AI infrastructure.
GPU and AI factory news.
AI factories, GPU clusters, neoclouds, liquid cooling and the power behind them, worldwide, with what each move means for leadership hiring. Collected from the weekly T4X Briefing.
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Microsoft unveils its Maia 300 chip for multi-gigawatt deployment
Microsoft's third custom AI chip runs 96 to a rack at about 167kW, and the company plans to deploy potentially more than a million of them next year, Reuters reported (Spokesman-Review, via Reuters).
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Nvidia opens its Vera Rubin rack designs to OCP
At the OCP Global Summit, Nvidia contributed its Vera Rubin rack and compute tray designs, with a specification supporting racks of up to 250kW (Nvidia).
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Anthropic reportedly signs a multiyear cloud deal with IREN
The Information reported an unannounced deal between Anthropic and IREN, with no value or capacity disclosed and neither company confirming it (Dataconomy).
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The White House gathers $2.4bn of compute pledges for science
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Japan builds an AI campus at the power plant
JERA, Dell and RHAELM plan a 400MW AI campus powered directly by JERA's Chiba gas plant, a model they aim to repeat at gigawatt scale (TNW).
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Qatar's Qai deploys sovereign GPU infrastructure
The QIA-owned AI company is installing latest-generation GPUs at MEEZA to keep AI workloads under Qatari jurisdiction (Gulf Times).
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AI labs hire hyperscaler delivery leaders directly
Anthropic's reported hire of Google's head of global data centre design and construction shows AI labs building their own delivery teams (Baxtel).
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Firmus heads to the ASX to fund GPUs
Firmus set an IPO price for a raise of at least US$5bn to buy GPUs for its Batam AI campus (The Edge).
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Anthropic signs an $11.6bn compute deal with Akamai
AI labs are now buying capacity from edge and CDN providers as well as hyperscalers and neoclouds, in a seven-year deal expandable to about $20bn (ITPro).
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Meta extends its GPU capacity with Firmus into Southeast Asia
Meta's deal for capacity built on Nvidia's DSX platform shows hyperscalers renting AI factories from neoclouds across the region (The Star).
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Submer and ACES bring immersion cooling to Saudi AI builds
The MoU targets high-density AI facilities with liquid and immersion cooling (W.Media).
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Nuclear becomes the AI power story
Amazon's 20-year Calvert Cliffs deal and the first US commercial SMR permit point to how the largest AI campuses will be powered in the 2030s (Constellation).
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Crusoe raises $3.9bn to scale AI factories
Crusoe's Series F funds its large AI campuses and modular "Spark" AI factory units, with NVIDIA among the investors (Crusoe).
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Nscale files to become a listed AI cloud
The UK neocloud's NYSE filing would make it one of the first European AI cloud providers to list in New York (SEC filing).
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BDx designs for 500kW per rack in Indonesia
BDx's 640MW Jatiluhur campus is designed for up to 500kW per rack with direct-to-chip liquid cooling (TechNode Global).
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HUMAIN's AI data centre programme quadruples with MIS
The expanded 250MW contract makes MIS a core delivery partner for Saudi Arabia's sovereign AI build (Asharq Al-Awsat).
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Anthropic takes its first Australian capacity, for inference
A frontier AI lab leasing the first stage of a 2.16GW Queensland campus shows inference demand is now moving to where land and power are, not only to the established hubs (iTnews).
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Microsoft reportedly plans about a third of 38GW for AI
Bloomberg's report puts roughly one third of Microsoft's planned 38GW by 2032 as AI-dedicated (DCD).
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Khazna and Siemens trial 800V DC power for AI halls
800V DC power is the architecture the next generation of AI racks needs, and Khazna will trial it in live facilities (WAM).
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Firmus prepares a neocloud IPO
The Nvidia-backed AI cloud, with more than 900MW contracted, is reported to be preparing an ASX listing (BeBeez).