The Firmus IPO Died on Delivered Megawatts, Not on Price
The Firmus IPO is off. Firmus withdrew its $5 billion ASX listing after a delivery partner stepped back from a 1.6GW AI buildout that reached 42MW.
Texas Now Charges a Large Load for Its Place in the Grid Queue
AI data center grid costs land on the developer in Texas from 8 October, with a $100,000 study fee and $50,000 per megawatt posted as security.
The 4,500 Megawatt Number Meta Fought to Keep Off the Record
Meta's Hyperion data center power demand is 4,500 megawatts, four times New Orleans, and Louisiana is fast-tracking ten gas units to serve it.
GlobalFoundries Just Took the AI Chip Bottleneck to New York
GlobalFoundries will make silicon interposers for TSMC CoWoS packaging in New York, the first US source for an AI hardware bottleneck.
The Cheapest New AI Capacity Is the Hardware Already Paid For
Compute utilization across Kubernetes fleets sits near 5 percent. A new grid says 750 megawatts of that idle hardware is already in sight.
AI Campuses Are Buying Dead Factories to Skip the Power Queue
AI data center power is the bottleneck. Builders are buying dead factories for their grid connections, and Sesterce bet 10 billion euros on a paper mill.
Broadcom Is Becoming the Bank for the Chips It Sells
AI chip financing now runs through the seller. Broadcom, Oracle and SpaceX are borrowing billions to buy accelerators, and the vendor backstops the debt.
CoreWeave Took 240 Megawatts in India Without Pouring Any Concrete
CoreWeave India arrives as a 240 MW lease at AdaniConneX's Taloja campus, with Nvidia Vera Rubin racks due in 2028 and room to double the capacity.
Arista Put Open Ethernet Inside the Rack, Where Nvidia’s Lock-In Lives
Arista's Etherlink SU-144 puts open scale-up Ethernet inside the AI rack, the layer Nvidia's NVLink owned. Up to 144 accelerators in one hop.
Nvidia and Broadcom Can Dodge the 32 GW Power Gap. Their Suppliers Cannot.
Morgan Stanley puts the US AI data center power shortage at 32 GW by 2028. Nvidia and Broadcom are shielded. Memory and optics are not.