AI infrastructure
42 stories related to this topic, newest first.
SpaceX Clarifies 180-Day Compute Lease With Anthropic
Elon Musk stated on X that SpaceX's agreement with Anthropic is a 180-day lease with 90-day mutual cancellation rights. The clarification follows the disclosure of a potential multi-year revenue stream in SpaceX's S-1 filing.
thehindu.comPennsylvania Governor Releases Plan Requiring Data Centers to Supply Their Own Power
Pennsylvania Gov. Josh Shapiro’s office has issued formal details on a policy that would require new data centers to generate or procure their own electricity. The measure aims to limit the impact of rising power demand on existing ratepayers.
insidermonkey.comAbacus AI Super Computer Adds Hermes Model Option
Users can now select either Claw or Hermes on the Abacus AI cloud platform. The service requires users to supply their own Claude or Codex API keys and supports deployment via messaging apps.
benzinga.comSpaceX Files IPO Prospectus Outlining Orbital Data Center Plans
SpaceX released its IPO prospectus on Thursday, detailing plans for orbital data centers as part of its AI infrastructure strategy. The filing projects a $28.5 trillion addressable market, with most tied to AI applications.
ForbesAI Inference Costs Can Rise Sharply With Production Query Patterns
Production AI systems often see costs increase when traffic moves from narrow pilot patterns to wide, spiky distributions. A small share of complex queries can drive most latency and expense. Teams that model cost by query class rather than volume can preserve product options.
writings.stephenwolfram.comSpaceX Expands AI Compute Services Through Anthropic Partnership
SpaceX has expanded its partnership with Anthropic to provide AI computing capacity at large scale. The company is also in talks with additional firms and plans to use orbital data centers for future growth.
WiredSpaceX Files IPO Papers Listing SPCX Ticker on Nasdaq
SpaceX submitted a 308-page IPO filing that details its dual-class share structure and first-quarter 2026 financial results. The company plans to list on Nasdaq under the ticker SPCX while retaining Elon Musk's majority voting control.
bloombergquint.comSpaceX Outlines Plans for Orbital AI Compute and Banking Services
SpaceX detailed long-term plans that include deploying modular orbital AI compute shells by the end of the decade. The company also intends to offer payment and banking services and expand collaboration with Tesla and Intel.
FortuneCBRE Reports Growth in Data Center Services
CBRE generated more than $3 billion in infrastructure-related revenue in 2025 and nearly $950 million in the first quarter. The company manages about 1,300 data centers globally and is expanding training programs for technical workers.
journalism.orgData Centers Increased Share of U.S. Electricity Use from 2018 to 2023
A study published last week found that data centers accounted for 4.4% of total U.S. electricity consumption in 2023, up from 1.9% in 2018. The research projects higher wholesale electricity costs and greater reliance on natural gas and coal through 2030.
pymnts.comOpenAI Offers Discounted Tokens for Multi-Year Capacity Commitments
OpenAI is providing discounted tokens to customers who sign one- to three-year capacity agreements. The move responds to growing customer requests for guaranteed access as model performance improves.
benzinga.comAuddia Stock Rises After Citing AI Infrastructure Market Data
Auddia Inc. shares increased Monday following the release of new market data on its AI infrastructure subsidiary. The company also filed an S-4 registration statement last week tied to a planned merger.
Nature's Miracle Holding Inc. Signs MOU With DROMNI Intelligence for AI Robotics
Nature's Miracle Holding Inc. announced a memorandum of understanding with DROMNI Intelligence Technology Ltd. on May 18, 2026. The agreement targets development of autonomous robotics for U.S. agriculture, energy, and data center markets.
New York PostNextEra Energy Proposes $67 Billion Acquisition of Dominion Energy
NextEra Energy announced plans to acquire Dominion Energy in a roughly $67 billion deal that would create one of the largest U.S. electricity producers. The merger comes amid rising electricity demand from AI data centers and concerns about higher rates for customers.
financialpost.comNRG Energy CEO Outlines Plans for AI Power Demand and Virtual Power Plants
Robert Gaudette assumed the role of NRG Energy CEO at the end of April. The company is pursuing both new gas-fired generation and virtual power plant programs to address data center needs and residential affordability.
