AMD launches Helios, a rack-scale AI system challenging Nvidia's Vera Rubin, securing Microsoft, Meta, and OpenAI as partners for deployment despite a higher price tag of $5–$5.5 million, as surging AI infrastructure demand creates room for fierce competition.
AMD unveils its Helios Rackscale AI platform, packing 72 Instinct MI455X GPUs, 2.9 exaFLOPS of FP4 compute, and 31 TB of HBM4 memory into a single reference design, with OpenAI, Meta, Oracle, and HPE among the major partners already onboard for volume deployments expected in late 2026.
China's Z.AI completes a massive 1-gigawatt data center powered entirely by domestic chips, defying US export restrictions and signaling a major leap toward AI self-sufficiency as Beijing races to replace Nvidia semiconductors with homegrown technology.
New York Governor Kathy Hochul signs a first-in-nation executive order imposing a one-year moratorium on hyperscale AI data centers exceeding 50 megawatts, citing energy grid strain, water supply concerns, and noise pollution, as a new Gallup poll reveals 7 in 10 Americans oppose local data center construction.
New York Governor Kathy Hochul signs the nation's first statewide moratorium on hyperscale data centers, pausing environmental permits for up to one year while new regulations are developed to protect ratepayers, eliminate tech subsidies, and ensure host communities receive direct benefits.
Kalshi launches a GPU forward curve tool that maps future computing power prices using prediction market contracts, positioning compute as a major financial commodity alongside CME Group and ICE as AI infrastructure demand drives projected data center spending into the trillions.
New York Governor Kathy Hochul signs the nation's first statewide data center moratorium, blocking new environmental permits for facilities over 50 megawatts for up to a year as regulators develop standards to address rising energy costs, water use, and air quality concerns amid a nationwide pushback against AI-driven data center …
Reflection AI, an $8 billion open-model startup, secures a massive $1 billion compute deal with Nebius, gaining access to cutting-edge Nvidia chips as AI companies intensify their race to lock down critical computing infrastructure.
New York Governor Kathy Hochul signs the nation's first statewide moratorium on new hyperscale data centers, freezing state environmental permits for up to one year while a regulatory framework is developed to protect ratepayers, communities, and the environment — also targeting sales tax exemptions and requiring data centers to invest …
Meta's massive $50 billion data center expansion in Richland Parish, Louisiana is transforming the local economy, delivering teacher bonuses up to $50,000, over $1.6 billion in local business contracts, and more than 1,000 jobs as the facility scales to become one of the largest AI infrastructure projects in the world.