Compute: latest AI news

Chips, data centres, power and the compute race behind AI, linked to filings and company announcements.

2 Nov Omen AI buys Aquatic Labs for $16 million to build real-time sensors for data-centre cooling water
2 Nov Envision says its Inner Mongolia AI campus is the first to run on an 800-volt DC power architecture
2 Nov OpenAI pledges to cut power at its data-centre campuses during US grid emergencies
2 Nov NetApp completes its acquisition of PEAK:AIO to add parallel file-system storage for large AI workloads
2 Nov Samsung Electro-Mechanics says AI servers drove eight long-term supply deals worth over 5 trillion won this year
2 Nov Samsung SDS breaks ground on a 60 MW AI data centre in Gumi, expandable to 120 MW
2 Nov Samsung and SK hynix sign more multi-year memory contracts as AI buyers race for supply
2 Nov Rhodium says India has $300 billion in data centre pledges but its GPUs run at about 20% use
2 Nov LG CNS finishes a 30 MW AI data centre in Jakarta that could grow to 400 MW
2 Nov Nvidia will hold an AI Day in Seoul with Samsung, SK hynix and LG showing chip design and robot work
2 Nov SK hynix opens a US division led by its AI chip chief to work with American customers on custom HBM
2 Nov South Korea switches on Hangang, a national supercomputer with 8,496 GPUs and 24 times its predecessor's peak
1 Nov One of Australia's biggest planned AI data centres drops its 2028 start date after a regulator pause
1 Nov Hitachi develops a GPU cold plate it says cuts AI server cooling power by about 30%
1 Nov Sam Altman makes an unannounced South Korea trip to meet Samsung and reportedly SK leaders
1 Nov French environment agency Ademe says data-centre electricity use in France could rise 3.7-fold by 2035
1 Nov China's CCID think tank says the country's AI inference data volume has overtaken training data for the first time
1 Nov Norfolk villagers oppose Longmarsh plan for a 1 GW data centre beside what would be the UK's largest solar farm
1 Nov Brazil's REDATA law cuts taxes on data-centre equipment if operators reserve 10% of capacity for local customers
1 Nov 415 US localities have paused or banned data-centre construction as of October 26, Interconnected Capital count shows
1 Nov National Grid buys land for Britain's biggest substation beside a planned Teesside AI datacentre
1 Nov Samsung's Lee Jae-yong inspects Yokohama advanced-packaging lab, calls packaging critical for AI chips
1 Nov AI tokens are sold as their own product category on China's Double 11 shopping festival for the first time
1 Nov Fujifilm will invest about ¥10 billion to raise its data-storage tape capacity fivefold, citing generative AI
1 Nov KB Kookmin Bank to arrange Korea's first GPU financing, a 12.6 trillion won Brookfield project supplying Naver Cloud
1 Nov KT Cloud tests 140kW-per-rack cooling with GPU-free load banks and plans 1GW of new AI data centres by 2031
31 Oct Farmers block Pune-Solapur highway over Ujani dam AI data centre; officials say it would use 0.42 TMC of water a year
31 Oct Judge rejects SpaceXAI bid to dismiss NAACP Clean Air Act suit over gas turbines powering its data centres
31 Oct Musk says Colossus 2 adds Gun Range and Spam clusters and will reach about 1.2 million Blackwell GPUs by year-end
31 Oct Intel converts some Oregon 18A capacity to Intel 3 to make more Xeon server chips as AI demand outruns supply
31 Oct CXMT says its sixth-generation DRAM platform on a 4F² vertical-channel cell has passed engineering-sample validation
31 Oct Nvidia is in talks to guarantee debt for Nscale's West Virginia data centre built for Anthropic, reports say
31 Oct NPR: West Virginia's planned Ridgeline AI data centre would start with a 785-megawatt gas plant near wilderness
31 Oct Residents rally against Quantum DC's proposed 1,200 MW AI data centre in South Australia's Adelaide Hills
