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Key PlayersNVIDIA, AWS, CoreWeave

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Data center power demand surges 26% in 2026 as AI workloads push grid supply to breaking point

A new Gartner report reveals data center electricity consumption will jump 26% in 2026, reaching 565 terawatt-hours driven by AI workloads. AI-optimized servers will account for 31% of all data center power consumption this year, surpassing conventional servers by 2027. Grid operators may struggle to support new construction by 2030 as demand hits 1,200 TWh.

Technology4 sources

Data center power demand surges 26% in 2026 as AI workloads push grid supply to breaking point

Technology4 sources

Meta and Reliance Industries strike AI data center deal to scale India's infrastructure backbone

Meta Platforms has agreed to lease a 168-megawatt AI-enabled data center from Reliance Industries in Jamnagar, Gujarat, marking the company's first such facility in India. The deal deepens a partnership that began with Meta's $5.7 billion investment in Jio Platforms in 2020 and extends their collaboration into physical infrastructure for AI workloads.

Business9 sources

Meta and Reliance Industries strike AI data center deal to scale India's infrastructure backbone

Business9 sources

Valeo stock surges 8.5% after Calyos partnership targets AI data center chip cooling

Valeo shares jumped 8.5% following a memorandum of understanding with Calyos to develop advanced chip cooling solutions for AI-driven data centers and mobility applications. The French automotive supplier aims to leverage its thermal management expertise for computing infrastructure, though analysts question whether the market enthusiasm reflects fundamentals or narrative momentum.

Technology2 sources

Valeo stock surges 8.5% after Calyos partnership targets AI data center chip cooling

Technology2 sources

Datadog unveils 100+ features at DASH, pushing Bits AI toward autonomous operations

Datadog introduced over 100 new capabilities at its annual DASH conference, with major expansions to Bits AI that enable autonomous operations across the software development lifecycle. The company addresses twin pressures of AI-accelerated code generation and sophisticated security threats with deeper automation, new AI Guard protection against prompt injection attacks, and tools for custom AI agent creation.

Technology3 sources

Datadog unveils 100+ features at DASH, pushing Bits AI toward autonomous operations

Technology3 sources

Seattle passes one-year data center moratorium as Amazon employees join backlash against AI boom

Seattle City Council unanimously approved a one-year moratorium on new large data centers, making it the largest U.S. city to halt AI infrastructure expansion. The decision came after four companies proposed five facilities that would consume 369 megawatts—about one-third of Seattle's daily electricity use. Amazon employees were among the most vocal supporters, citing concerns over power consumption, rising utility bills, and environmental impact.

Policy5 sources

Seattle passes one-year data center moratorium as Amazon employees join backlash against AI boom

Policy5 sources

Production AI reshapes private cloud as Broadcom debuts VMware Cloud Foundation 9.1

Broadcom launches VMware Cloud Foundation 9.1, targeting production AI workloads with up to 40% server cost reduction and enhanced security. The move reflects a broader shift as enterprises bring AI closer to enterprise data, with 56% now running or planning production inference on private cloud—while public cloud use drops 15% year-over-year.

Technology2 sources

Production AI reshapes private cloud as Broadcom debuts VMware Cloud Foundation 9.1

Technology2 sources

Meta invests $115M to train electricians and welders for AI data center buildout

Meta is launching America's Workforce Academy, a $115 million program that trains workers in skilled trades like electrical work, welding, and plumbing. The five-week course is completely free, covers all costs, and guarantees graduates a job at Meta's data center construction sites. The initiative addresses a critical workforce shortage as tech companies race to build AI infrastructure.

Business3 sources

Meta invests $115M to train electricians and welders for AI data center buildout

Business3 sources

China unveils $295 billion plan to build national AI data centers on homegrown chips by 2028

Beijing is drafting an ambitious $295 billion plan to construct a nationwide network of AI data centers over five years, requiring 80% domestic sourcing from suppliers like Huawei. The National Development and Reform Commission is leading the blueprint, with state carriers China Mobile and China Telecom set to operate the facilities. However, limited domestic chip production capacity threatens to undermine the timeline.

