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Independent research and news on frontier tech and the companies behind it: AI, infrastructure, defense, robotics, space, and more. For investors and the technically curious.

News

Blog 2 months ago
Anthropic names Robert Mahari to lead Claude's legal push
Anthropic has appointed legal-AI entrepreneur Robert Mahari as its first Head of Claude for Legal, according to a report published Wednesday. The company has not publicly disclosed Mahari's start date or detailed his authority over product, partnerships a
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Blog 2 months ago
Tencent's AI spending jumps as advertising and games lift second-quarter revenue
Tencent's second-quarter results show how China's largest internet platforms are funding the AI race from established businesses. Revenue reached RMB204.8 billion, while quarterly capital expenditure rose 176% year over year to RMB52.8 billion. Advertisin
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Blog 2 months ago
Fermi Signs TensorWave Lease for Up to 650MW at Texas Project Matador
Fermi America has signed its first binding customer lease at Project Matador in Carson County, Texas, with AMD-focused AI cloud provider TensorWave. The initial phase covers 222MW, while expansion rights could bring the partnership above 650MW across thre
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Blog 2 months ago
GIC, Macquarie Launch Theseus to Develop US Data Centers for Anthropic
GIC, Macquarie Asset Management and Anthropic have formed Theseus Infrastructure, a platform to develop and operate US data centers for Anthropic under long-term agreements. GIC and Macquarie-managed funds will own the platform and provide most of the equ
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Blog 2 months ago
AWS Withdraws Proposed 500MW Calvert County Data Center Project
Amazon Web Services has withdrawn its conceptual site plan for the proposed Calvert Technology Center near the Calvert Cliffs Nuclear Power Plant in Lusby, Maryland. The project called for eight data center buildings across three campuses, while Calvert C
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Blog 2 months ago
Beltline Energy Withdraws $16B, 500-Acre Pacific Data Center Proposal
Beltline Energy has withdrawn its proposal to rezone roughly 500 acres near Pacific, Missouri, for a planned $16 billion data center campus. The withdrawal followed months of public opposition and the city's decision to pause new data center applications
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Blog 2 months ago
Stack, Aligned File Hillsboro Proposals Before 120-Day Data Center Moratorium
Stack Infrastructure and Aligned Data Centers submitted proposals in Hillsboro, Oregon, hours before the City Council enacted a 120-day moratorium on new and expanded data centers and battery energy storage systems. Hillsboro said Stack's proposal will co
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Blog 2 months ago
Texas Interconnection Pause Puts 20% of US Data Center Pipeline at Risk
Texas has paused progress on data center projects advancing through ERCOT's interconnection process while state regulators audit their power, water, financing and community-impact plans. BloombergNEF estimates the action places roughly 20% of the US data
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Blog 2 months ago
Babcock & Wilcox Orders 1GW of Siemens Steam Turbines for Data Centers
Babcock & Wilcox has signed an agreement with Siemens Energy to commence work on 20 steam turbine-generator sets totaling 1GW for its FastPower data center power program. The order is separate from B&W's previously announced Applied Digital project, and t
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