A massive winter storm swept across dozens of states, leaving hundreds of thousands without power and testing an already stressed electricity grid. The surge in demand from AI data centers, alongside traditional heating needs, caused wholesale electricity prices to spike dramatically in states like Virginia. Utilities scrambled to restore service while grappling with aging infrastructure, climate‑related damage, and the growing energy appetite of AI workloads. Experts warn that such weather events highlight the need for better grid planning and potential demand‑response measures to balance the new load from AI data centers. Leer más →

Tech giants including OpenAI, Microsoft, Nvidia, Oracle, and Meta are pouring billions of dollars into new AI‑focused data centers. Partnerships such as the Stargate project promise up to $500 billion in future spending, while Microsoft alone targets $80 billion for AI‑enabled facilities. The rapid build‑out is driving unprecedented demand for power, water, and infrastructure, raising alarms about energy consumption, water use, and rising traffic incidents near construction sites. Executives like AMD’s Lisa Su dismiss worries, arguing demand far outweighs any potential oversupply. Leer más →

Indian IT services firm Tata Consultancy Services (TCS) has secured a $1 billion investment from private‑equity firm TPG as part of a multi‑year, $2 billion plan to build a network of gigawatt‑scale AI data centers across India. Dubbed “HyperVault,” the project will use liquid‑cooled, high‑density designs to meet the soaring demand for AI compute power. The initiative arrives amid a stark supply‑demand gap in the country, where data generation is high but data‑center capacity remains low. TCS aims to partner with hyperscalers and AI firms to develop the infrastructure needed for advanced AI workloads. Leer más →

Lambda, a U.S. AI data‑center operator, announced a $1.5 billion financing round headed by TWG Global. The firm, founded by billionaire investors Thomas Tull and Mark Walter, brings a $40 billion portfolio that includes stakes in the Los Angeles Lakers and a Cadillac F1 racing team, as well as a $15 billion AI‑focused fund anchored by Mubadala Capital. Lambda, a competitor to CoreWeave, recently struck a multibillion‑dollar AI‑infrastructure deal with Microsoft that will deploy tens of thousands of Nvidia GPUs. The new capital dwarfs Lambda’s prior $480 million Series D raise and positions it for further growth, though valuation details remain undisclosed. Leer más →

AI data‑center provider Lambda announced a $1.5 billion financing round led by TWG Global, the investment firm founded by Thomas Tull and Mark Walter. The capital boost follows Lambda’s recent multibillion‑dollar agreement to supply Microsoft with AI infrastructure built on tens of thousands of Nvidia GPUs. The company, which operates a network of U.S. AI data centers and competes with CoreWeave, also offers “AI factories” to hyperscaler clouds. Lambda declined to comment on its current valuation, but the raise far exceeds its prior $480 million Series D round. Leer más →

A new International Energy Agency report shows global spending on data centers surpassing oil exploration, highlighting the massive power demand of AI-driven facilities. The surge strains electrical grids, especially near large cities, but also opens opportunities for renewable solutions such as solar farms and microgrids built from used EV batteries. Major AI firms like OpenAI, Meta and Anthropic have pledged billions toward new data center projects, while startups focusing on clean energy infrastructure stand to benefit from the shift. Leer más →

OpenAI sent a letter to the White House urging the administration to broaden the Advanced Manufacturing Investment Credit (AMIC) beyond semiconductor fabrication to include AI servers, data centers, and related grid components. The company argues the change would lower capital costs, de‑risk early investments, and unlock private capital for U.S. AI infrastructure. OpenAI also called for faster permitting, streamlined environmental reviews, and a strategic reserve of raw materials such as copper, aluminum, and processed rare‑earth minerals. Executives later clarified that OpenAI does not seek government guarantees for its data‑center build‑out, emphasizing that taxpayers should not bail out private ventures. Leer más →

A recent study measuring the power usage of open‑source generative AI video tools found that creating a single AI‑generated video consumes roughly 90 watt‑hours of electricity—far more than image or text generation. The research, conducted on an Nvidia H100 GPU, showed video diffusion to be about thirty times costlier than image generation and two thousand times costlier than text generation. These findings highlight the growing energy demands of AI video models and raise concerns about transparency and sustainability as the technology scales. Leer más →

The surge in AI workloads is driving rapid expansion of data centers that rely heavily on GPUs, which consume far more power and generate far more heat than traditional CPUs. This growth is straining electricity supplies and dramatically increasing water use for cooling. Industry leaders are exploring liquid‑cooling, micro‑fluidic chips, free‑cooling, and geothermal options, while experts call for greater transparency, smarter hardware design, and more efficient model use to curb the environmental impact. Leer más →

Silicon Valley dominated headlines this week with massive AI infrastructure deals. Nvidia announced a potential $100 billion investment in OpenAI, while OpenAI revealed plans to add five new Stargate data centers in partnership with Oracle and SoftBank, promising gigawatts of fresh capacity. Oracle financed the effort by selling $18 billion in bonds. At the same time, OpenAI launched Pulse, a personalized morning briefing feature in ChatGPT that currently runs only for $200‑a‑month Pro users due to server constraints. The flurry of investments and product launches raises questions about the balance between costly data‑center expansion and new AI services. Leer más →

