Browsing: capacity

Technology

OpenAI strikes multibillion-dollar deal to buy 750 MW of computing capacity from Cerebras over three years; sources: deal worth more than $10 billion (Wall Street Journal)

By Stacey D. WallsJanuary 14, 2026

Wall Street Journal: OpenAI strikes multibillion-dollar deal to buy 750 MW of computing capacity from Cerebras over three years; sources:…

Technology

Hut 8 is partnering with Fluidstack to build an AI data center in Louisiana for Anthropic, backed by a 15-year, $7 billion lease, starting with 245 MW of compute capacity (Akash Sriram/Reuters)

By Stacey D. WallsDecember 17, 2025

Featured Podcasts Channels with Peter Kafka: “Neither team is used to losing.” Lucas Shaw on What’s Next for Netflix and…

Technology

Filing: Oracle signed approximately $150 billion in data center leases in the three months ending November 30, bringing its total data center and cloud capacity commitments to $248 billion (Martin Peers/The Information)

By Stacey D. WallsDecember 15, 2025

Martin peers / The information: Filing: Oracle signed approximately $150 billion in data center leases in the three months ending…

Technology

Boom’s decision to modify its supersonic engine to power AI data centers is another example of industrial capacity being repurposed to serve the AI supply chain (Bloomberg)

By Stacey D. WallsDecember 10, 2025

Bloomberg: Boom’s decision to modify its supersonic engine to power AI data centers is another example of industrial capacity being…

Technology

Big tech’s AI data center projects, expected to require around 44GW of additional capacity by 2028, face a power crunch that could deflate the AI ’bubble’ (Financial Times)

By Stacey D. WallsDecember 8, 2025

Featured Podcasts Squeak: The Pull to Build: Joubin Mirzadegan on Grit and Starting Roadrunner Grit explores what it takes to…

Technology

AWS reveals its 192-core Graviton5 processor, with up to a 25% performance improvement over Graviton4, and says Graviton represents more than 50% of AWS’ new processor capacity (About Amazon)

By Stacey D. WallsDecember 5, 2025

Featured Podcasts Access: Does Roblox make the internet better or worse? We asked the CEO A show about the inside…

Technology

How a Chinese entrepreneur amassed more than 10 million IPv4 addresses, mostly from Africa, to lease outside Africa, leaving African ISPs struggling to increase capacity (Alexandra Wexler/Wall Street Journal)

By Stacey D. WallsNovember 30, 2025

Featured Podcasts The Talk Show with John Gruber: “Financial Boner”, with Tyler Hayes The director’s commentary track for Daring Fireball.…

Technology

Industry executives say nearly all major memory chip makers are operating at or near capacity, with 2,026 production slots nearly “exhausted” due to demand for AI (Nikkei Asia)

By Stacey D. WallsNovember 22, 2025

Featured Podcasts The Talk Show with John Gruber: “Lincoln Bio Services,” with Stephen Robles The director’s commentary track for Daring…

Technology

At a recent all-hands meeting, Amin Vahdat, head of Google’s AI infrastructure, said Google needs to double AI computing capacity every six months to meet demand (Jennifer Elias/CNBC)

By Stacey D. WallsNovember 21, 2025

Jennifer Elias / CNBC: At a recent all-hands meeting, Amin Vahdat, head of Google’s AI infrastructure, said Google needs to…

Technology

A look at the construction of global AI data centers, its limitations and ROI issues; by 2025, U.S. capacity built, in progress, planned or locked in exceeded 80 GW (Wall Street Journal)

By Stacey D. WallsNovember 15, 2025

Featured Podcasts Big Tech Podcast: Inside the AI Bubble: Debt, Depreciation and Losses – With Gil Luria The Big Technology…

Uyghur human rights activist condemns death sentences in Bangkok attack – Radio Free Asia

China’s maritime outposts could distract Taiwan’s allies in the event of an invasion from Beijing – Radio Free Asia

The Dalai Lama undergoes left knee surgery in New Delhi – Radio Free Asia

Satellite photos reveal Vietnamese construction boom in controversial Spratly channel – Radio Free Asia

Can ASEAN’s green goals survive the data center boom? – The diplomat

Lilly, Novo and Pfizer look to new weight loss drugs

Rivian CEO takes different approach to humanoid robots than Elon Musk

Paramount-WBD Merger Gets DOJ Approval

Elon Musk becomes world’s first billionaire as SpaceX begins commercial operations

Ad Spending for 2026 Elections Expected to Hit Record: AdImpact

Trump has been officially removed from the Kennedy Center

American households are paying a $3,100 Trump tax and they don’t know it

Trump has lied dozens of times about a deal with Iran that isn’t even a deal.

White House refuses to say why Trump is being examined by dozens of experts

House Republicans continue to fail to show up, putting Democrats in the majority

U.S. export controls on Anthropic reignite debate in India over the country’s AI ambitions, which are increasingly tied to technology developed and governed in the United States (Jagmeet Singh/TechCrunch)

Companies weigh whether and how to limit employee betting on prediction markets that can use confidential information, as platforms tighten their own rules (Financial Times)

How the AI boom is revolutionizing U.S. stock markets, as hyperscalers cut buybacks and increase investments, including Alphabet’s planned $85 billion AI stock offerings (Robert Armstrong/Financial Times)

European politicians say Anthropic disabling access to Fable 5 and Mythos 5 is a “wake-up call” about the risks of relying on the United States for AI technology (Nathan Rennolds/Associated Press)

Amazon CEO Andy Jassy is among tech executives who raised concerns with Trump officials about Myth 5, implementing new export restrictions (The Information)

Browsing: capacity

OpenAI strikes multibillion-dollar deal to buy 750 MW of computing capacity from Cerebras over three years; sources: deal worth more than $10 billion (Wall Street Journal)

Hut 8 is partnering with Fluidstack to build an AI data center in Louisiana for Anthropic, backed by a 15-year, $7 billion lease, starting with 245 MW of compute capacity (Akash Sriram/Reuters)

Filing: Oracle signed approximately $150 billion in data center leases in the three months ending November 30, bringing its total data center and cloud capacity commitments to $248 billion (Martin Peers/The Information)

Boom’s decision to modify its supersonic engine to power AI data centers is another example of industrial capacity being repurposed to serve the AI supply chain (Bloomberg)

Big tech’s AI data center projects, expected to require around 44GW of additional capacity by 2028, face a power crunch that could deflate the AI ’bubble’ (Financial Times)

AWS reveals its 192-core Graviton5 processor, with up to a 25% performance improvement over Graviton4, and says Graviton represents more than 50% of AWS’ new processor capacity (About Amazon)

How a Chinese entrepreneur amassed more than 10 million IPv4 addresses, mostly from Africa, to lease outside Africa, leaving African ISPs struggling to increase capacity (Alexandra Wexler/Wall Street Journal)

Industry executives say nearly all major memory chip makers are operating at or near capacity, with 2,026 production slots nearly “exhausted” due to demand for AI (Nikkei Asia)

At a recent all-hands meeting, Amin Vahdat, head of Google’s AI infrastructure, said Google needs to double AI computing capacity every six months to meet demand (Jennifer Elias/CNBC)

A look at the construction of global AI data centers, its limitations and ROI issues; by 2025, U.S. capacity built, in progress, planned or locked in exceeded 80 GW (Wall Street Journal)