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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 16

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Key facts

Checked Oct 9

Data centre electricity use, 2024: ~415 TWh, ~1.5% of global electricity (IEA estimate)
Projection, 2030: ~945 TWh (IEA base case)
IEA report published: April 10, 2025
IEA update, 2025 use: ~485 TWh in 2025 (+17%); ~950 TWh by 2030 (IEA "Key Questions on Energy and AI", Apr 16, 2026)
Stargate announcement: Jan 21, 2025; $500B planned over four years (company plan); equity funders SoftBank, OpenAI, Oracle, MGX

Latest on AI datacenters

Industry · AnalysisAnthropic's $16.8 billion quarter: what was reported, what it doesn't say, and how it fits the run-rate figuresAnthropic reportedly told prospective investors on October 14, 2026 that its third-quarter revenue reached $16.8 billion, up about 45% from the second quarter. The figure is reported and unaudited, its gross-or-net basis isn't stated, and it lines up with earlier run-rate figures.Oct 16·8 min read

Models · NewsMicrosoft MAI-Base-2: a 2.8-trillion-parameter base model, a 4–12x efficiency claim, and no release dateMicrosoft AI finished pretraining MAI-Base-2, a 2.8T-parameter mixture-of-experts model with 80B active parameters, on 16,000 GB200 GPUs, it said on October 15, 2026. What Microsoft claims, what Mustafa Suleyman reportedly told staff about OpenAI, and why you can't use it yet.Oct 16·4 min read

Industry · NewsTSMC Q3 2026 earnings: $46.7 billion in revenue, 2nm at 8% and a 44% growth forecast for the yearTSMC reported third-quarter 2026 revenue of $46.72 billion and record net income of NT$763.06 billion on October 15. HPC made up 68% of revenue, 2nm reached 8% of wafer revenue, Q4 guidance is $52.3–54.3 billion, and 2026 capex stays at $60–64 billion.Oct 16·4 min read

Industry · AnalysisAI stocks and credit sell-off, October 2026: what happened with CoreWeave's bonds, the chip rout and inflationBetween October 13 and 15, 2026, CoreWeave bond yields rose to about 15%, a hot inflation report briefly pushed the 10-year Treasury yield above 5.3%, Barclays downgraded Dell and the chip sell-off spread to South Korea. What happened in the AI stocks and credit sell-off, day by day, and what the signals do and don't show.Oct 16·7 min read

Hardware · NewsIntel GPU D270: Intel's inference GPU trades HBM for up to 480 GB of LPDDR5XAt the OCP Global Summit on October 12, 2026, Intel named its Crescent Island accelerator the GPU D270: an air-cooled 350 W PCIe card with 1.3 petaflops of FP8, 160 GB of LPDDR5X on Intel's own card and up to 480 GB on partner cards. Customer sampling has started; Intel hasn't given a launch date.Oct 14·4 min read

Industry · NewsNTT Data and Anthropic reportedly near deal on a 500MW Osaka datacenter: what's reported and what isn't confirmedNikkei reported on October 13, 2026 that NTT Data is in the final stages of talks to build Anthropic's first dedicated datacenter in Japan, in Osaka, with up to 500MW of power capacity and construction costs of up to ¥1 trillion. Neither company has confirmed it.Oct 14·4 min read

Hardware · NewsMicrosoft Maia 300 AI chip: 288 GB of HBM4, 2nm compute and a 40% tokens-per-megawatt claimOn October 12, 2026, Microsoft unveiled Maia 300, its third in-house AI accelerator, built for inference and due in multi-gigawatt Azure deployments from 2027. The specs, the efficiency claim, and what's still unverified.Oct 13·5 min read

Hardware · NewsAMD Helion: an open rack design for agentic AI with up to 32,768 Zen 6 coresAMD introduced Helion on October 12, 2026, an OCP-based rack blueprint that fills a rack with EPYC 'Venice' CPUs to run AI agents, or mixes in up to 16 Instinct MI350P GPUs. What's in it, who's building it, and when it ships.Oct 13·5 min read

Hardware · NewsFrench supermarket cyberattack: hackers heated fridges at hundreds of stores via outdated Danfoss controllersOvernight on October 11–12, 2026, attackers pushed refrigeration at hundreds of French supermarkets, including Intermarché, Netto, Coopérative U and E.Leclerc stores, up to 50°C. What's confirmed, what Danfoss says, and what's still unknown.Oct 13·5 min read

Open source · NewsReflection AI Beam: the 501B open-weight model whose weights aren't out yet, and the Nvidia talksReflection AI announced Beam, a 501B-parameter (23B active) open-weight model, on October 5, 2026, with Apache 2.0 weights promised for later in October. Five days later the FT reported Nvidia is in early talks to invest more in Reflection or buy it.Oct 13·5 min read

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