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124 items
A Wall Street Journal report highlights how non-technology companies are making significant investments to capture AI-driven demand, signaling that the AI infrastructure boom is extending beyond…
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Analyze in Compute DeskPJM announced a plan aimed at managing expected AI-driven electricity demand growth, outlining steps to maintain grid reliability as power needs rise.
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Analyze in Compute DeskMicrosoft says it will contribute to grid upgrades and energy costs as it expands data centres, aiming to ease political and community backlash over AI-driven power demand. The company faces…
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Analyze in Compute DeskMeta CEO Mark Zuckerberg announced a new top-level Meta Compute initiative to build tens of gigawatts of AI infrastructure this decade, potentially hundreds over time, positioning infrastructure…
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Analyze in Compute DeskBloomberg reports Meta has signed multi-gigawatt nuclear power agreements intended to supply electricity for its AI data centers, reflecting the scale of power demand for new AI infrastructure. The…
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Analyze in Compute DeskThe Washington Post reports growing local opposition to data center developments, highlighting community concerns over land use, power and water demand, and quality-of-life impacts that are slowing…
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Analyze in Compute DeskGoldman Sachs commodities research warns nearly every US power grid could run short on reserve capacity by 2030 as AI data center demand surges, with transmission bottlenecks risking slower…
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Analyze in Compute DeskBrookfield Asset Management is creating a Radiant cloud unit to lease AI chips directly to developers, using capacity from its own data center builds to lower compute costs versus hyperscalers. The…
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Analyze in Compute DeskFinancial Times reports that some developers are installing aeroderivative jet-engine gas turbines to provide tens of megawatts of on-site power for new hyperscale and AI data centres while they…
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Analyze in Compute DeskAlphabet agreed to acquire longtime data center development partner Intersect for $4.75 billion to lock in power-secure capacity for Google Cloud and Gemini AI infrastructure. The deal would give…
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