Infrastructure
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Anthropic Signs $19 Billion, 20-Year Lease With TeraWulf for a 401 MW Kentucky AI Data Center
TeraWulf will lease Anthropic a 401 MW AI campus in Hawesville, Kentucky, for about $19 billion over 20 years, while selling its Abernathy Joint Venture stake to Fluidstack.
Digital Realty Buys 1,440 Acres on a Former WWII Munitions Plant for a 2 GW Kansas Data Center Campus
Digital Realty paid about $475 million for land at De Soto, Kansas, planning a campus scaling from 600 MW in 2028 to 2 GW.
Meta Reportedly Builds 'Meta Compute' Cloud Unit to Rent Out Excess AI GPUs, Rattling Neocloud Stocks
Bloomberg reports Meta is standing up a cloud business under its 'Meta Compute' initiative to sell spare AI capacity; CoreWeave and Nebius shares fell 10.8% and 12.4%.
Linux Foundation Launches Tokenomics Foundation to Standardize AI Cost Management, Extending FinOps' FOCUS Spec to Token-Based Spending
The vendor-neutral foundation will partner with FinOps to extend the FOCUS billing spec to AI token spend, backed by 12 enterprises.
AWS Rebuilds Amazon OpenSearch Serverless From the Ground Up for Agentic AI, Reaching GA With 20x Faster Scaling and Up to 60% Lower Cost
AWS launched the next-generation OpenSearch Serverless on May 28, decoupling compute from storage to hit true scale-to-zero and 20x faster autoscaling for bursty agentic workloads.
Google Cloud Managed Lustre Hits 10 TB/s at Next '26, With New Dynamic Tier and KV-Cache Inference Boost
Google and DDN unveiled a 10x throughput jump for Managed Lustre at Cloud Next 2026, adding a $0.06/GB-month Dynamic tier and showing 75% inference gains via KV-cache sharing.
Cloudflare Expands Workers AI to Host Trillion-Parameter Models With New Infire Engine and Unweight Compression
Cloudflare detailed the custom infrastructure behind its Workers AI expansion to host models like Kimi K2.5, including a Rust-based inference engine and a lossless weight-compression system.
Red Hat Summit 2026: Desktop Hits GA and AI 3.4 Adds Speculative Decoding, MCP, and Agent Management to OpenShift
Red Hat used its May 12 Summit keynote to take Red Hat Desktop with Podman Desktop and isolated AI agent sandboxing to general availability, and to preview Red Hat AI 3.4 with vLLM speculative decoding, Model-as-a-Service, MCP tooling, and an agent evaluation hub.
EdgeCore Secures $1.5 Billion to Build Two Fully Leased Hyperscale AI Data Centers in Northern Virginia
EdgeCore Digital Infrastructure closed $1.5 billion in senior secured term loans for AS01 and AS02 in Sterling, Virginia, two single-tenant facilities totaling 114 MW and 685,000 square feet, with AS01 going live in November 2026 and AS02 in July 2027.
Nvidia Takes a $2.1 Billion Warrant in IREN and Signs a $3.4 Billion Five-Year Cloud Contract, Anchoring a Joint 5 GW AI Buildout
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.
Anthropic Leases the Full Capacity of SpaceX's Colossus 1 Data Center, Adding 300 MW and Over 220,000 Nvidia GPUs to the Claude Backend
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.
Thinking Machines Lab Signs Multibillion-Dollar Google Cloud Deal for GB300 Compute, Adding a Second Hyperscaler to Its Stack
Mira Murati's startup expands its Google Cloud relationship with a non-exclusive multibillion-dollar deal centered on GB300 systems and reinforcement-learning workloads behind its Tinker fine-tuning API.