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Exclusive

OpenAI Clinches AWS Deal in Bid to Win Government Contracts

By Sri Muppidi and Aaron Holmes · Mar 17, 2026 6:00am PDT
OpenAI on Friday signed a new contract with Amazon Web Services to sell its AI to U.S. government employees for both classified and unclassified work, according to two people with direct knowledge of the agreement. The contract will allow OpenAI to support the Pentagon through a deal it hastily won late last month after the agency ditched its... OpenAI on Friday signed a new contract with Amazon Web Services to sell its AI to U.S. government...
Meta CEO Mark Zuckerberg. David Paul Morris/Bloomberg via Getty Images.
The Briefing

What Meta’s Nebius Deal Signals

By Martin Peers · Mar 16, 2026 5:00pm PDT · 2 comments
If you’ve got a ticket on the AI gravy train, times are good. That could be because you’re a supplier to Nvidia—and therefore enjoying booming business, as Nvidia CEO Jensen Huang pointed out in his speech on Monday at the company’s GTC convention. Or it could be because you’re a small data center operator picking up business from a big tech... If you’ve got a ticket on the AI gravy train, times are good. That could be because you’re a...
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AI Infrastructure

5 Ingenious Hacks That Are Boosting AI Data Centers

By Ann Davis Vaughan · Mar 16, 2026 8:00am PDT
The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from building AI tent cities, to firing up jet engines, to taking over abandoned industrial sites. What’s most surprising is all of the different ways the biggest AI data centers have improvised and scrounged to meet the staggering electricity demands of... The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from...
Nscale CEO Josh Payne. Screenshot via YouTube/Nscale.
Exclusive

Nvidia Cloud Ally Nscale in Talks to Buy a Major U.S. Data Center Site Ahead of IPO

By Anissa Gardizy · Mar 12, 2026 4:35pm PDT
Nscale, an upstart cloud provider heavily backed by Nvidia whose customers include OpenAI and Microsoft, is in talks to take control of one of the largest available sites for AI data centers in the U.S., according to people with knowledge of the talks and fundraising documents viewed by The Information. A deal to buy the site, located in West... Nscale, an upstart cloud provider heavily backed by Nvidia whose customers include OpenAI and...