Nvidia is certifying Nordic data center operators through its DGX-Ready Colocation Data Center program, turning the region into a hub for AI infrastructure powered by renewable energy and cold climate…
Nvidia is in talks to guarantee approximately $250 billion in financing for OpenAI's lease of SB Energy's planned 10-gigawatt data center in Ohio, part of the Stargate AI infrastructure initiative, ac…
Fox News contributor and former U.S. Secretary of Labor Eugene Scalia argues that the AI-driven infrastructure boom, including the $500 billion Stargate project and Micron's $250 billion investment, i…
OpenAI has pledged to fully fund infrastructure costs, support new power generation, and limit water use in a letter to Texas Gov. Greg Abbott, responding to his August 3rd freeze on data center appro…
NVIDIA Corp. is investing up to $3 billion in Lancium, a power infrastructure developer, to secure energy for AI data centers, with an upfront $2 billion for a 20% stake and a potential $1 billion mor…
OpenAI has sent a letter to Texas Governor Greg Abbott committing to responsible AI infrastructure development as its Stargate project expands, with the Abilene facility projected to consume about hal…
Nvidia is reportedly investing up to $3 billion in Lancium, a power-infrastructure developer, to secure access to power for its AI accelerators. The deal includes a $2 billion stake for about 20% of L…
Nvidia is reportedly investing up to $3 billion in Lancium, a Texas power-infrastructure developer tied to the Stargate data-center project, with an initial $2 billion for a 20% stake and up to $1 bil…
The AI bubble will not burst because AI fails but because deployable supply and capital commitments grow faster than monetizable demand, according to Breaking Analysis. Global semiconductor revenue is…
Oracle Corp.'s credit rating was cut to BBB- by S&P Global Ratings on July 9, 2026, and its stock has fallen more than 60% from its September 2025 high, as investors question whether the company's mas…
OpenAI has shut down its agentic browser ChatGPT Atlas less than a year after launch, citing strong competition from Google Chrome and a decision to bundle the product into ChatGPT. The company also d…
Texas Gov. Greg Abbott in June 2026 recommended eliminating the state's sales tax exemption for data centers, a policy that had attracted billions in AI infrastructure investment, citing a projected $…
OpenAI plans to spend over $30 billion on a 3.2-gigawatt data center near Savannah, Georgia, codenamed Project Camellia, with $20 billion committed to qualify for local incentives. The company is open…
The Wisconsin Public Service Commission has declined to reopen its April 2026 order requiring data center operators with credit ratings below A-/A3 to post collateral, saddling Oracle with an estimate…
OpenAI is accelerating its Stargate AI infrastructure initiative, targeting $500 billion in investment over four years, with a $16 billion campus groundbreaking in Saline Township, Michigan in June 20…
OpenAI has appointed Uday Ruddarraju as its chief technology officer for compute, the company announced. Ruddarraju, who joined OpenAI last July as head of compute and infrastructure after leaving xAI…
Oracle faces multibillion-dollar cost overruns at its AI megacampuses, with capital expenditures surging from $21.2 billion in fiscal 2025 to a projected $90-95 billion in fiscal 2027, while banks inc…
OpenAI CFO Sarah Friar published a scorecard for measuring AI return on investment, arguing that AI must be measured by the work it accomplishes rather than traditional software metrics like adoption.…
SoftBank Group deployed OpenAI's AI-driven patching service, Patching as a Service (PaaS), through their joint venture SB OAI Japan, targeting 3,000 critical infrastructure firms. SoftBank reported 30…
Oracle's massive $300 billion cloud compute contract with OpenAI has driven its credit rating to the brink of junk status, with S&P Global downgrading it to BBB/A-2 and warning that OpenAI's financial…