🇺🇸NVIDIA signed residual-value guaranties covering 4.25 IT gigawatts, capped at $105 billion, with ready-for-service conditions expected from 2028. #
NVIDIA entered into multiple residual-value guaranties with SB Energy relating to leases covering approximately 4.25 gigawatts of aggregate information-technology load at the PORTS-Pike Technology Campus in Pike County, Ohio. Each guaranty generally becomes effective when the applicable lease commences, and NVIDIA’s cumulative payment obligation for the initial commitment is capped at $105 billion.
The payment obligations are conditional, including a requirement that SB Energy satisfy the applicable ready-for-service conditions for the leased premises. Those conditions are expected to begin being met in 2028, so the $105 billion figure is a maximum contingent exposure rather than an upfront investment or currently payable amount.
OpenAI is the tenant under the leases. If OpenAI becomes insolvent and defaults, or fails to make lease payments, NVIDIA generally would cover the shortfall between a lease’s guaranteed minimum value and proceeds recovered through a replacement lease or sale; NVIDIA may also elect to assume the applicable lease.
NVIDIA can, at its sole discretion, provide credit support for approximately another 3.8 IT gigawatts at the campus. Separately, NVIDIA announced a current $1.5 billion investment in SB Energy, while the campus press release described an option covering the remaining 3.75 IT gigawatts.
🇺🇸Duos Technologies and Axe Compute executed five-year, 55-megawatt hosting orders exceeding $500 million, conditional on deployment acceptance. #
Two Duos Technologies project entities executed five-year hosting-service orders with Axe Compute covering an aggregate 55 megawatts of AI-facility capacity across multiple U.S. data-center sites. Duos trades on Nasdaq as DUOT, while neocloud infrastructure provider Axe Compute trades as AGPU.
The stated value exceeds $500 million and represents aggregate contractual base payments over the initial five-year terms. That figure includes annual escalators but excludes electricity and other usage-based charges.
Billing is not unconditional: each deployment must be completed, pass ready-for-service testing, and receive Axe Compute’s written acceptance. Initial readiness is targeted for late 2026 through early 2027, subject to construction, commissioning, performance testing, and written acceptance.
The 55-megawatt orders are additional to a 10-megawatt deployment that Duos is delivering for Axe Compute in Georgia. The companies also signed nonbinding term sheets under which Axe Compute is expected to hold 49% minority interests in the associated project entities, but those investments remain subject to definitive documentation, closing conditions, and both companies’ approval processes.
- Duos Technologies
- Axe Compute
🇺🇸August investment-grade bond issuance reached $145.2 billion, an August record, led by Alphabet’s $25 billion sale. #
U.S. investment-grade companies had issued $145.2 billion of bonds in August through Aug. 17. That surpassed the previous August record of $136 billion set in 2020.
Alphabet’s $25 billion transaction was the principal contributor to the month’s issuance total. It was the eighth technology-company bond sale of at least $25 billion during 2026, according to the supplied report.
January, June, and July 2026 also set issuance records for their respective calendar months, while three other months registered the second-highest totals for those months. Issuers were seeking another combined $9.1 billion through 12 transactions on Aug. 17, including two transactions from private-credit funds.
The report also noted that investors had become more selective about securities and pricing, with a higher proportion of initial orders withdrawn during the preceding week. It did not state that the full $145.2 billion was raised specifically for AI infrastructure.
🇺🇸Fitch raised Intel’s outlook to stable; Intel recently completed $23 billion in equity financing supporting higher capital expenditure. #
Fitch affirmed Intel’s long-term issuer default rating and senior unsecured debt rating at BBB. It also affirmed Intel’s short-term issuer default and commercial-paper ratings at F2 while revising the outlook from negative to stable.
Fitch cited progress in Intel’s technology and product-roadmap execution, together with operating performance that exceeded the rating agency’s expectations. The agency also referenced Intel’s recently completed $23 billion of equity financing.
The equity funding supports increased capital expenditure intended to meet strong demand, according to Fitch’s assessment. The source did not provide the financing instruments, investors, issue prices, or resulting dilution.
Fitch expects Intel to begin reducing net debt in 2027 and to lower earnings before interest, taxes, depreciation, and amortization leverage to below 2.5 times over approximately the next 12 months. Those leverage and debt statements are Fitch forecasts rather than completed operating results.
Intel’s Granite Rapids Xeon 658X brings 24 CPU cores and increased memory bandwidth to the workstation market. #
Intel’s Granite Rapids processor architecture has entered the workstation segment through the Xeon 600 family. The reviewed Xeon 658X is a central processing unit with 24 CPU cores.
ServeTheHome identified memory bandwidth as a material contributor to the processor’s performance. The source distinguished the product as a workstation processor rather than a GPU, AI accelerator, server rack, or complete cluster.
