NVIDIA

April 17, 2026

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46 Projects, 56 GW, and None of Them Waiting for Permission

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

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Grimes County Has No Land-Use Plan. That's Every Developer's Problem Now.

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

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50 GW of AI Capacity Is About to Face Generator-Level Oversight

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.