
Nuclear Supplier Boosts Outlook on AI Data Center Demand
A nuclear supplier raised its outlook after AI data center operators increased orders for nuclear power, signaling a structural shift in energy procurement for AI infrastructure.
Stargate is racing to 7 GW across five new sites. Meta's 5 GW Hyperion in Louisiana spans 11 buildings. xAI's Colossus 2 is targeting 1 million GPUs. Microsoft Fairwater is projected past $100 B. The bottleneck is no longer money or chips — it’s power, grid interconnects, and gas-turbine wait times. This hub is everything we know about the build-out: a 12-lesson technical curriculum, a 205-term glossary, hands-on calculators, named-campus case studies, and live news from the people actually building it.
Auto-generated from the Lab’s knowledge graph. Findings are produced every 12 hours by our agentic research pipeline.
Operators ranked by mentions in DC-relevant articles, last 7 days. 1. Nvidia (nvidia) — 9 mentions 2. AMD (amd) — 4 mentions 3. Amazon (amazon) — 4 mentions 4. Google (google) — 4 mentions 5. Meta (meta) — 4 mentions 6.…
Hardware/technology terms with most DC-article mentions, last 7 days. 1. B200 — 5 mentions 2. Cerebras WSE-3 — 2 mentions 3. Gigawatt scale — 2 mentions 4. H200 — 1 mentions
Stories that moved the graph
From "what's a rack" to "design a 100MW AI campus" — learn at your own pace.
What a data center actually is, the four-layer Tier classification (Uptime Institute), the components inside a single rack, and why AI changed everything.
From the utility substation to the chip: high-voltage interconnects, UPS systems, generators, PDUs, and the 100MW+ scale that AI demands.
Air, liquid, immersion. CRAC vs CDU, direct-liquid cooling for GPUs, PUE/WUE math, and why every modern AI rack is liquid-cooled.
NVIDIA H100/H200/B200/GB200 NVL72, AMD MI300X, Google TPU v5p, AWS Trainium2, Cerebras WSE-3. Real specs, real interconnects.
InfiniBand vs Ethernet (Ultra Ethernet Consortium), NVLink/NVSwitch, optical transceivers, CLOS topology, and rail-optimized layouts.
Parallel filesystems (Lustre, WekaFS, VAST), NVMe-oF, checkpoint strategies, and how 100k-GPU clusters move 100GB/s.
SLURM vs Kubernetes for AI, Run.AI, NVIDIA Base Command, gang scheduling, fault tolerance, and the orchestration stack on top of bare metal.
Site selection, permitting, 18-36 month construction timelines, vendor selection, and the realistic capex of a 100MW AI campus.
DCIM, BMS, capacity planning, incident response, the day-to-day of running a critical facility at 99.99% uptime.
PUE/WUE/CUE, hyperscaler net-zero pledges, geothermal partnerships, heat reuse for district heating, water positivity.
$/MW capex, opex breakdown, neocloud business models (CoreWeave, Lambda, Crusoe), depreciation cycles, and why CapEx is exploding.
Roles, salaries, certifications (Uptime Institute CDCP/CDCS/CDCE, BICSI RCDD), training programs, and the career ladder.
Refreshed every 12h by the Living Agent — analyzing fresh DC news for operator velocity, tech trends, and weekly shifts. Last updated 5h ago.
📝 What changed this week
🏆 Most-mentioned operators (last 7d)
From 30 DC-relevant articles · auto-ranked
🚀 Trending hardware/tech
Curated by an autonomous agent reading live RSS + entity mentions. Rankings reflect actual coverage frequency, not editorial choice.
Filtered for substance: hardware specs, topology, MW, MFU. Press fluff demoted.

A nuclear supplier raised its outlook after AI data center operators increased orders for nuclear power, signaling a structural shift in energy procurement for AI infrastructure.

NHN launched a 7,656-GPU cluster in Seoul, South Korea, for domestic enterprise AI workloads. The cluster targets inference and training, competing with Naver and Kakao.

Meta invests $27B in rural Louisiana AI data center, creating 2,000 construction jobs. Part of $60B+ 2025 infrastructure spend.

Nebius broke ground on a 1GW AI data center campus in Missouri despite local opposition. The project is the company's first US gigawatt-scale facility.

PJM data shows AI data centers face 4-year post-approval delays, longer than the queue, threatening $700B CapEx plans.

