NVIDIA

May 16, 2026

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Beacon Point Sets the 1-GW Template While 300 GW Wait in Queue

Hut 8's Beacon Point pairs AEP Texas utility interconnection with NVIDIA, Vertiv, and a take-or-pay anchor tenant.

May 12, 2026

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Three Deals, One Thesis: The Capital Stack Is Buying Electrons Now

Blackstone and Halliburton announced a $1 billion investment in VoltaGrid for behind-the-meter generation May 11, NVIDIA committed $2.1 billion to IREN with the Sweetwater Texas 2 GW campus at the center, and Constellation locked another 380 MW with CyrusOne in Texas on top of Calpine's prior 400 MW.

May 8, 2026

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IREN Stacks Power, GPUs, and Cloud Ops Before the Queue Fills

Nvidia's $2.1 billion strategic partnership with IREN, anchored by the 2 GW Sweetwater campus in Texas, signals that hyperscale AI demand has moved into multi-year, gigawatt-scale capacity planning.

May 7, 2026

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Trump Districts Hold 59% of Texas Datacenters. The 2027 Session Just Got Interesting.

Hut 8 also redesigned the first hall from 224 MW to 352 MW, a 57% density increase in the same footprint, as NVIDIA's DSX architecture matured.

May 6, 2026

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Hut 8 Redesigned a 224 MW Hall to 352 MW. Same Footprint, Same Utility Tie.

Hut 8 redesigned the first hall from 224 MW to 352 MW (a 57% lift) on the same footprint and utility commitment after NVIDIA's DSX architecture matured.

May 4, 2026

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NERC's Rare Grid Warning Hands Texas Developers an 18-Month Window

Fleet Data Centers filed April 20 to build 350+ MW of behind-the-meter gas and diesel at Tahoe Reno, with Nvidia reported as anchor tenant on a $3.8 billion bond.

April 25, 2026

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PUCT Just Drew the Line on Which Grid Bypasses Count

Oklo, Nvidia, and Los Alamos announced a fuel and grid-stability R&D partnership; Oklo's pipeline sits above 14 GW but remains non-binding.

April 23, 2026

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Capital Front-Runs the Forecast: $2B Lands Before ERCOT Hits 367 GW

At Data Center World 2026, Nvidia's Sean James called behind-the-meter power "a good stopgap. It's not the preferred long-term solution," as rack densities push from 30-40 kW toward the megawatt range.

April 17, 2026

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Behind-the-Meter Gas: 56 GW of Proof the Grid Isn't the Plan

Nscale plans 2 GW of onsite generation at its West Virginia campus using Caterpillar engines to support up to 1.35 GW of AI compute under letter of intent with Microsoft and NVIDIA.

April 16, 2026

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Engage Early or Inherit Someone Else's Moratorium

After OpenAI exited Nscale's Stargate Norway site and its UK partnership, Microsoft locked in 30,000 Nvidia Rubin GPUs at Nscale's 230MW Narvik facility, adding to an existing $6.2 billion capacity agreement.

April 4, 2026

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Developers Who Own Their Power Are Writing the New Site Selection Rules

Nscale's acquisition of American Intelligence & Power Corporation puts a $14.6 billion, Nvidia-backed company in control of power generation and compute delivery on a single platform, with an 8-GW runway at the Monarch Compute Campus in West Virginia and a 1.35-GW letter of intent from Microsoft.

March 25, 2026

Microsoft's Brad Smith committed to paying above-market rates to cover grid expenses, and Google, Microsoft, and NVIDIA signed the nonbinding "Ratepayer Protection Pledge."

March 18, 2026

Jensen Huang's GTC 2026 keynote doubled Nvidia's revenue target to **$1 trillion by 2027** and unveiled Vera Rubin, a five-rack integrated system marking the first deployment of Groq inference accelerators inside an Nvidia platform.

March 9, 2026

Meta is reportedly in discussions to lease the expansion space from campus operator Crusoe, with NVIDIA having paid a $150 million deposit to broker continuity, but no formal commitment exists.

March 7, 2026

Nvidia has stepped in with a reported $150 million deposit to Crusoe Energy to secure remaining Abilene capacity and is negotiating with Meta to absorb the excess, a move designed to block rival chips from occupying the infrastructure.

February 14, 2026

A sponsored DCD broadcast flagged that Nvidia's Vera Rubin generation will push rack densities to 250 kW, up from 140 kW today.