Data Centers

Adoption · 3 weeks ago Anthropic Secures $35 Billion Cloud Deal with Hut 8 and Nvidia Support Anthropic has entered a $35 billion cloud-computing agreement with Lambda, leveraging Hut 8's Texas data center, backed by Nvidia's infrastructure.

Markets · 3 weeks ago South Korea Allocates 2.6T Won for Semiconductor Industry in 2027 Budget South Korea plans to invest 2.6 trillion won in its semiconductor sector as part of a record national budget for 2027, aiming to solidify long-term industrial growth.

Companies · 3 weeks ago Anthropic Secures 5 Gigawatts of AI Capacity Amid Growing Demand Anthropic has secured a significant 5 gigawatts of AI computing capacity, positioning itself strongly in the competitive AI landscape as Alphabet struggles to meet demand.

Macro · 3 weeks ago Trump Warns Local Opposition to Data Centers Could Hurt US AI Leadership President Trump cautioned that resistance to data centers in the U.S. could undermine the economy and the nation's position in the AI sector, as numerous projects face local opposition.

Funding · 3 weeks ago SLB Acquires Kelvion for $4.1 Billion to Enhance Data Center Cooling Solutions SLB has announced its acquisition of Kelvion for $4.1 billion, aiming to strengthen its capabilities in data center cooling, crucial for AI infrastructure.

Companies · 3 weeks ago Nvidia and MediaTek Expand Partnership with $3.5B Investment in AI Technologies Nvidia and MediaTek have announced a significant partnership focusing on AI technologies, with Nvidia reportedly investing between $3.5B and $4B in MediaTek's convertible bonds.

Companies · 3 weeks ago Adobe Invests Over $4 Billion in AI Partnership with Saudi Arabia's HUMAIN Adobe is committing more than $4 billion to enhance its AI collaboration with Saudi Arabia's HUMAIN, integrating generative AI tools with Arabic language capabilities.

Markets · 3 weeks ago Build American AI Invests $50M in Political Campaigns for Data Center Development Build American AI is allocating $50 million to support candidates in key battleground states who favor data center construction, reflecting the growing political influence of the AI sector.

Funding · 3 weeks ago Andreessen Horowitz Launches $1.1 Billion Fund Focused on AI Hardware Infrastructure Andreessen Horowitz has established a $1.1 billion Machine Age Fund dedicated to investing in AI hardware and infrastructure, emphasizing the growing need for physical components in AI development.

Mining · 3 weeks ago Bitcoin Miners Transition to High-Performance Computing Amid Market Changes Recent analysis reveals that Bitcoin miners are evolving from traditional crypto proxies to high-performance computing hubs, impacting their market behavior and revenue streams.

Compliance · 3 weeks ago Andreessen Horowitz Launches $1.1 Billion Fund for AI Hardware Infrastructure Andreessen Horowitz has launched the Machine Age Fund, a $1.1 billion initiative aimed at enhancing AI infrastructure through investments in hardware such as chips and data centers.

Adoption · 3 weeks ago Meta Explores $10 Billion AI Infrastructure Deal with Anthropic Meta Platforms is in early discussions with Anthropic to lease AI computing capacity, potentially worth up to $10 billion over two years, marking a significant shift in its business strategy.

Companies · 3 weeks ago Nvidia CFO Predicts Frontier AI Labs Will Dominate Tech Industry Nvidia's CFO Colette Kress forecasts that frontier AI labs, like OpenAI, will become the largest tech companies in history, driven by massive investments and demand for AI infrastructure.

Spot & ETFs · 3 weeks ago Nvidia Aims for 8 GW Data Center Capacity by 2026 with New Revenue Model Nvidia's CFO announced plans for 8 gigawatts of installed data center capacity by 2026, supported by a new revenue-sharing model with cloud partners.

Companies · 3 weeks ago Anthropic Signs $45 Billion Lease with NScale for AI Compute Capacity Anthropic has entered into a $45 billion lease agreement with NScale to secure AI compute resources, marking a significant step in its infrastructure strategy.

Companies · 3 weeks ago Nvidia Set to Report Record Q2 Earnings Amid Rising Memory Costs and AI Demand Nvidia is expected to announce significant Q2 fiscal 2027 earnings, with projections of $92 billion in revenue and a focus on rising memory costs impacting profitability.

Compliance · 3 weeks ago Firmus Technologies Secures Approval for 288MW AI Data Center in Tasmania Amid Local Opposition Firmus Technologies has received approval to construct a 288MW AI-focused data center in Tasmania, despite significant community opposition and environmental concerns.

Companies · 3 weeks ago Meta's Project OT Faces Employee Resistance and Technical Challenges in AI Transition Meta's ambitious Project OT aimed to transform the company into an AI-native organization, but faced significant employee pushback and technical limitations, leading to a reduced workforce impact.

Business · 4 weeks ago SpaceX and Nvidia to Launch AI Supercomputer Vera Rubin into Orbit by 2027 SpaceX and Nvidia have partnered to deploy the Vera Rubin AI supercomputer into orbit, targeting a launch in Q4 2027. This initiative aims to enhance AI workloads in space and expand computing capabilities significantly.

Macro · 4 weeks ago Australia's Data Center Power Demand Expected to Surge Sevenfold by 2036 Australia's data centers are projected to increase their electricity consumption from 5 TWh to 34 TWh by 2036, significantly impacting the national grid.