US business

Reports the $11bn Indiana campus opening and its role powering Anthropic, framing Trainium as Amazon's bid to cut dependence on Nvidia while feeding a single frontier customer at scale.

“Amazon opens its $11 billion Project Rainier AI data center in Indiana, powering Anthropic.”

Reports Meta ordering 10 gas-fired plants, more than triple initial plans, for Hyperion, framing the climate and ratepayer stakes of a hyperscaler underwriting a fossil-fleet expansion in rural Louisiana.

“Meta orders 10 gas-fired power plants for its Hyperion AI campus, more than triple initial plans.”

Huang says Nvidia has received China orders and is 'restarting manufacturing' for H200, the demand signal, set against the still-minimal volume actually approved and shipped.

“Jensen Huang says Nvidia has received orders from China and is 'restarting our manufacturing.'”

Reports the first large Stargate facility in Abilene going operational on Oracle Cloud, situating it inside the $500bn project and the Crusoe-built campus, the on-the-ground status.

“OpenAI's first data center in the $500 billion Stargate project is open in Texas.”

Live coverage of the Michigan announcement detailing the developer (Related Digital), the union construction-jobs figure and how the site fits the broader Stargate ramp, the on-the-ground build detail.

“OpenAI and Oracle are building a Stargate data center in Michigan, with construction beginning in 2026.”

Lays out why a potential Burnham premiership puts investors on edge, his soft-left, higher-spending instincts and the risk to Chancellor Reeves's fiscal rules, the central market thesis.

“Why Britain's potential next PM is putting investors on edge.”