AI / HPC
The latest updates, analysis, and deep dives into the AI / HPC sector of the energy-compute nexus.
Miner Weekly: The Data Center Boom Is Fueling an American Civil War
Texas’s data center permit halt exposes a widening Republican split over AI infrastructure, with implications for bitcoin miners pursuing AI projects. ...
Fluidstack Starts $4 Billion Texas AI Campus Phase Planned for 1.5 GW
Fluidstack says its $4 billion Cameron County first phase will support up to 1.5 GW as Texas tightens data-center permitting. ...
Oracle-Linked $18 Billion AI Data Center Loans Come Under Pressure, FT Reports
Oracle-linked AI data center Project Jupiter loans totaling $18 billion face selling pressure as credit concerns and New Mexico permitting disputes weigh, the F...
In Virginia’s Data Center Hub, a County Fights to Reclaim Control
Prince William County’s proposed data center restrictions expose Virginia’s competing pressures over local control, development rights, tax revenue and electric...
AI Stocks Slide as Anthropic Chief Calls for Slower Development
US AI stocks fell on Monday after Anthropic CEO Dario Amodei called for slower advances in the technology, putting the outlook for the industry’s infrastructure...
Fluidstack Gets Site-Work Permit for $4 Billion Texas AI Data Center
Fluidstack has secured a Cameron County worksite permit for its planned $4 billion Texas AI data center campus. ...
NextEra, Brookfield Plan $100B AI Data Center at Former Kentucky Nuclear Site
NextEra and Brookfield plan a $100 billion Kentucky AI campus with 1.2 GW of compute capacity and dedicated gas and battery infrastructure. ...
AI Infrastructure Isn’t a Bubble, Mike Alfred Says — But Owning GPUs Is a Bigger Bet
Mike Alfred told the EIF audience that AI infrastructure has a 20- to 30-year runway, while warning that GPU ownership is the key risk dividing bitcoin miners’ ...
Big Digital, 10NetZero Acquire Texas AI Data Center Site for $10 Million
Big Digital and 10NetZero acquired a Texas site for $10 million, targeting up to 300 MW of AI and HPC data center capacity. ...
CleanSpark Signs $6.6B Data Center Lease, Puts Texas Portfolio Under Exclusivity
CleanSpark signed a 20-year data center lease expected to generate $6.6 billion in revenue, while placing its 885 MW Texas portfolio under exclusivity. ...
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