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Anthropic, Microsoft Announce New AI Data Center Projects as Industry’s Construction Push Continues by Matt O’Brien

William Attardi on November 13, 2025

Artificial intelligence company Anthropic announced a $50 billion investment in computing infrastructure on Wednesday that will include new data centers in Texas and New York. Microsoft also on Wednesday announced a new data center under construction in Atlanta, Georgia, describing it as connected to another in Wisconsin to form a “massive supercomputer” running on hundreds of thousands of Nvidia chips to power AI technology. The latest deals show that the tech industry is moving forward on huge spending to build energy-hungry AI infrastructure, despite lingering financial concerns about a bubble, environmental considerationsand the political effects of fast-rising electricity bills in the communities where the massive buildings are constructed. Anthropic, Microsoft announce new AI data centers

Nvidia Becomes First $5 Trillion Company

William Attardi on November 1, 2025

It seems nothing can stop Nvidia. This week it became the first company ever to smash through a $5 trillion market value—thanks to a frenzy of AI deals spanning everyone from OpenAI and Oracle to Nokia and even drugmaker Eli Lilly. CEO Jensen Huang’s MAGA-friendly speech in D.C. also juiced gains. Sure, many are whispering “AI bubble,”but for now Nvidia is worth more than entire chunks of the S&P 500, like utilities, industrials or consumer staples. Basically, everything that doesn’t require a GPU. Nvidia Becomes First $5 Trillion Company – WSJ

Consortium Acquires Aligned Data Centers in $40B Deal by Michelle Chapman

William Attardi on October 21, 2025

A group including BlackRock, Nvidia, and Microsoft is buying Aligned Data Centers in an approximately $40 billion deal in an effort to expand next-generation cloud and artificial intelligence infrastructure. The acquisition comes amid a flurry of deals in recent months involving top AI developers that are flooding the booming AI sector with resources and money, and addressing resources — such as electricity and infrastructure — needed to support such technology. Last month, OpenAI and Nvidia announced a $100 billion partnership that will add at least 10 gigawatts of data center computing power. Consortium Acquires Aligned Data Centers in $40B Deal – electrifiED

Nvidia and Fujitsu Agree to Work Together on AI Robots and Other Technology

William Attardi on October 3, 2025

U.S. technology company Nvidia and Fujitsu, a Japanese telecommunications and computer maker, agreed to work together on artificial intelligence to deliver smart robots and a variety of other innovations using Nvidia’s computer chips. The companies will work together on building what they called “an AI infrastructure,” or the system on which the various futuristic AI uses will be based, including health care, manufacturing, the environment, next-generation computing and customer services. Nvidia and Japan’s Fujitsu to collaborate on AI robots and other technology | AP News

Nvidia to Invest $100 Billion in OpenAI to Help Expand the ChatGPT Maker’s Computing Power

William Attardi on September 23, 2025

Chipmaker Nvidia will invest $100 billion in OpenAI as part of a partnership announced Monday that will add at least 10 gigawatts of Nvidia AI data centers to ramp up the computing power for the owner of the artificial intelligence chatbot ChatGPT. Per the letter of intent signed by the companies, the first gigawatt of Nvidia systems will be deployed in the second half of 2026. Nvidia and OpenAI said they would be finalizing the details of the arrangement in the coming weeks. The Nvidia-OpenAI partnership also comes about 10 days after OpenAI said it had reached a new tentative agreement that will give Microsoft a $100 billion equity stake in its for-profit corporation. OpenAI is technically controlled by its nonprofit. OpenAI says it has 700 million weekly active users. Nvidia to invest $100 billion in OpenAI to help expand ChatGPT maker’s computing power | AP News

Trump Backs Massive Middle East AI Hub to Counter China

William Attardi on May 28, 2025

President Donald Trump has signed off on a major agreement with the United Arab Emirates to build the largest artificial intelligence campus outside the United States. The agreement marks a sharp turn from the Biden-era policy, which limited chip exports to nations seen as too close to China. At the center of the pact is a 10-square-mile AI campus in Abu Dhabi, backed by 5 gigawatts of power—enough to support around 2.5 million of Nvidia’s flagship B200 chips………… The U.S. Commerce Department called the initiative the largest AI infrastructure project to date. UAE state-linked firm G42 will construct the site, but American companies will operate it and provide U.S.-managed cloud services across the region. The White House said the UAE has committed to building or financing equivalent data centers in the U.S., while also aligning its national security policies with American standards. The project signals a deepening U.S. presence in Middle East tech infrastructure and a possible new chapter in global AI competition. Trump Backs Massive Middle East AI Hub to Counter China – Newsweek

Nvidia Unveils ‘Rubin’ Superchip

William Attardi on March 22, 2025

Nvidia confirmed at its GTC conference Tuesday that Vera Rubin will succeed its Grace Blackwell lineup as the next generation of the company’s artificial intelligence systems. Blackwell chips have only recently started shipping in high volume, with the enhanced Blackwell Ultra lineup due to launch later this year. Rubin chips are expected to start shipping in the second half of next year. They’ll be monsters—at least according to the specs Nvidia CEO Jensen Huang laid out in his GTC conference keynote on Tuesday. The Vera Rubin systems will sport 3.3 times the computing performance of Blackwell Ultra. Vera Rubin Ultra—the enhanced version of the lineup expected to ship in the later half of 2027—will offer 14 times Blackwell’s computing performance. Analysts expect this series of Nvidia’s chips to generate nearly $40 billion in revenue in their first year of sales and more than $95 billion in their second year. Nvidia Unveils ‘Rubin’ Superchip