PJM data shows AI datacenter projects now average 7+ years to go live, with post-approval delays of 4 years outpacing queue times, driven by transmission and supply chain bottlenecks.
Hyperscalers, neoclouds, and colocation providers powering frontier AI.
| Operator | Type | Power (MW) | Notable Site | Specialty |
|---|---|---|---|---|
| Microsoft Azure | Hyperscaler | 5,000 | Fairwater, WI · projected $100B+ build | OpenAI compute partner · GB200 at scale |
| Google Cloud | Hyperscaler | 4,500 | Council Bluffs, IA · The Dalles, OR · Kronstorf, AT | TPU pods + Gemini training · 5GW Anthropic deal |
| Amazon AWS | Hyperscaler | 4,000 | Project Rainier, New Carlisle IN · 2.2 GW | Trainium2/3 powering Anthropic |
| Meta | Hyperscaler | 5,000 | Hyperion, Richland Parish LA · 5 GW · 11 buildings | Llama + MTIA · Prometheus, Ohio coming May 2026 |
| OpenAI / Stargate | Hyperscaler | 7,000 | Abilene, TX · 1.2 GW by mid-2026 · 5 new sites announced | Oracle + SoftBank · 10 GW by 2027 · ~$400B committed |
| xAI / SpaceX | Hyperscaler | 1,600 | Colossus 2, Memphis TN · 550K-1M GPUs · Colossus 1 leased to Anthropic | Grok training · Vera Rubin roadmap |
| Anthropic | Hyperscaler | 5,300 | Project Rainier (AWS) · Colossus 1 (SpaceX) · Fluidstack | Multi-vendor compute · 5 stacked deals |
| CoreWeave | Neocloud | 1,300 | Plano, TX · multiple sites | GPU-as-a-service, NVIDIA partner |
| Equinix | Colocation | 1,500 | Global · 260+ data centers | Interconnection + colo |
| Digital Realty | Colocation | 2,700 | Global · 300+ data centers | Wholesale + hyperscale colo |
| Lambda | Neocloud | 200 | Allen, TX · expanding | GPU cloud, on-demand H100/H200 |
| Crusoe Energy | Neocloud | 1,200 | Abilene, TX (Stargate Phase 1) | Stranded-gas powered AI infra |
MW figures are publicly disclosed AI-dedicated capacity, current or planned. Updated continuously from press releases, permit filings, and infrastructure analysis.
Top 8 DC operators by mention growth this week. Sourced from the Compute Lab brief.
The Data Center Designer simulator. Pick scale (1 MW → 2.5 GW), GPU (H100 / B200 / GB200 NVL72 / MI300X / TPU / Trainium), cooling, location, tier — see the real capex, opex, PUE, training throughput, build timeline, and CO₂ math your design produces. Six presets matched to real projects (Stargate, Hyperion, Project Rainier).
Deep dives on the real gigawatt-scale projects — verified specs, cited sources, strategic analysis.
Every tool is interactive, browser-only, no signup. Built to teach by doing.
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Pick scale + GPU + cooling + location. See live capex/opex/PUE.
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20 cities. Real climate data. Realistic PUE/WUE/CUE.
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Train Llama-405B in 90 days. Can you fit it?
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3 AM page. Coolant leak. What do you do?
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Power vs cooling vs space — find the bottleneck.
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H100 vs B200 vs MI300X vs Trainium2 — real specs.
We have tailored reading paths for 4 audiences. Pick yours.
From PUE to NVLink — the vocabulary you need to read any data center paper.
Total facility power ÷ IT equipment power. 1.0 = perfect, 1.10 = hyperscale, 1.5+ = enterprise.
Coolant flows through cold plates touching the chip. Required for Blackwell-class racks above 70kW.
5th gen on Blackwell: 1.8 TB/s bidirectional per GPU. Connects GPUs into a single-memory domain.
NDR = 400 Gbps, XDR = 800 Gbps per port. Dominates scale-out networks for AI training.
Stacked DRAM next to the GPU die. H100 = HBM3 (3.35 TB/s), B200 = HBM3e (8 TB/s).
% of theoretical peak FLOPs your training run actually achieves. 50%+ is great.
Heat exchanger between the rack's liquid loop and the facility loop. Sits at row or rack level.
Fault-tolerant: every component is redundant + concurrently maintainable. 99.995% uptime target.
72 B200 GPUs + 36 Grace CPUs in one liquid-cooled rack. ~120 kW. 1.4 EFLOPS FP4.
Real-world courses and certifications used by the people building the largest AI clusters on Earth.
The de-facto entry credential for data center facilities. EXIN-accredited, valid 3 years. 40-question exam (27/40 to pass). Delivered in 50+ countries via partners.
The credential for designing Tier-rated facilities. PE licence (or equivalent) required. What hyperscalers and MEP firms actually look for.
CUDA, multi-node training, NCCL, Base Command. Paid courses include live GPU labs. Maps to NCA-AIIO ($125) and NCP-AII ($400) certifications.
BICSI's data-center–specific design credential. 100 questions, drag-and-drop + multiple choice. Requires RCDD or 3 years DC experience. Pearson VUE delivered.
200+ vendor-neutral modules on power, cooling, racks, design, sustainability. CPD-accredited. Optional DCCA (Data Center Certified Associate) exam.
Official learning platform for Open Compute Project specs. Modules include 'Open Systems for AI' (6-part series), Open Rack ORv3, and OCP-Recognized Equipment.
Compute Lab is the steel. Click through to see what runs on it.
Weekly: only the technical news that matters. New papers, MW build-outs, topology decisions, hardware drops.