https://computeatlas.net The supply chain and capital markets underneath large-scale compute. en https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-14-iren-targets-900mw-data-center-campus-in-wagga-wagga-austral News Wed, 14 Oct 2026 12:00:00 GMT Iren, an existing GPU-cloud operator in this dataset, outlined a 900MW campus proposal near Wagga Wagga targeting a 2029 grid connection and up to AU$10bn of investment -- its second major Australian campus disclosed this year, and one the company says sits outside its already-announced 5GW secured-power portfolio, so this is pipeline expansion rather than confirmed new capacity. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-14-sberbank-data-center-in-russia-struck-by-ukrainian-military News Wed, 14 Oct 2026 12:00:00 GMT Sberbank confirmed a drone strike on its Balakovo data center in Saratov region, the latest in a wave of strikes on Russian operators this month that has already hit three of Yandex's facilities; Sberbank said services were unaffected but gave no damage detail, adding another row to the physical-security risk pattern already carried for Russian compute operators rather than changing any system's recorded status. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-14-fermi-and-amd-sign-credit-support-deal-for-build-out-of-proj News Wed, 14 Oct 2026 12:00:00 GMT AMD signed a credit-support agreement guaranteeing financing for the first 222MW phase of Fermi America's Project Matador campus, plus a framework for up to 650MW of future capacity, and confirmed thousands of its Instinct GPUs will run there under TensorWave's existing lease -- a chip-vendor guarantee underwriting a buildout whose original anchor tenant had previously withdrawn. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-14-openai-again-shakes-up-data-center-leadership-with-xai-exec- News Wed, 14 Oct 2026 12:00:00 GMT OpenAI moved its compute and infrastructure organisation under a former xAI infrastructure lead, folding commercial strategy and supply-chain decisions into engineering. It is a change in who steers one of the largest GPU buyers' build-out, relevant to how Stargate-era capacity commitments to Nvidia, AMD and cloud partners are sequenced. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-13-ntt-to-build-6-3bn-data-center-for-anthropic-in-japan-report News Tue, 13 Oct 2026 12:00:00 GMT Unnamed-source reporting (Nikkei Asia, relayed here) says NTT Data is close to signing on to build Anthropic's first dedicated Japanese facility, a $6.3bn, up-to-500MW site in Osaka with partial operations targeted for 2028. Neither company confirmed it, but it would mark Anthropic's first Asian facility and another entry in its already roughly 15GW book of compute commitments. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-13-oracle-trucks-in-gas-to-support-operations-at-utah-and-texas News Tue, 13 Oct 2026 12:00:00 GMT Bloomberg's unnamed-source reporting describes Oracle trucking in compressed natural gas to keep its Salt Lake City site and an OpenAI-linked Shackelford County, Texas campus running while pipeline connections lag, and says it is weighing the same workaround for the stalled 2.5GW Project Jupiter site in New Mexico after regulators blocked a pipeline extension there. A concrete case of on-site power delivery, not chip supply, becoming the binding constraint on bringing new AI capacity online. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-13-d-matrix-announces-squadron-compute-clusters-for-ai-inferenc News Tue, 13 Oct 2026 12:00:00 GMT d-Matrix, built around its own memory-centric Corsair XPU chip, is now shipping full air-cooled, multi-rack "Squadron" inference clusters (up to 1,024 XPUs) built with Supermicro, Arista and Broadcom, already running at its own Arizona site and now shipping to outside customers -- a new merchant-silicon entrant at the inference-accelerator layer this graph tracks, pitched for heterogeneous GPU-plus-XPU deployments rather than as a drop-in GPU replacement. (Source: HPCwire) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-12-third-strike-on-yandex-data-center-in-russia News Mon, 12 Oct 2026 12:00:00 GMT A third drone strike in a week took down Yandex's Vladimir facility, pausing dozens of cloud services; it follows the Sasovo strike already in this dataset, which outside reporting says holds two of Yandex's three machine-learning supercomputers, so this is another entry in the physical-security risk this graph's Yandex facility rows carry, not a change to any system's recorded status or location. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-12-microsoft-boosts-hbm-bandwidth-by-2-5x-with-maia-300-acceler News Mon, 12 Oct 2026 12:00:00 GMT Microsoft's own technical brief lays out Maia 300 succeeding Maia 200: a shift from a monolithic 3nm die to a chiplet design with NUMA memory access and a two-tier scale-up network that supports superpods of over 12,000 accelerators, roughly doubling Maia 200's largest cluster size. It's a second generation of in-house Azure inference silicon, relevant to how much of Microsoft's AI fleet runs on custom ASICs rather than merchant GPUs. (Source: HPCwire) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-10-sponsored-w-rtsil-schneider-electric-and-stanley-consultants News Sat, 10 Oct 2026 12:00:00 GMT Three power-delivery vendors announced a bundled 'generator-to-chip' offering -- onsite generation, electrical distribution and engineering under one coordinated contract -- aimed at US AI data centers; no project, site or capacity is named, but it's a vendor-side signal that grid-interconnection delays are pushing power suppliers toward turnkey, pre-integrated delivery rather than developers assembling generation and electrical scope separately. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-09-report-nvidia-plans-to-invest-in-inference-chip-startup-d-ma News Fri, 09 Oct 2026 12:00:00 GMT Unnamed-source reporting that Nvidia is planning an equity investment in d-Matrix, a month after d-Matrix adopted Nvidia's NVLink Fusion to link its own inference chips with Nvidia hardware (already noted in this dataset). An investment would tie that merchant-silicon partner more closely to Nvidia's own roadmap rather than keeping it independent; single-sourced via The Information, so treated as reported, not confirmed by either company. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-09-second-yandex-data-center-hit-in-drone-strikes-in-russia News Fri, 09 Oct 2026 12:00:00 GMT A second drone strike in 48 hours hit a Yandex data center, this one in Kaluga, after an earlier strike disabled the Sasovo site that outside reporting (Reuters, cited in the article) says holds two of Yandex's three machine-learning supercomputers in this graph. Our own rows for those systems deliberately leave the physical site blank for lack of a primary source, so this is recorded as a facility risk to watch rather than a change to any system's location or status. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-09-anthropic-linked-366m-data-center-project-filed-for-in-cedar News Fri, 09 Oct 2026 12:00:00 GMT A Texas filing puts a $366M, roughly 490MW data center building in Bastrop County on the schedule, with Anthropic named as the likely tenant even though none of the parties involved will confirm it. The power plan leans on a separate 710MW onsite gas turbine plant rather than the regional grid, arriving just as Texas regulators have frozen new data center grid-interconnection permits pending an ERCOT capacity audit, and lands the project next to EdgeConneX's existing multi-building campus in the same county. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-08-sesterce-to-invest-10bn-in-600mw-ai-data-center-campus-in-j- News Thu, 08 Oct 2026 12:00:00 GMT Sesterce, already tracked here for its Valence, France buildout, is now planning a second-country campus on a former paper-mill site in Finland with long-term ambitions past 1GW, which tests whether a mid-tier AI-cloud entrant can keep scaling its own sites rather than just lease capacity from larger operators. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-08-yandex-data-center-hit-in-drone-attack-in-russia News Thu, 08 Oct 2026 12:00:00 GMT A drone strike disabled Yandex's largest Russian data center and knocked out an entire cloud availability zone, the first time the war has taken down a major facility inside Russia rather than Ukraine, which is a reminder that the graph's facility rows carry physical-security exposure that capacity figures alone don't capture. (Source: Data Center Dynamics) https://computeatlas.net/blog/deep-dive-google-willow https://computeatlas.net/blog/deep-dive-google-willow Blog Wed, 07 Oct 2026 12:00:00 GMT Willow cut logical error 2.14x per code-distance step, to 0.143% per cycle at distance 7. Its sampling and Quantum Echoes claims rest on classical-cost estimates, and no logical gates have been shown. https://computeatlas.net/blog/deep-dive-microsoft-fairwater https://computeatlas.net/blog/deep-dive-microsoft-fairwater Blog Wed, 07 Oct 2026 12:00:00 GMT Microsoft says Fairwater links Wisconsin and Atlanta with hundreds of thousands of Blackwell GPUs. Epoch AI estimates about 480,000 across the two, at 369 MW and 636 MW of IT power, but Microsoft has published no count or megawatts. https://computeatlas.net/blog/deep-dive-meta-hyperion https://computeatlas.net/blog/deep-dive-meta-hyperion Blog Wed, 07 Oct 2026 12:00:00 GMT Meta's Prometheus in Ohio is already training models, with Epoch AI estimating 471 MW of IT power. Hyperion in Louisiana is a $27 billion Blue Owl joint venture that Meta now says will reach 5 GW, with no GPU count disclosed. https://computeatlas.net/blog/deep-dive-quantum-benchmarks https://computeatlas.net/blog/deep-dive-quantum-benchmarks Blog Wed, 07 Oct 2026 12:00:00 GMT Quantum computers have no shared ranking. Our table holds 75 benchmark rows for 35 machines, and all 75 are vendor-reported or peer-reviewed, none labelled as an independent measurement. Here is what each metric means and what it can't tell you. https://computeatlas.net/blog/deep-dive-quantinuum-helios https://computeatlas.net/blog/deep-dive-quantinuum-helios Blog Wed, 07 Oct 2026 12:00:00 GMT Helios has 98 barium-ion qubits at 99.921% two-qubit fidelity and a reported 48 error-corrected logical qubits. The H-series reached QV 2^25. Here is what is measured, what is postselected, and who pays. https://computeatlas.net/blog/deep-dive-project-rainier https://computeatlas.net/blog/deep-dive-project-rainier Blog Wed, 07 Oct 2026 12:00:00 GMT Amazon says Project Rainier reached nearly 500,000 Trainium2 chips in October 2025; Epoch AI now estimates about 1.04 million at New Carlisle, Indiana alone. Neither figure is audited, and the Mississippi campuses are not confirmed as part of it. https://computeatlas.net/blog/deep-dive-google-tpu-anthropic https://computeatlas.net/blog/deep-dive-google-tpu-anthropic Blog Wed, 07 Oct 2026 12:00:00 GMT Google and Anthropic say Anthropic can use up to one million Ironwood TPUs and well over 1 GW in 2026. No site, chip count or power figure has been disclosed, and the campus-level numbers in circulation are Epoch AI estimates. https://computeatlas.net/blog/deep-dive-isambard-ai https://computeatlas.net/blog/deep-dive-isambard-ai Blog Wed, 07 Oct 2026 12:00:00 GMT Bristol's Isambard-AI has 5,448 GH200 chips (168 in phase 1, 5,280 in phase 2) in a 5 MW modular site; CSCS's Alps has 10,752 in Lugano. Alps and phase 1 both score near 60 GFlops per watt in HPL, but the facilities differ. https://computeatlas.net/blog/deep-dive-nebius-nscale-neoclouds https://computeatlas.net/blog/deep-dive-nebius-nscale-neoclouds Blog Wed, 07 Oct 2026 12:00:00 GMT Nebius owns Finland and rents in Iceland and the UK; Nscale mostly leases, with Microsoft and OpenAI as anchors. Their PUE and WUE figures are targets or company statements, and only one Nscale cluster has a benchmark. https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-07-hpe-launches-gen13-proliant-servers-for-hpc-and-ai-workloads News Wed, 07 Oct 2026 12:00:00 GMT HPE's Gen13 ProLiant line pairs AMD's next-gen EPYC and upcoming "Venice" CPUs with Nvidia BlueField DPUs and ConnectX NICs across both legacy 19-inch and OCP's new 21-inch rack formats, a concrete look at the hardware generation vendors will draw on for the next wave of HPC/AI deployments -- notable given HPE's track record as sole compute, fabric and storage supplier on both Frontier and El Capitan. (Source: HPCwire) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-06-applied-digital-to-develop-1gw-data-center-campus-in-finland News Tue, 06 Oct 2026 12:00:00 GMT Applied Digital's first development outside the US is only a power-access agreement with no site or tenant named yet, so the 1GW figure is pipeline capacity, not contracted load; it shows the same Dakota/Louisiana/Alabama AI-campus playbook now reaching for Nordic power and climate advantages. