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The DOE’s PORTS Technology Campus model turns hyperscaler–chipmaker deals into sovereign, power-contracting arrangements with grid risk and site governance embedded.
The next AI infrastructure deal is less about chips than about who finances substations, secures grid access, and absorbs the risk of 24/7 power demand.
A new $38B compute pact and the OCI MSA optical consortium shift AI infrastructure partnerships from buying capacity to jointly defining how clusters work end-to-end.