data-centers

Florida Governor Ron DeSantis signed Senate Bill 484, requiring large AI data centers to cover full power and infrastructure costs rather than subsidizing them through residential utility bills.

Data center construction spending continues to outpace office building spending, with the gap widening in early 2026 as AI infrastructure demand grows.

Andy Masley pushes back against the argument that data center construction is causing farmland loss, citing data that farmers have sold large amounts of land historically without affecting food access.

OpenAI reports surpassing its 10GW compute infrastructure milestone via the Stargate project, highlighting rapid expansion to meet accelerating AI demand through ecosystem partnerships and community engagement.

Researchers from MIT and IBM have developed a rapid tool that estimates AI power consumption in seconds, significantly faster than traditional emulation methods, to help optimize data center energy efficiency.

SK hynix has begun mass production of 192GB SOCAMM2 memory modules optimized for NVIDIA AI servers, offering more than double the bandwidth and 75% better power efficiency compared to traditional RDIMM, addressing memory bandwidth constraints in AI training workloads.

NVIDIA and Emerald AI unveiled a collaborative approach at CERAWeek to treat AI factories as flexible grid assets, improving energy efficiency and grid reliability through intelligent power management. The initiative partners with major energy companies to optimize AI workload operations based on grid conditions while maximizing tokens per second per watt.

Andrew Ng's newsletter covers recent AI developments including attacks on data centers, the release of Qwen3.5 in various sizes, DeepSeek's collaboration with Huawei, and Apple's multimodal tokenizer, alongside reflections on AI-driven job uncertainty and geopolitical risks.

This newsletter issue covers the release of GPT-5.4, growth of AI on mobile devices, data centers moving off-grid, Apple's diffusion research, and Andrew Ng's discussion of the Context Hub tool for AI coding agents, including the acquisition of Moltbook by Meta.

OpenAI announces the Stargate Community initiative to ensure its large-scale AI infrastructure projects benefit local communities, with commitments to cover energy costs and work transparently with utilities across multiple sites in Texas, New Mexico, Wisconsin, and Michigan.

Andrew Ng argues that concerns about data centers' carbon emissions, electricity prices, and water use are overstated, and that blocking data center construction would harm the environment more than help it.

OpenAI and Broadcom announced a multi-year strategic collaboration to co-develop and deploy 10 gigawatts of custom AI accelerators and networking systems, with deployment beginning in mid-2026 and completion by end of 2029. This partnership enables OpenAI to design accelerators that embed learnings from frontier model development directly into hardware.

Samsung, SK, and OpenAI announced strategic partnerships as part of OpenAI's Stargate initiative, with Samsung and SK scaling advanced memory chip production to 900,000 DRAM wafer starts per month and exploring AI data center development across Korea to support global AI infrastructure.

OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites for the Stargate infrastructure project, bringing total planned capacity to nearly 7 gigawatts and over $400 billion in investment over three years. The expansion includes sites in Texas, New Mexico, Ohio, and Wisconsin, with plans to reach the original $500 billion, 10-gigawatt commitment by end of 2025.

OpenAI and Oracle announced a partnership to develop 4.5 gigawatts of additional Stargate data center capacity in the U.S., bringing total Stargate infrastructure to over 5 gigawatts and supporting OpenAI's $500 billion investment commitment. The project is expected to create over 100,000 jobs and represents a major milestone in advancing U.S. AI infrastructure leadership.

OpenAI announces Stargate Infrastructure initiative, seeking partnerships across the industrial base to build new AI infrastructure in the United States, including power, land, construction, and equipment.

OpenAI submitted comments to the NTIA advocating for increased US data center investment as critical to maintaining American AI leadership, citing potential economic benefits of $17-20 billion in state GDP and 40,000 jobs per 5GW facility.