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.
IDCF Cloud Told 495 Customers to Restore From Their Own Backups
Cloud ransomware recovery at SoftBank's IDC Frontier rests on data customers hold themselves. Its East Japan Region 1 zones are not expected back.
IBM Sold Its VMware Cloud Customers. Broadcom Keeps the Rent.
Hundreds of VMware Cloud Foundation customers moved from IBM Cloud to 11:11 Systems. Broadcom's partner purge reroutes accounts, it does not lose them.
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.
Japan’s AI Buildout Is a Campus Story, and Hybrid Cooling Is the Tell
Digital Realty began a 24 MW AI data center in Osaka. Japan's AI data center capacity is arriving campus by campus, not region by region.
Lambda’s $4 Billion Round Rests on One Customer’s Balance Sheet
The Lambda pre-IPO round lifts $4 billion on a $50 billion backlog, and one Anthropic contract carries most of the growth.
Microsoft Cut Its Engineers’ Monthly AI Budget From $100,000 to $10,000
Microsoft and Meta are cutting internal Claude use as AI token costs outrun projections. The token bill is now a management line.