A startup just raised a quarter-billion dollars to build data centers in orbit. The reason isn't compute - it's geography, regulation, and the fact that terrestrial power is running out of room.
24/08/2026 à 21h00 10 8
TerraPower is arguing its sodium-cooled Natrium design has a structural advantage over rival small reactors when the customer is a hyperscaler in a hurry - and the customer is now.
19/08/2026 à 22h31 10 11
Data centers on the PJM grid - the largest in the US - may face forced shutdowns to prevent blackouts. AI infrastructure is arriving faster than transmission capacity can support it.
19/08/2026 à 09h35 10 10
Seoul is exploring submerged coastal data centers as a response to land scarcity and cooling costs - the compute buildout is pushing into new physical frontiers
18/08/2026 à 09h30 7 7
Nvidia may shift from chip vendor to direct infrastructure financer - taking on the role of landlord and lender to its biggest customer
18/08/2026 à 09h30 9 8
New long-range energy forecasts suggest data center operators who locked in gas infrastructure are now exposed to the same demand-collapse risk as legacy fossil fuel investors.
14/08/2026 à 18h57 3 5
Nvidia is reportedly planning a $500 billion program to vendor-finance data center deployments using older-generation GPUs - converting stranded inventory into recurring revenue while deepening the AI industry's structural debt dependency.
13/08/2026 à 20h42 13 11
Un constructeur naval coréen fournit 1 GW de générateurs de secours à un data center américain. La chaîne d'approvisionnement IA ne passe plus seulement par les GPU - elle passe aussi par les turbines.
10/08/2026 à 16h29 8 10
Amazon is investing in a new gas-burning power plant in Pecos County, West Texas, to power a new data center. If approved, it could become one of the largest single sources of greenhouse gases in the US.
09/08/2026 à 00h59 11 8
Microsoft's fourth India data center region signals a structural commitment to the subcontinent as a major AI compute market. It also sets the stage for a three-way race between Microsoft, Google and Amazon for India's cloud-AI future.
08/08/2026 à 09h57 13 14
Facing mainland chip restrictions, Chinese AI companies are pushing aggressively into Hong Kong's data center market - a regulatory arbitrage that is real, and finite.
07/08/2026 à 10h54 11 10
A new interactive map documents where AI data center growth is translating directly into higher residential power bills - and the geography is more concentrated than the industry would prefer to admit.
04/08/2026 à 23h33 10 9
