Datacenters
9 items across 4 editions · appeared in the last 2 editions in a row. First seen Fri 11 Sep, last seen Tue 15 Sep.
- NBC News reports Trump "posted in support of AI more than a half-dozen times Monday on Truth Social". CNBC quotes him writing: "I'm right now breaking another Hoax — That AI is going to take over, consume, and destroy the World, and that Robots will be marching into our Cities, and getting rid of us all!" and "There is a SICK conspiracy going on against AI and Data Centers, and the only one that is happy about it is China."
- NBC News quotes him writing that the only control needed is "a STRONG AND SMART (High IQ!) PRESIDENT", and naming "Dario (Anthropic!), who is now pretending to be a 'perfect little angel'". CNBC quotes a further post: "Concerning AI, when, in the History of Business, did anyone see the Leaders of an Industry call for Regulation that, if strongly implemented, will drive them into oblivion and bankruptcy?"
- CNBC reports Trump also wrote "We already have tremendous CRIMINAL and REGULATORY power over these companies!", and that the posts followed Amodei's weekend essay "We Must Pace the Frontier". CNBC reports Anthropic did not immediately respond to a request for comment on Trump's posts.
- CNBC notes any AI regulation by Congress appears unlikely before the 3 November midterms, with House members due to leave Washington on Thursday and stay in their districts through October. No executive action was announced alongside the posts.
- TechCrunch, publishing on 14 September at 2:51 PM PDT, reports that Trump called Nvidia chief executive Jensen Huang while Huang was on stage at the All-In Summit in Los Angeles on Monday morning, and that Huang put the president on speakerphone for the audience. The panel had been discussing Dario Amodei's call to slow the pace of capability gains.
- TechCrunch quotes Trump saying "We're not going to let that happen. It's a hoax", and Huang replying "You're right. We're not going to let that happen, sir."
- NBC News, publishing at 7:06 PM EDT on 14 September, quotes Trump on the call: "The robots will not be taking over. The AI will not be taking over the rest of the world", "The whole thing is a hoax" and "Data centers are great, and they make people wealthy". NBC quotes Huang saying "We're going to make sure that everybody wins in the AI race in America."
- Neither report carries a White House readout or an Nvidia statement beyond what was said on stage. TechCrunch separately noted Nvidia's stock is up 33% over the past year but fell a few percentage points on the day.
- SemiAnalysis, publishing on 14 September, writes: "At GTC 2026, Jensen presented this graph that VR NVL72 achieved 3x performance per MW compared to Blackwell on O(1-3 Trillion) parameter model around 200 TPS. But when compared to the real world performance of Rubin already on prelease software, we are already seeing up to 7x better token throughput per megawatt."
- It reports that in the realistic 60–100 tokens-per-second operating range, "Vera Rubin achieves between 1.4x and 3x the throughput per TCO compared to the latest and greatest GB300 TRTLLM configuration", and that "Vera Rubin achieves approximately 61% higher maximum P90 interactivity than GB300 Dynamo TRTLLM, reaching 276.24 versus 171.53 P90 TPS". It adds that with the open-source SGLang stack, "GB300 can achieve similar interactivity as Vera Rubin".
- SemiAnalysis models "$159.5 billion in annual revenue and $149.9 billion in modeled profit per all-in utility GW" at 75 TPS and 60% utilisation, about "39% more revenue and 42% more modeled profit" than GB300 Dynamo SGLang, and says the rack tested is "the production SKU of 2300W TDP & 1.5TB of CPU LPDDR5X per compute tray".
- The measurements are on pre-release software, and SemiAnalysis thanks "Jensen Huang, Ian Buck, Nick Comly, Kedar Potdar, Rohit Nagraj, and the Mainland China TensorRTLLM Team" for help with the software bring-up and for verifying the benchmark results, so this is not an arm's-length test.
- The Register, publishing on 14 September at 21:46 UTC, reports that employees discovered the latest round of Oracle layoffs on Monday when they lost access to corporate systems such as email and Slack, because notifications were not consistently sent to personal addresses. Those who reached their accounts saw: "After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role as part of a broader organizational change."
- The Register reports severance of four weeks of pay plus one additional week per year of employment, and says some of those cut had more than 20 years' tenure. Oracle declined to comment on the layoffs.
- The cuts follow a filing in which Oracle added roughly $700 million to its 2026 restructuring plan, taking total estimated restructuring costs to about $2.8 billion. The Register reports first-quarter fiscal 2027 revenue of $19.3 billion and net income of $4.76 billion, with about 30% year-over-year growth.
