Sep 15, 2026InfrastructurePartnershipInfrastructureAnthropic Takes First Australian Lease at Proposed A$31.9bn Queensland ProjectThe reported A$31.9 billion figure refers to the proposed Western Downs Digital Park, while Queensland says new AI centres could use its coal generators under a national carve-out.2 min
Sep 15, 2026InfrastructureRegulationInfrastructurePhiladelphia Activists Launch Campaign for a Data-Center Construction MoratoriumThe No Data Centers in Philly campaign is asking officials to halt new construction while the city identifies two possible large-scale sites and has yet to receive a formal proposal.3 min
Sep 15, 2026InfrastructurePartnershipInfrastructureSpaceX Discloses $1.11 Billion Monthly Hosting Deal With Unnamed CustomerPayments are due to begin in December 2026, but the company has not disclosed the customer, capacity involved or the agreement’s full duration.2 min
Sep 15, 2026InfrastructureResearchInfrastructureBloombergNEF Raises Its 2035 Data-Center Gas Forecast to 18 Billion Cubic Feet DailyThe revised projection puts grid-connected facilities—not only headline-grabbing on-site plants—at the center of a potential squeeze on gas prices, utility bills and emissions.3 min
Sep 15, 2026InfrastructureBenchmarkInfrastructureNVIDIA Puts Power Management at Center of Its AI Infrastructure PushAt its AI Infra Summit, NVIDIA paired a measured Lambda result with larger company-reported Vera Rubin benchmarks and projections, arguing that electricity allocation—not just chip speed—will govern AI capacity.3 min
Sep 15, 2026InfrastructureInfrastructureVictorian Minister Rejects NextDC’s Lobbying Push for Footscray AI Data CentreThe company is seeking approval for a 10-hectare, 225MW facility near homes. The dispute now tests how quickly major AI infrastructure should move through Victoria’s planning system.2 min
Sep 15, 2026InfrastructureInfrastructureIowa Researchers Urge Clean Power Over Fossil Plants for AI Data CentersA new statewide climate statement argues that Iowa’s coming utility choices could determine whether its data-center buildout preserves low rates and lower-emission power—or adds fossil infrastructure.3 min
Sep 15, 2026InfrastructureInfrastructureDigital Realty CEO Says an AI Slowdown Would Not Stop Data-Center DemandAndrew Power’s case rests on cloud demand, AI adoption and constrained capacity—not on an assumption that frontier models will keep advancing at today’s pace.3 min
Sep 15, 2026InfrastructureFundingInfrastructureEUCLYD Raises More Than €200 Million for Non-GPU AI Inference SystemsThe Eindhoven startup is pursuing a processor, memory and data-center design built for running AI models. Its efficiency and cost claims remain unproven at commercial scale.2 min
Sep 15, 2026InfrastructureInfrastructureWall Street Sees AI Spending Rolling On Despite Slowdown CallsThe safety appeal now faces an expansion cycle that analysts expect major cloud companies to sustain, even if they build more capacity than they need.2 min
Sep 15, 2026InfrastructureRegulationInfrastructureOrange County Commissioner Proposes AI Data-Center Pause Before Permits ArriveThe proposal would halt prospective applications while officials study resource demands and land-use rules. But the county’s September 15 agenda calls only for an informational discussion, not a vote.2 min
Sep 14, 2026InfrastructureInfrastructureLambda Signs White House Pledge Backing Data Centers That Pay Their Power CostsThe AI cloud provider is aligning with a federal framework that puts new power supplies and grid upgrades on large data-center developers rather than electricity customers.2 min
Sep 14, 2026InfrastructureInfrastructureBroadcom CEO Keeps $230 Billion AI-Chip Target Despite Frontier Slowdown CallsHock Tan’s defense of Broadcom’s long-range forecast rests less on ever-faster model training than on the computing needed to run AI products after they reach users.3 min
Sep 14, 2026InfrastructurePartnershipInfrastructureJPMorgan Double Upgrades IREN as It Bets on Higher AI Cloud PricingThe bank’s new $65 target rests on richer contracts and IREN’s Nvidia relationship, while a $25 billion to $30 billion 2027 spending plan remains the central risk.2 min
Sep 14, 2026InfrastructureAcquisitionInfrastructureAirJoule Buys BitSink to Add AI Data-Center Cooling and Power EquipmentThe acquisition gives AirJoule deployed infrastructure and U.S. manufacturing now, while its proposed water-and-cooling offering still depends on integration.2 min
Sep 13, 2026InfrastructureAcquisitionInfrastructureBaseten Acquires Blaxel to Add Agent Execution to Its AI InfrastructureThe deal brings isolated agent computers, persistent working context and networking into Baseten’s orbit. The companies say Blaxel’s current service will continue as integration begins.2 min
Sep 13, 2026InfrastructureFundingInfrastructurePositron Raises $875 Million to Fund Its Next AI Inference ChipThe financing funds Positron’s move from deployed Atlas systems to a planned custom chip. Its central bet is that LPDDR5X memory can reduce dependence on scarce AI-chip components.2 min
Sep 12, 2026InfrastructurePartnershipInfrastructured-Matrix Plans to Connect Its Next AI Chip to NVIDIA’s Rack ArchitectureThe deal gives d-Matrix a route to deploy specialized inference hardware within NVIDIA-designed systems, rather than building the surrounding rack, networking and cooling stack alone.2 min