31 Oct Hermantown, Minnesota council passes all six resolutions for Google's proposed data centre after four hours of comment
30 Oct IREN says Perplexity will run workloads on NVIDIA Blackwell Ultra GPUs under a multi-year agreement
30 Oct Darkbloom tells Mac owners renting out GPUs for AI inference that low payouts are unlikely to recover soon
30 Oct Canada becomes the 39th member of EuroHPC, gaining access to Europe's supercomputers and AI Factories
30 Oct Anthropic is in talks to lease a data centre campus near Edmonton backed by a 920 MW gas plant, Globe and Mail reports
30 Oct Power-delivery chiplet startup Powerlattice raises $86 million of a $111 million round, SEC filing shows
30 Oct Iranian security official tells CNN regional AI infrastructure could be targeted if the US or Israel attacks
30 Oct Google's Suncatcher satellite returns the first AI response from a data-centre TPU in orbit
30 Oct Altman says it is 'quite terrible' for scarce DRAM to sit in personal computers during the memory shortage
30 Oct Runware plans a factory to build modular AI data centre pods, targeting 30 MW of capacity a day by 2028
30 Oct Kioxia's quarterly operating profit reaches ¥1.99 trillion on AI data-centre flash demand
30 Oct India's AM Intelligence seeks up to $3 billion in debt to buy Nvidia Rubin chips, Bloomberg reports
30 Oct Hyundai Motor Group commits five affiliates to an AI data centre in Saemangeum, with construction from March 2027
30 Oct Envision targets end-2028 completion of a 3 GW AI data-centre campus in Inner Mongolia
30 Oct Nvidia is in talks to give credit support for Nscale's West Virginia site for Anthropic, The Information reports
30 Oct India's AM Intelligence seeks up to $3 billion in bonds and loans to buy Nvidia chips, Bloomberg reports
30 Oct Nvidia's $1 billion investment in Naver is set to close next Friday, making it Naver's third-largest shareholder
30 Oct Investigate Europe reports injuries, unpaid pay and squalid housing for Google and Microsoft data-centre builders
29 Oct Situational Awareness pitches investors on a Fluidstack round at a $40 billion valuation, Bloomberg reports
29 Oct Iluvatar CoreX demos Tiangai 300 GPU it says matches Nvidia's H200; its cited outside test shows a 5% lead
29 Oct Nvidia is in talks to give credit support for Nscale's Anthropic data centre in West Virginia, report says
28 Oct Equinix reports record annualized gross bookings of $533 million, up 35%, and raises 2026 guidance
28 Oct Vertiv's Q3 sales rise 61% to $4.31 billion as data-center orders more than double
28 Oct SK hynix reports KRW 83.3 trillion quarterly operating profit, an 80% margin, on HBM and server demand
27 Oct Nvidia's shipping Rubin specs cut HBM4 bandwidth to 19.2TB/s and NVLink to 3.0TB/s per GPU from earlier targets
21 Oct NVIDIA unveils DSX POD, a containerized Vera Rubin AI factory meant to deploy in weeks
19 Oct Meta details Prometheus, its gigawatt-scale Ohio AI cluster, and plans to reach one million GPUs
19 Oct Tenstorrent raises $1.5 billion at a $6.2 billion valuation to scale Galaxy AI servers
19 Oct NVIDIA simulates a 104-qubit magic state protocol with realistic noise on Europe's JUPITER supercomputer
18 Oct Microsoft pulls out of Nscale's planned Essex AI data centre over grid delays, reports say
15 Oct IonQ and the University of Cambridge open a quantum innovation centre at the Cavendish Laboratory
12 Oct Intel unveils D270, an air-cooled inference GPU with 1.3 PFLOPS FP8 and LPDDR5X memory
12 Oct Microsoft details Maia 300 inference chip, plans multi-gigawatt deployments from 2027
7 Oct CoreWeave enters India with 240 MW AdaniConneX deployment in Navi Mumbai
6 Oct Google signs 20-year deal with Constellation for 890 MW of new nuclear capacity on PJM grid