Apollo and Blackstone are reportedly among prospective lenders. The talks concern a chip collaboration with a multiyear deployment target, not a completed financing.

2 min

Oct 7, 2026Infrastructure

Infrastructure

AI Builders at Yotta Favor Gas as Power Constraints Shape Data-Center Growth

A new conference account pairs substantial power commitments with a difficult clean-energy equation: dependable supply, enough land, storage and permits.

3 min

Oct 7, 2026Infrastructure

Launch Infrastructure

NVIDIA and Microsoft Pair Windows AI PCs With New Agent Controls

RTX Spark laptops are due October 16, while the larger Windows workstation remains a preview. Microsoft’s containment layer is available now, but several management features are still coming.

3 min

Oct 7, 2026Infrastructure

Infrastructure

Guardian Analysis Warns Australia’s Data-Centre Boom May Compete With Housing for Builders

The broader building category covering data centres reached 20% of new non-residential construction by value, while housing construction also grew strongly.

3 min

Oct 7, 2026Infrastructure

Partnership Infrastructure

CoreWeave Commits to India Entry With a Planned 240 MW AI Campus

The AdaniConneX collaboration gives CoreWeave exclusive tenancy across three buildings in Navi Mumbai. Initial capacity is expected in mid-2028, not immediately.

2 min

Oct 7, 2026Infrastructure

Launch Infrastructure

Atoco Demonstrates Water Harvesting With Simulated Data-Center Waste Heat

The startup says it is discussing pilots with major tech companies. Its demonstration produces up to 300 liters daily, far short of large facilities’ cooling needs.

3 min

Oct 6, 2026Infrastructure

Funding Infrastructure

Lambda Closes $1.008 Billion GPU Loan Backed by Two Customers’ Contracts

The investment-grade financing funds three deployments. Morningstar DBRS sees stable contracted cash flows, but flags delivery risks, limited chip operating history and exposure to Lambda’s parent company.

3 min

Oct 6, 2026Infrastructure

Acquisition Infrastructure

Navitas Completes Claros Acquisition to Add Power Delivery at the AI Processor

Claros adds technology that moves power conversion closer to AI chips. Navitas forecasts a larger market opportunity, but the efficiency gains and integration benefits remain company expectations.

2 min

Oct 6, 2026Infrastructure

Earnings Infrastructure

Marvell Raises Fiscal 2028 Revenue Outlook to $20 Billion on Data-Center Demand

The investor-day upgrade rests on stronger connectivity demand, a projected jump in custom-chip sales and management’s expectation of $3 trillion in data-center spending by 2030.

2 min

Oct 6, 2026Infrastructure

Infrastructure

Google Backs Constellation Nuclear Upgrades Targeting 890 MW by 2032

The agreement ties data-center growth to reactor upgrades and a Gemini Enterprise deployment. Google says other grid customers will not bear the upgrade costs.

2 min

Oct 6, 2026Infrastructure

Infrastructure

NRDC estimates Drax’s proposed data centre could emit 8.6 million tonnes of CO₂ a year

The calculation assumes continuous operation. Drax challenges the emissions accounting and power mix, while the North Yorkshire proposal has yet to enter formal planning.

3 min

Oct 5, 2026Infrastructure

Partnership Infrastructure

Teradyne Invests in Bright Machines to Automate AI Hardware Manufacturing

The partners will evaluate a shared production system linking robotic assembly, material movement and electrical testing. The investment amount was not disclosed.

2 min

Oct 5, 2026Infrastructure

Launch Infrastructure

Nokia CEO Says Supply Shortages Are Holding Back a Twice-as-Fast AI Buildout

Justin Hotard argues that deploying today’s models leaves substantial room for growth, even if the release of more advanced models slows.

2 min

Oct 5, 2026Infrastructure

Infrastructure

George Mason Sets October 7 Forum on Energy Security and AI Power Demand

The Arlington symposium pairs supply-security discussions with nuclear, geothermal and space-based energy sessions. Registration is full, and the official pages list no livestream.

2 min

Oct 5, 2026Infrastructure