SK's data center arm eyes $350 billion funding for AI buildout: Bloomberg
Oct 23, 8:41 AM • 1 min read
Compute
Compute
Compute is the supply story from chip to watt. Accelerators and custom silicon, fab and packaging constraints, datacenter buildouts, energy deals, cloud capacity, and the logistics that decide who can train or serve at scale belong here. Hardware and infrastructure are one continuous chain for AI, so this hub does not split them. A new GPU architecture or a nuclear PPA for a training cluster is Compute. A chip startup raising a round is Business: the news is the money. Export controls on accelerators are Policy. This page is for capacity, scarcity, and the physical layer underneath model progress.
IREN eyes 2028 launch for Spanish AI campus after securing works license
Oct 21, 3:33 PM
ByteDance, Alibaba and Tencent scramble for over $35 billion in Nvidia GPUs amid AI computing shortage: report
Oct 20, 1:20 PM
Anthropic eyes another $45 billion AI computing deal with Nvidia-backed Nscale: Bloomberg
Oct 20, 11:08 AM
Fermi lands AMD backing for Texas AI data center, shares rise 20%
Oct 13, 6:17 PM
Microsoft plans gigawatts of homegrown AI chips that could reduce Nvidia reliance
Oct 12, 3:02 PM
Anthropic signs multiyear cloud deal with IREN amid $530 billion data center push: report
Oct 12, 1:10 PM
Bitdeer adds third Malaysia AI data center campus as customer pipeline passes $10 billion
Oct 9, 5:36 PM
Applied Digital secures Finland power deal for its first overseas AI campus
Oct 6, 8:14 PM
Applied Digital brings another 75 megawatts online at CoreWeave-leased campus, shares surge 10%
Oct 2, 3:19 PM
Palantir expands sovereign AI push with Armada modular data center agreement
Oct 2, 11:49 AM
Amazon explores offloading $8 billion of Nvidia chips as AI spending surges: FT
Oct 2, 11:47 AM
DeepSeek releases tools for Huawei AI chips as China builds Nvidia alternatives
Sep 30, 9:32 AM • 1 min read
Cipher Digital extends Texas AI data center lease to 20 years, boosting contracted revenue above $9 billion
Sep 25, 4:41 PM
Anthropic signs $11.6 billion cloud deal with Akamai, could expand it to $20 billion
Sep 24, 11:24 PM • 2 min read
Oracle seeks to delay payments if Project Jupiter data center misses 2028 opening
Sep 24, 3:56 PM • 1 min read
Google prepares first in-orbit test of AI chips as it explores data centers in space
Sep 24, 2:56 PM
Luxor launches full-stack AI infrastructure business spanning energy, GPUs and compute trading
Sep 24, 2:00 PM
Alibaba unveils new AI chip that is three times more powerful than predecessor
Sep 22, 5:25 AM • 2 min read
Huawei speeds up AI rollout, plans two new chips for 2027 as it takes on Nvidia
Sep 17, 9:26 AM • 2 min read
Perplexity taps Crusoe in multi-year deal to train and run frontier AI models on top-end Nvidia chips
Sep 15, 7:49 PM
Bitdeer AI adds 65.1MW AI cloud facility in Malaysia, bringing secured capacity to 206.5MW
Sep 14, 3:29 PM
UAE mulls splitting Stargate AI campus across emirates after Iran strikes: Reuters
Sep 11, 3:03 PM
Core Scientific, Ionic data centers secure ERCOT base-load classifications as Cipher awaits verdict on 3.2 GW
Sep 10, 3:36 PM