AI and Autonomy

First reading starts a hearing process for Bell's conditional land purchase; Bell proposes up to 900 MW of additional power.

The Oct. 7 results show 250 MW live at Polaris Forge 1 after quarter end, while the 210 MW Delta Forge 2 lease dates to June.

Scout says Oracle's VPPA covers a majority of the output from its operating 300 MW Ranchero farm; contracted megawatts, price and start date were not disclosed.

The ALPHA-02 deal is expected to add US$24 million a year, but the buyer and deployment date are undisclosed.

Finland's environmental agency asked developer Tuike Finland to suspend land-altering preparation at Muhos and Kajaani by Oct. 23.

Fiscal fourth-quarter revenue rose 68 per cent to US$567 million, with integrated memory supplying most of the dollar increase.

Blaize estimates Q3 revenue at US$0.5M and expects the remaining NeoTensr receivable to be paid in Q4.

Initial power availability is expected in 2028; the release names no tenant, power provider or construction budget.

The Oct. 1 release says Inferize engineers joined Token Factory but gives no purchase price, integration timetable or sales target.

The North American agreement names no purchase value or delivery schedule as LG prepares a Virginia chiller plant for first-half 2027 production.

The second 500 MW phase is now planned for 2029, but Kentucky commission approval and the utility's construction schedule still govern delivery.

Two unnamed inference customers extend earlier deals, with QumulusAI targeting capacity turnover in December 2026 and early 2027.

Facility A begins at 7.25 per cent and Facility B stays at 9.95 per cent under a Sept. 28 agreement backed by subsidiary assets.

Jabil expects US$17.55 core EPS and a 6.1 per cent core operating margin in fiscal 2027 after quarterly revenue rose year on year.

The 12-year deal covers two planned data halls backed by a 65 MW utility agreement; prepayment amounts and opening date are undisclosed.

The AIM technology company's June 30 cash stood at £467,979, while its renewed sports services contract carried no disclosed value.

Customer commitments cover more than 70 per cent of A201's 21.7-megawatt capacity before planned energization in early 2027.

Exascale reported US$2.7M cash at June 30 and said its Aug. 27 merger gave it access to about US$11.8M in net cash proceeds.

The Sept. 29 announcement assigns the other US$500M to five Samsung affiliates but does not break down their commitments or name a Helix project.

The 18-month HHS award covers all three Xacta modules plus integration, training and migration services.

An unnamed AI lab committed to enter a separate ten-year Barber Lake lease after Fluidstack's term; first rent commencement is expected in the fourth quarter of 2026.

The seven-year CPU services agreement carries delivery conditions, a preferred-share warrant and a projected late 2027 service start.

It counted 180 new customer contracts through Sept. 23 but gave no schedule for recognizing their value as revenue.

Elegancia will deliver the Qatari facility in two phases, but the companies gave no power rating or completion date.

The Nasdaq company carries a market value of US$6.7 million and has now put about US$60 million of Pennsylvania land under contract.

The contract obliges New Era to post a letter of credit of US$116 million within 15 business days of the Sept. 18 signing.

Amodei argued that AI capabilities have recently started advancing much faster

Shares had risen by 84% from last close after-hours Tuesday on Nasdaq

Despite filing for an IPO, Sam Altman says the stock market debut will not occur in 2026

AI could consequently discover cancer treatments that researchers would not otherwise find during their lifetimes

The Navier-Stokes problem is one of six remaining Millennium Prize Problems

The project will leverage partnerships to expand Quantinuum's U.S. supply chain

Firm largely attributed gains to coding agent 'CoCo'

Arora estimates that companies worldwide carry approximately USD$1 trillion in cybersecurity debt