Chips & Data Centers

Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.

Meta Reports 28 Percent Revenue Growth as AI Spending Raises Costs

Meta reported second quarter revenue of $60.8 billion, up 28 percent from a year earlier, while net income fell 14 percent as costs and capital spending rose.

July 30, 2026

DOE Plans $100 Billion AI Data Center Campus in Paducah

The U.S. Department of Energy announced a more than $100 billion private investment to build an AI data center campus at the former Paducah Gaseous Diffusion Plant in Kentucky, with Brookfield developing the campus and NextEra Energy building power infrastructure.

July 30, 2026

CleanCore Signs Minnesota AI Data Center Agreement With Cerebras

CleanCore Solutions has signed a 10 year colocation agreement with Cerebras Systems for an AI data center campus in Minnesota. The project is expected to generate about $800 million in contract value over the initial term.

July 29, 2026

Eolian Starts Construction on Flint Grid Battery Project in Ohio

Eolian has started construction on Flint Grid, a 200 MW, 1.06 GWh battery energy storage project near Columbus, Ohio, to support data center and industrial power demand.

July 29, 2026

Recursive Signs $410 Million AWS Compute Deal

Recursive signed a $410 million multiyear agreement with Amazon Web Services to run its automated AI research system on AWS and jointly develop infrastructure for automated AI research.

July 29, 2026

Newforma and AWS Sign Seven Year AI and Cloud Agreement

Newforma and Amazon Web Services have signed a seven year collaboration to modernize Newforma's cloud platforms and expand generative AI features for AECO customers.

July 29, 2026

Galaxy Digital Buys Texas Land for AI Data Center Campus

Galaxy Digital acquired about 500 acres in McGregor, Texas, for an AI and high performance computing data center campus. The first phase is expected to reach 74 MW.

July 29, 2026

Orange and Morrison Plan French Data Centre Venture for AI Demand

Orange and Morrison plan a 50/50 data centre joint venture in France targeting 400 MW of capacity, backed by a €3 billion investment programme.

July 29, 2026

AMD to Invest Up to $5 Billion in Anthropic Server Deal

AMD will invest up to $5 billion in Anthropic under a deal for up to 2 gigawatts of AMD Instinct MI450 GPUs, with the first gigawatt expected in the first half of 2027.

July 27, 2026

OpenAI to Cover Power Costs for $20 Billion Georgia Data Center

OpenAI will cover infrastructure and electric service costs for its planned $20 billion data center in Effingham County, Georgia, Southern Company said. The agreement also includes up to 1,000 megawatts of flexible demand response.

July 27, 2026

F1R3FLY Joins TCS Partner Ecosystem for SovereignSecure Cloud Work

F1R3FLY has joined Tata Consultancy Services' Alliances and Partnerships ecosystem to support work on TCS SovereignSecure Cloud. The companies plan to deploy F1R3FLY's parallel computing technology for enterprise cloud, AI, and data security use cases.

July 27, 2026

Highstar Launches Battery Cell Portfolio for AI Data Centers

Highstar introduced a battery cell portfolio for AI data centers at the 2026 GGII Energy Storage Industry Summit, covering UPS, HVDC, battery backup units, and grid side storage.

July 27, 2026

Gravity Launches Sustainability and Energy AI Agent

Gravity has launched Gravity Agent, an AI agent for sustainability and energy teams with more than 85 built in skills for data migration, disclosure drafting, and energy cost analysis.

July 27, 2026

Aolani and Rafay Systems Deploy NVIDIA DSX OS on GB200 NVL72 Infrastructure

Aolani and Rafay Systems are collaborating to deploy NVIDIA DSX OS on NVIDIA GB200 NVL72 infrastructure, combining Aolani's AI cloud infrastructure with Rafay Platform orchestration for enterprise AI services.

July 27, 2026

CM Global Services Plans 50 MW AI Data Center in ERCOT South

CM Global Services announced Project Santos, a planned 50 MW AI data center campus in the ERCOT South grid zone. The first phase is targeted for completion by the end of the first quarter of 2027.

July 27, 2026

Southern Company Joins Trump Ratepayer Pledge as AI Power Demand Grows

Southern Company joined President Donald Trump's Ratepayer Protection Pledge and cited OpenAI's planned $20 billion Georgia project as an example of customer cost protections for AI power demand.

July 27, 2026

Galaxy Digital Prices $3.507 Billion Notes for Texas Data Center Project

Galaxy Digital priced a $3.507 billion private offering of senior secured notes to help fund construction of data center buildings in Dickens County, Texas.

July 27, 2026

Databricks and Microsoft Extend Azure AI Partnership Into 2030s

Databricks and Microsoft expanded their Azure partnership into the 2030s, with new integrations for Databricks Genie and Unity AI Gateway across Microsoft products.

July 27, 2026

femtoAI Reports Fivefold Growth as SPU Chips Reach 200,000 Units

femtoAI announced a fivefold increase in growth for the first half of 2026, supported by major customers like Samsung and Marshall and the adoption of its Sparse Processing Unit platform across multiple sectors.

July 23, 2026

Acrab Introduces GELIX 1 SoC and Agent Box for Local AI Applications

Acrab has announced the GELIX 1 System on Chip and Agent Box platform, designed to power large AI models and enable local inference at the edge.

July 23, 2026

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