datacenter
30 articles about datacenter in AI news
Jensen Huang: Orbital datacenters have cooling solved by 'space in space'
Jensen Huang says orbital datacenters' cooling problem is solvable because 'there's a lot of space in space,' pointing to radiative panels in vacuum.
ERCOT datacenter requests exceed grid capacity by 5x
ERCOT datacenter requests far exceed grid underwriting capacity, per @SemiAnalysis_, revealing grid approval as a binding constraint on AI infrastructure buildout.
PJM Data: AI Datacenter Delays Shift to Post-Approval Phase
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.
Datacenter Developers Flee City Zoning for Unincorporated County Land
Datacenter developers are siting projects on unincorporated county land to avoid city zoning delays, redrawing the AI infrastructure map per @SemiAnalysis_.
OpenAI Open-Sources Datacenter Networking Tech
OpenAI open-sourced its datacenter networking tech (Tectonic filesystem, custom stack) to challenge Google Cloud's proprietary AI infrastructure and set an open standard.
CPU Demand Flipping the AI Narrative as Datacenter Growth Shifts
A new analysis from SemiAnalysis indicates CPU demand is rising in AI datacenters, reversing a narrative of GPU-only dominance. This shift signals changing workload patterns and infrastructure priorities.
AI Datacenter Spend Hits 5-7 Manhattan Projects Yearly at $250-300B
Inflation-adjusted global datacenter CapEx reaches $250-300B annually, equivalent to 5-7 Manhattan Projects per year. This quantifies the unprecedented infrastructure investment driving the AI boom.
SemiAnalysis Calls Jensen ComputeX Keynote 'F Tier' Over No AI DC News
SemiAnalysis rated Jensen Huang's ComputeX keynote 'F Tier' for no AI datacenter news and revealed a delayed NVIDIA ARM chip with broken video output.
Dario Amodei Predicts AGI by 2028, Cites 'Mythos' Step Change
Dario Amodei predicts AGI by 2028, citing a step-function advance in 2026. He envisions millions of autonomous agents in datacenters.
IOWN Forum Pushes All-Photonic WAN for AI Neocloud Interconnects
The IOWN Global Forum is focusing its optical networking tech on datacenter interconnects, aiming to let GPU 'neoclouds' and financial firms use cheaper, remote facilities without latency penalties for AI workloads.
Google-Backed Tapestry Claims 811 Grid Apps Processed in Under an Hour
Google-backed Tapestry processed 811 PJM interconnection applications in under an hour, claiming to slash a months-long process to minutes.
TensorWave Raises $350M Series B for AMD-Powered GPU Clusters
TensorWave raised $350M Series B for AMD-powered GPU clusters in North America, challenging Nvidia's dominance.
Google's 1 GW Texas AI Campus Tests 'Power-First' Model for Hyperscaler
Google's Texas AI campus tests a power-first model, pairing 1 GW generation with a data center to bypass grid constraints for AI infrastructure expansion.
Liquid Cooling Hits 15kW: CoolIT Coldplate Quadruples Capacity for AI
CoolIT demoed a 15kW single-phase coldplate, quadrupling capacity, while Vertiv, Accelsius, and LiquidStack launched products targeting scalable AI cooling deployment.
Memory Supply Squeeze Hits Non-AI Sectors as DRAM Prices Double
DRAM prices surged 93-98% QoQ in Q1 2026 as AI data centers consume fab capacity, nine industry groups warned the Trump administration on June 3, threatening supply for automotive, telecom, and medical devices.
Liquid Cooling Crosses 50% by 2027? Rack Densities Force Shift
AI-driven rack densities are pushing liquid cooling adoption past 50% in new hyperscale builds by 2027, though cost and expertise remain barriers.
Hill County Passes Texas' First Data Center Moratorium
Hill County, Texas, voted 3-2 for a 1-year moratorium on rural data center projects, the state's first such ban, driven by AI infrastructure backlash and legal uncertainty.
Meta's $27B Louisiana Data Center: Rural Economics vs AI Scale
Meta invests $27B in rural Louisiana AI data center, creating 2,000 construction jobs. Part of $60B+ 2025 infrastructure spend.
Billionaire Sues Tiny Michigan Township to Force OpenAI Data Center Through
Billionaire Steven Roth's Related Digital sued Saline Township, Michigan, after it rejected a 21M sq ft OpenAI data center, forcing approval via 'exclusionary zoning' claim.
Rural Data Centers Bypass City Bans, Shift $2B Grid Cost to Maryland Ratepayers
Maryland ratepayers face $2B in grid costs for out-of-state AI data centers built on rural land to bypass city bans. FERC complaint challenges PJM cost allocation.
Anthropic Doubles Claude Code Rate Limits, Leases All of SpaceX's Colossus 1
Anthropic doubled Claude Code's 5-hour rate limits and removed peak-hour throttling for Pro, Max, Team, and seat-based Enterprise plans, then disclosed the source of the new capacity: a lease on the entire Colossus 1 data center — 300 MW and ~220,000 NVIDIA GPUs in Memphis — that SpaceX absorbed when it took over xAI.
IREN Acquires Mirantis for $625M to Own AI Data Center Stack
IREN acquired Mirantis for $625M to add Kubernetes and OpenStack expertise, aiming to control the full AI infrastructure stack and compete with cloud providers.
Thiel-Backed Panthalassa Raises $140M for Wave-Powered AI Data Centers
Panthalassa raised $140M led by Peter Thiel to build wave-powered offshore nodes for AI inference compute, using ocean energy and free cooling.
Nscale to Deploy 66K+ Rubin GPUs for Microsoft in Portugal
Nscale will deploy 66,000+ NVIDIA Rubin GPUs for Microsoft at Portugal's Start Campus. The deal is a first for Rubin and signals Microsoft's geographic diversification.
GUC, Wiwynn Partner on Silicon-to-System AI Infrastructure for Hyperscalers
GUC and Wiwynn partner on silicon-to-system AI infrastructure, integrating SoC design, optical I/O, and liquid cooling for hyperscalers.
NVIDIA Feynman GPU Power Semi Content Hits $191K, 17× Blackwell
NVIDIA Feynman GPUs require $191K in power semiconductors per system, 17× Blackwell, driven by 800V DC architecture shift.
Box Elder County to Vote on Hyperscale AI Data Center After Delay
Box Elder County votes on hyperscale AI data center after delay. Decision tests local government balance between infrastructure demand and resource constraints.
AI Data Center Emissions 30% Higher Than Reported, New Study Finds
AI data center emissions are 30% higher than reported due to undercounted supply chain and water usage, with Google, Microsoft, Amazon as top emitters.
Michigan Utility Board Blocks $1.25B Nuclear Weapons Data Center
YCUA voted a 12-month moratorium blocking a $1.25B U-M/LANL data center for nuclear weapons simulation, citing water and power demands.
Qualcomm Ships Hyperscaler Custom Silicon by December 2026
Qualcomm is developing custom silicon for an unnamed hyperscaler, with shipments expected December 2026, marking its most concrete data-center comeback move.