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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 13

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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 · NewsAmazon in talks to buy Decart for about $7 billion: what the AI startup does and why AWS wants itThe Wall Street Journal reported on October 11, 2026 that Amazon is in talks to acquire Decart for around $7 billion. Neither company has confirmed it. Decart is best known for real-time video world models, but the likely draw for AWS is its software for running AI efficiently across Nvidia, Google and Amazon chips.Oct 13·4 min read

Industry · NewsGoogle's $15 billion Visakhapatnam AI hub faces local opposition over water, power and landActivists in Andhra Pradesh want a moratorium on new data centers while Google builds its largest AI hub outside the US in Visakhapatnam. Google says the site will use air cooling and be operational in 2028. What's planned, what critics say, and what's in court.Oct 13·5 min read

Industry · NewsAnthropic's SpaceX compute deal: what's confirmed about the $1.25 billion a month, and what's only reportedA Wall Street Journal profile of co-founder Tom Brown put Anthropic's SpaceX compute deal back in the news. SpaceX's own IPO filing confirms $1.25 billion a month through May 2029, cancellable on 90 days' notice. Here's what each source actually supports.Oct 13·5 min read

Industry · AnalysisAnthropic vs OpenAI revenue: why gross vs net accounting makes the run-rate headlines hard to compareBloomberg reported on October 9, 2026 that Anthropic counts the gross value of some Claude sales through cloud partners, while OpenAI books only its share. What gross and net revenue mean, and how to read the $50 billion, $65 billion and $70 billion figures.Oct 13·7 min read

Industry · NewsOpenAI reportedly seeks $30 billion at a $1.4 trillion valuation as it deepens Atlassian dealThe funding talks are unconfirmed and OpenAI's IPO has slipped to 2027. The Atlassian expansion, announced October 6, is the part OpenAI has put in writing.Oct 9·4 min read

Hardware · NewsNvidia's Vera Rubin reaches customer production as AMD buys an AI labCoreWeave says Cognition is the first customer running production work on Vera Rubin NVL72. Two days earlier, AMD agreed to buy World Labs for about $8.2 billion in stock.Oct 9·4 min read

Hardware · AnalysisThe gigawatt datacenter race: what's announced, what's running, and what's holding it backAI labs and clouds have announced tens of gigawatts of compute. Primary sources show far less of it running. A sourced table and an honest look at the limits.Oct 9·8 min read

Industry · ExplainerAnthropic explained: history, products and how it makes moneyFounded in 2021 by former OpenAI staff, Anthropic was valued at $965 billion in May 2026. Here's how it's governed, funded and paid, and what's unresolved.Oct 9·9 min read

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