What changed, why it matters, and what most people may be overlooking.
The Nvidia-backed cloud provider paired convertible debt with a potential 35-million-share programme, showing that AI compute demand and financing dilution are growing together.
The state wants host communities to receive at least $1 million for each megawatt of utility demand, turning power consumption into a direct development cost for AI infrastructure.
A bipartisan bill heads toward a House vote as households resist subsidising grid upgrades, but critics say voluntary protections may not capture water, fuel and transmission costs.
The multi-billion-dollar supply pact runs from 2027 through 2032 and serves two markets at once: consumer broadband and the long-haul links connecting AI data centres.
The chip leader is buying one of AI's most important developer platforms at nearly three times its 2023 valuation, while promising support for rival clouds and accelerators.
The contracts offer demand visibility, but they also reveal why optical connectivity and specialised substrates may become the next AI infrastructure constraint.