Sep 26, 2026InfrastructureGovernment actionInfrastructureGuardian Finds Google’s India AI Project Cleared for 2.51GW, Versus Announced 1GWThree petitions challenge the project’s environmental approvals, while residents and the state dispute whether land was taken against their will.3 min
Sep 25, 2026InfrastructurePartnershipInfrastructureCrusoe Ends $1.25 Billion Boom Turbine Deal for AI Data CentersThe canceled order takes away Boom’s launch customer. Crusoe says it may still use turbines at other sites, while Boom is counting on deliveries elsewhere.3 min
Sep 25, 2026InfrastructureGovernment actionInfrastructureTuscaloosa County Approves $314.5 Million Tax Break for Planned AI Data CenterApplied Digital describes Project Highlands as a $3.2 billion investment. Some Brookwood residents have objected to the proposed facility.2 min
Sep 25, 2026InfrastructureAcquisitionInfrastructureNetApp Seeks to Buy PEAK:AIO to Scale Storage for AI WorkloadsThe proposed integration would pair PEAK:AIO’s file-access technology with ONTAP, but NetApp has not committed to delivering the described capabilities.3 min
Sep 24, 2026InfrastructurePartnershipInfrastructureAnthropic Commits $11.6 Billion to Akamai Cloud, With a Stake Tied to More PurchasesThe seven-year commitment covers growing CPU workloads. A larger deal remains optional, while Akamai expects substantial spending to support the initial contract.3 min
Sep 24, 2026InfrastructureGovernment actionInfrastructureNew Jersey Fines DataOne $1.1 Million Over Unpermitted Data-Center GeneratorsAn earlier permit application was withdrawn, and nearby residents still want answers about the air they breathe.2 min
Sep 24, 2026InfrastructurePlatform shiftInfrastructureNscale’s UK AI Data Center Faces Years-Long Power Delay Beyond 2027 TargetThe government highlighted the project in its AI strategy. Nscale is examining on-site generation and ways to speed up its grid connection.3 min
Sep 24, 2026InfrastructureInfrastructureOracle Sends Notice Seeking Payment Delay if AI Campus Opens Late, Bloomberg ReportsOracle says its New Mexico project remains on schedule. Developer Blue Owl says the notice leaves its financial commitments unchanged.2 min
Sep 24, 2026InfrastructureLaunchInfrastructureGoogle Cloud Adds Brazil AI Capacity and Sets Local Processing for OctoberGPU-powered servers are available in São Paulo, but local Gemini processing is still weeks away and applies to a specified web use.3 min
Sep 24, 2026InfrastructureLaunchInfrastructureGoogle Will Send AI Chips Into Orbit to Test Whether They Can Work in SpaceProject Suncatcher’s first satellite will measure how the chips handle a launch and life in orbit. Connecting them for larger workloads is a later test.3 min
Sep 24, 2026InfrastructureResearchInfrastructureColumbia Professor Estimates US AI Buildout at Over $10 Trillion, Warns of Financing RiskA new study says the expansion has outgrown major technology companies’ cash flows. Its projected return depends on AI revenue that has yet to materialize.3 min
Sep 23, 2026InfrastructureBenchmarkInfrastructureCoreWeave Earns a Third Straight Top Rating for Its AI CloudSemiAnalysis praised its health checks and reliability. CoreWeave’s announcement does not give the size of the latest field.2 min
Sep 23, 2026InfrastructureLaunchInfrastructureMicrosoft Adds Remote AI Processing to Robot Toolchain After Performance TestsMicrosoft’s tests found gains in some robot tasks and battery life. The approach also puts network speed and remote GPU capacity into the operating equation.3 min
Sep 23, 2026InfrastructureFundingInfrastructureMaase Signs Deal to Raise About $50 Million for AI Computing and Its Language ModelThe proposed share sale could support two existing projects, but it has not closed and Maase has not said how much each will receive.3 min
Sep 22, 2026InfrastructureInfrastructureCardiff University Report Finds Welsh Semiconductor Jobs Rose 14% in 2025The growth is concentrated around Newport and the M4 corridor, where AI data-center hardware is creating a demand signal—but policymakers say technological change will still leave workers needing support.2 min
Sep 22, 2026InfrastructureInfrastructureApple Reportedly Considers AI Server for a 2029 Return to the Server MarketThe unapproved project would package Apple silicon for private AI inference, but the product and its possible Nvidia networking link remain unsettled.2 min
Sep 22, 2026InfrastructureEarningsInfrastructureBernstein Reaffirms Nvidia and Broadcom Ratings on AI Growth and Valuation CaseThe analyst’s case rests on projected demand and constrained AI infrastructure capacity—not on growth already delivered. Its valuation argument offers some downside cushion only if those expectations hold.3 min
Sep 22, 2026InfrastructureLaunchInfrastructureQualcomm Adds Local AI Agents to Its New Flagship Phone ChipsThe new Snapdragon processors promise assistants that can listen, distinguish speakers and build usage-based memory on the phone. The key remaining question is how those capabilities perform in finished devices.2 min