SpaceX's IPO filing reveals Anthropic will pay $1.25 billion monthly for AI training capacity, underscoring the compute scarcity driving major AI infrastructure deals.
A three-year infrastructure deal between rivals signals xAI's pivot to cloud provider model and raises questions about compute utilization.
SpaceX is investing heavily in portable gas generators to power its AI infrastructure, even as environmental complaints mount.
Elon Musk's xAI is committing $2.8B to additional gas turbine capacity over three years, even as the EPA and NAACP challenge its current operations for violating air-quality regulations.
Google announces community investments tied to its new Montgomery County data center, including workforce training and utility bill assistance.
Box Elder County commissioners approved the Stratos Project, a massive AI data center backed by Kevin O'Leary, but environmental permits and water sustainability remain unresolved.
OpenAI's Stargate initiative has already exceeded its original 10GW U.S. compute target, with 3GW added in just the last 90 days.