Amazon and Google are leading massive capital expenditure increases for 2026, with Amazon projecting $200 billion and Google $175-185 billion, primarily for AI infrastructure and data centers. Despite the companies' conv...
SpaceX has filed plans with the FCC for a million-satellite data center network and formally merged with xAI, Elon Musk's AI venture, signaling serious intent to build orbital AI infrastructure. Musk argues that solar pa...
Meta CEO Mark Zuckerberg announced the launch of Meta Compute, a new initiative to significantly expand the company's AI infrastructure with plans to build tens of gigawatts of energy capacity this decade and hundreds of...
Nvidia has officially launched its Rubin computing architecture at CES, described as state-of-the-art AI hardware now in full production. The new architecture offers 3.5x faster model training and 5x faster inference com...
Nvidia received approval from the Trump administration to sell its powerful H200 GPUs to China, with a 25% sales cut requirement, reversing previous Biden-era restrictions. Chinese companies including Alibaba and ByteDan...
Data center electricity consumption is forecasted to increase from 40 gigawatts to 106 gigawatts by 2035, representing a nearly 300% surge driven primarily by AI training and inference workloads. New facilities will be s...
Nvidia reported record Q3 revenue of $57 billion, up 62% year-over-year, driven primarily by its data center business which generated $51.2 billion. The company's CEO Jensen Huang emphasized that demand for its Blackwell...
Anthropic has partnered with UK-based Fluidstack to build $50 billion worth of custom data centers in Texas and New York, scheduled to come online throughout 2026. This infrastructure investment is designed to support th...
OpenAI CEO Sam Altman revealed the company expects to reach $20 billion in annualized revenue by year-end and grow to hundreds of billions by 2030, with approximately $1.4 trillion in data center commitments over the nex...
Microsoft has signed a $9.7 billion, five-year contract with IREN to access AI cloud infrastructure powered by Nvidia's GB300 GPUs at a Texas facility supporting 750 megawatts of capacity. The deal is part of Microsoft's...
