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Oracle has issued a force majeure notice for its New Mexico Stargate data center, citing potential delays due to energy supply issues, though the company maintains the project is on schedule.
A speculative exploration of advancements in AI data centers anticipated by the year 2026.
Verda, a Finnish AI infrastructure company, raised $189 million in Series B funding to expand its full-stack AI cloud, including data centers and platform development, serving customers globally.
Garry Tan comments on a strategy where developers propose large data centers to gauge public opposition, then pivot to housing projects to gain approval, suggesting it was the original plan.
A person urgently needs 1MW of colocation space in North America, Tier 2 or 3, with investment-grade backing, and is open to direct messages for inquiries.
Watney Robotics has raised $80 million in Series A funding to address data center deployment as a key bottleneck for AI progress, with total funding exceeding $100 million.
Apple is rumored to re-enter the server market by 2029, leveraging its M8 Ultra chips and possibly Nvidia's NVLink technology to capitalize on the growing demand for AI compute power.
d-Matrix presented its Raptor 3D-DRAM accelerator at Hot Chips 2026, which addresses memory capacity and bandwidth challenges in generative AI inference by stacking compute directly on DRAM dies.
Oracle proposes 2 GW of renewable energy projects to address local opposition to the Project Jupiter data center in New Mexico, but the data center will still be powered by natural gas fuel cells.
The article discusses how power grid architecture failures pose a significant challenge for AI data centers, citing outages in Virginia and advocating for redesigns to handle high-density, volatile AI loads.
The article discusses the increasing freight demand driven by the construction of data centers, highlighting its impact on supply chains and tech infrastructure.
A fire at the Lake Mariner AI data center exposed safety deficiencies and complex corporate ties among TeraWulf, Fluidstack, Google, and Anthropic, underscoring accountability issues in the AI infrastructure boom.
Elon Musk and SpaceXAI are hiring for super compute teams in Memphis, focusing on roles for data center operations and construction.
Crusoe, an AI infrastructure company, has raised $3 billion at a $30 billion valuation, with customers including Meta, Microsoft, and OpenAI. The company is also exploring a potential IPO and recently signed a $13 billion cloud contract with Jane Street.
Tottenham Hotspur has reduced its VMware licensing fees by 85% by migrating to HPE's Morpheus VM Essentials virtualization software and GreenLake cloud management platform.
Anthropic has signed a $35 billion cloud computing deal with Nvidia-backed Lambda, securing massive AI infrastructure in Texas, with Nvidia providing chips and leasing the data center.
SoftBank-backed SB Energy has filed for an IPO with $439B in data-center capacity contracted backlog, with OpenAI as a major customer and investor, and Nvidia providing financing guarantees.
A new German data center will have power capacity comparable to 600,000 households but employ only 120 people, highlighting the high energy demand and low local employment typical of AI infrastructure.
SpaceX and Nvidia are adapting the Vera Rubin NVL72 AI platform for orbital use, with plans to launch a space-optimized system in Q4 2027 as part of the Starmind AI satellite project.
Nvidia is investing $3.5 billion in MediaTek to integrate its NVLink Fusion technology, enabling MediaTek to design custom AI chips for hyperscalers while Nvidia maintains its dominance in AI infrastructure.