NVIDIA

July 12, 2026

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North Carolina Repeals Its Power Tax Break. Texas Never Had One to Lose.

NVIDIA's Rubin-platform warm-water cooling circulates coolant at inlet temperatures up to 113°F, cutting water consumption from 2.6 million gallons per megawatt annually to near-zero where dry-cooler operation is viable.

July 6, 2026

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The April Deadline Beats the Rulebook by Three Years

Nvidia's Vera Rubin closed-loop design can cut on-site water demand from millions of gallons daily to near zero "in many climates," and ITIF argues the real draw is indirect: LBNL pegs water for power generation at roughly 12 times direct cooling.

July 5, 2026

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Self-Supply Is Now the Floor for Political Viability in Texas

Developers who've disclosed water strategy to counties early, or who design around water-light cooling like the Valar Atomics and Nvidia 30 MW nuclear concept in Utah, will clear mandatory reporting faster than operators caught flat-footed.

July 2, 2026

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FERC Orders Six Grid Operators to Defend the Rules or Rewrite Them

Valar Atomics and Nvidia demonstrated the first pairing of a microreactor with a Blackwell-powered data center in Utah, using helium cooling to sidestep water entirely.

June 28, 2026

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Chevron Bets $7B That Off-Grid Gas Is the Faster Path to Market

The engineering answer is arriving fast: Nvidia's closed-loop Rubin cooling could cut cooling water from roughly 2.6 million gallons per MW per year toward near zero in cool climates, and toward 1% in warmer regions.

June 26, 2026

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Five Tests Now Separate Real Load From Speculation in Texas

Nvidia's June 22 DSX reference design claims zero water consumption through closed-loop liquid cooling, running coolant at inlet temperatures up to 45°C so passive dry coolers replace evaporative towers.

June 23, 2026

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The Deliverable Megawatt Wins: Microsoft Locks 20 Years of Pecos Gas

Nvidia's 45°C cooling rewrites the site-selection map for water-stressed Texas.

June 16, 2026

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Developers Foot 100% of the Wire. Ratepayers Get the Discount.

And demand flexibility (Emerald AI's Conductor deploying live at a Digital Realty facility in Virginia with Nvidia).

June 15, 2026

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Texas's June 23 Hearing Opens the Water Rulebook Before It Hardens

KKR's new Helix Digital Infrastructure launched with $10 billion-plus in commitments, Adam Selipsky leading, Nvidia as founding chip partner, and Texas-based Vistra as preferred power provider.

June 12, 2026

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Self-Generation, Disclosure, and a 2027 Deadline: Abbott Resets the Terms

KKR's $10 billion Helix platform, with Nvidia and the Kuwait Investment Authority, ties compute buildout directly to Vistra's roughly 50 GW generation footprint.

May 29, 2026

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Denmark Rations the Queue. Texas Developers With Land, Water, and Power Move First.

Iren signed $1.6B with Dell for air-cooled Blackwell systems staging at Childress, feeding a $3.4B five-year Nvidia contract and a 5 GW global pipeline.

May 16, 2026

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

May 12, 2026

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

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

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

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

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

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

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

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

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

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.