Substrate placeholder — needs reviewSpan Installs Prototype Home-Based XFRA Data Center Nodes in Northern California
California-based Span has installed cabinet-sized XFRA units on residences and small businesses in partnership with Nvidia. The company projects 1 to 2 megawatts of compute later this year, scaling to more than 1 gigawatt annually beginning in 2027. Similar home-based approaches…
ReasonCIA Whistleblower Alleges Agency Changed COVID-19 Origins Assessment
A CIA whistleblower has alleged that the agency revised its assessment of COVID-19's origins after pressure from officials. The discussion appears in a podcast episode released on May 16, 2026, that also covers other topics including hantavirus and a accusation against a member o…
thehindubusinessline.comSK hynix to Start Second Phase of Yongin Fab Construction in August
SK hynix Inc. will begin the second phase of structural work on its initial fabrication plant in Yongin in August, industry sources said. The company broke ground on the first fab in February 2025 and is investing 31 trillion won, or US$20.8 billion. The Yongin cluster is intende…
Ford CEO and Goldman Sachs Warn of Power and Skilled-Labor Constraints as AI Data-Center Boom Accelerates
Ford CEO Jim Farley told Fortune the U.S. is only in the second or third inning of addressing shortages that could limit AI growth. Goldman Sachs Alternatives estimates 760,000 additional power and grid workers will be needed by 2030 while projecting a 45 gigawatt power shortfall…
Amazon Accelerates AI Data Center Builds With Liquid Cooling and Faster Timelines
Amazon Web Services is pursuing an internal initiative called Titus to shorten data center construction timelines to under 35 weeks and raise compute capacity per site to 68 megawatts. The project expands use of liquid-cooling technology to handle more power-intensive AI hardware…
nerdwallet.comCanada Partners with Telus to Build New AI Data Centres in Vancouver and Kamloops
Federal government and Telus partnership will expand existing Kamloops facility and build two new Vancouver sites, with first facilities online later this year. Projects emphasize clean energy, water recycling and data sovereignty. B.C. Green Party Leader Emily Lowan calls for mo…
FortuneMah Sing Buys Kuala Lumpur Land Plot for Future Development, Continues Data Center Push in Malaysia
The Malaysian conglomerate, ranked No. 422 on Fortune’s Southeast Asia 500, reported decade-high real estate sales of 2.51 billion ringgit in 2025 and raised its 2026 revenue guidance to 2.76 billion ringgit. Deputy CEO Lionel Leong cited natural economic spillovers from 5.2 perc…
BenzingaAkamai Signs $1.8 Billion Seven-Year Cloud Contract With Anthropic
Akamai Technologies signed the largest contract in its history, a $1.8 billion seven-year agreement for cloud infrastructure services with Anthropic. The deal was identified by Bloomberg after Akamai disclosed a major commitment from an unnamed frontier AI model provider in its f…
medium.comCoreWeave Issues Revenue Guidance and Raises Capital Spending Forecast
CoreWeave shares sank 10% following the company's issuance of weak revenue guidance paired with an increased spending forecast. The moves reflect a shift in priorities for the artificial intelligence infrastructure provider as it navigates rapid sector growth. @Investingcom repor…
abcnews.go.comTrump Defends White House Ballroom Renovation Cost Estimate
President Trump defended the revised $400 million price tag for a White House ballroom renovation on Wednesday, one day after Senate Republicans proposed adding $1 billion in taxpayer funds for security enhancements. The project was originally promoted as costing less than half t…
finance.yahoo.comChronoScale Appoints Cenly Chen as CEO
ChronoScale appointed Cenly Chen as CEO amid rising demand for GPU AI compute infrastructure. The company is pursuing scaling of its GPU AI compute infrastructure. seekingalpha.com reported the appointment is intended to occur amid the increasing demand.
thegatewaypundit.comMichigan Township Approves $16 Billion AI Data Center
Saline Township officials initially rejected a proposal to rezone 575 acres of farmland for a 21-million-square-foot AI data center backed by OpenAI and Oracle. After the developer sued alleging exclusionary zoning, the township settled the case and secured $14 million in communi…
thehindu.comSterling Infrastructure's Earnings Rise on AI Projects, Driving Largest Share Gain in Over 20 Years
Sterling Infrastructure reported earnings driven by the ongoing race to expand AI infrastructure. The company's stock is on track for its strongest daily performance in over two decades. This development highlights the impact of AI-related demand on infrastructure firms.