The supplied article description did not provide clock speeds, cache capacity, memory-channel counts, thermal design power, pricing, or benchmark figures. It therefore supports the 24-core configuration and increased memory-bandwidth characterization, but not additional performance comparisons.
Credo proposed an Open Compute Project chiplet-interconnect standard addressing the memory-wall challenge in distributed-memory AI systems. #
Credo Technology Group announced plans to standardize an interconnect through the Open Compute Project community. The proposal concerns chiplet connectivity for AI systems and is intended to address the memory-wall challenge.
The announcement describes Credo as a provider of high-speed, reliable, and energy-efficient connectivity solutions. It presents the work as a proposed open standard rather than an already adopted or finalized Open Compute Project specification.
The supplied source does not identify a standard number, completed specification, participating adopters, implementation timeline, bandwidth, link distance, or energy-per-bit target. It also does not report deployed systems using the proposed interconnect.
- Credo
- Open Compute Project
Researchers introduced ReVolt, targeting power-delivery-network-aware voltage-droop control in 2.5D processing-in-memory chiplet platforms. #
Researchers from Washington State University and the University of Wisconsin–Madison published a paper titled “ReVolt: Power Delivery Network-Aware Voltage Droop Control for 2.5D PIM Chiplet Architectures.” PIM refers to processing in memory, while PDN refers to the power delivery network.
The paper addresses 2.5D multi-chiplet platforms that use processing-in-memory technology for machine-learning workloads. Its abstract states that performance is affected by the PDN because current demand varies at the chiplet level.
ReVolt is presented as a PDN-aware approach to voltage-droop control for this architecture class. The supplied source does not provide benchmark improvements, measured power savings, chiplet counts, process nodes, package dimensions, or production-deployment results.
VeriSilicon reported first-half revenue of RMB 1.864 billion, up 91.37%, while net loss reached RMB 612.125 million. #
VeriSilicon (芯原股份) reported first-half 2026 revenue of RMB 1.864 billion, an increase of 91.37% from the corresponding period. The company nevertheless recorded a net loss attributable to listed-company shareholders of RMB 612.125 million.
The corresponding first-half 2025 net loss was RMB 319.8486 million. Operating cash flow improved to a positive RMB 626 million from a negative RMB 365 million a year earlier.
Research and development spending represented 50.49% of first-half revenue. That proportion declined by 15.22 percentage points from the prior-year period.
VeriSilicon reported 53,346 shareholders at the end of the period. VeriSilicon Limited was the largest shareholder among the top ten holders, with an 11.39% stake.
SB Energy will build, own, and operate 8 IT gigawatts under a 20-year OpenAI lease at Ohio’s PORTS-Pike campus. #
SB Energy will build, own, and operate the data center at the PORTS-Pike Technology Campus under a 20-year lease with OpenAI. OpenAI is identified as the customer for approximately 8 IT gigawatts of capacity, which refers to information-technology load rather than the campus’s total utility or generation capacity.
The campus will exclusively host NVIDIA AI compute infrastructure. OpenAI’s AI factory is expected to use NVIDIA’s full-stack DSX platform, including GPUs, CPUs, networking, and infrastructure software.
NVIDIA initially secured land, power, and shell capacity for 4.25 IT gigawatts and can elect to support the remaining approximately 3.75 to 3.8 IT gigawatts. The initial ready-for-service conditions are expected to begin in 2028, while capacity will be delivered in phases.
The filed announcement said the project would pay for its power infrastructure and establish an initial $80 million community-benefits fund. OpenAI said the six-year construction period through 2032 is expected to create 35,000 construction jobs and 2,500 long-term operating jobs.
- SB Energy
- PORTS-Pike campus
DataVita secured £300 million to expand one Scottish data center and build another; government guarantees cover 80% of £252 million. #
Scottish data-center operator DataVita obtained £300 million, reported as approximately $407 million, from ING, ABN AMRO, and other European banks. The financing is intended to expand an existing Scottish data center and construct a second facility.
The UK government is guaranteeing 80% of £252 million supplied by ING, ABN AMRO, and Santander. This guarantee applies to that £252 million portion, not to the entire £300 million financing package.
The remaining capital will be provided on an unsecured basis by the Scottish National Investment Bank and Siemens Financial Services. The source did not provide interest rates, maturity dates, collateral terms for the guaranteed portion, construction capacity, power figures, or completion dates.
Dell plans to move its Scottish headquarters to the location. The report also associated the investment with the UK’s designated “AI Growth Zone” program.
Molex invested an undisclosed amount in CAEPlus, an early-stage developer of active liquid-cooling technology for AI data centers. #
Molex announced a strategic investment in CAEPlus, an early-stage company developing active liquid-cooling technology. The technology is designed for rising heat loads associated with AI and high-performance computing workloads in data centers.
