AI Data Centers
Commonwealth Fusion Raised $1 Billion Without Naming a Single Investor
The announcement also contains no megawatt figure. Google's offtake is described as 'more than half' of a plant whose output is never stated.
Jul 31, 2026
AI Data Center News
AI demand is reshaping global data-center construction and energy markets. This hub tracks hyperscaler buildouts, multi-gigawatt power deals, grid constraints and the capital flowing into AI compute.
Latest AI Data Centers News
AI Data Centers
CoreWeave and Leidos Announced a Classified AI Cloud Their Own Release Says Does Not Exist Yet
No contract, no value, no capacity, no site — and a disclaimer stating that definitive agreements have not been executed.
Jul 31, 2026
Open Source AI
A GPU Landlord Just Bought the Company Behind Ray
Nscale is acquiring Anyscale, folding the orchestration layer into its own cloud. The price everyone is printing was never disclosed by either party.
Jul 31, 2026
AI Data Centers
The First Nuclear-Powered AI Factory Starts at 10 Megawatts
Crusoe and Aalo Atomics plan a reactor-powered data centre at Idaho National Laboratory. The test reactor produces 10 megawatts of electricity, the commercial version 50, and the deployment target is the end of 2029.
Jul 30, 2026
AI Chips
Hong Kong's Biggest Listing Since Alibaba Broke Issue in the First Minute
Zhongji Innolight raised $6.8 billion selling the optics that connect AI clusters, then opened below its HK$980 offer price, fell as far as 10.2%, and closed down 2.04%. Its Shenzhen shares dropped 9.15% the same day.
Jul 30, 2026
AI Data Centers
A Uranium Enrichment Site in Kentucky Is Getting 4.6 Gigawatts of Its Own Power
The Energy Department picked Brookfield and NextEra to develop a data centre campus on 3,556 acres at Paducah. Nothing is contracted yet — no executed lease, no named tenant, no state approval and no construction.
Jul 30, 2026
AI Chips
Europe Opened Bidding for Seven AI Gigafactories. About €1 Billion of the €10 Billion Exists.
EuroHPC's call went live on Thursday morning with a 12 November deadline. The public half of the money depends on a 2028–2035 budget member states have not agreed, and the chips will come from AMD, Nvidia and Qualcomm.
Jul 30, 2026
Meta AI
Meta Grew 28% and Had $784 Million Left Over
Revenue topped $60 billion. Operating margin fell from 43% to 31%, net income dropped 14%, and free cash flow — normally around $12 billion a quarter — came in at $784 million, against $24.9 billion of newly issued debt.
Jul 30, 2026
Microsoft AI
Azure Passed $100 Billion. The Number That Moved the Stock Was a Depreciation Schedule.
Fourth-quarter revenue reached $90.0 billion and Copilot hit 30 million paid seats. Microsoft also extended the useful life of its data centres from 15 years to 25, cutting its calendar-2026 capex headline by about $15 billion without changing what it intends to build.
Jul 30, 2026
AI Research
China Is Running 20 AI Models in Orbit Because the Downlink Cannot Keep Up
Zhejiang Lab's Three-Body Computing Constellation has 12 satellites and a combined 5 quadrillion FLOPS. The reason is arithmetic: a single remote-sensing satellite generates 0.1 petabytes a day.
Jul 29, 2026
AI Research
A 30-Person Company With No Product Just Bought $410 Million of AWS
Recursive Superintelligence is spending most of what it raised in May on compute for a system meant to improve itself. Its co-founder calls it one of the smallest deals the company will sign.
Jul 29, 2026
AI Chips
AMD Signed for 530 Megawatts and Took Warrants in the Landlord
A fifteen-year colocation deal worth more than $14 billion in potential revenue — plus 30 million shares of Core Scientific at $23.47, vesting by the megawatt.
Jul 29, 2026
Finance AI
Meta Found Another Way to Build a Gigawatt Without Paying for It
BlackRock's funds take 80% of a $14 billion campus in El Paso. Meta contributes land, manages construction, is the only tenant, and guarantees residual value of up to about $13 billion.
Jul 29, 2026
AI Data Centers
An 'AI Infrastructure Campus' Broke Ground in Texas. Phase One Is 8 Megawatts.
In a market that reports capacity in gigawatts, here is a useful calibration point — along with a commercial structure where the tenant and the supplier are the same company.
Jul 28, 2026
Finance AI
The Company That Assembles AI Servers Grew 62% and Says Next Year Will Be Faster
Celestica raised its full-year outlook by $1.5 billion and guided 2027 growth above 2026's 65% rate. Its margins are still 8.4% — this is assembly, not software.
