23 stories · “data-centers”.
Microsoft priced $25bn of bonds on 29 October, its first US dollar sale since 2017. Orders reached $115bn as the AI buildout moved onto credit markets.
Ukrainian drones hit two Yandex data centres on 8 and 9 October 2026, disabling AI-training sites in Ryazan and Kaluga and disrupting Russian services.
Google and Constellation signed a 20-year deal on October 6, 2026 to add 890 MW of new nuclear capacity to PJM through uprates at 11 existing reactors.
SpaceX is in early talks to raise about $40 billion to buy Nvidia AI chips, with reports describing $10 billion of bank loans and $30 billion of bonds.
Tencent has reportedly leased 100,000 AI chips in Oracle data centers in South-East Asia for five years and about $7 billion, a deal neither firm confirms.
Amazon is seeking outside investors for a vehicle holding about $8 billion of Nvidia chips, the Financial Times reported, as AI compute moves onto debt markets.
Oracle sent a force majeure notice to the developer of Project Jupiter, an $18 billion Stargate AI data center campus in New Mexico, citing power delays.
Akamai announced a seven-year, $11.6 billion cloud commitment from Anthropic on September 24, 2026, the largest deal in its history, with a warrant that could hand the AI lab up to 5 percent of the company.
Google's Project Suncatcher will launch the MVP satellite on October 1, carrying four TPUs to test whether AI compute can survive and work in Earth orbit.
Texas Gov. Greg Abbott ordered regulators to halt all data center environmental permits until ERCOT finishes auditing the state's grid connection waitlist.
LG Energy Solution said its LFP-based JF2 AC Link qualified as an NVIDIA DSX Ready BESS, the only Korean battery maker picked for the AI data-centre program.
Alibaba's T-Head unit unveiled the Zhenwu V900 AI accelerator at Apsara 2026 and set a target of more than 20GW of global data-center capacity by 2032.
A BloombergNEF outlook projects US data-center natural gas use will grow by 15 billion cubic feet a day by 2035, more than double its forecast nine months ago.
Nvidia and IREN's roughly $5.5 billion AI cloud partnership is a $3.4 billion cloud contract plus a $2.1 billion equity right. JPMorgan just doubled down.
Amazon's cloud arm told customers on September 15 that one UAE availability zone and its entire Bahrain region cannot be restored after Iranian strikes.
Crusoe closed a $3.9 billion Series F at a $30.9 billion valuation, betting power-first campuses and truck-ready AI factories can turn contracts into compute.
Mazama Energy raised $135 million, led by Centaurus and Doerr Capital, to scale superhot rock geothermal after a 331°C record and an 80% drilling gain.
Emerald AI, Google and Nvidia launched the AI Energy Management Alliance on September 16 to trade flexible power use for faster grid connections.
SK Group's chairman says the Ulsan AI data center it is building with AWS is nearing 900 megawatts, far above the 103-megawatt site it first announced.
Bloomberg reports Microsoft wants to grow from about 12GW to more than 38GW of data-centre capacity by 2032, a buildout larger than New York State's peak power draw.
Google's largest-ever European investment adds three Finnish data centres and a 22-year deal for up to half the output of the Loviisa nuclear plant.
The US Energy Department closed a $1.9 billion loan to restart Iowa’s shuttered Duane Arnold nuclear plant, with Google buying the power for its data centers.
Nearly all the electricity a data center uses becomes heat. How air and liquid cooling work, what PUE and WUE measure, and why water is the new constraint.
