Leading Indicators Archive

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) 08-20 Capex & Data Centers Data center power procurement edges toward distributed generation — Microsoft reported to have extended its Qcells partnership into virtual power plants Reported (unverified) 08-19 Capex & Data Centers Performance per watt surfaces as a competitive axis — AMD claims its latest AI systems are 4x more efficient than two years ago, as reported by The Register Corroborated 08-13 Capex & Data Centers Compute may be leaving the ground: Intel's orbital data center continuation filing, published August 6, describes a two-tier LEO architecture Reported (unverified) 08-12 Capex & Data Centers Quantum hardware starts appearing as a cloud SKU — Oracle to preview Helios on OCI, per report Reported (unverified) 08-06 Capex & Data Centers Google and Meta's Echo subsea cable reportedly lands in Singapore — a leading indicator that AI/cloud capex is extending from inside the data center to the international connectivity layer Reported (unverified) 08-04 Capex & Data Centers Foxconn's subsidiary runs a 5MW Nvidia AI cluster in Taiwan — a sign contract manufacturers are integrating forward into compute operation Corroborated 08-02 Capex & Data Centers Meta lifts 2026 AI DC capex to $130-145B — hyperscaler capex bull cycle extends Reported (unverified) 07-31 Capex & Data Centers AWS plans 800,000 sq ft DC campus in Ashburn, VA — Loudoun County concentration reconfirmed Reported (unverified) 07-29 Capex & Data Centers Microsoft cloud revenue up but M365 AI direct revenue muted — AI monetization stays on the 'indirect consumption' pattern Corroborated 07-27 Capex & Data Centers CoreWeave leases Cedar Creek TX capacity from EdgeConneX — GPU-cloud capacity expansion tilts toward existing DC operators Reported (unverified) 07-27 Capex & Data Centers Samsung and Broadcom to collaborate across memory, foundry, and packaging — an alternative to Nvidia + TSMC dominance takes shape Reported (unverified) 07-23 Capex & Data Centers AMD ships Helios integrated rack — single-vendor GPU+CPU+DPU takes on NVIDIA MGX Corroborated 07-22 Capex & Data Centers AMD to invest $5B in Anthropic tied to 2GW of MI450 GPU deployment — customer-side equity as demand lock-in Reported (unverified) 07-21 Capex & Data Centers Oracle to shoulder $100M annual bill backing Wisconsin data center power — hyperscaler power-cost pass-through comes into view Reported (unverified) 07-16 Capex & Data Centers TSMC to invest an additional $100B in Arizona alongside $40.2B Q2 revenue — AI demand drives offshore fab capacity Reported (unverified) 07-15 Capex & Data Centers Alphabet spin-out Verrus plans a three-building Oregon campus — hyperscalers spinning off independent DC operators Corroborated 07-14 Capex & Data Centers $5.7bn goes into an Irish fab to expand Xeon output — server CPU capacity keeps growing even in the AI era Reported (unverified) 07-08 Capex & Data Centers SambaNova revives older NVIDIA GPUs in fresh benchmarks — potential extension of the GPU depreciation curve Corroborated 07-06 Capex & Data Centers AI storage rebuilt to cut GPU idle time — the axis shifts from GPU count to utilization Corroborated