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Seven years, $11.6B, zero hyperscalers, and a new price floor other AI labs will negotiate against.
Daily
Cases span several countries, Australia included, as the company reviews months of activity for a cause.
Duke Energy alone signed 7.6GW of data centre deals and is constructing 14GW by 2031—mostly fossil fuel.
Five thousand two hundred feet of New Mexico dirt is holding up 2.45 gigawatts.
OpenAI
+23
950 agents, 210 million tokens, and a bacteriophage discovery that took humans months to miss.
Crusoe closed a $3.9B Series F and signed a $65M-a-year inference deal with Thinking Machines Lab.
Electricity demand forecast just jumped 69%, and it's almost entirely because of compute.
Because a new "most powerful model yet" in combination with attempted regulatory capture is a hell of a pre-public offering marketing tool.
Amodei proposed independent AI safety evaluators and global coordination. Huang publicly said no.
An AI chatbot invented nuclear weapons components on a Chinese ship. Human review stopped it. Barely.
The neocloud hit a $30.9B valuation this week and signed a rare 5-year GPU deal with a Wall Street quant fund.
Up to $100 billion on Nasdaq. Nvidia is in talks for as much as $10 billion of it, and Amazon is expected to add equity too.
z.ai
+10
4,096 chips, 8 EFLOPS FP8, 1PB HBM - Huawei's new optics cut power draw 550kW per pod, in production now.
Blue Energy filed to build 1.5 GW of SMRs at a Texas port by 2031.
Lambda's DSX MaxLPS delivered a 24% throughput gain on Blackwell — power is no longer the bottleneck.
AI lab leaders' public warnings triggered a 9.5% plunge in NVIDIA and Intel. Here's what they said.
He says 2026 timing is 'ill-advised', despite OpenAI already filing confidentially for one.
Team Green is in talks for equity in Anthropic's IPO, and a slice of the action as Amodei moves to pace AI's frontier.
70% projected growth and Blackwell orders up 27% a month.
Because not training on customer data only applies to enterprises.
Firmus
+12
Transgrid got requests for 20GW of data centres, more than double NSW's peak demand, but only signed 1.5GW.
€13 billion, a signed nuclear deal, and hyperscalers no longer waiting on the grid to catch up.
NextEra's 615MW plant returns in 2029 on a 25-year Google PPA, as ERCOT already sets demand records.
AI power demand has strained casting capacity so badly that SpaceX is building its own foundry in Texas.
GLM 5.2, K3 and Qwen 3.8 Max got there, and Qwen's 27B model runs on one consumer GPU card.
