Sunrun is launching a pilot program to place AI compute nodes in customers' homes with solar and battery storage. Customers will be compensated, and Sunrun will sell the distributed compute power to AI companies, offering an alternative to traditional data centers facing public opposition.
MARA Holdings is acquiring a 1,200+ acre powered site in Matagorda County, Texas from HIF USA, securing access to up to 2 GW of grid capacity by April 2028. The site will be developed into a computing campus for AI/HPC workloads and Bitcoin mining. MARA shares surged following the announcement.
Cerebras, a US-based AI chip maker, announced plans to launch its first European data centre by the end of 2026, followed by rapid expansion across France and the Nordics by 2027. The initiative aims to boost AI computing capacity in Europe, addressing demand for local, low-latency infrastructure and offering an alternative to US and Asian compute capacity.
Meta is reportedly developing plans for a cloud infrastructure business, selling access to its AI compute power and models. This strategic shift, driven by billions invested in AI infrastructure and limited direct AI model revenue, would position Meta as a competitor to major cloud providers like AWS and Google Cloud.
AI lab Anthropic is rapidly expanding its compute capacity in the Asia-Pacific region, hiring for multiple data center roles in Australia and Japan to meet surging demand for its products. The expansion is driven by increasing usage of its enterprise and consumer offerings, despite ongoing tensions with the U.S. administration.
A viral thought experiment, "Europe 2031," by the Arq Foundation, depicts the EU being economically ruined and sidelined by a tech-dominant US and China by 2031. The scenario highlights Europe's lagging AI ambitions and infrastructure, leading to job losses and political instability.
Allbirds, which recently rebranded to NewBird AI, is changing its name again to Smartbird and appointing Nadia Carlsten as its new CEO, replacing Joe Vernachio. Carlsten has a background in quantum computing and AI infrastructure.
Silicon Data is partnering with CME Group to launch futures contracts for AI compute power, aiming to help companies hedge against fluctuating costs. Asset managers are already filing for ETFs tied to these contracts, signaling strong investor interest.
Google will pay SpaceX $920 million/month until June 2029 for 110,000 NVIDIA GPUs and components to support its Gemini Enterprise AI platform, in a deal worth almost $30 billion.
Alphabet CEO Sundar Pichai announced a $45 billion equity offering, oversubscribed with Berkshire Hathaway investing $10 billion, to fund AI compute build-out. The company plans to raise an additional $40 billion via an at-the-market program, bringing the total to $85 billion.
Polymarket, a prediction market platform, has executed its first institutional block trade related to AI compute infrastructure. The six-figure transaction involved FalconX and Anera Labs trading on a contract tracking Nvidia's H100 GPU chip rental pricing.
SpaceX's IPO filing reveals 18,712 Bitcoin holdings worth $1.29B, X's 'everything app' payment ambitions, and a $2.4T AI compute infrastructure strategy that could challenge crypto miners.
Anthropic agreed to buy the full 300-megawatt output of xAI’s Colossus 1 data center near Memphis for $1.25 billion per month through May 2029. The SEC filing suggests the contract could bring xAI more than $40 billion in revenue.
La Procura di Milano ha eseguito perquisizioni domiciliari e informatiche nell'ambito di un'indagine su accessi abusivi ai computer dei magistrati tramite il sistema Ecm. L'indagine, nata da una denuncia, si concentra su un tecnico ministeriale a Torino che possedeva credenziali di amministratore.
OpenAI introduced Guaranteed Capacity, a new offering allowing customers to secure long-term access to AI compute power. Available in one, two, or three-year commitments with increasing discounts, the service aims to provide capacity certainty amid growing AI demand.
Bitcoin miners, controlling over 27GW of planned power capacity and holding $90B in AI contracts, are becoming critical suppliers for the AI boom. Their power resources are essential as AI infrastructure buildout faces electricity bottlenecks, positioning them strategically.
SPAN's plan to deploy data center nodes in residential neighborhoods could reduce land use and water consumption issues associated with large data centers
Google and SpaceX are in talks to build data centers in orbit, pitching space as the future home for AI compute, even as costs today remain far higher than on the ground.
Publicly traded Bitcoin miner and data center operator TeraWulf reported a hefty net loss in Q1 as its AI revenue took over from BTC.
Nvidia gains rights to invest up to $2.1 billion in IREN as companies race to lock down massive AI compute capacity.
Cumhurbaşkanı Yardımcısı Cevdet Yılmaz, Tuzla’da düzenlenen "AI Compute İş Birliği"nin lansmanında konuşma gerçekleştirdi. “Yapay zeka odaklı sermaye harcamaları ve yatırım projeksiyonları yaklaşık 725...Devamı için tıklayınız
Elon Musk's xAI has leased its Colossus 1 supercomputer to Anthropic, a move that follows Musk's public shift from criticizing the AI lab to expressing confidence in its leadership. This deal provides Anthropic with significant GPU capacity, addressing its urgent compute needs and enabling immediate inference workloads. The partnership also hints at future collaborations for orbital AI compute infrastructure.
Anthropic has secured a multi-gigawatt AI compute deal with Google and Broadcom, potentially worth hundreds of billions, favoring Google's TPUs over Nvidia's GPUs. This move highlights the growing importance of specialized chips for AI inference.
