Meta exits RE100 renewable pact amid natural gas buildout
Meta has left the RE100 renewable-energy initiative after a decade of membership, confirming the exit as it funds at least a dozen natural gas plants for its AI data centers.
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246 storiesOpenAI raises infrastructure spending to $750 billion through 2030
OpenAI said Wednesday it will spend $750 billion on infrastructure through 2030, some 25% more than its earlier estimate this year, even as its Stargate project appears stalled.
Data centers seen using four times more U.S. power by 2035
Data centers are expected to consume one-fifth of U.S.-generated electricity by 2035 — four times today's share — as AI compute demand pushes capacity toward nearly 200 gigawatts, according to a new BloombergNEF report.
Bluecore Energy raises $10M to build nuclear reactors on barges
Maritime nuclear startup Bluecore Energy raised a $10 million pre-seed round led by Slauson & Co. to build small modular reactors on floating barges that can deliver power directly to ports and nearby communities.
Infinity raises $15M to build CUDA alternative for AI chips
AI infrastructure startup Infinity raised $15 million at a $100 million valuation from Touring Capital, Principal VC, and researchers at OpenAI and Anthropic to build chip-agnostic kernel software for running AI models.
Valar Atomics in talks to raise funding at $6B valuation
Valar Atomics is in talks to raise $1 billion at about a $6 billion valuation, with Sequoia expected to lead the round.
Amazon fixes AWS billing bug that showed some customers owing billions
Amazon is working to fix a bug in its AWS billing portal that showed some cloud customers owing millions or billions of dollars for services they never used, including one estimate near $2.5 billion, though the company says the figures don't reflect actual usage or charges.
General Compute lands $400M loan backed by inference chips
General Compute, an AI inference cloud startup, secured a $400 million loan from Upper90 using inference-specific chips as collateral, in what may be the first such deal.
Google's biggest clean power project sits 40 miles from xAI's gas plant
Google's newest, largest-ever solar and battery purchase — a project expected to reach 1.8 gigawatts of solar capacity by 2029 — sits about 40 miles north of an unpermitted natural gas plant that powers Elon Musk's xAI data centers.
New York halts construction of all new data centers
New York became the first US state to halt data center construction, after Governor Kathy Hochul signed an executive order blocking new permits for large projects.
Reflection signs $1 billion compute deal with Nebius
Reflection AI has signed a $1 billion compute deal with Nebius, which will give the open-model startup access to Nvidia's latest chips.
SpaceX valuation rides on space data centers despite expert skepticism
Sam Altman and Elon Musk clashed over SpaceX's orbital data center plans, which drive the company's two-trillion-dollar valuation but face skepticism from industry experts.
Anthropic commits about $40 billion to SpaceX for compute
Anthropic committed about $40 billion in compute spend to Elon Musk's SpaceX, after which Musk promised never to cut Anthropic off in a way that hurt it badly.
Sequoia partner: AI must earn $3 trillion to justify spend
Sequoia partner David Cahn estimates the AI industry will have to earn $3 trillion to justify $1.5 trillion in projected infrastructure spending for 2026.
ZML launches free tool to run AI models across any chip
ZML, a Paris-based startup backed by Yann LeCun, launched free inference software LLMD that runs open source LLMs across Nvidia, AMD, Google TPU, Apple Metal, and Intel Arc chips.
Vercel aims to be the AWS of the AI agent era
Vercel, which processes 1 trillion AI tokens daily, is pushing to decouple AI models from agents to prevent vendor lock-in and ensure infrastructure flexibility.
Google and Amazon emissions rise as AI demand grows
Google and Amazon report rising carbon emissions, suggesting they may need to adjust business strategies to meet net-zero targets as AI energy demands grow.
Cloudflare to block mixed-use AI crawlers on ad-supported sites
Cloudflare will block mixed-use AI crawlers from ad-hosting pages starting September 15, 2026, a move that could impact how AI providers access web content for training.
Honda shifts battery focus from EVs to stationary storage
Honda has begun producing batteries for energy storage systems, pivoting away from U.S. EV programs amid shifting market demand and the cancellation of tax credits.
Meta reportedly plans to launch cloud infrastructure business
Meta is reportedly developing plans for a cloud infrastructure business, dubbed Meta Compute, to monetize its massive AI investments and compete with major cloud providers.