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-06-bytedance-takes-up-one-fifth-of-china-s-data-center-capacity News Tue, 06 Oct 2026 12:00:00 GMT A SemiAnalysis count of China's data-center market puts a number on how concentrated hyperscaler leasing is: ByteDance alone holds roughly a fifth of a 24GW-plus market, almost entirely leased rather than self-built, unlike Huawei's largely self-build model. A structural data point on who actually controls AI compute capacity in China versus who merely operates it. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-05-germany-s-karlsruhe-institute-of-technology-unveils-33-petaf News Mon, 05 Oct 2026 12:00:00 GMT KIT's HoreKa 2 goes operational as the successor to the HoreKa system already tracked in this graph, roughly doubling peak performance to 33 petaflops on a Lenovo-built hybrid of AMD Epyc Turin CPUs and Nvidia GB200 GPUs. A concrete data point for how NHR centers refresh hardware generations, and reason to update HoreKa's own system entry with the newer configuration. (Source: Data Center Dynamics) https://computeatlas.net/blog/deep-dive-fugaku https://computeatlas.net/blog/deep-dive-fugaku Blog Fri, 02 Oct 2026 12:00:00 GMT Fugaku led four benchmark rankings with no accelerator and has posted the same 442 PFLOPS result since 2020. Its successor, FugakuNEXT, adds NVIDIA GPUs. https://computeatlas.net/blog/deep-dive-frontier https://computeatlas.net/blog/deep-dive-frontier Blog Fri, 02 Oct 2026 12:00:00 GMT Frontier cleared 1.102 exaflops on HPL in May 2022 at 21.1 MW, meeting the 20 MW-per-exaflop goal as a ratio, not as a power budget. The route took a missed schedule and a hunt for bad hardware. https://computeatlas.net/blog/deep-dive-lineshine https://computeatlas.net/blog/deep-dive-lineshine Blog Fri, 02 Oct 2026 12:00:00 GMT LineShine tops the June 2026 TOP500 at 2.198 EFlop/s with no accelerators. The headline is documented; the chip's designer, fab and memory suppliers are not. https://computeatlas.net/blog/deep-dive-stargate-abilene https://computeatlas.net/blog/deep-dive-stargate-abilene Blog Fri, 02 Oct 2026 12:00:00 GMT Stargate Abilene is stated at 1.2 GW across eight buildings. Epoch AI counts four operating at 421 MW of IT load in July 2026, on a stack of leases, loans and on-site gas turbines. https://computeatlas.net/blog/deep-dive-xai-colossus https://computeatlas.net/blog/deep-dive-xai-colossus Blog Fri, 02 Oct 2026 12:00:00 GMT Colossus 1 went from site start to 100,000 GPUs in a claimed 122 days. Its GPU counts, its power sources and Colossus 2's size rest mostly on executive statements and court records. https://computeatlas.net/blog/deep-dive-aurora https://computeatlas.net/blog/deep-dive-aurora Blog Fri, 02 Oct 2026 12:00:00 GMT Aurora took eight years from a 2015 award to its first TOP500 entry, after Knights Hill was cancelled. It now holds 1.012 exaflops, and about 96% of recorded Intel Max GPUs in this dataset. https://computeatlas.net/blog/deep-dive-jupiter https://computeatlas.net/blog/deep-dive-jupiter Blog Fri, 02 Oct 2026 12:00:00 GMT JUPITER hit 1.000 exaflop/s in November 2025 on a 500 million euro budget. The Booster's CPUs, GPUs, fabric and flash are American; the European CPU reached sample stage only in September 2026. https://computeatlas.net/blog/deep-dive-el-capitan https://computeatlas.net/blog/deep-dive-el-capitan Blog Fri, 02 Oct 2026 12:00:00 GMT El Capitan put CPU and GPU on one package, cost about $600 million, and runs classified weapons work. Its public numbers disagree on nodes, power and peak, and the lab does not reconcile them. https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-02-bull-expands-supercomputer-manufacturing-with-80m-angers-red News Fri, 02 Oct 2026 12:00:00 GMT Angers is the one European plant assembling Eviden's BullSequana systems, including the Alice Recoque and LUMI-AI builds already tracked here, so this €80M capacity doubling (due 2028) is a concrete signal on whether those deliveries stay on schedule. It also surfaces a new Foxconn partnership to build NVIDIA Vera Rubin NVL72 AI servers in Europe, relevant to the EU domestic-substitution question raised elsewhere in this dataset. (Source: HPCwire) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-02-crusoe-files-for-4-8bn-data-center-campus-in-jayton-texas News Fri, 02 Oct 2026 12:00:00 GMT Two more spur buildings of Crusoe's Project Hyper campus, filed in Jayton near its existing Childress and Abilene Texas sites, bring Crusoe's disclosed spend across the Jayton and Childress filings to roughly $16.8bn across five buildings. Useful for tracking Crusoe's pace and footprint as a developer/landlord, distinct from the GPU-cloud deals under its own brand already in the graph. