As data centers strain the grid, these companies are betting big on AI's energy edge.Nvidia's (NVDA -2.79%) $100 billion agreement with OpenAI underscores a critical shift in artificial intelligence (AI): the limiting factor is no longer chips, but power. Each gigawatt of computing capacity draws on the scale of a nuclear reactor, making electricity the new bottleneck in AI growth. That dynamic puts fresh attention on companies working to build, supply, and optimize the infrastructure behind these energy-hu ...

Nvidia may own the data center landscape, but Oracle has a found a way to benefit alongside the GPU king.Prior to Oracle's (ORCL -4.01%) fiscal first-quarter earnings report on Sept. 9, the stock had already climbed roughly 33% on the year -- narrowly outpacing Nvidia's 27% gain over the same period.But after delivering a blowout quarter highlighting a record $455 billion in remaining performance obligations from its cloud infrastructure division, Oracle stock went parabolic. As of Sept. 22, Oracle stock ha ...

OpenAI, Oracle Corp ORCL and SoftBank Group SFTBF SFTBY on Tuesday announced plans to build five new U.S. data centers as part of the $500 billion Stargate project, a massive private-sector effort to power the next wave of artificial intelligence.Five Sites Across the USOpenAI said it will expand with Oracle at three locations: Shackelford County, Texas; Dona Ana County, New Mexico and an undisclosed site in the Midwest.Two additional data centers in Lordstown, Ohio and Milam County, Texas, will be built in ...

The energy demand from data centers is expected to double by 2028, according to the Lawrence Berkeley National Laboratory. But the US power grid, full of aging infrastructure, years-long connection queues, and decades of stagnant industrial development, is largely unequipped to handle that demand today. Much of the answer may lie in "off-grid" power, in which data centers get energy directly from their own sources instead of waiting years to be plugged into the grid. And natural gas is positioned to meet ...

凤凰网科技讯 北京时间9月24日，据彭博社报道，OpenAI计划与甲骨文、软银集团合作，投资约4000亿 美元在美国新建五个数据中心。这是他们迄今为止为兑现此前在美国投入5000亿美元建设AI基础设施 的承诺，所采取的最重大举措。 据参与该项目的OpenAI高管透露，新的星际之门数据中心将通过现金与债务相结合的方式融资。这些 高管表示，OpenAI相信，与英伟达达成的1000亿美元新投资协议，将有助于该公司更容易获得债务融 资。 "我们还没有最终确定算力融资会采取什么样的形式。" 奥特曼说道。 OpenAI表示，新的星际之门数据中心将在全美创造数以万计的新就业岗位。该公司还称，仍在评估更 多选址，以便进一步扩展数据中心布局。 奥特曼称："我们一直生活在一个算力受限的世界，但我们绝不希望再像现在这样受限。" (作者/箫雨) 三家公司高管周二在得州阿比林市举行的新闻发布会上宣布了这一计划。OpenAI 和甲骨文已经在阿比 林筹备数月时间，建设首个以 "星际之门" 品牌命名的数据中心。这些新数据中心分布在得州、新墨西 哥州和俄亥俄州，未来总电力容量将达到7吉瓦，相当于一些城市的用电量。 这一扩张计划将使得这三家公司 ...

The single biggest concern in New York this week will be power prices, not carbon emissions, workforce capabilities, or even geopolitical uncertainty. The rising price of power and the resulting outcry from customers and regulators are the top-of-mind issues for everyone in attendance. Electricity prices, particularly in high-demand, fast-growing markets like Northern Virginia, Central Texas, and parts of the Pacific Northwest, have soared. The causes are well-known: capacity constraints, transmission bottl ...

Stargate, a massive $500B joint venture between Microsoft-backed (NASDAQ:MSFT) OpenAI, Oracle (NYSE:ORCL) and SoftBank Group (OTCPK:SFTBY)(OTCPK:SFTBF), revealed the inner workings of its first large-scale data center, located in Abilene, Texas. The complex features eight buildings that will eventually house hundreds ...

Ed Miliband was told by Future Energy Networks in a letter that the surge in interest in gas was due to 15-year wait times - Chris J Ratcliffe/Bloomberg Tech bosses are scrambling to hook their data centres to Britain’s gas network because of delays connecting to the electricity grid, energy suppliers have warned. Gas networks report a rising number of connection requests from energy-hungry data centres amid a surge in AI demands, with 86 enquiries received in the last year alone. In a letter to Ed Mi ...

They've got the money and the chips. Now they need the power. Nvidia announced Monday that it plans to invest $100 billion in OpenAI in a deal that would give the ChatGPT maker a major leg up in the AI race — access to 10 gigawatts worth of the high-powered GPUs it needs to satisfy its mushrooming growth strategy.What the deal can't guarantee — and what neither company mentioned — is how OpenAI will access the enormous amount of electricity needed to fire up those chips. "It is a huge hurdle to get access ...

Joining us here at Post 9 this morning is Verdives executive chair David Cody. Also former CEO at Honeywell and executive chairman at Compost Secure, which is why you're in the building. Dave, good to have you. Yeah, thank you. Nice to be here. It's always fun. We rang the bell today for Compost Secure. We put our listing on the New York Stock Exchange. Marvelous business. It's one of those way uh underestimated value type businesses. We make metal credit cards, which sounds like a simple thing like that yo ...