AI Datacenters

When AI Leaves the Data Centre, Electricity Demand Explodes

Physical AI could create an electricity load equal to a quarter of today’s global consumption

Can AI Data Centers Cut Grid Demand—and Electricity Costs?

AI’s growing appetite for electricity is colliding with a power grid that was never built for data centers this large—but a new approach could change when they use that power and who ultimately pays for it.

SPAN Launches XFRA to Turn Homes Into AI Compute Infrastructure

AI compute demand is getting so intense that the next layer of infrastructure could be built into homes.

Trump Administration Pressures PJM to Hold Emergency Power Auction as AI Demand Strains Grid

As AI data centers drive unprecedented electricity demand, U.S. energy policy is being reshaped around a central question: who should pay to power the next generation of digital infrastructure?

Meta Turns to Nuclear Energy to Power AI Infrastructure, Securing Up to 6.6 GW by 2035

As AI data centers strain U.S. power grids, Meta is turning to nuclear energy to secure long-term, always-on electricity for its most advanced AI systems.

Microsoft Unveils “Community-First AI Infrastructure” Plan for U.S. Datacenters

Microsoft says communities hosting AI datacenters shouldn’t pay higher power or water costs—and it’s putting five promises on the table to prove it.

Alphabet to Buy Intersect Power to Secure Energy for AI Data Centers

As AI model training pushes electricity demand to new limits, Alphabet is moving to control its own energy supply by acquiring Intersect Power.

OpenAI and AMD Partner to Power Global AI Boom Amid Record GPU Demand

In one of the largest compute infrastructure deals to date, OpenAI and AMD have signed a multi-year, 6-gigawatt agreement to deploy advanced AMD Instinct GPUs, deepening their collaboration to meet global AI demand at unprecedented scale.

OpenAI, Oracle, and SoftBank Launch $400B U.S. AI Data Center Expansion Under Stargate

Five new Stargate sites across the U.S. will add nearly 7 gigawatts of AI infrastructure, accelerating toward a $500 billion, 10-gigawatt commitment by 2025.

OpenAI and NVIDIA Partner on $100B, 10GW AI Infrastructure Buildout

OpenAI and NVIDIA have signed a landmark deal to deploy 10 gigawatts of GPU systems, with NVIDIA investing up to $100 billion, setting a new benchmark in the global AI infrastructure race.

OpenAI Signs $300B Cloud Deal With Oracle, One of the Largest Ever

OpenAI committed to $300 billion in Oracle cloud spending, requiring 4.5 gigawatts of power capacity — equivalent to two Hoover Dams — over five years.

Applied Digital Breaks Ground on $3B Polaris Forge 2 AI Data Center in North Dakota

Applied Digital expands its AI footprint with a massive new Harwood campus, reinforcing North Dakota as a national hub for sustainable AI infrastructure.

OpenAI Launches Stargate Norway, Its First European AI Data Center

OpenAI has announced Stargate Norway, its first AI data center project in Europe, as part of its expanding global infrastructure strategy.

AI Boom Boosts Corning, Hubbell, and Enfabrica in AI Datacenter Shift

As the race to build AI infrastructure accelerates, suppliers in fiber optics, power systems, and chip memory are seeing a powerful secondhand boost.

Stargate Project Faces Delays as SoftBank and OpenAI Struggle to Align

A White House-announced AI infrastructure push is scaling back as internal friction and logistical hurdles stall progress.

OpenAI to Rent 4.5 GW of Oracle Data Power for Stargate AI Buildout

Oracle will build new data centers across the U.S. to meet OpenAI’s soaring compute demand.

SoftBank Eyes $1 Trillion AI Hub in Arizona, Tapping TSMC, Samsung, and U.S. Officials

OpenAI Plans Giant UAE Data Center as Part of Global Stargate AI Expansion

Amazon and Microsoft Pause AI Data Center Plans Despite U.S. Push

Microsoft Scales Back Data Center Projects Amid AI Strategy Shift

Microsoft Cancels AI Data Center Leases Amid Capacity Concerns

France Unveils €10 Billion AI Investment, €50 Billion Data Center with UAE

Stargate AI Venture to Use Solar, Batteries for Data Centers

Meta to Invest $65B in AI for 2025, Says Zuckerberg

ByteDance Plans $20 Billion AI Investment for 2025