Despite the U.S.-China AI rivalry, some Chinese companies are pursuing business in America's booming AI data center sector. Brightray, an AI infrastructure firm whose sole manufacturer is China's PrefabDC, says U.S. demand outpaces China's, where AI data center numbers trail far behind—449 versus 5,427 in the U.S. as of 2025, per Stanford HAI data. U.S. tech giants are projected to spend roughly $765 billion on AI infrastructure this year, dwarfing China's five-year, $295 billion government commitment to data center buildout.
cnbc.com
· 2026-09-26
Crusoe has ended its agreement to buy 29 of Boom Supersonic's 42-megawatt Superpower gas turbines, a deal worth $1.25 billion with deliveries originally set to start in 2027. Boom CEO Blake Scholl confirmed the split on X, saying turbines are no longer part of Crusoe's near-term power plans for sites like its Abilene, Texas campus. Crusoe confirmed to TechCrunch it is no longer working with Boom.
techcrunch.com
· 2026-09-25
British AI cloud company Nscale announced a $3.36 billion convertible financing round on Friday, led by hedge fund Third Point. Of that, $2.36 billion is available immediately, with another $1 billion coming from Nvidia in mid-November; the notes will convert to equity once Nscale's planned IPO closes.
techcrunch.com
· 2026-09-25
Google plans to launch an experimental satellite called MVP on a SpaceX Falcon 9 rocket from Vandenberg Space Force Base next week, part of its Project Suncatcher initiative. The satellite carries four Tensor Processing Units powered by solar panels generating one kilowatt, roughly matching a single Earth-based server, and is designed to process simple AI requests for up to a year while orbiting for as long as six years before burning up on re-entry.
tomshardware.com
· 2026-09-25
Oracle issued a force majeure notice to the developer of its Project Jupiter data-center site in New Mexico, according to reporting on the project. The company has also dropped one key development partner amid the buildout, while local residents have pushed back against the project.
wsj.com
· 2026-09-25
An Entrepreneur op-ed argues that electricity, not chip supply, is becoming the binding constraint on AI growth, citing IEA projections that global data-center power use could nearly double from 485 to 950 terawatt-hours by 2030, with AI-specific demand tripling. It notes that by 2027 a single advanced server rack could draw as much peak power as 65 households, and that grid constraints could delay roughly 20% of planned data-center projects.
entrepreneur.com
· 2026-09-24
California Governor Gavin Newsom signed a package of seven bills that shield residential utility customers from bearing the costs of AI data center growth. The laws create a new rate category for data centers through the state's Public Utilities Commission, mandate disclosure of water and energy use to local governments, and require efficiency benchmarks before facilities can get streamlined approval.
theverge.com
· 2026-09-21
The U.S. House approved H.R. 9340, the Ratepayer Protection Act, which amends the 1978 Public Utility Regulatory Policies Act to require state regulators and non-regulated utilities to consider adopting a federal standard within two years. Under the bill, data centers drawing 100 megawatts or more would have to cover the full incremental cost of generation, transmission, or distribution upgrades built to serve them, even if they later cancel their power contracts.
tomshardware.com
· 2026-09-18
Anthropic and OpenAI are pursuing smaller data center deals in the 20-30 megawatt range, according to sources familiar with the discussions, even as both companies have already signed massive multi-hundred-megawatt and gigawatt infrastructure agreements. Anthropic has explored such deals in the UK and Nordics, while OpenAI has looked at similar opportunities in the Nordics, with talks also reportedly underway for smaller U.S. deployments. OpenAI confirmed it is building a 'diversified compute portfolio' but declined to discuss specific commercial talks; Anthropic did not comment.
cnbc.com
· 2026-09-18
New York Governor Kathy Hochul's administration released a Community Investment Framework advising local governments on negotiating with data center developers. The guide recommends towns demand roughly $1 million per megawatt of power demand in community investment, alongside plans covering long-term maintenance, site abandonment, and phased funding timelines.
tomshardware.com
· 2026-09-17
Al Gore, speaking with TechCrunch alongside Generation Investment Management's Lila Preston, argued that AI data centers' emissions are far smaller than critics claim, comparing them to landfill emissions and global air conditioning use. He said what worries him more are warnings emerging from within the AI industry itself.
techcrunch.com
· 2026-09-16
Startup Rune has deployed a modular data center in southwest Texas that connects directly to a solar farm rather than the electric grid. It runs on solar output that would otherwise go unused, avoiding the need to construct any new power generation to support it.
fastcompany.com
· 2026-09-16
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