AI & infrastructure
Mining news and original analysis with dated primary sources.
Larch and Dorado plan a ten-switch SONiC AI fabric demonstration
The October 9 announcement describes ten Ethernet switches, Hardened SONiC and Cruz orchestration. The OCP demonstration is planned for October 13–15; quantified efficiency results are not supplied.
Gorilla signs a non-binding US data-center LOI with a path from 6 to 36 MW
Gorilla’s October 9 announcement concerns a proposed acquisition, not a completed deal. The unnamed operating site has about 6 MW of utility capacity; a further 30 MW has conditional utility support. Closing, expansion and the broader 100 MW goal remain future steps.
New Era discloses $118.3m power-contract collateral and direct leasing plan
New Era’s October 8 filing records a $116m standby letter of credit backed by approximately $118.3m of cash collateral. The company also reports pursuing hyperscale leases directly; neither disclosure establishes a completed data center.
NVIDIA announces $1 billion in US science commitments over five years
NVIDIA’s October 8 announcement covers scientific AI, quantum research and energy security. The five-year commitment is distinct from an already commissioned computing site or a new mining ASIC.
Bitdeer AI secures a 67 MW A901 campus agreement in Malaysia
Bitdeer AI’s October 8 release describes a ten-year A901 agreement and delivery targets in 2027. The $10 billion opportunity pipeline is not contracted revenue or backlog.
Taylor Technology Campus advances its development agreement for planned on-site power
The October 9 developer release describes potential capacity of up to 1 GW and targets first power in early 2028. Agreement approval is a planning milestone, not an energized campus.
Aterio’s October report separates gigawatt plans from data-center construction
Aterio’s October 8 update reviews September projects in the United States. Campus plans, generation capacity and visible construction need separate treatment when assessing infrastructure demand.
Orcadian updates offshore compute concept with a £124/MWh estimate
The October 7 update outlines a proposed 200 MW IT facility and an internally calculated private-wire power price. The company expressly says the platform comparison is not an engineering study or proven feasible design.
Schneider Electric puts system reliability alongside AI cooling capacity
An October 7 technical commentary argues for coordinating cooling, power, controls and maintenance. It is an operational assessment, rather than a new ASIC launch or a quantified guarantee of fewer outages.
atNorth plans FIN05 in Finland: 75 MW first phase, 230 MW campus
atNorth announced its Salo campus on October 5. The first phase has secured power; the site page targets Q3 2028 availability and distinguishes 60 MW of IT capacity from 75 MW of gross power.
H100 cloud index opens October 5 at $3.49 per GPU-hour
GPU Economy’s provisional weekly index shows a $3.49 median from 31 listed rates across 29 providers. The data measures advertised on-demand H100 pricing, not booked capacity or a miner’s AI revenue.
Applied Digital brings another 75 MW online at Polaris Forge 1
Three newly ready 25 MW halls lift the Ellendale campus to 250 MW of operating critical IT load; the fully leased campus remains contracted for 400 MW at full buildout.