Hardware

The data centers powering AI models require massive and rapidly increasing amounts of energy, while traditional renewable sources often struggle to provide the stable, continuous supply these workloads demand. Big Tech’s response is increasingly unexpected turning to next-generation nuclear power.

Meta expands its CoreWeave deal to $21B through 2032. Specialized AI clouds are challenging AWS, Azure, and Google Cloud for high-intensity workloads.

At GTC 2026, the annual developer conference, NVIDIA introduced Vera Rubin, its next-generation AI platform designed to succeed the Blackwell architecture and open what the company calls the “frontier of agentic AI.”