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AI Infrastructure

By The Information Staff

Stay ahead of the AI infrastructure wars. Anissa Gardizy and Ann Davis Vaughan cover how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.

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Recent Editions

The Stargate AI data center in Abilene, Texas in September. Kyle Grillot/Getty Images.
AI Infrastructure

The Real Reason OpenAI Walked Away From an Oracle Stargate Expansion in Abilene

By Anissa Gardizy · Mar 9, 2026 10:30am PDT · 2 comments
Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle and OpenAI won’t expand a data center for the ChatGPT maker in Abilene, Texas, where the companies launched their first Stargate-branded facilities. As I have since learned, OpenAI several weeks ago declined to expand its data center usage... Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle...
Art by Shane Burke
AI Infrastructure

AI Spurs Shockingly Big Plans for Extra-High-Voltage Power Lines

By Ann Davis Vaughan · Mar 2, 2026 8:00am PST · 1 comment
The AI boom is catalyzing the build-out of some of the biggest, baddest power lines this country has ever seen. These extra-high-voltage wires can carry up to six times the power of other big lines, and they’re one of the only feasible ways to accommodate multigigawatt data centers on a crowded grid.In the last few months, grid authorities in... The AI boom is catalyzing the build-out of some of the biggest, baddest power lines this country...
Photo by Kyle Grillot/Getty Images
AI Infrastructure

What OpenAI’s Stargate Issues Could Teach Anthropic

By Anissa Gardizy · Feb 23, 2026 8:00am PST
Over the past year, the running joke in the data center industry—even inside OpenAI—has been that the $500 billion Stargate initiative was less of a master plan than a “vibe.”My reporting this weekend showed how little Stargate resembles the $500 billion effort touted at a White House event just over a year ago. Stargate now has no staff, nor... Over the past year, the running joke in the data center industry—even inside OpenAI—has been that...
Comedian Charlie Berens. Screenshots via YouTube.
No Joke: How Data Center Wars Distract From Real Solutions
By Ann Davis Vaughan · Feb 16, 2026 8:00am PST · 1 comment
Comedian Charlie Berens. Screenshots via YouTube.
AI Infrastructure

No Joke: How Data Center Wars Distract From Real Solutions

By Ann Davis Vaughan · Feb 16, 2026 8:00am PST · 1 comment
(An earlier version of this newsletter inadvertently omitted several paragraphs)Charlie Berens is a Wisconsin comedian beloved for wickedly funny, and until recently apolitical, satires of “Midwest Nice” culture. He’s now become Public Enemy No. 1 to data center developers and AI model makers. Berens is on a crusade to block data centers,... (An earlier version of this newsletter inadvertently omitted several paragraphs)Charlie Berens is...
Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen
AI Infrastructure

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

By Anissa Gardizy · Feb 9, 2026 8:50am PST
Anthropic’s leaders have been loud about how its AI will reshape businesses but much less boisterous about how it plans to power that usage. Now the company’s data center ambitions are coming into focus. Anthropic is quietly assembling a veteran team, including two former Google executives, and has discussed securing at least 10 gigawatts... Anthropic’s leaders have been loud about how its AI will reshape businesses but much less...
AI Infrastructure Newsletter
Stay ahead of the AI infrastructure wars. Anissa Gardizy and Ann Davis Vaughan cover how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.
By providing your email, you agree to The Information’s Privacy Policy
Art by Getty Images
AI Infrastructure

Betting That AI Can Ease AI Infrastructure Pains

By Ann Davis Vaughan · Feb 2, 2026 8:00am PST · 2 comments
Right now, money and attention is focused on building infrastructure for AI. What’s coming next, though, is AI for infrastructure: using the very same technology to make the power and industrial systems we’re building cheaper, better and faster.Since its founding in 2016, venture investor Blue Bear Capital has allocated about $350 million across... Right now, money and attention is focused on building infrastructure for AI. What’s coming next,...
Art by Mike Sullivan
AI Infrastructure

Five Takeaways From ‘Data Center Davos’

By Anissa Gardizy · Jan 26, 2026 8:00am PST · 1 comment
Last week, the data center industry migrated temporarily to Hawaii for the Pacific Telecommunications Council conference. The event—like Davos except warmer—is typically where deal talks in the data center business begin and the priorities for the year are set. The sector’s power brokers are coming off a wild 12 months, bookended by the... Last week, the data center industry migrated temporarily to Hawaii for the Pacific...
Photo by Ron Jenkins/Getty Images
Why Google Is Winning the Race for Data Center Power
By Ann Davis Vaughan · Jan 19, 2026 8:00am PST · 1 comment
Photo by Ron Jenkins/Getty Images
AI Infrastructure

