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Stories connected through a shared idea, actor, technology or theme.
Frore Systems introduces diamond coldplates for AI factoriesThe company claims the coldplate improves AI-token efficiency and revenue per watt by up to 35% compared with conventional skived coldplates. The design targets extreme thermal hotspots in next-generation AI accelerators.→Samsung commits $1 billion to KKR-backed Helix AI infrastructureSamsung Electronics will provide $500 million, with five other affiliates supplying the remainder. Helix combines hyperscale data centres, power generation, transmission, distribution and fibre infrastructure for AI workloads.→US closes $1.9 billion loan to restart a nuclear plant linked to Google's AI buildoutThe loan will help NextEra Energy refurbish the plant, which stopped operating in 2020 and is targeted for restart in 2029. Google is expected to purchase power from the facility for its cloud and AI infrastructure while the project also supplies the regional grid.→Moody’s finds Chinese AI firms narrowing the physical compute gapSCMP reported that Moody’s Ratings sees US hyperscalers spending far more on AI infrastructure, but a smaller gap in physical compute because Chinese buildouts are cheaper and benefit from policy incentives and lower-cost green power. The report projects Chinese technology companies’ capital expenditure will rise from about US$65 billion in 2025 to roughly US$140 billion in 2026 and US$165 billion in 2027.→Physical Superintelligence launches $58 million physics-discovery labThe company launched with $58 million in seed funding led by Breakthrough Energy Ventures and described a system called Emmy that builds world models, decomposes research problems into hypotheses and tests them against simulations. Its first commercial focus is optimising terrestrial and orbital AI data centres, while broader claims about discovering new physics remain unverified.→Nvidia invests $1.5 billion in SB Energy for an Ohio AI campusNvidia said it will invest $1.5 billion in SB Energy and secure capacity at the PORTS-Pike Technology Campus. Nvidia said the initial AI-factory deployment is expected to provide 4.25 gigawatts, with OpenAI as tenant.→