Jul 28, 2026
AI Data Centers
190 Gigawatts of AI Data Centres Have Been Announced. About Five Are Actually Being Built.
An energy intelligence firm went looking for construction activity behind the announcements and found roughly a third of what is scheduled to open this year.
Jul 28, 2026
Finance AI
Applied Digital Has 1,410 Megawatts Under Contract and Lost $110 Million Last Quarter
The neocloud landlord's backlog grew while its losses deepened. Both facts are in the same release, and only one of them is in most of the headlines.
Jul 28, 2026
Finance AI
Gartner Raised World IT Spend to $6.37 Trillion, and Someone Has to Pay for the AI
Data centre systems are forecast to grow 62.5% this year. IT services grow 5.3%. The gap is the answer to who is absorbing the cost of the buildout.
Jul 28, 2026
US AI Regulation
The EPA Just Told Off-Grid Data Centre Power Plants They Are Outside the Acid Rain Program
Generating units built to serve data centres and never connected to the public grid do not have to comply with Clean Air Act Title IV. It arrived as guidance, not a rule.
Jul 28, 2026
Finance AI
Big Tech Reports This Week With Investors Already in Revolt Over AI Spending
Alphabet's free cash flow went negative for the first time since its 2004 IPO. Microsoft, Meta, Apple and Amazon now have to defend roughly $724 billion of capital spending.
Jul 27, 2026
Microsoft AI
Microsoft Bought More Dutch Farmland and Joined the Back of the Power Queue
Land-registry records show another 37.5 hectares next to its Middenmeer campus — plus a grid-connection application for a data centre the company says is still hypothetical.
Jul 27, 2026
AI Data Centers
A UK Warehouse Landlord Just Won Consent for 107 Megawatts Next to Heathrow
Tritax Big Box cleared a judicial review and secured planning permission at Manor Farm in the Slough availability zone — with the pre-let still sitting with the lawyers.
Jul 27, 2026
Microsoft AI
Microsoft Is Short of Compute and Looking at Amazon and Google to Fix It
A record $190 billion capital-spending year has not stopped Azure customers queueing behind Microsoft's own Copilots — and after a run of GitHub outages, it was Amazon that supplied the capacity.
Jul 27, 2026
Nvidia
Nvidia Takes 4.5% of Naver for $1 Billion and a Gigawatt Roadmap
A third-party share allotment makes the chipmaker Korea's dominant internet company's third-largest shareholder, tied to an AI campus that starts at 55 megawatts and is meant to reach a gigawatt.
Jul 27, 2026
Nvidia
Nvidia Would Guarantee $250 Billion So OpenAI Can Rent a Data Center
The chipmaker is in talks to backstop the lease and debt financing on a 10-gigawatt campus rising on a former uranium-enrichment site in southern Ohio — and separately, to finance up to $350 billion of OpenAI's chip purchases.
Jul 27, 2026
AI Data Centers
HCLTech and Sarvam Put $1.48 Billion Behind India's Sovereign AI Park
India's third-largest IT services firm is building its first AI data center with a domestic model startup and a state government — and the headline figure includes the state's own money.
Jul 25, 2026
Nvidia
SK and Nvidia Put $500 Billion Behind a 2-Gigawatt Korean Data Center
SK Telecom will build one of the largest single-operator AI facilities ever committed, running Nvidia's next-generation Vera Rubin compute on SK hynix HBM4 memory, with a 2027 target.
Jul 25, 2026
Meta AI
Meta's Next $12 Billion Data-Center Bond Is Costing It Half a Point More
Investors want north of 7% on the El Paso financing, against 6.6% on October's record Hyperion deal. Nobody is refusing to fund AI — they are just charging more for it.
Jul 24, 2026
US AI Regulation
Nearly 200 Utilities and Data-Center Players Sign Trump's Pledge to Keep AI Power Costs Off Home Bills
NextEra, Duke, Equinix and Digital Realty join the voluntary 'Ratepayer Protection Pledge' — which the White House says now covers 80% of US delivered power, even as it carries no enforcement teeth.
Jul 23, 2026
OpenAI
OpenAI Unveils Project Camellia: a $20 Billion, 3.2-Gigawatt Campus It Will Design Itself
The Georgia data center is OpenAI's first as its own designer and developer — announced the same day the company's projected infrastructure spending through 2030 reportedly climbed to $750 billion.
Jul 23, 2026
