Market Pulse
Featured Story
INTERVIEW SERIES: AI’s Infrastructure Race Runs Into a Slower Clock
AI data center developers face a risk that begins before their servers are switched on: the hardware requirements behind a facility’s design may change while it is being built.
Nvidia Tells Cloud Clients to Reduce Chinese Business: FT
Nvidia has reportedly told its cloud computing customers to sell at least 51% of their services to non-Chinese companies, potentially narrowing Chinese technology groups’ access to advanced AI computing overseas.
4h ago
Two Workers Injured in Fire at Cango’s Georgia Bitcoin Mining Site
Two workers were injured in a fire at Cango’s bitcoin mining facility in Soperton, Georgia, and flown to a burn unit in Augusta, according to WSB-TV.
5h ago
OpenAI Plans ‘Compute Campus’ Rebrand as Data Center Opposition Grows
OpenAI plans to promote its AI data centers as “compute campuses,” part of a broader policy campaign as public concern over electricity costs and local impacts complicates the industry’s infrastructure expansion.
1d ago
Cipher Digital Books First HPC Revenue as Data Center Buildout Advances
Cipher Digital has reported its first revenue from high-performance computing leases, marking the start of rental income from its data center expansion as bitcoin mining revenue continued to decline.
1d agoTEM Explainer Series
Most Read
- 1
Nvidia Tells Cloud Clients to Reduce Chinese Business: FT
- 2
Two Workers Injured in Fire at Cango’s Georgia Bitcoin Mining Site
- 3
INTERVIEW SERIES: AI’s Infrastructure Race Runs Into a Slower Clock
- 4
Oracle-Linked $18 Billion AI Data Center Loans Come Under Pressure, FT Reports
- 5
OpenAI Plans ‘Compute Campus’ Rebrand as Data Center Opposition Grows
Nexus Pillars
Comprehensive Company Coverage
From Vistra and Constellation to CoreWeave and NVIDIA. We track the entire supply chain from fuel to floating-point operations.