Brody Ford

Oracle Corp. is using a novel power strategy to keep several data centers on track: trucking natural gas directly to the server farms.

Now, Oracle is considering using the same strategy in New Mexico, where a gas pipeline to help power one of its most crucial data centers is delayed and threatening the project's timeline, according to people familiar with the project. A plan to use trucks to deliver compressed natural gas to the data center, called Project Jupiter, would let the company get the early stages of it online before the pipeline enters service, said the people, who asked not to be identified because the strategy hasn't been made public.

Getting the electricity to run a huge AI data center is a major problem for the developers

Oracle Corp. is using a novel power strategy to keep several data centers on track: trucking natural gas directly to the server farms.

(Bloomberg) -- Microsoft Corp. reported more than $130 billion in new data center leases in the past quarter, signaling an accelerating pace of spending on artificial intelligence infrastructure.

(Bloomberg) -- Nscale Ltd., the AI cloud computing firm, is in talks to sell computing power to Anthropic PBC ( ANTH.PVT ) in a deal that could be worth about $45 billion, according to people familiar with the negotiations.

International Business Machines Corp. reported sales that topped analysts’ estimates, saying it had recovered most of the infrastructure deals that were delayed earlier this year.

IBM's quarterly sales rose 5% to $17.1bn, beating analyst estimates, while consulting revenue fell short of expectations.

Microsoft Corp. will offer buyouts to about 60,000 workers, part of the company’s efforts to trim costs and retool its workforce for the artificial intelligence era.