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Data Centers AI News & Updates

[Industry Trend] [SRC↗]

Oracle Issues Force Majeure Notice for Stargate's Project Jupiter Data Center Amid Energy Supply Delays

Oracle has sent a force majeure notice to Blue Owl Capital's unit developing Project Jupiter, a 2.45-gigawatt Stargate data center campus in New Mexico. The notice would let Oracle delay payments if the site misses its 2...

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Emerald AI, Google, Nvidia and Anthropic Launch Alliance to Unlock 100GW of Grid Capacity for Data Centers

Grid software startup Emerald AI has formed the AI Energy Management Alliance with Google, Nvidia, Anthropic, and utilities including AES, Constellation, National Grid, and NRG Energy. The coalition aims to make demand r...

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[Industry Trend] [SRC↗]

BloombergNEF: US Data Centers to Burn More Gas Than Germany and Japan Combined by 2035

A BloombergNEF report projects US data centers will consume about 18 billion cubic feet of natural gas per day by 2035, nearly double its forecast from nine months earlier and more than Germany and Japan combined. Grid-c...

Risk: [+0.02% ↑] [-1 days ↑]
AGI: [+0.03% ↑] [-1 days ↑]
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Huang and Trump Publicly Reject AI Slowdown Calls in Live Phone Call

At the All-In Summit, Nvidia CEO Jensen Huang took a live phone call from President Trump on stage while discussing Dario Amodei's call to slow the pace of AI capability improvements. Trump called slowdown sentiment a "h...

Risk: [+0.08% ↑] [-1 days ↑]
AGI: [+0.01% ↑] [-1 days ↑]
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[Industry Trend] [SRC↗]

Nvidia Commits $1.5B Equity and Up to $105B Credit to Power OpenAI's 8-Gigawatt Ohio Data Center

Nvidia announced a $1.5 billion investment in SB Energy, a SoftBank- and OpenAI-backed data center and power developer, securing its position as sole compute supplier for OpenAI's Ports-Pike facility near Cincinnati. Nvi...

Risk: [+0.03% ↑] [-1 days ↑]
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[Industry Trend] [SRC↗]

Nvidia Backstops $500B AI Data Center Financing, Betting on a Secondhand GPU Market

Nvidia announced that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR are prepared to commit up to $500 billion toward AI data centers, with Nvidia guaranteeing up to 25% of any shortfall if GPUs pledge...

Risk: [+0.03% ↑] [-1 days ↑]
AGI: [+0.02% ↑] [-1 days ↑]
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[Industry Trend] [SRC↗]

Anthropic Reportedly Locks in $10B, Six-Year Compute Deal with Nvidia-Backed Cloud Startup Volta

Anthropic has reportedly signed a $10 billion, six-year cloud compute agreement with Volta, an AI cloud startup founded earlier this year and part of Nvidia's Cloud Partner program. Volta will work with crypto-mining fir...

Risk: [+0.03% ↑] [-1 days ↑]
AGI: [+0.02% ↑] [-1 days ↑]
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