Shane Snider

Microsoft plans to scale Azure Maia AI accelerators in 2027, but chip supply, efficiency claims and economics for Azure cloud customers remain open questions.

FERC approved PJM's registry for large electricity loads but rejected proposed curtailment rules, leaving grid reliability and new-load obligations unresolved.

GlobalFoundries will operate two planned New York chip fabs under a $21 billion U.S.-Japan investment initiative, with separate CHIPS Act funding for data center technologies.

The cancellation highlights the financial risks developers face when grid connections fall behind project schedules and customers cannot wait for capacity.

Grid delays can leave AI infrastructure developers carrying costs without revenue, with neoclouds particularly exposed to the loss of anchor customers.

AI chipmaker reaches $6.2B valuation as it expands server production and licenses processor IP, but it remains to be seen whether it can offer a viable Nvidia alternative.

CBRE will acquire Onnec for up to $1 billion, expanding its global data center infrastructure services as hyperscalers demand more fiber, networking and deployment expertise.

Nvidia and Schneider Electric are testing a digital twin at Portugal's SINES data center campus to model AI workloads, power and cooling before infrastructure changes.

Pennsylvania’s consumer advocate challenges PPL Electric’s data center tariff over proposed network upgrade costs, load forecasts and ratepayer protections.

As Amazon races to compete with Big Tech rivals for AI dominance, its Tar Heel State investment is part of a $100 billion capital expenditure effort slated for 2025.