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AI datacenters

AI datacenters are the facilities, chips and power infrastructure used to train and run AI models. Their scale is now measured in gigawatts of electricity rather than server counts, which makes energy supply, chip availability and capital spending central to the AI story.

38 stories · updated Oct 24
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Key facts

Checked Oct 9
Projection, 2030
~945 TWh (IEA base case)
IEA report published
April 10, 2025

Latest on AI datacenters

Developers · CompareTorchTPU vs TorchNeuron: running PyTorch on Google TPUs and AWS Trainium compared (October 2026)TorchTPU vs TorchNeuron: in the same week of October 2026, Google and Amazon open-sourced native PyTorch backends for their AI chips. Both register a new device through PyTorch's PrivateUse1 hook and replace an older PyTorch/XLA path. Here's how they compare on status, chips, PyTorch versions, torch.compile, distributed training and the code you change, per the official docs.·Checked Oct 23Industry · NewsMeta Q3 2026 earnings: capex guidance raised to $135–145 billion and a new non-voting Class C share to fund AIMeta's Q3 2026 earnings, reported October 21, 2026: $64.6 billion in revenue, $34.9 billion of capital spending in the quarter, a 2026 capex range raised at the bottom to $135–145 billion, and a new non-voting Class C stock that Meta says it will use for capital raising, pay and acquisitions. What the release and filings say.·6 min readHardware · NewsNvidia DSX POD and the supply-chain capacity deal: containerized Vera Rubin AI factories, 2.5x substrates and 15x opticsNvidia DSX POD, announced at GTC Berlin on October 21, 2026, is a reference design for Vera Rubin AI factories built in containers, which Nvidia says can be deployed in as little as 14 days at a prepared site. The same day, Nvidia named six suppliers expanding substrate, packaging, testing and optics capacity. What was announced, and what rests on Nvidia's word.·5 min readHardware · NewsMeta's Prometheus supercluster: what Meta says about its 1 million GPU target, networking, cooling and HyperionOn October 19, 2026, Meta published the most detailed description yet of Prometheus, its gigawatt-scale AI supercluster in New Albany, Ohio. The first phase is complete and trained the Muse models, and Meta says it is working toward roughly 1 million GPUs spread across several buildings. Here's what Meta disclosed and what it left out.·5 min readIndustry · NewsMicrosoft pulls out of Nscale's Essex AI data center: what happened at Loughton, and what it means for Nscale's IPOMicrosoft has ended its agreement to anchor Nscale's planned AI data center in Loughton, Essex, after grid officials reportedly said power wouldn't arrive until the 2030s. Microsoft says the decision 'relates to a single site'; Nscale says it will still build. Here's what was planned, what each side said and how it touches Nscale's IPO.·6 min readDevelopers · NewsAmazon TorchNeuron: a native PyTorch backend for AWS Trainium, now open source and in public betaAmazon's TorchNeuron lets standard PyTorch code run on AWS Trainium2 and Trainium3 through a native 'neuron' device, replacing the older PyTorch/XLA path. It went into public beta with Neuron 2.33.0 on October 19, 2026, and Amazon open-sourced it on October 20. Here's what changes for developers, per the docs.·5 min readIndustry · NewsAnthropic's Nova Scotia data center: a 20-year EverWind lease, 95MW by late 2027, and open questions on powerAnthropic's Nova Scotia data center is a lease, not a build: on October 16, 2026, developer EverWind unveiled a C$10 billion campus and wind plan at Point Tupper, and Anthropic confirmed it is the tenant. What's confirmed about capacity, power, water and timing, and what isn't.·6 min readPolicy · NewsSan Francisco data center moratorium: what the 45-day pause covers, why the city passed it and what comes nextSan Francisco's data center moratorium, File No. 261021, stops the city from approving new or expanded data centers for 45 days. Supervisors passed it unanimously on October 6, 2026, and Mayor Daniel Lurie signed it on October 16. What it covers, its exemptions, how long it could last, and which other cities are doing the same.·5 min readPolicy · NewsIs Taiwan making AI chip smuggling to China a crime? What's confirmed about the plan, and what isn'tTaiwan plans to make smuggling AI chips and servers to China a crime by adding them to its Foreign Trade Act controls, but it isn't law yet. What Taiwan's economy ministry has confirmed since June 2026, what Bloomberg reported on October 16, and why prosecutors have had to use forgery charges until now.·5 min readIndustry · AnalysisBanks are trying to offload the AI datacenter debt they underwrote. What's actually happening, and how it worksA headline saying banks are trying to offload the AI datacenter debt they just underwrote went viral on October 14, 2026. The reporting behind it goes back to May. Which banks and deals are involved, how loan sales and significant risk transfers work, and what the dated record does and doesn't show.·7 min read

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