Signal
56 articles covering "data-centers"
Nvidia receives a five-year option on 30 million IREN shares at $70 each while paying IREN $3.4 billion over five years for Blackwell cloud capacity at Childress, Texas.
The May 6 deal hands Anthropic all of xAI's Memphis supercomputer and unlocks immediate rate-limit increases for Claude Code, Claude Pro, Max, and the Opus API.
Former bitcoin miner IREN will pay $625 million in shares for Mirantis, the long-standing OpenStack and Kubernetes vendor behind the k0rdent platform, layering enterprise infrastructure software on top of its 2 GW Sweetwater AI campus.
Meta's first Oklahoma data center — a 2-million-square-foot AI facility in East Tulsa — was grandfathered past a city moratorium that paused similar projects, drawing local protests.
Meta signed a reservation deal for up to 100 GWh of ultra-long-duration storage from Noon Energy, a startup whose reversible fuel cell borrows chemistry from NASA's MOXIE Mars experiment.
Shareholders are asking Amazon, Microsoft, and Google to publish site-specific data-center water and energy data as scrutiny of AI infrastructure grows.
ERCOT's preliminary 2026-2032 load forecast filed April 15 projects peak demand reaching 367,790 MW, more than four times the current record, with data centers accounting for over 60% of the projected growth. CEO Pablo Vegas and the PUCT say the number is almost certainly too high.
Equinix has launched Fabric Intelligence, an AI-native operational layer for its 4,400-customer interconnection platform that exposes network provisioning through natural language agents and MCP servers.
Maine's legislature passed LD 307, banning data centers above 20 megawatts until October 2027, making it the first state to enact such a freeze amid growing national backlash over energy, water, and community impacts.
Maine's legislature passes LD 307, an 18-month ban on data centers over 20 megawatts, sending the bill to Governor Mills as similar moratorium proposals proliferate nationwide.
Meta revealed a four-generation MTIA custom chip roadmap built with Broadcom on a 2nm process, committing to over one gigawatt of initial deployment as it accelerates its push to reduce reliance on Nvidia.
Sightline Climate estimates 30-50% of US data centers slated for 2026 will be delayed or canceled, with transformer shortages and Chinese import dependency creating bottlenecks that billions in AI spending cannot solve.