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-10-02-ai-data-center-planned-for-karlsruhe-institute-of-technology News Fri, 02 Oct 2026 12:00:00 GMT KIT already operates HoreKa, the national NHR supercomputer tracked in this graph; this is a separate, smaller dedicated AI facility at its Campus North site, metered initially at 2MW with headroom to 10MW, built next to a CHP plant for waste-heat reuse into district heating. Facility-layer data point on a research institution's compute footprint, distinct in scale from the hyperscaler builds already logged here. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-30-optical-interconnect-startup-cscale-emerges-from-stealth-fol News Wed, 30 Sep 2026 12:00:00 GMT CScale is a new entrant in the optical-interconnect layer, backed by strategic investment from both Nvidia and Intel inside a $145M round; worth tracking because gigawatt-class AI campuses are pushing rack-to-rack interconnect toward optics, and money from two accelerator vendors signals where that transition may land. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-30-coreweave-makes-nvidia-vera-rubin-nvl72-available-cognition- News Wed, 30 Sep 2026 12:00:00 GMT CoreWeave is now offering Nvidia's Vera Rubin NVL72 rack on its cloud, with Cognition as the first named customer; extends the existing CoreWeave-Nvidia relationship already in the graph and gives an early, vendor-reported throughput data point for Rubin ahead of the systems that will eventually carry it as a component. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-30-google-named-as-customer-for-crusoe-s-data-center-campus-in- News Wed, 30 Sep 2026 12:00:00 GMT Crusoe confirmed Google as the anchor customer for its multi-building Amarillo campus, sited next to and powered by Crusoe's own wind farms; a useful data point on Crusoe's role as developer/landlord rather than compute operator, distinct from the GPU-cloud deals under Crusoe's own brand already tracked here. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-30-gimlet-cloud-partners-with-cerebras-to-deploy-100mw-of-wafer News Wed, 30 Sep 2026 12:00:00 GMT A newly well-funded neocloud is committing to 100MW of Cerebras wafer-scale inference capacity and will be a launch partner for Cerebras' next CS-4 chip; a rare procurement data point for an accelerator vendor outside the Nvidia-dominated share this graph otherwise tracks. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-30-hpe-secures-its-1st-amd-helios-order-in-1-2b-deal-with-vultr News Wed, 30 Sep 2026 12:00:00 GMT HPE's first order for AMD's Helios rack platform: a $1.2B deal to supply Vultr with racks of Instinct MI455X GPUs, EPYC "Venice" CPUs and HPE-Juniper scale-up Ethernet fabric, with no unit count disclosed. Worth flagging that "Helios" here is AMD's rack-scale product name, not a single deployed system, and is unrelated to the two existing Helios entries already in this graph (Cyfronet's Poland machine and the decommissioned Japan fusion-research system) beyond the shared name. (Source: HPCwire) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-29-amazon-to-acquire-two-data-centers-in-hong-kong News Tue, 29 Sep 2026 12:00:00 GMT Amazon is converting two data-center buildings it already leases in Hong Kong -- iTech Tower 3.1 and 3.2 -- into owned assets, paying landlord Grand Ming a minimum of about US$278m (up to US$312m) as Grand Ming sells to deleverage. It's a small but checkable data point on a hyperscaler shifting from leasing to owning facility real estate in a supply-constrained market, distinct from new capacity coming online. