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Data centers

Rendering of rows of AI server racks with overhead cooling pipes and power equipment

Nvidia opens its Vera Rubin architecture at the OCP Global Summit

Matt Garman wearing a blue jacket with his arms crossed against a dark background

Amazon says it no longer uses NDAs for data centers as backlash grows

Project Suncatcher name and sun-shaped symbol on a yellow, orange and blue background

Google's space AI plan assumes around 1,800 Starship launches to cut launch costs

Boom Supersonic rendering of its Superpower gas turbine and generator

Crusoe drops Boom turbine order as its AI power plans change

Crusoe will no longer launch Boom's Superpower turbine after ordering 29 units. The change affects a planned 1.21 GW supply deal, while Crusoe's power choices vary by site.

The AI Feed Desk

By The AI Feed Desk

Illustration of an incomplete gas pipeline leading toward a row of data center buildings

Oracle's Stargate notice puts Project Jupiter's gas timeline under scrutiny

Oracle says its New Mexico data center remains on schedule, but a contractual notice and delayed gas pipeline put the 2028 target in focus.

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By The AI Feed Desk

Electricity and water connect to a data center, with cost arrows and a permit gate; illustration

California shifts more AI data center infrastructure costs to operators

Seven California laws create a data center utility rate class, make operators pay for local grid and water upgrades, and tie faster approvals to resource requirements.

The AI Feed Desk

By The AI Feed Desk

A server aisle with token streams splitting between fast decode lanes and long-context memory lanes

NVIDIA extends Vera Rubin with Groq 3 LPX for agentic inference

NVIDIA says Groq 3 LPX is in full production as a Vera Rubin decode accelerator, shifting agent infrastructure toward rack-scale token generation economics.

The AI Feed Desk

By The AI Feed Desk

A mountain-side AI factory lights rows of liquid-cooled compute racks connected to regional power lines

Firebird opens NVIDIA-backed AI factory in Armenia

Firebird opened an NVIDIA-backed AI factory in Armenia and plans more than 70,000 Rubin and Blackwell GPUs with 300 MW of capacity by 2027.

The AI Feed Desk

By The AI Feed Desk

A compact AI factory module combines a chip wafer, server racks, cooling pipes, and power equipment

NVIDIA frames U.S. AI buildout as a 43-state supply chain

NVIDIA says its U.S. partner network spans 43 states and plans up to $500 billion of American-built AI infrastructure with semiconductor, system, power, and cloud partners.

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By The AI Feed Desk

A data center waits beside a power-grid connection queue with substations in the distance

AI data centers face a grid-connection bottleneck

A Works in Progress analysis argues that the limiting factor for AI buildouts is often the queue to connect new loads and generation to the electric grid.

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By The AI Feed Desk

An AI server rack connects to a warm closed-loop liquid cooling system and dry cooler

NVIDIA says 45 C liquid cooling can reshape AI factory design

NVIDIA says Rubin-generation AI infrastructure can run with 45 C coolant in closed-loop liquid-cooled AI factories, reducing cooling energy and water dependence.

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By The AI Feed Desk

Optical data-center components sit beside a refined metal sample, shipping documents, and a global supply-chain route map

Indium scrutiny puts AI data-center optics in the supply-chain frame

Reuters reports that buyers are seeing tighter Chinese scrutiny around indium exports, raising attention on a niche material used in high-speed optical chips for AI data centers.

The AI Feed Desk

By The AI Feed Desk

A modern data-center campus connected to power lines and abstract cloud compute blocks in a green landscape

Google puts $1.5B into its Alabama data-center campus

Google says it will invest $1.5B across 2026 and 2027 to expand its Jackson County, Alabama data-center campus while covering its power and infrastructure costs.

The AI Feed Desk

By The AI Feed Desk