TD Cowen: Oracle seeking 5GW US data center capacity for OpenAI training workloads by end of 2026
Could cost more than $159bn in a five-year partnership
Could cost more than $159bn in a five-year partnership
Nebius also announces UK buildout during Nvidia's European tour
Jason Kwon heads to Japan, South Korea, Australia, India, and Singapore
As Riot looks to embrace AI workloads
Will cover AI infrastructure at the Stargate company
Looks to add 17MVA to support its data center campus
750MW over 10-15 years
As Musk's White House influence appears to wane
AlbaTRUSS at UKAEA’s lab is an early step towards space megastructures
Six facilities to start, more could be on the way
Plans $10bn venture fund to invest in AI companies
As it continues to expand on Lancium site
After a three-year stint at Ada Infrastructure
Looks to be home to an OpenAI Stargate deployment
1GW facility planned for the first phase
Could be announced as soon as this week
$10bn agreement is separate from Nvidia GPU deal
Blackwells planned for next year
New liquid cooled data center for the neocloud
But projects will be "in coordination with the US government"
"There’s just a lot of uncertainty around this"
Brad Smith pens plea to European community after Trump hostility
But Microsoft has downplayed its own cuts
UK leads shortlist, but France and Germany in the running