Why Google Is Winning the Race for Data Center Power

By Ann Davis Vaughan · Jan 19, 2026 8:00am PST · 1 comment
There’s no doubt now that the tech companies driving AI will have to help produce the new electricity needed to power it. The White House and several governors sought Friday to force them to build more plants.That’s why Google’s $4.75 billion deal in December for Intersect, a developer of renewables and data center infrastructure, is so... There’s no doubt now that the tech companies driving AI will have to help produce the new...
The liquid cooling system at an Equinix data center in Virgini
AI Infrastructure

Why There’s Another Wave of Neoclouds; AI Data Center Cooling Heats Up

By Anissa Gardizy · Jan 12, 2026 8:25am PST · 3 comments
There's a new wave of cloud computing startups raising money and touting landmark AI data center deals.Nscale is raising billions of dollars to build data centers for OpenAI. Fluidstack is filling its coffers  to support Anthropic’s infrastructure. I expect a handful of other firms, including Moonlite AI, to raise money in the coming weeks,... There's a new wave of cloud computing startups raising money and touting landmark AI data center...
A Microsoft data center in Aldie, Va. Getty Images.
AI Infrastructure

The AI Boom Is Now an Energy Boom

By Ann Davis Vaughan · Jan 5, 2026 9:07am PST · 3 comments
The AI race has ignited a parallel boom in energy that is already revamping U.S. power generation and changing natural gas infrastructure, utility systems and regulation in ways that could last for decades.Natural gas producers are expanding pipelines faster than they have in years, utilities have secured regulatory approval for billions of... The AI race has ignited a parallel boom in energy that is already revamping U.S. power generation...
AI Infrastructure Newsletter
Stay ahead of the AI infrastructure wars. Anissa Gardizy and Ann Davis Vaughan cover how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.
By providing your email, you agree to The Information’s Privacy Policy
Jason Alden/Bloomberg via Getty Images
AI Infrastructure

Why Data Centers Are Falling Behind Schedule; Jensen Huang’s Power Summit

By Anissa Gardizy · Dec 22, 2025 9:24am PST · 1 comment
You’re about to start hearing a lot about data center delays. In fact, executives and investors I’ve been speaking with expect this will be one of the defining themes of 2026, as delays separate world-class operators from the rest of the pack. But to understand what this will actually mean for the artificial intelligence buildout, it helps... You’re about to start hearing a lot about data center delays. In fact, executives and investors I...
The Stargate AI data center in Abilene, Texas. Photo by Kyle Grillot/Bloomberg via Getty Images.
The ‘Bragawatt’ Data Center Era Brings Reality Checks—and Energy Breakthroughs
By Ann Davis Vaughan · Dec 15, 2025 9:30am PST · 8 comments
The Stargate AI data center in Abilene, Texas. Photo by Kyle Grillot/Bloomberg via Getty Images.
AI Infrastructure

The ‘Bragawatt’ Data Center Era Brings Reality Checks—and Energy Breakthroughs

By Ann Davis Vaughan · Dec 15, 2025 9:30am PST · 8 comments
Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping the energy sector and turning Silicon Valley into a rising industrial power.Ann Davis Vaughan has covered the intersection of energy and technology as both an investment analyst and journalist for two decades, including 14 years at The Wall Street... Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping...
Screenshot of Adam Sullivan, left, via YouTube. Photo of Mike Intrator by Getty Images.
AI Infrastructure

As AI Data Centers Face Delays, the Blame Game Begins

By Anissa Gardizy · Nov 24, 2025 10:11am PST · 1 comment
The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt deals has given way to finger pointing as deadlines to get AI servers online slip or get dangerously close to falling behind.For months, data center builders have told me many of the gigawatt-size AI server facilities are running behind schedule... The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt...
The Oracle data center for OpenAI in Abilene, Texas. Photo via Getty
AI Infrastructure

The Data Center Boom Enters a Speculative Era

By Anissa Gardizy · Oct 20, 2025 10:19am PDT
The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across the data center, cloud and finance world converged at an event to trade notes on how quickly the industry has changed. A year ago, most conversations at Infra/Structure, hosted by Structure Research, focused on how hard it was to find land and... The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across...
Art via Getty; Mike Sullivan
AI Infrastructure

Sam Altman Wants 250 Gigawatts of Power. Is That Possible?

By Anissa Gardizy and Amir Efrati · Sep 29, 2025 8:00am PDT · 3 comments
Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming months, we’ll cover the data centers, chips, networking and energy that power AI.Artificial intelligence is hungry for power at a scale that defies belief.Last week, OpenAI and Nvidia said they would work together to develop 10 gigawatts of data... Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming...