CME Lists Compute Futures, and an AI Hour Gets a Public Price
CME lists compute futures on 5 October, settling against a daily GPU rental index. The price of an AI hour becomes public and hedgeable.
GPU Debt Just Got an Investment-Grade Rating
Lambda closed $1.008 billion in rated GPU-backed debt at a 6.78 percent fixed rate, the point AI infrastructure started pricing like utility debt.
Oracle Is Paying $300 Million to Buy the Rate Case
Oracle will absorb $300 million in nuclear fuel costs, turning the fight over AI data center power into a line in a Wisconsin utility rate case.
Two CVSS 10.0 Flaws Hand Out Dell’s Storage Admin Credentials
Two CVSS 10.0 flaws in Dell's CSM Authorization let an unauthenticated attacker reach storage admin credentials. Upgrading is step one.
Amazon Bought a 20 Year Price Hedge at Calvert Cliffs, Not a Nuclear Plant
A 20 year nuclear power purchase agreement at Calvert Cliffs buys a price hedge on the shared grid, not a private line to the plant.
A GPU’s Useful Life Is Now a Financing Term That Sets the Cost of AI Compute
The fight over GPU residual value, three years or ten, now sets the cost of capital on every AI cluster, borrowed or not.
The Path That Feeds the GPU Is the New AI Bottleneck
NetApp Novus is new AI factory storage built to feed each GPU 2 GB/s, a 100 TB/s target for the data path that otherwise starves AI compute.
Broadcom Lends Anthropic $42 Billion to Lease Its Own Chips
The Broadcom Anthropic financing disclosed in the IPO prospectus lends up to $42 billion against a $125.2 billion TPU lease.
Japan’s Largest Power Producer Moved the Data Center Inside the Fence
JERA, Dell and RHAELM put a 400 MW AI data center behind the meter at a Japanese gas plant, trading a grid queue for a fuel chain and $15 billion.
In Orbit the Power Problem Goes Away and a Cooling Problem Arrives
Google's first orbital data center runs its chips for about 15 minutes at a time. In a vacuum heat only leaves by radiation, so the radiator sets capacity.