AI & infrastructure · Page 2
Mining news and original analysis with dated primary sources.
Shanghai Electric presents two-phase cooling above 200 kW per rack at CIIF
The October 15 supplier release describes a rack-cooling capability, energy controls and turbine equipment. Its figures concern different systems and do not establish a completed mining installation.
Huawei updates Stellar network platform for Europe with separate performance claims
The October 16 release covers data-center fabric, WAN and campus networks. Its utilization, AI-performance, component-count and security figures use different boundaries and do not establish a mining-hashrate gain.
Canaan reports 44 BTC for September and full operation of Nordic heating project
Canaan’s October 15 update separates September mining and treasury data from a newly operational heating project. Its theoretical operating-hashrate definitions and paused Ethiopia operations require care.
Datacentrex starts DG2 energization, targeting 52.2 TH/s of Scrypt hashrate
The October 14 release says initial additional DG2 miners are producing, with the rest expected online over coming weeks. The 52.2 TH/s and roughly 14 MW totals remain full-energization targets.
BitFuFu reports 167 BTC for September and risks to its Ethiopia acquisition
BitFuFu’s October 13 update reports higher self-mining output but lower total production and managed hashrate. The proposed Ethiopian acquisition has not closed, and remedies remain under evaluation.
Fermi signs AMD credit support for a 222 MW lease and an expansion framework
Fermi’s October 13 release describes credit support for Project Matador’s first lease and a separate framework for expansion up to 650 MW. Financing, AMD obligations and the tenant lease retain conditions.
Enerflex wins an order above 1 GW; its generation backlog exceeds 1.75 GW
Enerflex’s October 13 release adds a new North American data-center power order above 1 GW. The aggregate backlog exceeds 1.75 GW, with deliveries extending through 2028; it is not operating capacity.
Astera introduces Orion AI racks, targeting partner availability in Q1 2027
The October 12 reference architecture describes modular compute and a PCIe fabric for 8–160 GPUs per pod. Planned partner availability and performance claims remain distinct from verified deployments.
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.