Meta is making an unprecedented move into electricity trading to accelerate power plant construction for its AI data centers. The company is seeking federal approval to buy and resell electricity on wholesale markets, joining Microsoft in this strategy while...
OpenAI just inked a manufacturing deal with Taiwan's Foxconn, the electronics giant behind Apple's iPhones, to build AI data center components on U.S. soil. The partnership marks OpenAI's latest move to secure domestic supply chains as the company burns...
The Buzz■Google opens its largest AI infrastructure hardware engineering hub outside the US in Taipei, Taiwan■The multidisciplinary center will employ hundreds of engineers focused on AI innovation and hardware development■Taiwan's strategic position connecting AI design, engineering, manufacturing and deployment...
The Buzz■Trump's DOE approves $1 billion loan for Three Mile Island reactor restart■Microsoft pays premium $110-115/MWh for 835MW of dedicated nuclear power through 2048■Project signals Big Tech's nuclear pivot as AI workloads demand 24/7 clean baseload power■Reactor restart by...
The tech sector's diverging fortunes came into sharp focus today as Anthropic unveiled a massive $50 billion AI infrastructure investment while Disney shares tumbled 4% after missing revenue estimates. The contrasting developments highlight the AI gold rush versus traditional...
Anthropic just threw down a $50 billion gauntlet in the AI infrastructure wars, announcing plans to build data centers across Texas and New York through 2026. The move puts Claude's creator squarely in competition with OpenAI's $500 billion Stargate...
CoreWeave just delivered a monster quarter that shows the AI infrastructure gold rush is far from over. The cloud provider doubled revenue to $1.36 billion, crushing Wall Street estimates by $70 million as massive deals with Meta and OpenAI...
OpenAI is quietly pushing the Trump administration to dramatically expand federal tax credits for AI infrastructure, according to a recently surfaced letter that reveals the company's ambitious strategy to secure government backing for its massive data center expansion. The...
Nvidia just dropped €1 billion on Europe's AI sovereignty push. The chip giant inked a massive partnership with Deutsche Telekom to build an "AI factory" in Munich that promises to boost Germany's AI computing power by 50%. The deal...
Microsoft just locked down another massive piece of the AI infrastructure puzzle with a $9.7 billion deal that sends a clear signal about where the compute wars are heading. The five-year contract with Australia's IREN gives Microsoft access to...
