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#power
Stories connected through a shared idea, actor, technology or theme.
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.→Bell plans a 1.2-gigawatt sovereign AI hub in SaskatchewanBell and the Government of Saskatchewan announced a non-binding agreement to add up to 900 megawatts of capacity to Bell AI Fabric, creating a path to a 1.2-gigawatt AI infrastructure hub. The project is expected to involve more than $50 billion in capital investment and a new Bell AI Fabric headquarters in Saskatchewan.→NVIDIA backs Lancium’s gigawatt-scale AI-factory pipelineLancium says it has 4 GW of leased capacity and more than 15 GW of powered-land development pipeline. The plan uses NVIDIA’s full-stack platform and DSX reference designs, including grid-responsive power-management capabilities; the portfolio figures are company-reported.→UBS sees $4.1 trillion of hyperscaler AI infrastructure spending through 2028The forecast says Amazon, Google and Microsoft could spend about 102% of cloud revenue on capital expenditure in 2026, with Google the largest projected spender in the cited breakdown. The estimate is a forecast rather than realised spend and depends on continued AI demand, power availability and model economics.→NVIDIA invests in Cloverleaf to accelerate AI-factory site developmentCloverleaf said NVIDIA made a minority investment and will work with it on US AI-factory sites. The companies are combining Cloverleaf's land, power and site-development work with NVIDIA's infrastructure expertise, while Cloverleaf says its pipeline includes multiple gigawatt-scale projects.→DataVita secures £300 million for Scotland AI Growth ZoneDataVita secured £300 million to expand Scotland’s Lanarkshire AI Growth Zone, with its 40MW DV1 and DV3 facilities leased to CoreWeave for 15 years, The Register reported. The UK National Wealth Fund is guaranteeing £202 million, while the project is expected to create 600 construction jobs and 100 permanent roles.→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.→