Molex described itself as an electronics and connectivity company and positioned the investment within its thermal-management activities. The announcement did not disclose the amount invested, CAEPlus’s valuation, the ownership stake acquired, or whether the financing had other participants.
The source also did not identify commercial customers, deployed cooling capacity, rack-density limits, coolant specifications, manufacturing volumes, or a product-availability schedule. The transaction is therefore an investment in an early-stage cooling developer, not a disclosed data-center deployment contract.
Equinor agreed to acquire 87.71% of Pennsylvania’s gas-fired Lackawanna Energy Center Class A shares for $940 million. #
Equinor agreed to pay $940 million for 87.71% of the Class A shares in the Lackawanna Energy Center. The facility is a gas-fired power plant in Pennsylvania.
The seller was identified as Global Infrastructure Partners, which is owned by BlackRock. The disclosed percentage applies specifically to the plant’s Class A shares and should not be read as a statement that Equinor is purchasing 87.71% of every ownership or security class.
The supplied messages state that Equinor agreed to the acquisition but do not provide a closing date, regulatory conditions, financing structure, assumed debt, plant capacity, power-purchase arrangements, or data-center customer commitments. No direct AI-compute supply contract was disclosed in the cited material.
Chinese researchers achieved 32.22% certified steady-state conversion efficiency in a triple-junction solar cell using lower-cost materials. #
Chinese researchers reported a certified steady-state photoelectric conversion efficiency of 32.22% for a triple-junction solar cell. The result was published in the journal Nature on Aug. 17.
Triple-junction solar cells are used in applications including satellites and space probes. The reported research focused on using lower-cost materials to support potential terrestrial applications.
The 32.22% figure is a certified steady-state conversion-efficiency measurement, not a power-capacity or production-volume figure. The supplied source does not identify a manufacturing cost, module size, production yield, degradation rate, commercial supplier, or deployment schedule.
HIVE’s BUZZ HPC generated $7.1 million in fiscal-first-quarter revenue, up 46.7%, driven partly by an NVIDIA B200 cluster deployment. #
HIVE Digital Technologies reported $7.1 million of revenue from its BUZZ High Performance Computing subsidiary for the first quarter of fiscal 2027, ended June 30, 2026. BUZZ revenue increased 46.7% year over year and 52.1% sequentially.
HIVE attributed the increase to deployment of an NVIDIA B200 GPU cluster at its Manitoba, Canada, site, along with demand and pricing across GPU marketplaces. The filing does not specify the B200 cluster’s GPU count or separately quantify its revenue contribution.
Company-wide quarterly revenue was $79.1 million, up 73.5% year over year and 10.2% sequentially. Digital-currency revenue accounted for $72.1 million, while BUZZ HPC supplied the remaining reported $7.1 million.
HIVE recorded a generally accepted accounting principles net loss of $142.9 million, including an $84.7 million provision for regulatory liabilities, $53.7 million of depreciation, $7.1 million of share-based compensation, and a $7.1 million fair-value change in derivatives. Adjusted earnings before interest, taxes, depreciation, and amortization were $13.4 million, and liquidity at June 30 included $208 million of cash and cash equivalents plus $11.2 million of digital currencies.
- HIVE’s BUZZ HPC
- NVIDIA B200 cluster
HIVE’s three-year Bell AI Fabric agreement covers 2,304 NVIDIA GB200 NVL72 GPUs, adding $75 million in contracted annual recurring revenue. #
HIVE described its Bell AI Fabric arrangement as an approximately $225 million, three-year sovereign-AI agreement supporting Cohere. The agreement covers deployment of 2,304 NVIDIA GB200 NVL72 GPUs.
HIVE said the agreement adds $75 million in contracted annual recurring revenue, or ARR. Combined with approximately $35 million of GPU-cloud ARR already live, HIVE reported approximately $110 million of active and contracted GPU-cloud ARR.
The company is targeting approximately $200 million of GPU-cloud ARR by the fourth quarter of calendar 2026. HIVE explicitly made that target subject to market conditions and successful deployment, so it is a management target rather than contracted revenue already in service.
Separately, HIVE signed a letter of intent for long-term colocation at its 32-megawatt Big Boden facility in Sweden, representing approximately $45 million of potential annual colocation revenue. Because that item is an LOI rather than a definitive contract, HIVE’s cited approximately $155 million HPC pipeline includes potential, not entirely contracted, revenue.
BUZZ HPC signed a five-year, approximately $350 million GPU-cloud agreement involving deployment of an NVIDIA GB300 cluster. #
HIVE’s wholly owned subsidiary BUZZ High Performance Computing signed a five-year GPU-cloud services agreement with an unnamed investment-grade enterprise customer. The agreement represents approximately $350 million over its stated term.
