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Oracle invokes force majeure, Nscale opens its books, Texas freezes permits
Three of the week's biggest stories turned on the same question: does contracted demand become powered, financed capacity on schedule? Oracle sent
The Week Regulators Told the Buildout to Slow Down
Texas and California, together at last Monday brought the same message from two states that agree on almost nothing else. Texas Gov. Greg Abbott
Anthropic's $45B, a 38GW shortfall, and moratoriums on three continents
Anthropic's compute shopping spree hits Nscale Anthropic has agreed to spend $45 billion over six years renting AI compute from Nscale'