Partnership: Infrastructure AI News

Together AI Secures 250 MW in Saudi Arabia as U.S. Data-Center Resistance Grows

The agreement gives the San Francisco startup a large source of overseas power while Humain builds out Saudi Arabia’s AI-infrastructure ambitions. Its timetable and commercial terms remain unclear.

Earlier this week

9 stories

YesterdayInfrastructure

Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With Jane Street

The reported agreement gives the trading firm access to Crusoe’s cloud infrastructure for AI training and inference, but it does not connect the $13 billion commitment to a specific site or amount of capacity.

YesterdayInfrastructure

Realta Fusion Gains Utility Investment and Grid Support for 200-MW Wisconsin Plant

The proposed mid-2030s plant pairs Realta’s early power-conversion work with utility help on siting, permits, interconnection and financing—steps that can advance a future project before construction begins.

YesterdayInfrastructure

Figure Signs $3.5B Nscale Deal for Up to 100,000 GPUs for Humanoid AI

The partnership gives Figure a path to far larger training capacity, but its first Texas deployment is still targeted for the second half of 2027.

Sep 2, 2026Infrastructure

Google Agrees to Buy 396 MW of Geothermal Power for a Planned Utah Data Center

The agreement gives Fervo a defined customer for Cape Station while tying Google’s future data-center supply to a geothermal project still under construction.

Sep 2, 2026Infrastructure

Equinix Sets Q1 2027 Start for Distributed Enterprise AI Inference Service

The planned service combines NVIDIA infrastructure designs, Together AI model serving and Equinix connectivity. Its test is whether one package can simplify placing AI workloads across providers and locations.

Sep 2, 2026Infrastructure

SpaceX’s External Compute Deals Add a Potential Rival for CoreWeave

A confirmed Anthropic arrangement and reported outside-customer contracts put more large-scale AI capacity into the market. The unanswered question is whether it can become a repeatable cloud service.

Sep 1, 2026Infrastructure

HUMAIN Picks Compal for Cloud-to-Edge AI Build, With Nvidia and AMD Server Options

The agreement gives HUMAIN a designated manufacturing partner across servers, edge systems and AI PCs, but its product roadmap remains a set of planned platforms rather than disclosed deployments.

Aug 31, 2026Infrastructure

Anthropic’s Reported $35B Lambda Deal Has Nvidia Holding the Texas Site Lease

The reported arrangement separates the cloud provider, the site leaseholder and the facility developer, while leaving the amount of capacity and delivery timing unstated.

Aug 31, 2026Infrastructure

Humain, DataVolt Plan 100 MW AI Data Center at NEOM’s Oxagon

The expected-2028 facility gives Saudi-backed Humain a defined role in DataVolt’s planned Oxagon campus, but all of the capacity remains prospective.

Aug 27, 2026Infrastructure

Last week

4 stories

AWS Plans 2 Million More Nvidia GPUs for 2027–28 Despite Its Own Chip Effort

The planned purchase gives Nvidia a major multiyear customer commitment, but the economics behind sustained AI infrastructure spending remain under scrutiny.

Aug 26, 2026Infrastructure

AWS Plans 2 Million Nvidia GPUs for 2027–28 and Federal AI Factories

The partnership reaches beyond GPU supply into CPUs, networking and AWS’s own Trainium chips. The largest capacity commitment remains a future deployment, making execution on the shared infrastructure the central test.

Aug 26, 2026Infrastructure

Anthropic Reportedly Reserves 460 MW in $45B Nscale Deal, Targeting Late 2027

The reported agreement sets out a major future source of AI computing power, but the West Virginia facility is not expected to arrive until late 2027—leaving Anthropic’s nearer-term capacity pressure unresolved.

Aug 25, 2026Infrastructure

Aug 23, 2026Infrastructure

Cisco and Nvidia Move Secure AI Factory to Rack Scale, Targeting September Orders

The package shifts the sales pitch from individual GPUs to a pre-validated system. Cisco still must show that its promised deployment acceleration holds up in customer data centers.

4 min

August 2026

4 stories

Nvidia Takes a Minority Stake in Cloverleaf to Push AI Data-Center Development

The partnership brings Nvidia into the early work of securing power and preparing sites for AI campuses, alongside a separate 4.25-gigawatt Ohio commitment. The scale of Cloverleaf’s role will depend on projects yet to be identified.

Aug 22, 2026Infrastructure

Nvidia Enlists Asset Managers to Mobilize More Than $500 Billion for AI Infrastructure

The partnerships seek to widen access to expensive computing infrastructure. The harder question is whether the projects can generate enough cash to support the financing behind them.

Aug 22, 2026Infrastructure

Anthropic Plans Up to 2 GW of AMD AI Capacity. Nvidia Still Has the Lead.

The planned MI450 deployment gives AMD a major prospective customer for its new Helios rack. Converting that commitment into shipped, working systems and revenue is the test of whether AMD can narrow Nvidia’s infrastructure advantage.

Aug 22, 2026Infrastructure

Ormat Bets AI Data Centers Will Make Geothermal Worth Drilling Deeper

The established geothermal operator sees a route to much larger projects for hyperscalers. First, it must show enhanced geothermal plants can compete economically with other power sources.