Signals
Megaproject moves as they happen: the tender, the filing, the power deal, the chip order. Dated, sourced, and kept short.
2d agoCompute & Infrastructure
AMD and Meta widen their pact to power Meta's superintelligence clusters
AMD's Helios rack-scale systems will run Meta's frontier models across CPUs, GPUs and networking. The second-source chip supplier is becoming a first-tier one, and that is the clearest sign yet that the gigawatt builds are bigger than Nvidia alone can feed.
Source: globenewswire.com↗6d agoCompute & Infrastructure
Stargate Argentina is still a letter of intent, with no firm contract
Site selection in Neuquén is advancing, but the deal has not moved past the letter-of-intent stage. Stargate's global map keeps growing faster than its signed contracts do.
Source: neoteo.com↗1w agoTech Policy & Regulation
Brussels quietly pushes the AI Gigafactory deadline to 3 December
A three-week extension, requested by the Commission itself, as national consortia scramble to close their financing. Up to seven sites and €30 billion-plus are on the table, but only €1 billion of the EU's share is legally committed today.
Source: ted.europa.eu↗2w agoTech Policy & Regulation
The EU launches the RAISE pledging initiative for AI in science
Launched at the AI in Science Summit in Dublin, alongside a €26.5 million pilot call for AI-driven automated labs. It is a start, but it is a rounding error next to the American Genesis Mission.
Source: research-and-innovation.ec.europa.eu↗2w agoCompute & Infrastructure
China is building AI data centres while the US argues about them
Nearly 90 data centres are slated for Ulanqab alone, a city of fewer than two million people. Cheap land, renewables and a cold climate make Inner Mongolia the cooling tower of China's national compute network.
Source: cnn.com↗3w agoAI
The Genesis Mission closes its first year with 297 AI-for-science projects
The US Department of Energy added 12 Phase II and six Phase I projects to a mission framed explicitly as superintelligence for science. Awards are not results yet, but the scale of the bet is now clear.
Source: energy.gov↗Sep 24Compute & Infrastructure
ASML sold zero chipmaking systems in Europe last quarter
Europe builds the world's most important chip machines and buys none of them. With Chips Act 2.0 dropping the 20% market-share goal, the continent's AI ambitions run on someone else's silicon.
Source: digitimes.com↗
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