Articles tagged “AI infrastructure”
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Meta Compute: Zuckerberg's Tens-of-Gigawatts AI
Mark Zuckerberg announced Meta Compute on January 12, 2026 — a top-level initiative to build tens of gigawatts of AI infrastructure and sell excess compute to outside developers.
SpaceX Lands $6.3B Compute Deal With Reflection
Reflection AI will pay SpaceX $150 million a month starting July 1, 2026, for Nvidia GB300 chips at Colossus 2 — the third major compute deal SpaceX has signed this year.
NVIDIA Rubin: 45°C Cooling, Near-Zero Water
NVIDIA's Rubin platform runs liquid coolant at 45°C across every chip and network component — no fans, near-zero water use, and over $4M in annual savings for a 50MW facility.
DeepSeek Cost $6M: China's AI Efficiency Edge
DeepSeek cost $6M to train. By late 2025, one million output tokens ran ~$0.50 — one-twentieth the ChatGPT price.
Meta Buys 1.6 GW from Crusoe Data Centers
Meta secured deals with Crusoe for ~1.6 GW of AI computing power split across Childress, Texas and Warrenton, Missouri, as the social media giant expands its AI infrastructure.
Goldman: AI Capex Hits $800B in 2026
Goldman Sachs says the AI boom is bigger than investors think, forecasting $800B in AI capex for 2026 — while a $1.8T off-balance-sheet risk looms over the supercycle.
Nvidia Breaks Ground on $2B Coherent Factory in Texas
Nvidia CEO Jensen Huang attended a groundbreaking in Sherman, Texas for a $2B Coherent factory expansion that will quadruple output and create 1,000 jobs tied to AI infrastructure.
Goldman Sachs: AI "Buy Everything" Era Is Over
Goldman Sachs trader Lee Coppersmith says the AI trade is fragmenting fast — return dispersion in AI stocks hit a record 53-point standard deviation in Q2 2026.
Meta Cuts 8,000 Jobs as Zuckerberg Warns AI Success Isn't Guaranteed
Meta cut roughly 8,000 employees on May 20, 2026 — about 10% of its workforce. CEO Mark Zuckerberg told staff in a memo that AI competition makes the cuts necessary.
71% of Americans Oppose Local AI Data Centers
Gallup's first-ever data center poll shows 71% of Americans oppose local AI data center construction. Ohio legislators are now pushing bipartisan bills to protect consumers from rising electricity costs.
DOE Opens RFI for AI Data Centers on Federal Land
The DOE is soliciting public and industry input on co-locating AI data centers and new energy infrastructure across 16 identified federal sites, with an operational target of late 2027.