
PJM's New Rule: No Power Guarantee for AI Data Centers
PJM's board approved a plan to curtail power to data centers of 50 megawatts or larger during grid emergencies starting June 2027, unless they bring their own generation.
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PJM's board approved a plan to curtail power to data centers of 50 megawatts or larger during grid emergencies starting June 2027, unless they bring their own generation.

Richard Socher's Recursive Superintelligence signed a $410 million multi-year AWS compute deal with no equity stake, a rare cash-only structure in an industry built on circular financing.

Governor Hochul signed an executive order pausing permits for data centers over 50 megawatts for up to a year, making New York the first US state to enact a statewide moratorium.

Amazon will stop accepting new customers for Mechanical Turk on July 30, 2026, retiring the crowdsourcing platform that spent 21 years training the AI models now replacing it.

Amazon's new Forward Deployed Engineering unit places AI specialists inside enterprise clients to build and ship agentic systems in weeks, following similar programs already launched by OpenAI and Anthropic.

Amazon CEO Andy Jassy pledged $48 billion for India through 2030 after meeting PM Modi, outspending Microsoft and Google on AI infrastructure in the world's fastest-growing cloud market.

Agility Robotics merges with Churchill Capital XI at a $2.5B valuation, becoming the first publicly traded pure-play humanoid robot company with robots already earning commercial revenue.

New reporting reveals Amazon CEO Andy Jassy flagged a Fable 5 jailbreak on a routine White House call, triggering a 90-minute ultimatum that shut down Anthropic's two best models worldwide.

Amazon CEO Andy Jassy hints the company will sell Trainium3 racks directly to outside data centers, citing a potential $50B revenue run rate and sold-out chip supply.

CPP Investments commits C$1 billion to Indian data center operator CtrlS in a dual equity-and-JV structure, joining the global race to build hyperscale AI infrastructure across India.

Amazon leads a $310M round into Odyssey, a startup building world models that simulate physics - not just language - with Trainium chip adoption baked in as the price of entry.

Jeff Bezos anchored a $500M round for Flourish, a New York startup building Cortex AI from connectomics research, targeting 20-50W operation versus server-rack GPU clusters.