And let’s not forget that the inference that underpins agentic AI is itself changing very fast. Defilippi explains this interplay: “Where inference serving is part of the agent loop, CPU-visible functions such as scheduling, tokenization, serialization and KV-cache management can…
Anthropic could be required to pay Amazon billions of dollars for cloud computing services even if it does not use the full capacity it has agreed to purchase, under a long-term contract that commits the artificial intelligence company to spend…
Data center and GPU analyst firm SemiAnalysis forecast on Monday that global data-center capacity will grow by about 50 GW in 2027. That single-year addition is roughly equal to the industry's entire cumulative capacity through 2024. The firm bases the call on building-level…
Note that the original subtitles were generated via automatic transcription, and there are misrecognitions in numerical units and proper nouns (e.g., instances where revenue figures were transcribed as 'million' have been interpreted as 'billion' based on context). We have added notes…
Russia's state nuclear giant confirms talks with US counterparts, but sanctions and regulation stand between conversation and construction Russia’s state nuclear corporation wants in on America’s AI power problem. Rosatom is discussing possible cooperation with the United States on small…
Russia's state nuclear giant is in preliminary talks with the US on reactor-powered data centers, but sanctions stand in the way Russia’s state nuclear corporation wants to help keep America’s AI servers running. Rosatom is in preliminary discussions with the…
PINE ISLAND, Minn. (KTTC) – The legal battle over Pine Island’s Project Skyway data center came to an end Wednesday night, as city leaders approved a settlement deal. It paves the way for a new state environmental review. Under the deal,…
The surge in construction of fossil-fueled power plants to run AI data centers is set to undo 15 years’ worth of greenhouse gas reductions from US electricity generation, according to an internal analysis by the Sierra Club. A year and a…
(We are Iowa)– A new economic study from Common Sense Institute Iowa (CSI) found that Iowa could be taking hundreds of millions of additional dollars from data centers if the state considers them as manufacturers. Recently, the city of Ames…
Jackie DiBartolomeo October 28, 2026 11 Left: a map of three of four potential data center developments in Goochland County. Right: a map of the subject property for a potential 1,200-megawatt development within the TOD that Google is seemingly interested in. (Courtesy State…
The capex race between the largest cloud buyers.
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