BUZZ plans to deploy an NVIDIA GB300 cluster under the agreement. The source identifies a GPU cluster deployment, not merely reserved data-center power or a nonbinding memorandum of understanding.
The customer’s identity, GPU count, cluster location, power requirement, service commencement date, and revenue-recognition schedule were not provided in the supplied article description. No information was supplied about financing, collateral, prepayments, termination rights, or customer-concentration percentages.
The transaction is distinct from HIVE’s three-year Bell AI Fabric agreement involving 2,304 NVIDIA GB200 NVL72 GPUs. The two disclosures involve different NVIDIA system generations, contract durations, and stated contract values.
- BUZZ HPC
- NVIDIA GB300 cluster
AWS added OpenAI Daybreak to Bedrock and introduced EC2 application status checks. #
Amazon Web Services included OpenAI Daybreak on Amazon Bedrock in its Aug. 17 weekly product roundup. Amazon Bedrock is the AWS service through which the model was added; the supplied source does not provide Daybreak pricing, context limits, benchmark results, or regional availability.
AWS also introduced application status checks for Amazon Elastic Compute Cloud, or EC2. These are application-level status checks and are distinct from descriptions of GPU hardware, physical servers, racks, or data-center capacity.
The roundup additionally referenced an Identity and Access Management role manager. It also noted AWS participation in Open Source Summit Korea 2026 and MCP DevSummit Seoul 2026, where contributors met members of the OpenSearch and Valkey communities.
The source is an AWS company blog and therefore documents AWS’s own product announcements. It does not provide independent utilization or performance measurements for Daybreak or the new EC2 checks.
- AWS
- OpenAI Daybreak
- Bedrock
ByteDance’s Seedance 2.5 added native 1080p generation; image-to-video API pricing falls to RMB 2.7 per second through September 17. #
ByteDance’s Seedance 2.5 added native 1080p video generation, and the associated application programming interface became available through Volcano Engine. The model had previously supported 480p and 720p generation.
Volcano Engine described Seedance 2.5 as oriented toward realistic visual quality, long-form cinematic narrative, and long-shot capabilities. Those descriptions are the platform’s product positioning rather than independently reported benchmark results.
During a first-month promotion, 1080p image-to-video API pricing was reduced from RMB 3.7 per second to approximately RMB 2.7 per second. The promotional price runs through Sept. 17.
The quoted rate applies specifically to 1080p image-to-video generation and is measured per generated second. The source does not provide equivalent text-to-video pricing, inference-hardware requirements, generation time, or service-level guarantees.
- ByteDance’s Seedance 2.5
- September 17
Google won Spirit Airlines’ bankruptcy auction with a $10 million bid for de-identified operational data intended to improve AI. #
Google won a bankruptcy auction for data, software code, and operating records belonging to bankrupt low-cost carrier Spirit Airlines Holdings. The winning bid was $10 million, according to a notice from the U.S. Bankruptcy Court for the Southern District of New York dated Aug. 14.
The acquired material includes approximately 100 million emails and 500 million Microsoft Teams chats and collaboration records. It also includes information relating to revenue, aircraft operations, employee output, audits, and fraud.
The transaction excludes personal and privileged information, including 97.5 million passenger records and approximately 50.2 million Free Spirit loyalty-program records. Court records state that the transferred data will be processed to remove associations with particular customers.
Google said it would use the assets to improve artificial intelligence and would not receive personal information. The company also said an independent third party would remove personally identifiable information before the transfer.
Nine-Light Technology (九光技术) demonstrated its Xiaorui G3 (小睿 G3) humanoid robot carrying and placing a 50-kilogram barbell using voice commands. #
Hong Kong-based Nine-Light Technology (九光技术) introduced the Xiaorui G3 (小睿 G3), described as a new industrial-grade humanoid robot. The company positions it for heavy-load handling, material transfer, and precision-operation tasks comparable with adult manual work.
During the launch demonstration, the robot responded to voice instructions and carried a 50-kilogram barbell. It then placed the barbell at a designated location while maintaining a stable posture, according to the report.
The robot uses an internally developed AI control system and a full-body precision force-control system. Nine-Light Technology said the design improves environmental adaptability and operating stability across physical industrial tasks.
Hong Kong Science and Technology Parks Corporation CEO Albert Wong described the release as a result from a local Hong Kong technology company in embodied intelligence and humanoid robotics. The source reports a demonstration and product launch, but does not provide commercial pricing, production volume, battery duration, walking speed, customer orders, or a delivery timetable.
- Nine-Light Technology (九光技术)
- Xiaorui G3 (小睿 G3)
