Browsing Tag
Data Centers
17 posts
AI and cloud data center infrastructure, power, siting, and local policy coverage.
Dell’s $95B AI Server Backlog Turns Compute Demand Into a Delivery Test
Dell reported $60.9 billion in AI server orders, $16.4 billion in AI-optimized server revenue, and a $95 billion backlog in its fiscal second quarter. The numbers show how AI infrastructure demand is moving from GPU hype into a harder test of supply chains, racks, storage, networking, and delivery schedules.
NVIDIA’s Ohio Backstop Turns OpenAI’s Data Center Demand Into Infrastructure Finance
NVIDIA is investing $1.5 billion in SB Energy and backing land, power, and shell capacity for OpenAI's planned PORTS-Pike AI data center in Ohio. The deal shows how frontier AI demand is pushing chipmakers deeper into power, real estate, financing, and local infrastructure.
Anthropic’s $19B TeraWulf Lease Turns Old Industrial Power Into AI Compute
Anthropic has signed a 20-year lease for roughly 401 megawatts of AI data center capacity at TeraWulf’s Justified Data campus in Hawesville, Kentucky. The deal shows how AI labs are moving beyond ordinary cloud rentals and locking up power-heavy industrial sites years before capacity comes online.
Stargate UK Turns AI Data Center Promises Into a Credibility Test
Fresh reporting on OpenAI's paused Stargate UK project shows why AI data center announcements now need harder questions about power, planning, signed offtake, and local coordination before investors, governments, and customers treat headline capacity as real infrastructure.
SoftBank SB Neo Turns AI Cloud Capacity Into a 10-Gigawatt Race
SoftBank has formed SB Neo, a U.S.-based neocloud company meant to supply AI chips and cloud services to model developers and large enterprises. The plan, tied to SoftBank's 10-gigawatt AI infrastructure target by 2030, shows how AI compute is shifting from scarce GPU rental toward vertically managed infrastructure businesses built around power, chips, networking, and operations.
Meta Compute Would Turn AI Oversupply Into a Cloud Business
Meta is reportedly developing a cloud infrastructure business that would sell AI compute and hosted model access. The plan is not final, but it shows how Big Tech’s AI data-center spending is starting to look like a market of its own.
Omen AI’s $31M Raise Puts Coolant Monitoring on the AI Data Center Map
Omen AI raised $31 million to scale real-time coolant monitoring for AI data centers. The story is not just funding: hotter liquid-cooled GPU racks are turning fluid health, bacterial growth, and biofilm detection into uptime problems for AI infrastructure operators.
Nvidia’s Firmus Deal Turns Batam Into an AI Factory Test Case
Firmus will build a 360 MW Nvidia DSX AI factory campus in Batam, Indonesia, with access to as many as 170,000 Nvidia accelerators. The deal shows how AI infrastructure is shifting from one-off data centers toward financed cloud capacity for AI-native companies.
AI Is Becoming a 2026 Midterm Issue in Money, Ads, and Data Centers
AI is moving from campaign talking point to campaign infrastructure in the 2026 midterms. Super PAC spending, data-center backlash, and AI-generated political ads are turning model policy into a practical election issue.
OpenAI’s Jalapeño Chip Puts Inference Costs at the Center of the AI Race
OpenAI and Broadcom unveiled Jalapeño, OpenAI’s first custom inference accelerator for large language models. The chip is less about replacing Nvidia overnight than controlling the cost, latency, and supply of the compute that runs products like ChatGPT, Codex, and the API.