Hardware·
AMD's Helios rack packs 72 GPUs and 31TB of memory to take on Nvidia
AMD launched the Instinct MI455X and its Helios rack-scale system, tying 72 GPUs and 31TB of HBM4 into one machine to challenge Nvidia's data-center grip.
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Hardware·
Nvidia wants to own every chip inside the AI data center
Nvidia already dominates AI GPUs. Now it's pushing to supply the CPU, the network, and the whole rack. Here's who that squeezes and whether buyers benefit.
Policy·
Oracle cut 21,000 jobs in a year. Its own SEC filing names AI as a reason.
Oracle's headcount fell to about 141,000 as of May 31, down roughly 21,000 in a year. Its FY2026 10-K ties the cuts to AI while capex hit $55.7 billion.
Hardware·
Realta Fusion pulled electricity straight from a fusion plasma. That's a first, not net power.
Realta Fusion says it converted fusion plasma energy directly into electricity on its WHAM device, an apparent industry first. It is not net-energy gain.
AI·
SpaceX's S-1 revealed who's paying for Colossus. Anthropic just locked in $45B through 2029.
Anthropic is paying SpaceX $1.25 billion a month for Colossus 1 and 2 capacity. The contract runs through May 2029 and books about 83% of SpaceX's revenue.
Policy·
NV Energy is cutting off 49,000 Lake Tahoe homes by May 2027. The power is going to AI data centers.
Liberty Utilities serves 49,000 Tahoe customers. NV Energy supplies 75% of that power and is reclaiming it for Northern Nevada data center expansion.
Policy·
Residents can't sleep. 29 million gallons vanished. Oregon sent the bill. Data centers are losing the neighborhood.
Three data center stories trended in one week: infrasound, 29M gallons of missing water, and Oregon forcing grid cost pass-through.
Policy·
A Michigan town voted against a $16B data center. The lawsuit was filed two days later.
Saline Township rejected rezoning for a 1.4 GW OpenAI-Oracle data center. Related Digital sued in 48 hours, and construction is underway.
Hardware·
AMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.
AI·
Hyperscalers are on track to spend $700B on AI infrastructure in 2026
Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.
Policy·
Virginia turned on data centers. Here's the chart the AI industry should be watching
Virginia voter support for new data centers crashed from 69% to 35% in three years. The Post/Schar School poll and the Digital Gateway cancellation show why it matters.
Policy·
The US government is about to make data centers show their power bills for the first time
The EIA confirmed it will develop a mandatory energy disclosure survey for data centers, two years behind Europe. Here's what it covers and why it matters.