OpenAI announced plans to add five new data centers across the United States under its Stargate program, partnering with Oracle and SoftBank. The expansion will bring total U.S. capacity close to seven gigawatts and includes sites in Texas, New Mexico, Ohio, and a yet‑to‑be‑named Midwest location. Oracle will operate the flagship Abilene facility, while SoftBank’s SB Energy backs two of the new sites. The project is tied to broader U.S. AI competitiveness goals, with expectations of thousands of jobs and additional collaborations with Nvidia and international partners. Leer más →

Nvidia and OpenAI have struck a landmark partnership that could see Nvidia invest up to $100 billion in OpenAI while providing the massive compute infrastructure needed for the next generation of AI models. The agreement calls for OpenAI to deploy at least 10 gigawatts of Nvidia systems across new data centers, beginning with a one‑gigawatt rollout on Nvidia’s Vera Rubin platform in the second half of 2026. The deal positions Nvidia as both a supplier and a stakeholder, anchoring it at the heart of the AI boom and giving OpenAI a long‑term pipeline of cutting‑edge hardware to stay competitive with rivals. Leer más →

Huawei revealed plans to open source its UB‑Mesh interconnect, a system that combines a CLOS‑based backbone with multidimensional rack‑level meshes to streamline communication among CPUs, GPUs, memory, and networking equipment in massive AI data centers. The company claims the design can keep costs low even at scales of thousands of nodes, citing an 8,192‑node deployment and bandwidth exceeding one terabyte per second per device with sub‑microsecond latency. Huawei chief scientist Heng Liao said the protocol will be published with a free license at an upcoming conference, while industry observers note the challenge of gaining broad adoption amid existing standards and geopolitical concerns. Leer más →

Former Vice President Al Gore told reporters that China has become the world’s leading force in the energy transition, a development he would not have predicted 25 years ago. He praised China’s rapid expansion of solar capacity and its shift toward measurable emissions reductions, while criticizing the United States for policy reversals that have slowed its climate leadership. Gore also discussed the growing electricity demand from AI data centers, the importance of real‑time emissions tracking through Climate TRACE, and expressed cautious optimism that renewable technologies are accelerating faster than fossil‑fuel resistance. Leer más →

Huawei revealed plans to open source its UB‑Mesh interconnect, a system that combines a CLOS‑based backbone with multidimensional rack‑level meshes to streamline communication among CPUs, GPUs, memory, and networking equipment in massive AI data centers. The company claims the design can keep costs low even at scales of thousands of nodes, citing an 8,192‑node deployment and bandwidth exceeding one terabyte per second per device with sub‑microsecond latency. Huawei chief scientist Heng Liao said the protocol will be published with a free license at an upcoming conference, while industry observers note the challenge of gaining broad adoption amid existing standards and geopolitical concerns. Leer más →

Huawei revealed plans to open source its UB‑Mesh interconnect, a system that combines a CLOS‑based backbone with multidimensional rack‑level meshes to streamline communication among CPUs, GPUs, memory, and networking equipment in massive AI data centers. The company claims the design can keep costs low even at scales of thousands of nodes, citing an 8,192‑node deployment and bandwidth exceeding one terabyte per second per device with sub‑microsecond latency. Huawei chief scientist Heng Liao said the protocol will be published with a free license at an upcoming conference, while industry observers note the challenge of gaining broad adoption amid existing standards and geopolitical concerns. Leer más →

Former Vice President Al Gore told reporters that China has become the world’s leading force in the energy transition, a development he would not have predicted 25 years ago. He praised China’s rapid expansion of solar capacity and its shift toward measurable emissions reductions, while criticizing the United States for policy reversals that have slowed its climate leadership. Gore also discussed the growing electricity demand from AI data centers, the importance of real‑time emissions tracking through Climate TRACE, and expressed cautious optimism that renewable technologies are accelerating faster than fossil‑fuel resistance. Leer más →

Former Vice President Al Gore told reporters that China has become the world’s leading force in the energy transition, a development he would not have predicted 25 years ago. He praised China’s rapid expansion of solar capacity and its shift toward measurable emissions reductions, while criticizing the United States for policy reversals that have slowed its climate leadership. Gore also discussed the growing electricity demand from AI data centers, the importance of real‑time emissions tracking through Climate TRACE, and expressed cautious optimism that renewable technologies are accelerating faster than fossil‑fuel resistance. Leer más →

Huawei revealed plans to open source its UB‑Mesh interconnect, a system that combines a CLOS‑based backbone with multidimensional rack‑level meshes to streamline communication among CPUs, GPUs, memory, and networking equipment in massive AI data centers. The company claims the design can keep costs low even at scales of thousands of nodes, citing an 8,192‑node deployment and bandwidth exceeding one terabyte per second per device with sub‑microsecond latency. Huawei chief scientist Heng Liao said the protocol will be published with a free license at an upcoming conference, while industry observers note the challenge of gaining broad adoption amid existing standards and geopolitical concerns. Leer más →

Former Vice President Al Gore told reporters that China has become the world’s leading force in the energy transition, a development he would not have predicted 25 years ago. He praised China’s rapid expansion of solar capacity and its shift toward measurable emissions reductions, while criticizing the United States for policy reversals that have slowed its climate leadership. Gore also discussed the growing electricity demand from AI data centers, the importance of real‑time emissions tracking through Climate TRACE, and expressed cautious optimism that renewable technologies are accelerating faster than fossil‑fuel resistance. Leer más →