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AI news tagged Data centers and energy, with sources.
Google and Constellation Energy announced deals covering 3,590 MW on the PJM grid on October 6, with 890 MW from uprates at 11 Constellation nuclear units.
On October 6, Finland’s LVV ordered Google’s local company to halt environment-altering preparatory work at two data center sites in Muhos and Kajaani.
AWS CEO Matt Garman wrote on October 2 that Amazon no longer uses nondisclosure agreements with government agencies on its data center projects.
Korean developer lucian spent about an hour with Claude Opus 5.5 building a 3D zoom from a data center hall down to silicon atoms, all in a single HTML file.
A Brookings Papers on Economic Activity paper projects $10.3 trillion of US investment in data centers, power, networking and chips over 2025-2032.
The 10-year US Treasury yield hit 5.23%, its highest since 2007; alongside inflation and Fed expectations, heavy AI-related borrowing is adding pressure.
On September 21 Texas Governor Greg Abbott told the state’s environmental agency to stop issuing new permits until a state audit of data centers is finished.
Oracle sent a force majeure notice to a Blue Owl unit developing the 1,400-acre Project Jupiter campus in Doña Ana County, citing delays in securing power.
MVP, the first Project Suncatcher satellite, launches on SpaceX’s Transporter-18 mission; cooling limits its TPUs to bursts of roughly 15 minutes.
Akamai signed a seven-year, $11.6 billion contract for Anthropic’s CPU workloads; the deal can grow by a further $9 billion to about $20 billion in total.
Executive Order 22, signed by Governor Abigail Spanberger on September 18, bans nondisclosure agreements between data centers and executive branch agencies.
According to the Financial Times, the $18 billion loan for Project Jupiter in New Mexico is trading at 89 to 91 cents on the dollar on the secondary market.
London-based Nscale filed an S-1 to list on the NYSE as NSCL; of its $103.4 billion in active and contracted value, only $2.6 billion is active.
Legora builds software for lawyers, while Nexthop AI tackles the network bottlenecks created by AI workloads. Both March rounds show where capital is moving.
Oracle’s quarterly capital spending hit $28 billion. The company’s backlog reached $664 billion while free cash flow came in at minus $5 billion.
Anthropic will pay UK-based Nscale roughly $45 billion over six years to rent 460 megawatts of compute at the Monarch campus in West Virginia.