Tuesday, November 3, 2026173 stories
Models, agents, laws and the companies putting AI to work. Dated, sourced, no noise.
AI chips and data center news
AI chips and data centers: GPU orders, new clusters, power and capacity, export rules and what they cost the companies building on them.
4 min
Duos Technologies colocation agreement: 20 MW for 10 years
The Duos Technologies colocation agreement is worth more than $400 million over 10 years for 20 MW, with a US cloud provider, due in 2027.
4 min
Host Digital Oklahoma data center: $1.25 billion, 15-year lease
The Host Digital Oklahoma data center has a 15-year take-or-pay lease worth about $1.25 billion for 55 MW, with delivery targeted for early 2027.
4 min
INNIO 450 MW order brings gas engines to AI data centers
The INNIO 450 MW order, booked in Q3 2026, covers Jenbacher J624 engines for North American data centers off the grid, due by 2028.
4 min
Crusoe Jane Street deal: $13 billion for five years of GPUs
The Crusoe Jane Street deal is worth around $13 billion over five years, Bloomberg reports: GPU clusters for AI training and inference on Crusoe's cloud.
4 min
Riot Platforms data center lease: 191 MW for $9.1 billion
The Riot Platforms data center lease gives a frontier AI lab 191 MW at Rockdale for 20 years, worth about $9.1 billion in contract revenue.
4 min
AMD Core Scientific deal locks in 377 MW of AI capacity
The AMD Core Scientific deal leases 377 MW of critical IT capacity in Texas and Oklahoma for 15 years, with a right to 1,925 MW more through 2028.
4 min
Rackspace AMD agreement sets 30 MW of AI compute through 2028
The Rackspace AMD agreement dedicates an initial 30 MW to AMD GPUs and CPUs for regulated enterprises, deployed in phases from late 2026 to 2028.
4 min
AMD Meta GPU deal: up to 6 gigawatts and a share warrant
Meta will deploy up to 6 gigawatts of AMD Instinct GPUs and can earn 160 million AMD shares under the AMD Meta GPU deal signed in February 2026.
4 min
Microsoft Maia 200 unveiled with 30% cost efficiency gain
Microsoft Maia 200 delivers 30% better performance per dollar on Azure AI inference workloads than existing fleet hardware.
4 min
OpenAI Cerebras deal: 750 megawatts of compute through 2028
The OpenAI Cerebras deal, reported as worth over $10 billion, brings 750 megawatts of low-latency inference compute to OpenAI through 2028.
4 min
Nvidia Groq deal: about $20 billion for inference chip tech
In the Nvidia Groq deal, Nvidia licenses Groq's inference technology and hires its CEO; an investor puts the price at $20 billion in cash.
4 min
Claude on Azure: Anthropic commits $30 billion to Microsoft
Anthropic will buy $30 billion of Azure compute, putting Claude on Azure, while Nvidia invests up to $10 billion and Microsoft up to $5 billion.
4 min
Cipher Mining AWS lease: $5.5 billion for 300 MW over 15 years
The Cipher Mining AWS lease is worth about $5.5 billion over 15 years and covers 300 MW of air- and liquid-cooled capacity for AI workloads in 2026.
3 min
IREN Microsoft contract: $9.7 billion for GB300 GPU capacity
The IREN Microsoft contract is worth about $9.7 billion over five years, with a 20% prepayment, for Nvidia GB300 GPUs at a Texas campus.
4 min
OpenAI AWS deal: $38 billion, seven years of Nvidia compute
OpenAI AWS deal: a $38 billion, seven-year contract for hundreds of thousands of Nvidia GB200 and GB300 chips, with all capacity due by the end of 2026.