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-29-schneider-electric-and-equinix-trial-software-defined-switch News Tue, 29 Sep 2026 12:00:00 GMT Equinix is piloting Schneider Electric's new software-defined medium-voltage switchgear at an undisclosed site, a design Schneider says cuts control wiring, terminals and copper sharply versus engineered-to-order gear. It's a concrete move on the power-delivery-hardware side of the supply chain this graph already tracks alongside NVIDIA's DSX Ready program, aimed at speeding up how fast electrical infrastructure for AI-scale data centers can be built. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-29-lambda-plans-data-center-in-oklahoma News Tue, 29 Sep 2026 12:00:00 GMT Lambda, an NVIDIA-GPU cloud provider whose known customers include Microsoft and Anthropic, is developing a new data center outside Tulsa in Oklahoma's MidAmerica Industrial Park (also home to a Google campus), with closed-loop cooling, grid-reactive load design, and about $500m in committed local tax payments over ten years. It's another facility-layer capacity addition for a neocloud already in this graph, notable for structuring the deal so Lambda -- not ratepayers -- covers the site's power costs. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-28-vertiv-slovakia-manufacturing-expansion News Mon, 28 Sep 2026 12:00:00 GMT Vertiv is adding roughly 22,000 sq m at its Slovak campus over the next two years for power, switchgear and liquid-cooling equipment, which is the kind of non-accelerator capacity the graph tracks as a possible bottleneck for high-density AI and HPC racks. Regional trade-press coverage of a company announcement, with no investment figure given, so recorded as reported. (Source: TechXMedia) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-25-vertiv-to-acquire-data-center-fluid-management-firm-king-env News Fri, 25 Sep 2026 12:00:00 GMT Vertiv's second fluid-management acquisition in under a year, after 2025's PurgeRite deal in North America, extends its cooling-services reach into EMEA -- a sign that liquid-cooling logistics (fluid prep, flushing, load-testing) is consolidating as its own sub-market alongside the hardware itself as GPU rack density rises. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-25-ai-cloud-and-data-center-firm-nscale-raises-3-36bn-ahead-of- News Fri, 25 Sep 2026 12:00:00 GMT Nscale's $3.36bn pre-IPO round includes a $1bn tranche from NVIDIA itself, adding an equity stake to the vendor-customer relationship already in the graph and funding the roughly 461,000-GPU buildout -- mostly NVIDIA Vera Rubin NVL72 -- including capacity contracted by Microsoft and Anthropic at the new Monarch Compute Campus in West Virginia. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-25-densityai-chip-startup-founded-by-former-tesla-dojo-execs-va News Fri, 25 Sep 2026 12:00:00 GMT Former leads of Tesla's Dojo chip program, shut down in August 2025, have founded DensityAI, reportedly raising a $10bn-valuation round with a performance-contingent purchase agreement from AWS for a new accelerator built around 3D-stacked DRAM -- a concrete example of an abandoned in-house chip effort seeding an independent merchant-silicon entrant. Sourced to a single outlet (The Information) with Amazon, Andreessen Horowitz and DensityAI all declining to confirm the details, so treat as reported rather than verified. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-25-nvidia-launches-dsx-ready-to-qualify-power-and-cooling-produ News Fri, 25 Sep 2026 12:00:00 GMT NVIDIA's new DSX Ready program formalizes third-party qualification of power and cooling hardware against its AI-factory reference design, launching with battery storage from Hitachi Energy, LG Energy Solution and Tesla and cooling-distribution units from LG Electronics, LiquidStack and Vertiv -- a sign that the compute supply chain's constraint is shifting from the accelerators themselves toward the power and thermal infrastructure needed to run them at rack scale. Single-sourced to NVIDIA's own announcement (republished by HPCwire), so recorded as reported rather than verified. (Source: HPCwire) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-24-lightsolver-and-hlrs-explore-photonic-acceleration-for-hpc-s News Thu, 24 Sep 2026 12:00:00 GMT An HLRS/LightSolver paper reports emulator-based projections that an experimental all-optical processor could sharply speed up sparse linear-solver workloads versus GPUs, but the results are simulated rather than