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AI datacenters

AI datacenters are the facilities, chips and power infrastructure used to train and run AI models. Their scale is now measured in gigawatts of electricity rather than server counts, which makes energy supply, chip availability and capital spending central to the AI story.

38 stories · updated Oct 29
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Key facts

Checked Oct 9
Projection, 2030
~945 TWh (IEA base case)
IEA report published
April 10, 2025

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Hardware · NewsMeta's Prometheus supercluster: what Meta says about its 1 million GPU target, networking, cooling and HyperionOn October 19, 2026, Meta published the most detailed description yet of Prometheus, its gigawatt-scale AI supercluster in New Albany, Ohio. The first phase is complete and trained the Muse models, and Meta says it is working toward roughly 1 million GPUs spread across several buildings. Here's what Meta disclosed and what it left out.·5 min read
Industry · NewsMicrosoft pulls out of Nscale's Essex AI data center: what happened at Loughton, and what it means for Nscale's IPOMicrosoft has ended its agreement to anchor Nscale's planned AI data center in Loughton, Essex, after grid officials reportedly said power wouldn't arrive until the 2030s. Microsoft says the decision 'relates to a single site'; Nscale says it will still build. Here's what was planned, what each side said and how it touches Nscale's IPO.·6 min read

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Industry · NewsAlphabet Q3 2026 earnings: $51.4 billion of capex, Google Cloud up 103%, a 1 billion-user Gemini app and $195–205 billion guidance unchangedAlphabet's Q3 2026 earnings, reported October 28, 2026: revenue of $127.6 billion, Google Cloud revenue up 103% to $30.7 billion, $51.4 billion of capital spending in the quarter and an unchanged 2026 capex range of $195–205 billion. Pichai said the Gemini app reached 1 billion users and Cloud's backlog was $561 billion.·6 min readIndustry · NewsMicrosoft earnings: AI capex of $45.2 billion, Azure up 48%, and a 2026 spending view trimmed to about $170 billionMicrosoft's earnings for the September quarter, reported October 28, 2026: revenue of $92.3 billion, Azure growth of 48%, AI capex of $45.2 billion including finance leases, and a calendar 2026 spending view of about $170 billion after third-party capacity delays. What Microsoft said about OpenAI and its buyout offer.·6 min readIndustry · AnalysisAnthropic's S-1: the numbers that matter, from $16.3 billion in first-half revenue to an $80.7 billion loss and the 50.1% founder voteAnthropic's S-1, filed publicly on October 26, 2026, confirms $16.3 billion of first-half revenue, a $693 million operating loss, an $80.7 billion net loss driven by a $72.4 billion note revaluation, and a ticker, ANT. What the filing shows, who controls the company, and how it squares with the draft reports.·11 min readIndustry · NewsSpaceX GPU debt: a $40 billion Apollo-led GPU lease is committed, not closed, as Musk warns 200+ neoclouds face 'guppy-level death'SpaceX disclosed on October 26, 2026 a binding commitment to lease GPUs from an Apollo-managed lessor, with about $40 billion of principal payments, expected to close before year-end. A day earlier Elon Musk posted that the debt had 'closed' and predicted most of the 200-plus neoclouds won't survive a credit squeeze. What the filing says and what's still open.·7 min readIndustry · AnalysisIs there an AI bubble? What Apollo's "no signs of AI payoff outside the tech sector" charts show, and what they don'tIs there an AI bubble? On October 24, 2026, Apollo's chief economist said there are no signs of AI payoff outside the tech sector. What his charts measure, what BLS, Census, Ramp and the IMF data add, and the arguments on both sides.·7 min readHardware · News63% of US voters oppose a data center within 10 miles: what the CNBC poll found, and data centers in the 2026 midtermsA data center poll for CNBC found 63% of US voters oppose an AI data center within 10 miles of home, CNBC reported on October 24, 2026. What the survey found by party, how it compares with Gallup, Pew and Heatmap polls, and where data centers show up in the 2026 midterms.·5 min readHardware · NewsPC shipments fall about 21% in Q3 2026 as AI demand squeezes memory supply: what IDC, Gartner, Omdia and Counterpoint reportQ3 2026 PC shipments fell between 20.1% and 22.4% year over year, depending on the analyst firm, as memory makers steered capacity to AI servers and DRAM prices climbed. Each firm's numbers, kept separate, and what TrendForce says about memory prices.·5 min readHardware · NewsGoogle's Finland data center forest clearing: what's confirmed about the hectares, the 250,000 trees and the 'illegal' claimGoogle's Finland data center sites in Muhos and Kajaani were cleared of hundreds of hectares of forest before environmental assessments were done. Finland's regulator ordered work halted on October 6, 2026, and police have three investigation requests, but no authority has found the clearing illegal.·6 min readIndustry · NewsMeta's $825 billion in future commitments: what its Q3 2026 10-Q shows about leases, contracts and data-center guaranteesMeta's $825 billion in future commitments comes from its Q3 2026 Form 10-Q, filed October 22, 2026: $355.73 billion of leases that haven't started yet, $454.52 billion of non-cancelable contracts and up to $14.72 billion of contingent cloud purchases. How each figure has grown, and what the filing says about data-center guarantees.·5 min readIndustry · AnalysisAnthropic IPO revenue: the draft prospectus shows $16.3 billion in first-half sales and an $80.7 billion loss, as reportedAnthropic's IPO revenue, per its draft prospectus: $16.3 billion in the first half of 2026, the WSJ reported, and an $80.7 billion net loss, mostly a $72 billion non-cash charge, Reuters reported. What the numbers are, what the loss consists of, and why the compute-commitment figures don't match.·7 min read

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