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Jensen Huang made his first trip to Kazakhstan, meeting deputy prime minister Zhaslan Madiyev and praising the country's energy resources and data center expansion plans. The visit follows Kazakhstan's June announcement of a $10 billion AI infrastructure partnership with Firebird to build a 100,000-GPU computing cluster, with Nvidia planning to invest in the venture.
Carrier Global announced plans to build a $600 million manufacturing plant in Texas dedicated to producing cooling systems for data centers. The company described it as the largest single investment in its history, tied to rising demand from customers operating AI-focused data centers.
US District Judge Debra Brown ruled that the Clean Air Act gives the EPA no authority to unilaterally dismiss citizen lawsuits, rejecting an attempt by the Trump administration to intervene on behalf of Musk's SpaceXAI. The NAACP's suit, filed after unpermitted gas turbines were found powering the Colossus data center in Memphis, seeks an injunction requiring pollution controls and penalties of up to $124,426 per day per violation.
Nvidia introduced the DSX Pod AI Factory, a shipping-container-sized unit holding seven Vera Rubin AI racks that weighs about 28,000 kilograms and can be transported by truck. The pods arrive pre-assembled with cabling and liquid cooling, requiring only placement, connection and testing on-site, which Nvidia says cuts data center setup time from six months to 14 days. Manufacturing partners including Foxconn, Gigabyte, Lenovo, HPE, Quanta and Pegatron will build the units, with deliveries starting in early 2027.
NextDC shares dropped 39.5% after the Australian data center operator cut its fiscal 2027 revenue forecast to A$475-500 million from A$615-640 million, and lowered EBITDA guidance to A$245-265 million from A$385-410 million. The company blamed delays in power infrastructure upgrades at its M3 Melbourne facility, where electricity distributor Jemena suspended work due to community opposition and lack of council consent, with resumption not expected before February 2027.
SpaceX reported its first profitable quarter as a company, with revenue climbing 161% year-over-year. The company's AI-related revenue reportedly surged roughly 830%, even as capital spending on data center infrastructure and new technology development continued to rise.
Amazon stock hit an all-time high of $284 on Aug. 3 after a strong earnings report highlighted by CEO Andy Jassy's comments on the long usable life of AWS data center servers and the resulting free cash flow. Since then the shares have fallen more than 7%, even as Morgan Stanley added Amazon to its top picks list and raised its price target from $335 to $350, implying 33% upside from Monday's close.
British data center developer Nscale is renting a vessel called The Kalmar, a three-story barge once used to detain migrants, to house hundreds of contract laborers building its 30-megawatt Glomfjord facility in Norway. The project is at least six months behind schedule after cooling system leaks, an electrical fire, and labor problems, with only 6.4 megawatts currently operational. Bloomberg reported that workers described long shifts with inadequate training and safety protocols, and that a Norwegian labor authority investigation found Nscale's personnel records incomplete, sometimes listing only a worker's first name.
Nscale is negotiating a new agreement with Anthropic worth roughly $45 billion to supply AI computing capacity, according to a source cited by Reuters. The deal would cover a second building at Nscale's Monarch data center campus in West Virginia, providing 460 megawatts of power using Nvidia's upcoming Vera Rubin chips. This follows an earlier $45 billion deal struck in August for the same campus's first facility.
Anthropic is negotiating a second multibillion-dollar agreement with UK-based cloud provider Nscale to lease computing capacity, according to a source who spoke to CNBC. The deal would cover a second 460-megawatt data center at the same West Virginia site as an earlier agreement reported in August, and could be worth roughly $45 billion. Anthropic declined to comment, and Nscale has not yet responded to requests for comment.
South Korean data-center startup Elice saw its stock fall as much as 36% in afternoon trading on its first day as a publicly listed company in Seoul. The sharp decline came despite the company's AI-infrastructure focus, an area that has generally drawn strong investor interest.
A planned UK data center has been pushed back into the 2030s due to delays connecting to the power grid, and Microsoft has withdrawn from the project as a result. The delay reflects broader infrastructure bottlenecks facing large-scale computing buildouts in the UK.