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News
Datacloud USA: $500bn Nvidia pact spotlights 20-year data centre financing gap
1+ week, 4+ day ago (303+ words) That is according to Jonathan Mauck, senior managing director at Digital Bridge Holdings. Speaking in a fireside interview at Datacloud USA x Metro Connect Fall 2026 in Austin, Mauck said data centres are built as 20-year industrial infrastructure, while the GPUs…...
Nvidia earnings will test the trillion-dollar data centre bet
2+ week, 4+ day ago (204+ words) Every quarter for the past two years has carried the label “the most important Nvidia earnings yet.” This one might actually deserve it. The scale of what is being asked of Nvidia traces back to comments CEO Jensen Huang made…...
Wood Mackenzie: US grid operators set to serve just 28% of requested data centre power
2+ week, 5+ day ago (196+ words) That is according to new analysis from Wood Mackenzie reported by Bloomberg. Of the 1,066 GW currently requested, roughly 12% of projects have secured firm service commitments and a further 17% look likely to proceed, together accounting for the 28% figure. The remainder, an…...
The AI data centre boom is remaking US factory supply chains, and Trump's tariffs are the wildcard
3+ week, 4+ day ago (346+ words) This comes with an order backlog already standing at $1.6 billion and roughly 1,000 new jobs, a 10% headcount increase, in the pipeline. Timken, the Ohio-based maker of engineered steel bearings, is a case in point. Chief executive Lucian Boldea said data centres…...
SES deepens Elveo Mobile bet as direct-to-device race narrows to three
3+ week, 5+ day ago (255+ words) Under the expanded collaboration announced on 17 August, SES will give Elveo access to its global space and ground infrastructure and support the company’s go-to-market, engineering, operations and regulatory work. In return, SES’s mobile telecom, enterprise and government customers gain multi-orbit…...
Power, not incentives, now decides where AI data centres get built, says FiberLight CEO
3+ week, 6+ day ago (257+ words) He also warns against treating power and connectivity as separate problems. A facility can secure its own generation and still be stranded without the fibre to move data in and out. Major expects site decisions to increasingly treat power, compute…...
Nvidia halves Ohio OpenAI backstop to under $120bn: Why it happened, and why it matters
4+ week, 18+ min ago (247+ words) The chipmaker is now expected to backstop only the first phase of the 10-gigawatt campus, with a deal that could be signed as early as this weekend. The site, being developed by SoftBank subsidiary SB Energy, would be the largest…...
The AI price war: OpenAI and Anthropic take aim China
4+ week, 27+ min ago (575+ words) OpenAI and Anthropic slash prices as Chinese rivals undercut them by up to 9x, reshaping enterprise AI and data centre demand. OpenAI has cut the cost of its lightweight GPT-5.6 Luna model by 80%, taking API pricing down to $0.20 per million input…...