measured on physical hardware and the LPU has not been built at HPC scale. It's an early research signal on whether photonic accelerators could eventually join CPUs and GPUs in production systems, not evidence of a deployment. (Source: HPCwire) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-24-quera-partners-with-hpe-to-integrate-quantum-computer-within News Thu, 24 Sep 2026 12:00:00 GMT HPE is opening its Cray-based HPC systems to QuEra's neutral-atom quantum hardware, giving HPC centers and national labs an on-premises path to quantum-classical integration alongside QuEra's existing AWS Braket cloud access. It matters as a structural signal that a major classical-HPC integrator is formalizing quantum-accelerator integration rather than leaving it to cloud-only access. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-24-oracle-issues-force-majeure-notice-to-blue-owl-following-ser News Thu, 24 Sep 2026 12:00:00 GMT Oracle's force-majeure notice to landlord Blue Owl is a bid to delay lease payments rather than exit its commitment to the 2.5GW Project Jupiter campus in New Mexico, after state regulators rejected the gas-pipeline extension the site needs -- a concrete case of permitting and power delivery, not chip supply, being the binding constraint on a gigawatt-scale AI buildout. Note: this campus is unrelated to the JUPITER exascale system at Julich already in this dataset; the shared name is coincidental. (Source: Data Center Dynamics) https://computeatlas.net/blog/ai-data-centers-vs-supercomputers https://computeatlas.net/blog/ai-data-centers-vs-supercomputers Blog Wed, 23 Sep 2026 12:00:00 GMT El Capitan and xAI's Colossus 1 both run liquid-cooled accelerators from the same two silicon generations. One reports a benchmark result to the world twice a year. The other has never run one. That gap is the whole story. https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-22-sipearl-delivers-1st-rhea1-cpu-samples-to-bull-for-jupiter-s News Tue, 22 Sep 2026 12:00:00 GMT SiPearl shipped the first Rhea1 samples to Bull for integration onto the BullSequana XH3000 platform that forms JUPITER's CPU cluster module, the first delivery of a European-designed processor into a European-built exascale system and SiPearl's first revenue-bearing order. It's a concrete step on the domestic-substitution question this graph already flags for Rhea1: a European host CPU moving from lab benchmarking into an actual EuroHPC machine rather than staying a roadmap item. (Source: HPCwire) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-21-prysmian-rio-tinto-to-supply-amazon-data-center-in-ohio-with News Mon, 21 Sep 2026 12:00:00 GMT A materials-supply link in Amazon's Ohio buildout: Prysmian will manufacture electrical cabling from Rio Tinto and Alcoa's Elysis low-carbon aluminum for an unnamed AWS data center, the second Amazon-Rio Tinto low-carbon materials deal after a copper agreement in January. It's a small but checkable data point on hyperscalers extending decarbonization commitments into power-delivery hardware, not just chips. (Source: Data Center Dynamics) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-21-nvidia-launches-dsx-ready-to-qualify-power-and-cooling-produ News Mon, 21 Sep 2026 12:00:00 GMT NVIDIA's new DSX Ready program formally qualifies third-party power and cooling hardware against its AI-factory reference design, starting with battery storage (Hitachi Energy, LG Energy Solution, Tesla) and liquid-cooling CDUs (LG Electronics, LiquidStack, Vertiv). It's a structural move: NVIDIA is now gatekeeping which power/cooling vendors count as compatible with its rack designs, which shapes who wins facility-layer contracts downstream of the GPU purchase. (Source: NVIDIA Blog) https://computeatlas.net/news#y2026 https://computeatlas.net/news/2026-09-17-google-nvidia-and-emerald-ai-found-the-ai-energy-management- News Thu, 17 Sep 2026 12:00:00 GMT Google, Nvidia and Emerald AI founded an alliance, joined by Anthropic, RWE and several grid operators, to push AI data centers toward dispatchable, demand-responsive grid participation instead of fixed capacity draw. That's directly relevant to this graph's recurring finding that power delivery, not chip supply, is now the binding constraint on GPU rack density. (Source: Data Center Dynamics)