datacenter
30 articles about datacenter in AI news
Scale-Across: Cloud Giants Link Datacenters for Million-Accelerator AI Clusters
Cloud providers are linking multiple datacenters for million-accelerator AI clusters, a new 'scale-across' paradigm.
SemiAnalysis: US behind-the-meter datacenter could hit 40GW+ by 2028
SemiAnalysis projects 40GW+ behind-the-meter datacenter capacity by 2028 as grid delays push 50%+ of new builds off-grid.
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.
Safe Superintelligence Partners Nvidia for 10x Compute Scale-Up
SSI partners with Nvidia for 10x compute scale; Nvidia also invests. Details on investment size and timeline undisclosed, raising questions about the startup's capital needs.
The 'pytorch_no_powerplant_blowup' env var keeping frontier GPUs alive
A tweet reveals a PyTorch env var that throttles GPU power to prevent grid failures, exposing the real-world constraints of frontier AI infrastructure.
Data Center Construction Hits Global Capacity Wall, 70% of Markets Overstretched
Turner & Townsend report finds 70% of markets overstretched in data center construction, with 90% citing MEP trade shortages. US needs 650K workers.
Meta Custom AMD MI400 Half-Size Chip Targets RecSys, 144GB HBM
Meta custom AMD MI400 half-size chip uses 144GB HBM, targeting recsys workloads for lower cost and power.
China Blank-Checks Huawei for Inference Chip Push
China is giving Huawei a blank check for inference chips, per a tweet by Natolambert on February 3, 2026, shifting focus from training to inference.
GigaWorld-Policy-0.5 Hits 85ms on RTX 4090 for Robot Control
GigaWorld-Policy-0.5 runs robot control at 85ms on an RTX 4090, using a Mixture-of-Transformers architecture for real-time local deployment.
Crusoe Launches Serverless Fine-Tuning, Targets AI Lifecycle Beyond GPUs
Crusoe launched serverless fine-tuning and inference, targeting enterprise AI teams. IDC says GPU access is no longer the differentiator; portability is now a procurement requirement.
National Grid Bets $1.75B on Joulent to Bypass AI Grid Delays
National Grid invested $1.75B in Joulent to build dedicated AI power plants, bypassing grid delays. Project Kilby, a 2.67 GW gas campus, will supply a Microsoft data center.
Brookfield-Bloom $25B Deal Makes Energy Certainty Financeable
Brookfield expanded Bloom Energy financing to $25B, bundling capital with guaranteed on-site power to accelerate AI data centers amid grid delays.
Water Joins Power as AI Data Center Site Selection Constraint
Water joins power as AI data center site selection constraint, per Emergence Water and Nimbus. Communities now scrutinize water use like electrical demand, affecting campus viability.
Stargate’s $500B AI Buildout Hits Energy and Financing Reality
Stargate, the $500B AI data center initiative backed by OpenAI, SoftBank, and Oracle, has progressed to real construction but faces mounting risks around energy, financing, and community consent.
AI Data Center Scale Doubles Every 7 Months, Epoch Finds
Epoch AI finds AI data center scale doubles every 7 months, driven by Google, Microsoft, and Amazon investments. This accelerates beyond the earlier 12-month cycle, raising training cost projections to $10 billion by 2028.
Microsoft’s $3.3B Wisconsin AI Campus Goes Live, First Building Operational
Microsoft’s $3.3B Wisconsin AI data center campus is now operational, delivering compute capacity. The site, originally planned for Foxconn, uses dry cooling to cut water use 90%.
KKR Launches $10B Helix to Solve AI Infrastructure's Power-Land-Compute Bottleneck
KKR and three heavyweight partners — Nvidia, the Kuwait Investment Authority, and Vistra — launched Helix Digital Infrastructure on June 10, 2026, with more than $10 billion in committed capital. Former AWS CEO Adam Selipsky, who stepped down from Amazon in June 2024 and joined KKR as a senior advis
Vultr Picks HPE, Nvidia GB300 for Inference Shift at HPE Discover 2026
Vultr selects HPE and Nvidia GB300 systems for inference, as enterprise demand shifts from training to production workloads.
CoreWeave Trains DeepSeek-V3 in 2 Minutes, Claims MLPerf v6.0 Record
CoreWeave trained DeepSeek-V3 in ~2 minutes on MLPerf v6.0, beating AWS's record by 43% using 11K+ H100 GPUs across 4 data centers.
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.