8 hours agoInfrastructurePartnershipInfrastructureLG secures cooling supply deal for AI data-center projects exceeding 5 GWThe AIR Control Concepts agreement moves beyond individual project bids. LG’s energy-saving claim rests on a specific simulated operating environment.3 min
11 hours agoInfrastructureSecurity riskInfrastructureUkrainian drones hit Yandex data centers, shutting down a key AI-training siteThe Sasovo facility houses two of Yandex’s three AI-training supercomputers. A second site is partly offline, and the company cannot yet say when equipment will return to service.3 min
15 hours agoInfrastructureResearchInfrastructureFour-hour batteries cheaper than open-cycle gas turbines in 43 markets, study findsThe Wood Mackenzie comparison covers open-cycle turbines, a type favored by data-center developers. Rising equipment prices and long procurement queues are adding pressure to the gas option.2 min
18 hours agoInfrastructureInfrastructureAi2 Replaces GPU Priority Labels With Time Budgets to Curb Resource HoardingAi2 says automated workload draining also cut repairs needing human intervention by 74%.3 min
22 hours agoInfrastructureInfrastructureGlobalFoundries completes construction phase in €1.1B Dresden chip-factory buildoutThe expansion targets annual capacity above one million wafers by late 2028. A new chip platform planned for the site still needs German approval before development can begin.2 min
22 hours agoInfrastructureAcquisitionInfrastructureXMax Agrees to Buy Hexa Creation to Enter AI Data-Center Power SemiconductorsThe target is developing 1200V gallium nitride devices for high-voltage applications.3 min
YesterdayInfrastructureInfrastructureThane residents demand Amazon relocate a 54-acre data center near their homesAmazon promises water-free cooling and separate power supplies. Residents say the project proceeded without meaningful consultation and want it moved.2 min
YesterdayInfrastructureFundingInfrastructureLumentum CEO Says AI Data-Center Optical Parts Are Sold Out Through Early 2029The shortages vary by product. Nvidia’s earlier backing included both funding for manufacturing capacity and rights to access future supplies.2 min
YesterdayInfrastructurePartnershipInfrastructureGlobalFoundries signs $2B deal to supply TSMC’s AI packaging, targeting production in 2028The five-year agreement would establish a U.S. source for silicon interposers, not a complete chipmaking or packaging service.2 min
YesterdayInfrastructurePartnershipInfrastructureGeorgia Tech and Emory commit over $1 billion to AI computing, talent and researchThe coordinated commitment includes spending already made on recruiting experts, alongside computing infrastructure and medical research—not just a new hardware buildout.3 min
YesterdayInfrastructureAcquisitionInfrastructureGreen AI Cloud signs merger deal to go public on NasdaqThe agreement with SPAC Pioneer assigns Green AI Cloud a $300 million pre-money equity valuation. Closing is expected in the second quarter of 2027, subject to shareholder approval and other conditions.2 min
YesterdayInfrastructurePartnershipInfrastructureWhite House forms Southeast university consortium for shared AI computingThe founding universities aim to support scientific discovery through joint infrastructure investment. Mississippi State brings an existing supercomputing base to the effort.2 min
YesterdayInfrastructureOpen releaseInfrastructureUW Receives Nearly 7 Million GPU Hours to Develop Open AI for Protein DesignThe Huang Foundation’s grant supplies NVIDIA computing through CoreWeave. UW expects initial model releases from late 2026 into early 2027, subject to research progress and experimental validation.2 min
YesterdayInfrastructureGovernment actionInfrastructureDOE Advances UC Irvine’s AI Geothermal Project to a Three-Year Second PhaseMAESTRO will combine underground measurements with simulations to assess geothermal prospects and earthquake risk. Researchers also plan to share its resources through a free public browser tool.2 min
YesterdayInfrastructureInfrastructureBroadcom Sets AI Networking Showcase With More Than 15 Companies at OCP SummitThe October 12–15 program pairs a keynote on large AI clusters with partner demonstrations of networking, optics and rack designs.3 min
Oct 8, 2026InfrastructureInfrastructureSesterce Proposes €10 Billion-Plus AI Campus at Former Finnish Paper MillConstruction is planned to begin in 2026. The proposal pairs phased computing capacity with jobs, water safeguards and a renewable-generation pledge that allows ten years for delivery.3 min
Oct 7, 2026InfrastructureEarningsInfrastructureTSMC’s September Sales Rise 54.6% Year Over Year but Edge Below AugustThe company-wide sales figures offer an AI-supply-chain checkpoint ahead of quarterly earnings, not a separate measure of AI-chip revenue.2 min
Oct 7, 2026InfrastructureFundingInfrastructureBroadcom Seeks More Than $50 Billion for OpenAI Chips, WSJ SaysApollo and Blackstone are reportedly among prospective lenders. The talks concern a chip collaboration with a multiyear deployment target, not a completed financing.2 min