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The Wall Street Journal details how hyperscale and AI developers including OpenAI-Oracle's $500 billion Stargate campus in West Texas, xAI's Memphis buildout, Equinix sites, and Meta's Ohio…
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Analyze in Compute DeskBloomberg reports that Nvidia is partnering with Firmus Technologies on the A$4.5 billion Project Southgate, building 150MW of renewable-powered AI data centers in Melbourne and Tasmania that will…
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Analyze in Compute DeskFinancial Times says BlackRock's Global Infrastructure Partners and Abu Dhabi-backed AI platform MGX will acquire Aligned Data Centers in a $40bn deal, injecting capital to accelerate hyperscale…
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Analyze in Compute DeskThe Wall Street Journal reports that Poolside and CoreWeave will build the Horizon campus on more than 500 acres of the Mitchell family’s Longfellow Ranch in West Texas, pairing on-site natural gas…
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Analyze in Compute DeskGoogle will invest $15 billion over five years to build a 1GW AI data center hub in Visakhapatnam, Andhra Pradesh, partnering with Bharti Airtel and AdaniConneX for subsea cable connectivity. The…
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Analyze in Compute DeskFinancial Times reports that hyperscale and AI operators such as Microsoft, Amazon Web Services and Google are demanding so much round-the-clock power for new campuses that US and European…
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Analyze in Compute DeskWSJ reports that Elon Musk’s xAI is pouring billions into its Colossus supercomputer campus in Memphis, locking in long-term TVA power delivery measured in hundreds of megawatts, fast-tracking new…
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Analyze in Compute DeskFinancial Times reports that European private capital groups including Oaktree Capital, Partners Group, and EQT have lined up roughly €17 billion of data centre acquisitions and developments to…
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Analyze in Compute DeskTom's Hardware reports AI hyperscale buyers are locking up most NAND, DRAM and HDD production, with OpenAI's Stargate deal securing up to 900,000 DRAM wafers a month, Samsung's next-gen V9 NAND…
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Analyze in Compute DeskThe Wall Street Journal reports that Groq will deploy a dozen new GroqCloud data centers in 2026, including its first Asia-Pacific site, after raising $750 million at a $6.9 billion valuation to…
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