Nearly all of Amazon Web Services' capacity for 2027 is already reserved, along with much of what is planned for 2028. Despite $220 billion of investment planned this year, demand for AI infrastructure still outstrips what the group can supply.
NextDC, Australia's largest datacentre operator, suffered a setback in its plan to double its M3 site in west Melbourne. Powering the expansion meant replacing timber poles on suburban streets with taller concrete ones for higher-voltage lines, which residents opposed.
Meta has announced a two-part fundraising worth $95bn to pay for its AI spending, much of which goes into data centres. The move comes as Elon Musk warned that money for smaller AI players is drying up.
Modders have lifted a restriction that stops some GeForce RTX cards from using their full AI compute power, doubling theoretical throughput on an RTX 4090. Real-world gains are smaller, and the tweak carries risks.
After a strong quarter for new phone customers, Verizon raised its 2026 forecasts and signed a deal worth more than $2bn with Amazon Web Services for AI workloads. Verizon will supply high-capacity network links and help add distributed computing capacity across many sites.
Shares in neocloud providers fell after Elon Musk said more than 200 of them face 'guppy-level death'. Investors were already questioning their debt-fuelled expansion and whether the AI infrastructure build-out will pay off over time.