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11 results for "infrastructure"
Workable solutions to AI's power grid strain exist — but permitting bottlenecks, eliminated tax credits, and political obstacles are blocking 2,500 gigawatts of energy projects worldwide.
Oracle contracted 2.8 gigawatts from Bloom Energy's fuel cells because the grid interconnection queue is too slow—a structural shift that is turning hyperscalers into their own utilities.
Toyota and Woven by Toyota launched a city-scale AI foundation model that processes real-time visual, behavioral, and environmental data to detect risks across Woven City's connected infrastructure.
Oracle has contracted up to 2.8 gigawatts of power from Bloom Energy's stationary fuel cells for AI data centers — bypassing utility interconnection queues that average four years and establishing off-grid power as a mainstream AI infrastructure strategy.
OpenAI's ChatGPT and Codex went down April 20, knocking out 12 service components and disrupting tens of thousands of users across the UK and US for nearly three hours.
Bloom Energy and Oracle have partnered to supply AI data centers with on-site fuel cell power — deployable in weeks, not years. Bloom shares surged 15% on news that the deal sidesteps grid bottlenecks blocking AI compute expansion.
For the first time, network automation has overtaken customer service as telecoms' top AI investment priority — a structural shift from chatbots to the infrastructure layer itself.
Bloom Energy and Oracle are powering AI data centers with on-site fuel cells that can be deployed in weeks, bypassing the years-long utility grid expansion that is the primary bottleneck for AI infrastructure growth.
Bloom Energy and Oracle are deploying solid oxide fuel cells to power AI data centers without grid interconnection — a pivot driven by U.S. grid queues now measured in years.
Anthropic has locked in multiple gigawatts of next-generation compute capacity through an expanded partnership with Google and Broadcom — infrastructure at a scale that signals preparation for model generations far beyond current Claude deployments.
Roughly 30% of all planned data center capacity will now be powered by on-site generation rather than the public grid—up from nearly zero a year ago—threatening utility business models and grid modernization investment.