Oracle Sent Force Majeure Because the Power Was Not There
Oracle sent a force majeure notice on Project Jupiter over power delays. The AI data center power problem just became a lease clause.
Anthropic Committed $11.6 Billion to CPUs, Not GPUs
Anthropic committed $11.6 billion to CPU workloads for AI agents at Akamai instead of GPUs. The agent loop, not the model, is where the bill lands.
Oracle’s Force Majeure Notice Says Power, Not Chips, Is the AI Constraint
Oracle filed a force majeure notice on its 2.45 GW Project Jupiter campus after pipeline permits stalled. Power delivery is the new risk.
Washington Is Buying 23 Gigawatts Out of Wires Already in the Ground
DOE is funding reconductoring of 1,500 miles of transmission and grid-enhancing tech on 21,000 more, unlocking 23 GW of capacity.
Docker Put an Agent’s Permissions Inside the Image It Runs
Docker's Sandbox Kit Spec packs an agent, its tools and a typed list of what it may reach into one OCI image. CNCF will govern the format.
Anthropic Would Rather Lease the Building Than Rent the Cloud
Anthropic is in early talks on a data center lease for up to a gigawatt of capacity from Stream Data Centers, stepping past the hyperscalers.
Alibaba Wants 20 Gigawatts by 2032. The Chip Is the Smaller Story.
Alibaba unveiled an AI chip and a 20 gigawatt data center target for 2032. Only one of those numbers has a price attached.
Texas Froze Data Center Permits. The Queue Is 445.8 GW Against an 85.5 GW Peak.
The Texas data center permit freeze is now total. ERCOT's queue holds 445.8 GW of requests against an 85.5 GW peak, and two audits decide what connects.
The Only Way to Prove You Cannot See the Data Is to Attest the Hardware
Hardware enclaves and attestation move confidential computing out of pilot programs and into a shipping product. The operator holds no key.
AWS Cannot Rebuild Two Middle East Regions. Multi-AZ Was Never a Backup.
AWS cannot restore data hosted only in Bahrain or one UAE zone. The incident puts a hard ceiling on multi-AZ resilience.