Policy6 sources

China unveils $295 billion plan to build national AI data centers on homegrown chips by 2028

Policy6 sources

Applied Digital locks $5.2 billion AI data center lease and plans $1.59 billion debt raise

Applied Digital secured a massive 15-year, $5.2 billion AI data center lease with an unnamed U.S. hyperscaler for 210 megawatts at its Delta Forge 2 campus. The deal could generate $12.7 billion over 30 years if renewal options are exercised. Separately, the company announced a $1.59 billion notes offering to fund expansion at its Polaris Forge 1 facility in North Dakota.

Business6 sources

Applied Digital locks $5.2 billion AI data center lease and plans $1.59 billion debt raise

Business6 sources

Users ditch bloated AI wrappers for llama.cpp and Ollama as LLMFit solves compatibility issues

The local AI landscape is shifting as users abandon resource-heavy GUI tools like LM Studio in favor of lightweight alternatives. A new open-source tool called LLMFit now analyzes hardware to recommend compatible models, while llama.cpp and Ollama deliver faster performance with minimal overhead. These command-line tools are proving that simplicity beats polish when running local large language models.

Technology4 sources

Users ditch bloated AI wrappers for llama.cpp and Ollama as LLMFit solves compatibility issues

Technology4 sources

Amazon strikes multibillion-dollar Corning deal for optical fiber to power AI data centers

Amazon has signed a multibillion-dollar agreement with Corning to supply optical fiber for its expanding AI data centers across the U.S. The multi-year partnership will create 1,000 jobs at Corning's North Carolina facilities and includes a fiber optic technician training program. The deal marks Corning's third major AI infrastructure agreement in 2026, following partnerships with Meta and Nvidia.

Technology4 sources

Amazon strikes multibillion-dollar Corning deal for optical fiber to power AI data centers

Technology4 sources

Oriole Networks deploys first photonic AI network, claims 81% power cut and sub-1% GPU idle time

UK startup Oriole Networks has deployed what it calls the world's first large-scale AI system powered by a pure photonic network, replacing electrical switches with nanosecond optical circuits. The system, built with AMD for the UK's ARIA Scaling Inference Lab, claims to slash core network power consumption by 81% and reduce GPU idle time from 60% to less than 1%.

Technology2 sources

Oriole Networks deploys first photonic AI network, claims 81% power cut and sub-1% GPU idle time

Technology2 sources

PhysicsX raises $300M Series C funding at $2.4bn valuation, doubling value in under a year

London-based PhysicsX secured $300 million in Series C funding led by Temasek, more than doubling its valuation to $2.4 billion in less than a year. The AI company transforms engineering simulations from days to seconds, with data centre hardware driving its fastest growth as the AI boom creates massive demand for infrastructure design tools.

Startups2 sources

PhysicsX raises $300M Series C funding at $2.4bn valuation, doubling value in under a year

Startups2 sources

NVIDIA and LG Group Build AI Factory to Advance Physical AI, Robotics and Autonomous Manufacturing

NVIDIA and LG Group announced a strategic collaboration to build an AI factory that will accelerate development across robotics, autonomous driving, and data center technologies. The partnership combines NVIDIA's full-stack AI platforms with LG's global expertise in consumer electronics, manufacturing, and mobility to create an autonomous manufacturing ecosystem connected through real-time data and AI.

Technology5 sources

NVIDIA and LG Group Build AI Factory to Advance Physical AI, Robotics and Autonomous Manufacturing

Technology5 sources

McDonald's AI drive-thru returns with ArchIQ after IBM failure, tests at 5 US locations

McDonald's is testing ArchIQ, a Google-backed AI drive-thru system, at five US locations as part of its broader modernization strategy. The system has already processed over 1 million orders with a 90% automation rate, marking a significant comeback after the company ended its problematic IBM partnership in 2024 due to viral ordering mistakes.

Technology5 sources

McDonald's AI drive-thru returns with ArchIQ after IBM failure, tests at 5 US locations

Technology5 sources

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