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AI Investments

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Security

Can AI do this yet?

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Announced or reported, but not yet real or available.

Compute & InfraAug 26

NVIDIA backs 6.5GW of planned AI capacity

Waiting on: Construction and service start - SemiAnalysis counts about 6.5GW of NVIDIA-backed capacity, much of it still unbuilt.

Compute & InfraSep 8

Oracle seeks 2GW of renewable power for unfinished AI campus

Waiting on: Completion and permitting - Project Jupiter is 26% complete, and its air-quality permitting process is paused.