Tag: AI infrastructure
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1 Gigawatt Data Center Cost: $30B, and Chips Are 57% of It
Key Takeaways A 1-gigawatt AI data center in Abilene, Texas is estimated at about $30 billion by Bloomberg, with roughly $17 billion (57%) going to chips and servers. The itemized lines we found add up to $27.0 billion. About $3.0…
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Marvell’s $20B FY28 Target Needs 13% Growth Every Quarter
Key Takeaways Marvell now targets about $20 billion of FY28 revenue, up about 67%. That implies about $3.67 billion in Q4 FY27, 16.5% above Q3’s guide. Then about 12.8% growth every quarter through FY28. The target rose from about $15B…
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Who Pays for Data Center Grid Upgrades? Ohio Charges 85% Even Idle
Ohio requires new data centers above 25 MW to pay for at least 85% of contracted capacity for up to 12 years, whether or not they use it.
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CoreWeave’s GPU-Backed Loans: One Rated A3, Two Rated Ba2, and the Depreciation Question
CoreWeave closed the first investment-grade GPU-backed loan — $8.5B, rated A3 — in March 2026.
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AI Data Center Curtailment: Who Gets Cut First When the Grid Runs Short
A new PJM site drawing 50 MW or more can be cut first during a shortage from June 1, 2027.
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Why AI Cloud Companies Lose Money Even at 66% Gross Margins
Nvidia’s gross margin was 75.0% last quarter; management guided it to 72–73% next year, pointing to memory costs.
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Microsoft AI Returns Face a Hardware Refresh Test
Microsoft AI returns are no longer just a promise attached to a spending plan. Microsoft’s fiscal 2026 fourth-quarter figures give us unusually concrete evidence of demand: Azure’s annual revenue passed $100 billion, while Microsoft 365 Copilot exceeded 30 million paid…
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Nvidia OpenAI Backstop: Who Actually Carries the Risk?
Nvidia doesn’t usually show up on the financing side of a data center deal. This time it reportedly might be the thing holding the whole structure up, and that’s a different role than the one it’s used to playing.
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Meta May Rent Its AI Data Centers to Rival Anthropic
Meta is reportedly in talks to lease high-performance AI computing capacity to Anthropic in a deal that could be worth as much as $10 billion over two.
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Microsoft’s July 2026 Patch Tuesday: 570 Flaws and Two Exploited Zero-Days
Microsoft’s July 2026 Patch Tuesday fixed a record 570 vulnerabilities, including two zero-days exploited in the wild and one publicly disclosed and 59.