Category
Power
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Oracle Invokes Force Majeure on $165B Blue Owl Jupiter Data Center project
New Mexico AI Campus Hits Regulatory Wall Oracle Corp has sent a force majeure notice to Blue Owl Capital, the developer behind Project Jupiter, it’s 2.45-gigawatt data center campus under construction in New Mexico, according to Bloomberg, which cited people familiar with the matter. The move is designed to let Oracle delay lease payments, not…
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The Hardware Integration War — Why Vertiv is Consolidating the AI Factory
The scaling bottleneck for artificial intelligence has officially left the chip lab and entered the physical world. Vertiv’s rapid string of acquisitions and high-capacity NVIDIA certifications reveal an industry-wide truth: the future of hyperscale compute belongs to those who control the physical mechanics of power and fluid
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ABB Bets on Direct Current to Break the AI Power Wall
The AI power race is shifting from generation to the final hundred metres of the data centre. ABB’s new Infinitus direct current architecture aims to rewrite the white space by bypassing legacy alternating current infrastructure entirely to reclaim crucial compute capacity.
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GridLock: Why Hyperscalers Are Buying Their Own Substations
While tech giants pour billions into advanced AI chips, their multi-gigawatt growth roadmaps are stalling at the local power grid. To survive the infrastructure crunch, cloud operators are transforming into heavy industrial procurement giants buying up transformer supply lines and building their own utility-scale substations.
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Nordic AI Campus Moves From Paper to Steel
3E Network’s Finnish subsidiary, Aurora Core Technology, entered active construction on a green-powered AI data center project this week — a milestone increasingly hard to reach given how many announced campuses stall at the permitting stage
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California Just Made Data Centers Pay Their Own Grid Bill – And Left the Numbers Blank
Newsom signed seven laws forcing data centers to cover their own grid upgrade costs – but wrote no megawatt trigger, no dollar figure, and no filing deadline into any of them
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SRP’s $1.7B Marigold Bet Signals a New Utility Playbook: Renewables First, Gas as Ballast
Salt River Project’s board didn’t just approve a power plant on September 14 — it approved a template. The 1,675-megawatt Marigold Energy Center in Stanfield, Arizona pairs 600 MW of solar and 400 MW of eight-hour battery storage with 675 MW of natural gas, all behind a dedicated 230kV/500kV substation. It cleared the board just…
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Arizona Utility Greenlights $1.7 Billion Hybrid Power Plant for AI-Driven Load Growth
Salt River Project’s 1,675 MW Marigold Energy Center combines solar, eight-hour battery storage and natural gas behind dedicated transmission infrastructure, offering a blueprint for how utilities may serve AI-driven power demand.