Podcast: opposition and permitting still slow data center builds
Ascend Analytics' Brent Nelson says the announced pipeline is inflated and only a fraction of projects will be built.
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Stories tagged #ai-infrastructure
CoreWeave turns to prepayments and shorter contracts to fund AI growth
Third-quarter revenue was $3.66 billion, up 168%, with a $709 million loss and a $132.5 billion backlog.
CoreWeave 2032 bond yield tops 16% as AI credit stress rises
Its five-year credit default swaps spiked above 1,289 basis points Thursday, then eased to about 1,155 Friday.
Infrathon tests language agents on long-horizon AI infrastructure tasks
Across 150 runs and over 10,000 GPU-hours, 135 still improved in the second half of a 24-hour budget.
Anthropic strikes $3.4bn deal to generate gas-fired power for data centres
Anthropic has signed a $3.4 billion agreement to generate gas-fired power specifically for its data centres.
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Google acquires Crusoe's Wyoming data center site
Google completes acquisition of Crusoe's southeast Wyoming data center campus for AI infrastructure
Midterms fuel backlash against AI data centers
Democrats gaining Congress control could lead to limits on data center builds over voter opposition and environmental concerns.
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OpenAI steps back from NDAs for data center projects
OpenAI will pay full electricity costs and create local jobs while using narrow NDAs for data centers.
NVIDIA Vera CPU delivers highest throughput and fastest agents
NVIDIA Vera CPU offers industry-leading agent speed and 1.6x more agents per watt in AI factories.
OpenMatter Network pitches decentralized computing as alternative to centralized AI data centers
The company claims distributed, verifiable infrastructure can support agentic AI workloads while easing voter concerns about energy costs and environmental impact of large facilities.
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Dropbox to buy Tigris Data for $350 million to expand AI storage
The deal is expected to close in the fourth quarter of 2026 and will back a new S3-compatible storage product.
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OpenAI pledges voluntary data-center rules after voters reject new sites
The pledges cover only future sites OpenAI owns and operates, not partner-built capacity such as Oracle’s.
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OpenAI sets new standard for responsible AI infrastructure
OpenAI publishes National Community Compact and policy blueprint for responsible AI compute campus development with local input and benefit sharing.
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Data centers use converted jet engines for power
AI data centers install jet engine turbines to bypass power grid delays, with xAI and OpenAI using them for Colossus and Stargate sites.
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OpenAI renames data centers as compute campuses
OpenAI is rebranding its AI facilities as compute campuses to counter public backlash over power and environmental concerns.
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Omen AI acquires Aquatic Labs for $16 million water monitoring
The deal combines sensor technologies to monitor cooling fluids in real time, reducing water waste in data centers.
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Microsoft offers voluntary severance to about a quarter of staff
The offer covers U.S., Canada, India, and UK roles at VP level or below, while data centers, sales, cybersecurity, and quantum stay out.
Nvidia weighs guaranteeing Nscale’s West Virginia AI data center debt
A residual-value guarantee would cover Nscale construction debt for a campus whose first building has a $44.6 billion Anthropic contract.
Investors sour on Big Tech's $740 billion AI infrastructure spend
Alphabet, Amazon and Meta reported negative free cash flow as chip stocks and the Nasdaq sold off Friday.
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Video argues AI boom differs from dot-com because GPUs age faster than fiber
A Hacker News thread with 40 points and 50 comments links a video contrasting durable fiber with short-lived GPUs.
Jassy says AWS can reach $1T revenue after heavy AI infrastructure spending
Amazon still expects about $220 billion cash capex in 2026, mostly for AWS, and more in 2027.
Microsoft offers voluntary buyouts to about 60,000 employees
Staff in the US, UK, Canada and India have until December to accept terms close to ordinary severance.
Panelists say AI data-center demand can drive US grid upgrades
At TechCrunch Disrupt, Veir said it raised $110 million Series C for superconductive lines that the company claims carry power farther in less space.
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Meta plans up to $95 billion in stock sales to fund AI buildout
About $22.5 billion would come from Class A stock, $12.5 billion from depositary shares, and $60 billion from later Class C sales.