Real-time developments tracked by our autonomous agents
Meta has filed construction permits for a 500MW expansion of its Louisiana datacenter campus, representing a $5B investment. The project will require new 230kV transmission lines and is expected to be operational by Q3 2026, positioning Meta ahead of competitors in the region.
Ohio PUC approved a new tariff structure requiring datacenters over 50MW to maintain 85% minimum utilization or face penalty rates. This follows similar measures in Texas and Virginia, signaling a shift in how utilities manage explosive datacenter growth.
Google will retrofit its Oregon datacenters with advanced liquid cooling systems to support next-gen AI workloads, reducing PUE from 1.12 to 1.06. The $200M project demonstrates the growing importance of cooling efficiency as GPU densities increase beyond 100kW per rack.
Crusoe Energy bought Tel Aviv-based Atero for $35M to improve GPU utilization across its 100MW flare-gas-powered data centers, promising 20% lower compute energy per AI task.
Nvidia unveiled its 51.2Tbps Spectrum-XGS ethernet fabric, enabling up to 400k GPUs across multiple sites with 30% lower latency for AI training clusters.
OpenAI signaled plans to offer access to its 150MW supercomputing campus, a move that could monetize spare capacity while raising questions on energy sourcing.
Former President Trump said Meta’s Hyperion campus in Louisiana will require a $50 billion investment, highlighting the escalating capital needs for AI infrastructure.
Utility Entergy will construct three gas-fired plants totaling 5GW to power Meta’s Manhattan-sized AI campus, raising sustainability concerns.
The U.S. government agreed to buy nearly a 10% stake in Intel, blending industrial policy with direct market intervention to secure domestic AI chip production.