Tag: AI Infrastructure

Nscale lines up $3B in loans for two US AI campuses

Nscale secures $3B in loans for its Texas and North Carolina AI campuses.

EPA move lets data centers skip public air permit notice

A proposed EPA rule would strip public notice from data center air permits and hand the decision to…

SpaceX secret foundry targets the part throttling AI power

Musk confirms the Texas SpaceX foundry is casting the gas turbine blades that AI power buildout depends on.

Nvidia defends financing loop that feeds its own chip sales

Colette Kress detailed how $500B of partner capital will flow to AI labs that spend it on Nvidia…

Blue Owl leads $2.4B GPU financing for IREN campus

A $1.2B term loan and $1.2B in notes will buy air-cooled Blackwell Ultra hardware for IREN's Mackenzie site…

Stablecoin lender Bullish backs GPU loans with a $100M facility

Bullish hands $100M in stablecoins to GPU-backed loans through USD.AI.

Google slims Android apps as AI data centers squeeze RAM supply

Google caps Android app memory use as AI data centers drive up RAM prices.

Meta trials robot technicians as AI data centers balloon

Meta tests robots that swap cables and reset servers inside its data centers.

a16z backs AI’s physical buildout with a new $1.1B fund

Andreessen Horowitz opens a $1.1B fund for the physical infrastructure AI runs on.

Data center sales lift Nvidia to a $96B quarter

Nvidia revenue hit $96.2 billion in the June quarter, up 106 percent year over year, with data center…

Amazon adds 2 million Nvidia GPUs to its AI data centers

Amazon will deploy 2 million more Nvidia GPUs across AWS starting in 2027 as the pair expand their…

Meta’s MetaRoCE lets AI Ethernet survive packet loss

A clean-sheet RDMA transport pushes ordering and recovery into the NIC.