform. This acquisition aims to advance Qualcomm's developer-first AI strategy and expand its software capabilities for AI from edge to cloud.
This article discusses the growing need for a web data infrastructure layer to provide AI models with fresh, real-time, and trustworthy data, highlighting challenges like static training data and the importance of retrieval-augmented generation.
NVIDIA and AWS announce new EC2 G7 instances with NVIDIA RTX PRO 4500 Blackwell GPUs and GPU-accelerated vector search in Amazon OpenSearch Serverless, enabling enterprises to deploy AI at production scale with improved performance and reduced operational complexity.
The article explores a paid service option for users who want to offload the management of MCP servers for their AI agents.
Virginia passed a first-of-its-kind electricity consumption tax on data centers, effective July 2026, with a $600M annual cap, as policymakers balance AI-driven power demand and infrastructure costs.
The article discusses the paradox of rising AI costs as companies deploy AI for repetitive tasks, noting that AI behaves more like expensive infrastructure than cheap labor, requiring monitoring, human review, and integration costs.
NVIDIA highlights a statistic from the Manhattan Institute showing that data centers account for only 0.2% of daily U.S. water usage, a figure that has declined in recent years due to new technologies.
Elon Musk reacts to NVIDIA's claim that data center water usage is only 0.2% of daily US water usage and decreasing.
SpaceX and open source AI lab Reflection AI have signed a compute deal worth up to $6.3 billion, with Reflection paying $150 million per month for access to Nvidia's latest AI chips to support its open-weight AI models.
Chevron announces a 20-year power purchase agreement with Microsoft to develop a co-located natural gas power facility in West Texas, delivering approximately 2.67 GW to a Microsoft data center to support AI growth.
The NAIRR pilot program, powered by NVIDIA AI infrastructure, has supported over 700 research projects, including the development of the Walrus foundation model for fluid simulations and the MIST molecular foundation models for energy storage.
Eco Wave Power uses NVIDIA AI infrastructure and digital twins to convert ocean wave energy into clean electricity, leveraging existing marine infrastructure to address growing AI energy demands.
A Wired article explores how electricians are grappling with the ethics of working on data center construction for AI, with some viewing it as selling out and others seeing opportunity.
This tweet points out that the market has not factored in AI-related opportunities in SpaceX's S-1 estimates, with enterprise applications TAM reaching $22.7 trillion, emphasizing the huge potential of AI infrastructure.
NVIDIA's Rubin generation AI servers achieve 100% liquid cooling with a 45°C coolant temperature, drastically reducing energy and water consumption in data centers.
Big Tech companies are increasingly borrowing through bond sales to fund AI infrastructure, a shift from their traditional cash-rich funding model, as the Fed's rate policy makes debt more expensive.
GPU utilization in the AI industry is generally below 50%. Former a16z partner Anjney Midha founded AMP, aiming to dispatch computing power like electricity to improve utilization efficiency. The article also discusses Anthropic's success strategy, DeepMind's paper hoarding problem, and the correct approach for non-NVIDIA chips.
Allbirds pivots to AI, renaming itself Smartbird and raising $100M to become an AI infrastructure provider. New CEO Nadia Carlsten, a former AWS executive, plans to build a team and target customers needing data sovereignty and controlled AI compute deployments.