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AI Datacenters

AI Partnerships

+1

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

Oct 7, 2025

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7 min read

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.

Alicia Shapiro
Alicia Shapiro

AI Datacenters

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

Sep 24, 2025

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7 min read

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.

Alicia Shapiro
Alicia Shapiro

AI Datacenters

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

Sep 22, 2025

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10 min read

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.

Alicia Shapiro
Alicia Shapiro

AI Datacenters

+1

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

Sep 11, 2025

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9 min read

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.

Alicia Shapiro
Alicia Shapiro

AI Datacenters

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

Aug 28, 2025

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11 min read

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.

Alicia Shapiro
Alicia Shapiro

AI Datacenters

OpenAI Launches Stargate Norway, Its First European AI Data Center

Aug 1, 2025

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7 min read

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.

Alicia Shapiro
Alicia Shapiro

AI Datacenters

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

Jul 29, 2025

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7 min read

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.

Alicia Shapiro
Alicia Shapiro

AI Datacenters

+1

Stargate Project Faces Delays as SoftBank and OpenAI Struggle to Align

Jul 22, 2025

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8 min read

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.

Alicia Shapiro
Alicia Shapiro

AI Datacenters

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

Jul 3, 2025

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6 min read

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.

Alicia Shapiro
Alicia Shapiro

AI Datacenters

+1

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

Jun 20, 2025

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6 min read

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

Alicia Shapiro
Alicia Shapiro

AI Datacenters

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

May 19, 2025

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5 min read

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

Alicia Shapiro
Alicia Shapiro

AI Datacenters

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

Apr 22, 2025

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4 min read

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

Alicia Shapiro
Alicia Shapiro

AI Datacenters

Microsoft Scales Back Data Center Projects Amid AI Strategy Shift

Apr 4, 2025

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4 min read

Microsoft Scales Back Data Center Projects Amid AI Strategy Shift

Alicia Shapiro
Alicia Shapiro

AI Datacenters

Microsoft Cancels AI Data Center Leases Amid Capacity Concerns

Feb 25, 2025

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5 min read

Microsoft Cancels AI Data Center Leases Amid Capacity Concerns

Alicia Shapiro
Alicia Shapiro

AI in France

+2

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

Feb 10, 2025

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4 min read

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

Alicia Shapiro
Alicia Shapiro

AI Datacenters

+1

Stargate AI Venture to Use Solar, Batteries for Data Centers

Jan 27, 2025

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3 min read

Stargate AI Venture to Use Solar, Batteries for Data Centers

Alicia Shapiro
Alicia Shapiro

AI Funding

+1

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

Jan 27, 2025

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4 min read

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

Alicia Shapiro
Alicia Shapiro

AI Datacenters

ByteDance Plans $20 Billion AI Investment for 2025

Jan 24, 2025

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4 min read

ByteDance Plans $20 Billion AI Investment for 2025

Alicia Shapiro
Alicia Shapiro

AI Datacenters

Stargate Project: $500 Billion AI Infrastructure Plan in the U.S.

Jan 22, 2025

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5 min read

Stargate Project: $500 Billion AI Infrastructure Plan in the U.S.

Alicia Shapiro
Alicia Shapiro

AI Partnerships

+1

Applied Digital Secures $5B Equity Facility to Expand HPC Infrastructure

Jan 15, 2025

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4 min read

Applied Digital Secures $5B Equity Facility to Expand HPC Infrastructure

Alicia Shapiro
Alicia Shapiro

AI Funding

+1

$20B Plan for U.S. Data Centers Focuses on AI and Cloud Growth

Jan 9, 2025

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4 min read

$20B Plan for U.S. Data Centers Focuses on AI and Cloud Growth

Alicia Shapiro
Alicia Shapiro

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