AI infrastructure
Policy & Regulation
The AI Data Center Moratorium Act: Federal Bill Meets a $64 Billion Grassroots Revolt
⚡ Key Takeaways Senator Sanders and Representative Ocasio-Cortez introduced the AI Data Center Moratorium Act on March 25, 2026, proposing...
Infrastructure & Cloud
Maine Data Center Ban: First US State Halts AI Infrastructure
⚡ Key Takeaways Maine passed LD 307, becoming the first US state to ban data centers exceeding 20 megawatts until...
AI & Automation
NVIDIA GB300 NVL72: The 72-GPU Rack Redefining AI Infrastructure
⚡ Key Takeaways NVIDIA’s GB300 NVL72 packs 72 Blackwell Ultra GPUs into a single liquid-cooled rack delivering 1.44 exaflops of...
AI & Automation
Broadcom’s $73B AI Backlog: Google TPU Deal and Anthropic’s 3.5GW Compute Bet
⚡ Key Takeaways Broadcom’s April 2026 SEC filing reveals a $73 billion AI-specific order backlog anchored by two landmark deals:...
Infrastructure & Cloud
Algeria’s First AI Supercomputing Center in Oran
Algeria breaks ground on its first AI-dedicated supercomputing center in Oran with GPU clusters for research, startups, and enterprise AI development.
Startups
African Cloud-Native Startups Build Sovereign Data Centers for AI
African startups like Horus Labs and Udu Technologies are building sovereign cloud infrastructure for AI, challenging hyperscaler dominance with local solutions.
Infrastructure & Cloud
Meta Deepens AI Infrastructure With 1B CoreWeave Deal
Meta expands CoreWeave partnership to 5B total with a new 1B AI cloud deal through 2032, featuring early access to NVIDIA Vera Rubin GPU platforms.
Infrastructure & Cloud
Anthropic Expands Google Cloud TPU Partnership With Multi-Gigawatt Compute Deal
Anthropic signs multi-gigawatt TPU deal with Google and Broadcom on top of 1 GW already coming online in 2026. Revenue run rate passes $30B as Claude demand surges.
Infrastructure & Cloud
Anthropic’s TPU Partnership: Gigawatts of AI Compute Coming in 2027
Anthropic secures 3.5 gigawatts of Google TPU capacity from Broadcom starting 2027, adding to 1GW already online — reshaping AI infrastructure economics.
AI & Automation
Microsoft’s $10B Japan AI Bet: The Largest Western AI Infrastructure Investment in Asia
Microsoft commits $10 billion to Japan AI infrastructure, cybersecurity, and workforce training through 2029.
Skills & Careers
JPMorgan Reclassifies AI as Core Infrastructure: Banking Careers Transformed
JPMorgan Chase reclassifies AI as core infrastructure alongside electricity and internet, transforming banking workforce requirements.
