Leading Indicators Archive

10-31 Capex & Data Centers Nvidia reportedly emerging as a networking heavyweight beyond GPUs Reported (unverified) 10-29 Capex & Data Centers Oracle reportedly weighs per-AI-task billing on top of per-seat subscriptions Reported (unverified) 10-21 Capex & Data Centers Vultr: 20MW AMD MI355X cluster in Chennai Reported (unverified) 10-19 Capex & Data Centers Anthropic reportedly named as a customer of EverWind's data center project in Nova Scotia Corroborated 10-16 Capex & Data Centers Google's DeepMind reportedly hiring a nuclear expert Corroborated 10-15 Capex & Data Centers Meta reportedly named as the company behind a 3,000-acre data center project in Mason County, Kentucky Reported (unverified) 10-14 Capex & Data Centers OpenAI reportedly reshuffles data center leadership again, with an xAI executive to lead and Sachin Katti to depart Reported (unverified) 10-13 Capex & Data Centers Amazon Ring executive reportedly moves to Blue Origin to lead its TeraWave network Corroborated 10-12 Capex & Data Centers Microsoft's senior AI systems hardware architecture director reportedly joins OpenAI Corroborated 10-09 Capex & Data Centers Nvidia reportedly plans to invest in inference chip startup d-Matrix Corroborated 10-07 Capex & Data Centers CoreWeave reportedly teams up with AdaniConneX on an AI cloud region in India Reported (unverified) 10-07 Capex & Data Centers Intel and Applied Materials reportedly to collaborate on chip manufacturing advances Corroborated 10-05 Capex & Data Centers Musk reportedly confirms SpaceX–TSMC talks on 'TeraFab' Corroborated 10-01 Capex & Data Centers Tencent reportedly signs on for 100,000 GPUs via Oracle — a Chinese tech giant's compute demand reaches a US cloud Corroborated 09-28 Capex & Data Centers Akamai reportedly signs $11.6bn compute deal with Anthropic Reported (unverified) 09-25 Capex & Data Centers Project Suncatcher: Google to launch first in-orbit data center test next week — TPUs and solar power take aim at the power constraint Corroborated 09-23 Capex & Data Centers Trade press sizes up AMD's 256-core Epyc Venice — host CPUs join the AI data center density race Corroborated 09-23 Capex & Data Centers OpenAI and Anthropic reportedly seek 20-30MW data center deals, likely for inference — distributed demand alongside giant training sites Reported (unverified) 09-23 Capex & Data Centers Meta reportedly plans Petal, a petabit-class transoceanic subsea cable — AI demand lifts the capacity unit of international links Reported (unverified) 09-16 Capex & Data Centers Nvidia makes AI output per watt the product — the binding constraint shifts from GPU supply to grid capacity Corroborated 09-16 Capex & Data Centers AWS says access to struck data centers cannot be restored — siting risk now tests capex assumptions Corroborated 09-11 Capex & Data Centers Data center plans reported to shift from buildings to gigawatts - Microsoft said to target 38GW of capacity by 2032 Reported (unverified) 09-09 Capex & Data Centers Oracle: 2GW renewables RFP in New Mexico Reported (unverified) 09-04 Capex & Data Centers AI silicon reported to become the subject of the quarterly story - Broadcom said to post an AI-led Q3 and promise more ahead Reported (unverified) 09-01 Capex & Data Centers A TPU-only cloud's agenda reported to shift from silicon to capital — Charter's CFO said to join the Google-Blackstone venture Corroborated 09-01 Capex & Data Centers Model builders' compute procurement reported to move toward long-term deals with specialist GPU clouds - Anthropic said to sign a $35bn agreement with Lambda Reported (unverified) 08-26 Capex & Data Centers In-house silicon reported to straddle training and ad serving — Meta's MTIA 400 described as dual-purpose Corroborated 08-25 Capex & Data Centers Inference competition shifts from throughput to the latency floor — Nvidia LPX low-latency racks reported to enter full production Corroborated 08-25 Capex & Data Centers A model provider in-house silicon moves into power design — OpenAI reported to detail its Jalapeno chip at 700W TDP Corroborated 08-20 Capex & Data Centers GPU cloud demand reaches beyond AI labs — Hudson River Trading reported to have picked CoreWeave for its research platform Reported (unverified)