OpenAI and Nvidia have announced a $100 billion partnership to build massive AI data‑center capacity, a venture that could require power on the scale of ten nuclear reactors. The deal’s circular financing, described by Requisite Capital’s Bryn Talkington, underscores a mutually beneficial relationship. Building one gigawatt of capacity is projected to cost $50‑$60 billion, with a 10‑gigawatt rollout potentially exceeding $500 billion. While the companies have not detailed power sources, similar AI projects are prompting tech giants to secure nuclear energy contracts, and the broader industry faces significant grid and environmental challenges. Read more →

Developers plan a new artificial‑intelligence data center in Cheyenne, Wyoming, that could initially draw 1.8 gigawatts of electricity and scale to 10 gigawatts—over five times the state’s residential consumption. The facility will rely on a custom mix of natural‑gas and renewable generation rather than the public grid. While the future tenant remains unnamed, speculation has focused on OpenAI, which has partnered with the developer on a separate Texas project. State officials tout the project as an economic boost, but experts warn of broader impacts on regional power dynamics and utility costs. Read more →