CoreWeave Discloses $33 Million CEO Compensation for 2025 Following IPO
CoreWeave disclosed executive pay details on April 30, showing co-founder Brian Venturo earned $18.8 million in 2025 while selling $658 million in shares this year. Similar high compensations were reported at Iren and CleanSpark, firms shifting to AI infrastructure. Business Insi…
techjuice.pkMeta Secures $13 Billion Financing for AI Data Center in Texas
Meta Platforms is arranging a debt-led financing deal worth approximately $13 billion to build a large AI data center in El Paso, Texas. The package is backed by Morgan Stanley and JPMorgan Chase, highlighting tech companies' investments in AI infrastructure. This move reflects t…
Kevin O'Leary Proposes $115 Billion in AI Data Centers for Utah and Alberta
Investor Kevin O'Leary has outlined plans for large-scale AI data centers in Utah and Alberta, totaling $115 billion in investment. The projects aim to provide infrastructure for AI technology but face local opposition and permitting hurdles. O'Leary cited geopolitical and financ…
indianexpress.comDenmark Temporarily Halts New Data Center Connections Due to Overloaded Grid Requests
Denmark has temporarily halted new data center developments due to surging grid connection requests and the formation of a new government. The pause follows an explosion in capacity demands, with data centers accounting for nearly a quarter of pending projects. Industry leaders c…
news.mit.eduU.S. Data Center Power Equipment Spending Forecast to Reach $65 Billion by 2030
A new report projects U.S. spending on power generation equipment for data centers could triple to $65 billion by 2030 amid AI-driven demand. Total spending on power-plant gear may reach $215 billion, but shortages and long lead times pose challenges. Hyperscalers are shifting to…
Substrate placeholder — needs reviewSamsung Projects 90-95% Q1 DRAM Price Increase; AI Spending at $725 Billion
Samsung Electronics reported a sharp increase in DRAM prices due to demand exceeding supply, as Google leads Big Tech in aggressive AI infrastructure investments projected to reach $725 billion industry-wide. Geopolitical tensions rise with CENTCOM planning strikes on Iranian inf…
FortuneBig Tech Q1 Capital Expenditures Top $130 Billion
Alphabet, Amazon, Meta, and Microsoft disclosed combined first-quarter capital expenditures exceeding $130 billion, driven by AI infrastructure. The companies project over $700 billion in AI spending for 2026, up from $410 billion in 2025. Stock reactions varied, with Meta and Mi…
Substrate placeholder — needs reviewMeta Signs Agreement with Overview Energy for Space-Based Solar Power
Meta has entered into an agreement with startup Overview Energy to potentially receive up to 1 gigawatt of power beamed from space to solar farms. The deal aims to provide nighttime electricity for data centers using infrared light from satellites. Overview plans to launch its fi…
Substrate placeholder — needs review$16 Billion Funds 1-Gigawatt Michigan Data Center; Local Protests Occur
Related Digital has obtained $16 billion in funding to build a massive data center campus in Saline, Michigan, aimed at powering Oracle's AI operations. The project, part of a broader $500 billion AI infrastructure initiative, has drawn protests from local residents over grid and…
Substrate placeholder — needs reviewTech Companies' AI Infrastructure Plans Rely on Dutch Equipment Maker
Tech companies are planning to invest hundreds of billions of dollars in AI infrastructure. These plans depend on a unique Dutch equipment maker that is unfamiliar to most Americans. The reliance highlights the importance of specialized manufacturing in the AI sector.
Substrate placeholder — needs reviewOklo Announces Collaboration with NVIDIA and Los Alamos on Nuclear and AI Projects
Oklo has entered an agreement with NVIDIA and Los Alamos National Laboratory to develop nuclear infrastructure and AI research. The collaboration includes projects on fuel validation and grid studies for AI factories. ZeroHedge reported the deal aligns Oklo's reactor tech with NV…
deccanchronicle.comJapanese Firm and Indian Data Platform Partner on AI for Smart Cities
A Japanese construction technology company and an Indian data platform have signed a memorandum of understanding to integrate construction data into urban AI systems. The partnership aims to connect open-standard building information with city-wide data exchanges in India and Jap…
Substrate placeholder — needs reviewGoogle Cloud Announces Eighth-Generation TPUs Split into Training and Inference Chips
Google Cloud unveiled its latest tensor processing units, divided into models for AI training and inference, with significant performance gains. The company also committed to offering Nvidia's Vera Rubin chip later in 2026 and is collaborating on networking technology. TechCrunch…
Substrate placeholder — needs reviewAmazon Invests Up to $25 Billion in Anthropic for AI Infrastructure Expansion
Amazon has agreed to invest up to $25 billion in AI startup Anthropic, building on prior commitments, as part of a deal focused on AI infrastructure. Anthropic will spend over $100 billion on Amazon Web Services technologies over the next decade, including custom AI chips. The ag…