Google and Voltus strike grid deal aimed at smarter power capacity

Google says a new agreement with Voltus will create a smart capacity solution for the grid, a move that could reshape how large power users and flexible energy resources help balance electricity demand.
Michigan lands a major AI infrastructure project as the race for compute expands

A new Michigan project highlights how the AI boom is shifting from models and apps to the physical infrastructure that makes them possible.
Erin Brockovich targets data center secrecy as AI infrastructure booms

As data center construction accelerates, Erin Brockovich is pushing a new fight: how much communities are told about the environmental and utility impacts of the facilities moving into their backyards.
SoftBank plans up to €75 billion push into French data centers

SoftBank says it will invest up to €75 billion in French data centers, a massive infrastructure bet that underscores how central compute capacity has become in the AI era.
Xcena lands $135M to tackle AI’s memory problem, not just raw compute

Xcena just raised $135 million as investors back a growing view in AI hardware: the next big constraint may be memory movement and access, not only compute power.
Anthropic’s SpaceX lease is real. How long it lasts is where the story gets messy.

Anthropic’s reported lease with SpaceX points to the pressure AI companies face to secure space and power fast. The catch: accounts differ on how long the deal actually runs.
Coatue eyes data center land play as AI infrastructure race expands

Coatue is reportedly pursuing a plan to buy land for data centers, underscoring how the AI boom is pushing investors beyond software and into the hard reality of power, property, and compute.