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Briefing #6#6 this issueS06CONFIRMEDCompute, Infrastructure & Energy2026-10-12

Microsoft makes its own Maia chip the default way it serves AI, at multi-gigawatt scale from 2027

Microsoft

Cost ReductionUnknown

Briefing #6#7 this issueS07CONFIRMEDCompute, Infrastructure & Energy2026-10-12

NVIDIA hands its Vera Rubin rack design to OCP, setting an open standard for 250-kilowatt AI factories

NVIDIA (with AMD, Cisco, Google, Meta, Microsoft, Visionbay, TE Connectivity, Amphenol, Vertiv, OCP community)

City

Briefing #6#17 this issueS17CONFIRMEDCompute, Infrastructure & Energy2026-10-08

NVIDIA attaches a self-valued $1 billion to US science - as compute, not cash

NVIDIA

Science & ResearchGovernment & Public ServicesCountry

Briefing #6#2 this issueS02CONFIRMEDCompute, Infrastructure & Energy2026-10-07

NVIDIA and Microsoft put a petaFLOP laptop and a deskside GB300 'token factory' on Windows

NVIDIA / Microsoft

City

Briefing #4#26 this issueS26CONFIRMEDCompute, Infrastructure & Energy2026-10-02

Amazon may hand $8bn of Blackwell chips to a vehicle it still operates

Amazon / Nvidia

Business Model ChangeCountry

Briefing #4#38 this issueS38CONFIRMEDCompute, Infrastructure & Energy2026-10-01

Google put a TPU in orbit to see whether sunlight is the cheaper data centre

Google / Planet Labs

Aviation & AerospaceUnknown

Briefing #3#5 this issueS05CONFIRMEDCompute, Infrastructure & Energy2026-09-24

Anthropic's $11.6B Akamai deal, and a 5% option

Anthropic / Akamai Technologies

Cost ReductionUnknown

Briefing #1#12 this issueS12CONFIRMEDCompute, Infrastructure & Energy2026-09-16

Anthropic signs first Australian data-centre lease: A$32B, 2.16GW Western Downs Digital Park (Zerra DC, Dalby)

Anthropic / Zerra DC

Energy & UtilitiesCity

Briefing #1#18 this issueS18CONFIRMEDCompute, Infrastructure & Energy2026-09-16

MLPerf Inference v6.1 released with 30 submitters, Vera Rubin NVL72 debut, new E2E-RAG and Edge-Agentic workloads

MLCommons

Unknown

Briefing #1#31 this issueS31CONFIRMEDCompute, Infrastructure & Energy2026-09-16

NVIDIA, Google, Anthropic and utilities launch AI Energy Management Alliance

NVIDIA / Google / Anthropic / National Grid / AES / Constellation / NRG / RWE

Energy & UtilitiesCountry

Briefing #1#19 this issueS19CONFIRMEDCompute, Infrastructure & Energy2026-09-15