Virtual Round Table · Jul 22

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Intel Pours 5 Billion Euros Into Its Irish Fabs, and Bets Europe on Xeon
Cloud
Bruno Digital · 4h ago

Intel Pours 5 Billion Euros Into Its Irish Fabs, and Bets Europe on Xeon

Intel is committing 5 billion euros to its Leixlip campus to expand output of Xeon 6 and next-generation Xeon on its Intel 3 node. It is a vote of confidence in Ireland, and a test of whether Intel Foundry can still compete.

Intel Pours 5 Billion Euros Into Its Irish Fabs, and Bets Europe on Xeon
Cloud·4h ago

Intel Pours 5 Billion Euros Into Its Irish Fabs, and Bets Europe on Xeon

Intel is committing 5 billion euros to its Leixlip campus to expand output of Xeon 6 and next-generation Xeon on its Intel 3 node. It is a vote of confidence in Ireland, and a test of whether Intel Foundry can still compete.

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Williams Sells 49 Percent of Its AI Power Plants to Blackstone for 5.34 Billion Dollars
Cloud·4h ago

Williams Sells 49 Percent of Its AI Power Plants to Blackstone for 5.34 Billion Dollars

Williams keeps control and the operating role, and hands Blackstone, Apollo and KKR nearly half the upside of five behind-the-meter power projects built to feed data centers. The AI buildout now needs private credit to fund its electricity.

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npm v12 Turns Install Scripts Off by Default, and Puts the Supply Chain on a Diet
Cloud·18h ago

npm v12 Turns Install Scripts Off by Default, and Puts the Supply Chain on a Diet

The default JavaScript package manager now refuses to run lifecycle scripts, resolve git dependencies, or fetch remote URLs unless you opt in, and it starts killing off the long lived publish token.

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Nvidia Starts Renting Back Its Own GPUs, and Underwrites the Neocloud Debt Boom
Cloud·18h ago

Nvidia Starts Renting Back Its Own GPUs, and Underwrites the Neocloud Debt Boom

Nvidia's new AI Compute Partnership guarantees a floor on GPU utilization and takes a cut of cloud revenue, a move analysts say could unlock a multi trillion dollar market in AI infrastructure debt.

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Meta Scales Its Louisiana Hyperion Supercluster to 5 Gigawatts, Investment Tops 50 Billion
Cloud·18h ago

Meta Scales Its Louisiana Hyperion Supercluster to 5 Gigawatts, Investment Tops 50 Billion

Meta more than doubled the price tag on its northeast Louisiana AI campus to over 50 billion dollars, turning a data center into a project that will reshape a regional power grid.

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Meta Builds a Cloud Business to Rent Out Its AI Compute, and Names a New Rival to AWS
Cloud·1d ago

Meta Builds a Cloud Business to Rent Out Its AI Compute, and Names a New Rival to AWS

Meta is standing up an internal unit called Meta Compute to sell access to models and raw capacity, a move that pushes the social giant into direct competition with AWS, Azure, Google Cloud, and CoreWeave.

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CleanCore Closes a 200 Megawatt West Texas Campus and Bets Its Future on AI Compute
Cloud·1d ago

CleanCore Closes a 200 Megawatt West Texas Campus and Bets Its Future on AI Compute

A company known for cleaning technology has closed its first data center deal, a 200 megawatt West Texas campus that could grow past 500 megawatts, in one of the year's clearest examples of the AI infrastructure gold rush pulling in unlikely players.

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etcd 3.7 Lands RangeStream, and Kubernetes Control Planes Get Room to Breathe
Cloud·2d ago

etcd 3.7 Lands RangeStream, and Kubernetes Control Planes Get Room to Breathe

etcd v3.7.0 ships RangeStream to stream large result sets in chunks, removes the last of the legacy v2 store, and promises a significant drop in CPU usage for Kubernetes control planes.

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Claude Reaches General Availability on Azure Foundry, Running on NVIDIA GB300 Blackwell Ultra
Cloud·2d ago

Claude Reaches General Availability on Azure Foundry, Running on NVIDIA GB300 Blackwell Ultra

Anthropic's Claude models are now generally available in Microsoft Foundry, running on liquid-cooled NVIDIA GB300 Blackwell Ultra systems with Azure-native governance and data residency controls.

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Microsoft Backs a 3,600 Kilometer Cable to Wire India Into the AI Economy
Cloud·2d ago

Microsoft Backs a 3,600 Kilometer Cable to Wire India Into the AI Economy

Lightstorm, Microsoft, Singtel, and Tata Communications have started building I-2SEA, a subsea system linking India's data center hubs to Singapore and Malaysia and purpose built for AI training and inference traffic.

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SoftBank Puts Up to 75 Billion Euros Behind 5 Gigawatts of French AI Compute
Cloud·3d ago

SoftBank Puts Up to 75 Billion Euros Behind 5 Gigawatts of French AI Compute

SoftBank will build and operate up to 5 gigawatts of AI data center capacity in France, backed by nuclear power and a Schneider Electric manufacturing cluster. It is a bet that sovereign compute becomes national infrastructure.

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SK Hynix Lists on Nasdaq in a 26 Billion Dollar Deal, and the Memory Behind AI Goes Public in America
Cloud·3d ago

SK Hynix Lists on Nasdaq in a 26 Billion Dollar Deal, and the Memory Behind AI Goes Public in America

SK Hynix raised 26.5 billion dollars in the largest US share sale ever by a foreign company, giving American investors direct access to the maker of most of the world's high bandwidth memory.

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