Sightline Climate: Power shortages threaten U.S. data center projects
Sightline Climate reports that power access issues might delay up to 50% of U.S. data center projects, highlighting a critical bottleneck for AI infrastructure expansion.
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Compute & Cloud
246 storiesCloudflare CEO: AI bot traffic to surpass human traffic by 2027
Cloudflare CEO Matthew Prince suspects that AI bot traffic will exceed human traffic by 2027, necessitating new infrastructure to handle the massive increase in automated web requests.
Fervo Energy lands $421 million loan for Cape Station plant
Fervo Energy secured a $421 million non-recourse loan for its Utah-based Cape Station project, suggesting the startup has moved past the 'valley of death' for geothermal technology.
K2 Space prepares to launch its high-powered Gravitas satellite
K2 Space is expected to launch its Gravitas satellite in the coming weeks, testing 20 kW power capabilities to support future orbital data centers.
Nvidia’s networking business is now a multibillion-dollar engine
Nvidia’s networking division has become its second-largest revenue driver, generating $11 billion last quarter as it provides the essential infrastructure for modern AI factories.
Google partners with DTE to power Michigan data center
Google is partnering with Michigan utility DTE to secure 2.7 gigawatts of new power resources for a data center, formalizing its "bring your own power" procurement strategy.
OpenAI partners with AWS to sell AI to U.S. government
OpenAI has partnered with AWS to sell its AI models to the U.S. government, a move that could unlock further enterprise contracts for the company.
Niv-AI exits stealth to tackle GPU power throttling
Niv-AI emerged from stealth with $12 million in seed funding to develop power management tools for data centers, which currently throttle GPU usage by up to 30%.
Google and Tesla join coalition to rethink grid management
Google, Tesla, and other firms have launched Utilize, a coalition advocating for grid management changes, arguing that existing electrical infrastructure is significantly underutilized.
Thinking Machines Lab secures Nvidia partnership and investment
Thinking Machines Lab has secured a multi-year partnership and investment from Nvidia, including plans to deploy at least one gigawatt of Vera Rubin systems starting in 2027.
Hyperscale Power raises €5M to shrink data center transformers
Hyperscale Power raised a €5 million seed round to develop solid-state transformers, aiming to solve power density bottlenecks in rapidly scaling data centers.
China-linked Salt Typhoon compromises 200 global firms
The China-linked Salt Typhoon hacking group has compromised at least 200 companies around the world, stealing tens of millions of phone records.
Nscale raises $2 billion Series C at $14.6 billion valuation
Nscale raised a $2 billion Series C at a $14.6 billion valuation, with the company noting it might seek to go public as early as this year.
Target Hospitality pivots to housing for AI data center workers
Target Hospitality is pivoting to build temporary housing for U.S. AI data center workers, securing $132 million in contracts that could eventually house more than 1,000 people.
AWS launches AI agent platform for healthcare providers
AWS launched Amazon Connect Health, a HIPAA-eligible AI agent platform for healthcare providers, marking its latest expansion into the $5 trillion U.S. healthcare market.
Aikido plans to test submerged data centers in Norway
Aikido plans to submerge a 100-kilowatt data center off Norway this year, hoping to eventually deploy a larger version off the U.K. coast by 2028.
Iran faces internet blackout amid airstrikes and cyberattacks
Iran faces a near-zero internet blackout following U.S. and Israel-led airstrikes and coinciding cyberattacks that have impacted regional infrastructure.
Tech giants commit hundreds of billions to AI infrastructure
Tech giants are committing nearly $700 billion to AI infrastructure in 2026, straining power grids and testing investor patience as they race to build capacity.
Google taps Form Energy for $1 billion battery deal
Google is reportedly paying about $1 billion for a battery system to power a new Minnesota data center using Form Energy's iron-air technology.
Sophia Space raises $10M to build passive cooling for space computers
Sophia Space raised $10 million to demonstrate a passive cooling approach for space-based computers, aiming for an orbital mission by late 2027 or early 2028.