data center power

Nvidia’s Vera Rubin production ramp is reshaping the AI infrastructure conversation from a narrow race for faster GPUs into a broader contest over tokens, watts, racks, networks, cooling loops, and grid access. The key performance claim around Vera Rubin NVL72 is not merely that the new hardware...

OpenAI and Broadcom unveiled Jalapeño in June 2026 as OpenAI’s first custom AI inference processor, a co-designed accelerator intended for large language model workloads across ChatGPT, Codex, the API, and future agent-style products. The announcement, amplified by Cloud Wars and corroborated by...

KAIST researchers said on July 5, 2026, that AI agents running complex tool-using tasks can consume up to 136.5 times more energy per question than conventional chatbot-style generative AI, based on an analysis of real-service workloads using large language models. The finding, reported by Maeil...

Data-center operators and energy developers are now exploring renewable natural gas made from cow manure and food waste as a power source for crypto mining, AI computing, and backup generation, with Ag-Grid Energy’s Lent Hill project in New York serving as the clearest U.S. test case. The idea...

Ferrari and BMW are adding aluminium wiring to new vehicles in 2026, joining Tesla and Chinese EV makers in a broader industry shift away from copper as automakers chase lower weight, lower material costs, and insulation from a tightening global copper market. The move is not a gimmick from the...

AI chip shortages are forcing enterprise technology buyers in 2026 to treat artificial intelligence capacity as a constrained infrastructure resource rather than a normal procurement line item, because the bottlenecks now span GPUs, advanced logic manufacturing, high-bandwidth memory, packaging...

Microsoft CEO Satya Nadella used a June 2026 interview to warn that artificial intelligence will lose public legitimacy if a few dominant companies demand vast infrastructure while predicting mass job disruption and security risks. The comment was not an abstract sermon from a neutral observer...

Microsoft said on June 22, 2026, that it will build a new datacenter campus in Pecos, Texas, adding roughly 2 gigawatts of cloud and AI capacity through a multibillion-dollar project planned over the next five to seven years. The announcement is not just another dot on Azure’s global map. It is...

Samsung Heavy Industries is pushing floating AI data centers toward commercialization in 2026 through ship-based designs, classification approvals, and partnerships with Supermicro, Greek shipowner Capital, and Lloyd’s Register as demand for power-hungry AI infrastructure strains land, water...

Microsoft’s planned East Africa cloud region in Kenya, announced in May 2024 with G42 as part of a $1 billion digital investment package, has reportedly been delayed after talks over guaranteed government payments and power requirements failed to produce terms acceptable to all sides. The...

Microsoft reported on April 29, 2026, that Azure and other cloud services revenue grew 40 percent year over year in its fiscal third quarter, while its AI business reached a $37 billion annual revenue run rate and contracted cloud obligations climbed to $627 billion. The headline is not that...

Oracle’s latest surge looks less like a one-week trading anomaly and more like a market verdict on the company’s evolving identity. Investors are increasingly treating Oracle as an infrastructure utility for the AI era, not just a legacy enterprise software vendor, and this week’s sharp rally...

Microsoft’s recent public foray into high‑temperature superconductors (HTS) for datacenter power delivery represents more than a laboratory novelty — it is a deliberate engineering bet that the next generation of cloud-scale compute will require fundamentally different approaches to electricity...

Microsoft’s cloud suffered a regional power hiccup on February 7, 2026 that left a slice of the West US Azure footprint struggling — and it’s a reminder that even the biggest cloud platforms can be vulnerable to physical infrastructure failures and cascading recovery effects. (theverge.com)...