- Oracle has not said how many people were cut in this round, or which teams and regions were affected, so the scale is not established.
- The Korea Herald, publishing at 09:51 on 14 September and citing industry sources, reports that state-run Korea Electric Power Corp. proposed Samsung Electronics prepay 20 trillion won ($14.8 billion) and SK hynix prepay 5 trillion won — roughly five years of electricity bills based on last year's payments — and that both companies rejected it after internal reviews.
- The prepayment would have helped expand power infrastructure for the semiconductor clusters under construction in Yongin, just south of Seoul, and in the southwestern Honam region.
- The paper reports KEPCO's total debt stood at 210.7 trillion won as of the end of June, with daily interest expenses of 11.5 billion won, and says the decision reflects concern about committing that much money upfront when it is uncertain whether the AI-driven semiconductor boom will continue.
- The report rests on unnamed industry sources relayed by Yonhap; neither company nor KEPCO is quoted, and the article does not say how the power infrastructure will be funded instead.
- TechCrunch reported on 11 September at 9:46 am PDT that the UK-based AI data centre company Nscale has appointed Fidji Simo to its board, and that per Bloomberg it is pursuing up to $3.5 billion in pre-IPO financing ahead of a planned autumn listing.
- Simo left OpenAI in July 2026 as CEO of AGI deployment — described by TechCrunch as "essentially the No. 2 executive at the AI lab" — citing health reasons, and continues to advise part-time. She was previously chair and CEO of Instacart through its 2023 IPO and spent over a decade at Meta.
- She joins a board that includes Sheryl Sandberg, Susan Decker and Nick Clegg; the CEO is Josh Payne. The company was founded two years ago.
- The $3.5 billion figure is attributed to Bloomberg rather than to Nscale, and no IPO filing or date has been confirmed.
- The Wall Street Journal reported on 11 September, followed by Reuters, that the Department of Defense is in talks to lend $5 billion to AI cloud startup Fluidstack through its Office of Strategic Capital, which lends to companies in areas deemed critical to national security. It would be by far the office's largest loan.
- The reported purpose is not a new AI data centre but strengthening US manufacturing capacity and supply chains for the components data centres depend on — an industrial-policy move aimed at reducing foreign supplier dependence in AI infrastructure.
- This is talks, not a signed agreement. Neither the Pentagon nor Fluidstack commented, and the WSJ sourced the story to people familiar with the matter. The underlying WSJ and Reuters reports are paywalled or blocked to automated retrieval; the figures here are as relayed by Tech Startups.
- Watch for an OSC announcement confirming terms, and for which components are named — that would reveal where the government judges the AI supply chain to be most fragile.
- Oracle reported first-quarter fiscal 2027 results on 10 September: total revenue $19.3 billion, up 30%; total cloud revenue $11.6 billion, up 62%; cloud infrastructure revenue up 121% to $7.4 billion. GAAP EPS was $1.56 (up 55%) and non-GAAP EPS $1.92 (up 30%). Capital expenditure for the quarter was $28.5 billion.
- Remaining performance obligations — contracted revenue not yet recognised — reached $664 billion, up $209 billion year over year. That backlog is the clearest single number for how much AI compute demand has been contracted rather than merely forecast.
- Quarterly capex of $28.5 billion against quarterly revenue of $19.3 billion is the figure to watch: Oracle is spending more each quarter than it takes in, on the expectation that RPO converts. Conversion timing, not demand, is the risk.
- The press release does not attribute quotes to named executives on AI or GPU supply, and does not break out GPU delivery volumes.
- At a 10 September town hall in Ypsilanti Township, Michigan, residents confronted officials over a proposed 220,000-square-foot, $1.2 billion hyperscale data centre being developed by the University of Michigan with Los Alamos National Laboratory. 404 Media compares its profile to OpenAI's 1.4-gigawatt Barn project in nearby Saline Township.
- Los Alamos acknowledged the facility would support computational research related to nuclear modernisation — modelling and simulation to assess the safety and reliability of the US nuclear stockpile — while denying that weapons production, testing or plutonium storage would take place on site.
- Township supervisor Brenda Stumbo said "it started with a lie" and reported residents selling homes; township attorney Douglas Winters described the site as a "high-value target." A data centre worker at the meeting said the facility ranks "at the very top" against average US sites and that such facilities "don't belong in residential areas next to schools."
- This is the AI buildout's siting politics arriving at a specific address, with a national-security workload attached. No power draw, water use or construction timeline figures were published, and the project's approval status is not stated.