Browsing Tag
Data Centers
15 posts
AI and cloud data center infrastructure, power, siting, and local policy coverage.
Micron’s Anthropic Deal Makes Memory Part of the AI Model Roadmap
Micron’s new Anthropic agreement ties HBM, DRAM, SSDs, supply planning, Claude adoption, and a strategic investment into one AI infrastructure deal. The move shows why memory and storage are becoming part of frontier model design instead of commodity parts bought after the GPU decision.
Amazon’s Trainium Talks Push AWS Chips Beyond the Cloud
AWS is in early talks to sell Trainium AI chips for use in other companies’ data centers, a shift that could move Amazon from cloud-only accelerator provider toward a more direct role in the AI chip market. The opportunity is real, but so are the constraints: Trainium capacity is already tight, Nvidia still owns the broadest software ecosystem, and selling racks outside AWS could weaken the cloud bundle that makes custom silicon so valuable to Amazon.
FERC Gives AI Data Centers a Faster Path to the Grid
FERC ordered six regional grid operators to justify or revise their rules for connecting data centers and other large power users. The move could speed AI infrastructure projects, but it puts cost allocation, flexible loads, and state oversight under a sharper deadline.
Google’s $1.5B Alabama Data Center Expansion Puts AI Power Costs on Display
Google is spending $1.5 billion to expand its Jackson County, Alabama data center campus while promising to cover its own power and infrastructure costs. The deal shows how AI infrastructure growth is becoming a fight over electricity bills, grid upgrades, nuclear power, and local energy programs.
OpenAI’s China-Linked Campaign Puts AI Data Centers in the Influence War
OpenAI’s latest threat report says China-linked accounts used ChatGPT to test narratives around U.S. AI data centers, tariffs, electricity prices, and platform trust. The campaigns had little reach, but the target matters.