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SoftBank contributed $50 million to the Trump Presidential Library in January, just months before announcing that it’s leasing land from the federal government to build a sprawling data center in Ohio. …
… In a post on X, Musk said that SpaceX stands ready to offer similar deals to other AI companies that want to access the data centers. …
… The companies plan to deploy the first gigawatt in the first half of 2027, building upon recent data center deals Anthropic has reached with SpaceX and TeraWulf. …
… By contrast, the US currently has negative net immigration, low birth rates, and consistently underfunded education; there is no equivalent human-capital “wave” to support a similar jobs boom in data centers and AI, he says. “The waves of industrialization accompanied waves of human capital into th… …
At an event in San Francisco today, General Motors made a series of announcements around EV batteries, energy storage, and grid resiliency in the face of growing electricity demand from AI data centers. …
… Global enterprise spending on AI services and data center investment are on the rise. …
… Meanwhile Private Cloud Compute has expanded beyond Apple’s own data centers, running on Google Cloud systems using Nvidia GPUs, Intel CPUs, and Google Titan chips. …
… Yesterday, it announced that it’s building a 1 gigawatt data center campus in partnership with BlackRock. …
… What’s more, when I say “Oracle is building data centers,” I am doing a little sleight of hand. Unlike Google and Meta, Oracle doesn’t actually build its own data centers. It’s leasing data centers that other companies are building on its behalf. …
… The continued evolution of data centers is forcing us to drive those cycles faster. If you look at our enterprise data center business — going back to 2010 or 2008, when the cloud came along — there was a belief that there was never going to be another private data center built. …