AI data centers, compute and energy

As of 5 October 2026.

This dossier collects compute deals, power contracts and sites. Each entry is one sentence from the original report. Where that report stays indexed, the link points to it.

Timeline

• 14 July 2026. SpaceX Aims for Data Centers in Orbit – Experts Are Skeptical. The first satellites with data centers in orbit are meant to shift AI compute into space from 2027, but the economics remain disputed.
• 18 July 2026. The advertising company could, according to consistent reports, sell its own computing capacity to a direct AI competitor for the first time.
• 19 July 2026. What is Starcloud? Data Centers in Space Explained. Starcloud builds data centers in orbit with Nvidia GPUs – founding, financing, technology, and schedule at a glance.
• 21 July 2026. SEC documents show: The chip company owns shares in the Amsterdam cloud provider through a warrant, the stock reacts with price jumps.
• 31 July 2026. EU tenders seven AI gigafactories worth 30 billion euros. The EuroHPC call runs until November 12, and only consortia willing to cover roughly two thirds of the cost themselves may bid.
• 31 July 2026. Meta significantly increases revenue, but AI investments cause free cash flow to collapse in the second quarter of 2026.
• 1 August 2026. The cloud company justifies the higher investment forecast for 2026 with rising memory chip prices and simultaneously reports a record profit.
• 6 August 2026. Google Ties $200 Billion in Loans to Anthropic Chip Deal. A web of special purpose vehicles, loans, and guarantees gives Anthropic access to Google's AI chips – despite lacking a credit rating.
• 8 August 2026. The AI provider is specifically hiring semiconductor engineers to design chips and language models together and reduce the operating costs of Claude.
• 8 August 2026. A seven-month-old start-up secures billions for a data center in Norway – according to Bloomberg, Anthropic is behind it.
• 9 August 2026. The chip manufacturer secures a stake of around 20 percent in the power supplier behind the Stargate data center in Texas.
• 10 August 2026. Germany raises AI Gigafactory funding to one billion euros. The Research Ministry is increasing its funding share for a German AI Gigafactory by 200 million euros – in response to the EU-wide call for proposals.
• 10 August 2026. The online retailer is constructing its own gas facility in West Texas with 35 turbines to meet the electricity demand of a new AI data center.
• 11 August 2026. The AI company and the investors Macquarie and GIC are founding the platform Theseus Infrastructure for new data centers in the USA.
• 11 August 2026. Nvidia mobilizes 500 billion dollars for AI data centers. The chip manufacturer agrees with six Wall Street firms on new financing platforms for the expansion of AI data centers.
• 11 August 2026. Uniper transforms ten power plants into AI data centers. The partially state-owned energy company wants to lease power plant areas with existing grid connections to operators of AI data centers.
• 18 August 2026. A decommissioned atomic facility site in Ohio will serve as the base for Nvidia's largest single commitment to an AI customer to date.
• 23 August 2026. The former head of Google's TPU division joins the compute team of the AI provider – another step towards its own chips.
• 24 August 2026. Federal Government Eases Reporting Obligations for Data Centers. Google and Microsoft lobbied for weaker reporting obligations – now the cabinet approved a draft law with a trade secret exception.
• 25 August 2026. A report describes talks about a billion-dollar funding round for the AI search service – with a significantly higher valuation than a year ago.
• 27 August 2026. The AI company secures six years of computing capacity from British provider Nscale in West Virginia – successor to a Microsoft contract.
• 31 August 2026. The chipmaker buys convertible bonds from its partner for NVLink Fusion technology, but investors fear circular AI financing.
• 31 August 2026. Schwarz Group Builds €5.6 Billion AI Data Center Near Rostock. The Lidl and Kaufland parent will build a 240-megawatt data center in Dummerstorf by 2033, backed by €120 million in state funding.
• 1 September 2026. The French technology company is building the computer in Finland; six states and the EU are sharing the costs.
• 1 September 2026. According to reports, Anthropic secures capacity from the Nvidia-affiliated cloud provider Lambda from a Texas data center – unconfirmed.
• 5 September 2026. The robot manufacturer invests almost twice as much as its previous total funding in computing capacity for its AI model Helix.
• 8 September 2026. The Information estimates Anthropic's cloud and chip contracts over the past eleven months at up to 517 billion dollars.
• 8 September 2026. Anthropic has not pursued the planned acquisition of the Israeli AI chip startup Decart after completing its review.
• 11 September 2026. A Bloomberg report describes Microsoft's plan to triple data center capacity by 2032 - in response to acute shortages.
• 13 September 2026. Fluidstack negotiates Pentagon loan of five billion dollars. The Wall Street Journal reports the Pentagon may issue its largest single loan yet under a program for critical technologies.
• 14 September 2026. UAE invest 40 billion euros in German AI data centers. During a state visit in Berlin, Abu Dhabi pledges billions for data centers and industry in Germany, a quarter of it earmarked for Bavaria.
• 17 September 2026. With Anthropic and 18 other partners, the new alliance aims to connect US data centers more flexibly to the power grid and resolve bottlenecks.
• 18 September 2026. A SEC document shows: Amazon pays Generac for backup power technology in data centers – and receives stock options instead of just a bill.
• 21 September 2026. According to a report by Data Center Watch, US citizen initiatives delayed or stopped 45 planned data centers in the second quarter of 2026.
• 26 September 2026. The British AI cloud provider is raising fresh capital ahead of the NYSE IPO, much of it from investor Nvidia.
• 26 September 2026. The seven-year contract with the cloud provider is the largest in Akamai's history and gives Anthropic a warrant for company shares.

What this means for companies in Germany

For sites in Germany, the linked reports cover subsidies, notification rules and individual projects. Entries without a link replace the separate report.