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124 items
Bloomberg's nationwide LMP analysis finds wholesale electricity prices have spiked as much as 267% near dense AI data center clusters, forcing utilities in PJM, Oregon and Wisconsin to seek…
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Analyze in Compute DeskCenterPoint Energy outlined a $65 billion capital plan for 2026-2035 to harden its Houston-area grid, add high-voltage lines and substations for surging AI data center load, and expand…
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Analyze in Compute DeskBloomberg argues the AI compute crunch needs commodity-style markets, noting CoreWeave’s $50 billion valuation despite projected $650 million losses and Oracle’s $250 billion market-cap jump after…
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Analyze in Compute DeskAres Management is targeting more than $8 billion of near-term equity commitments to finance data center developments across London, Japan and Brazil, positioning the Los Angeles-based investor to…
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Analyze in Compute DeskSemafor reports that Microsoft and UAE-based G42 have yet to break ground on their $1 billion geothermal-powered data center in Kenya's Olkaria region, leaving the US-backed project languishing…
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Analyze in Compute DeskOpenAI has lined up agreements for five U.S. locations to host its Stargate AI supercomputing campus, lifting the project's expected outlay to about $400bn and signaling a massive infrastructure…
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Analyze in Compute DeskMicrosoft is testing microfluidic prototypes that pump small amounts of dielectric fluid through channels etched directly into server processors and AI GPUs, a systems technology effort overseen by…
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Analyze in Compute DeskNvidia will invest up to $100 billion in OpenAI to finance a 10-gigawatt rollout of GPU data centers, equivalent to between 4 million and 5 million of its accelerators, making the chipmaker the…
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Analyze in Compute DeskKhazna, which now controls more than 70% of the UAE's data center capacity, is rolling out AI-optimized campuses including a 100 MW GPU-focused Ajman site and a 32 MW facility in Masdar City while…
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Analyze in Compute DeskRest of World reports Microsoft is running its new Colón, Querétaro data center on seven gas generators for 70% of its energy for 12 hours daily through mid-2025 because Mexico's grid won't connect…
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