The Pulse runs daily and every day keeps its own page. Stories run when something deserves the long version. Everything stays here, and every figure keeps its source.
· 5 min
Michigan regulators approved a new 20-year contract structure for a Google data center, with Google funding up to 1,600 MW of new power.
· 3 min
Instinct raised $1 billion in a round with no named lead investor, a month after a round that valued it at a quarter of today's price.
· 3 min
A syndicate of Taiwanese commercial banks, not foreign venture capital, financed GMI Cloud's AI data center buildout, and the borrower's own numbers confirm how much.
· 5 min
JERA, Dell and RHAELM plan to build a data centre directly at an existing power plant, skipping the grid queue that is slowing AI buildouts everywhere else.
· 5 min
A record $54.23 billion quarter capped Micron's best year on record, and independent market data says the memory squeeze behind it keeps tightening into 2027.
· 3 min
Gemini 4 Argon matches OpenAI's top model on an independent benchmark and comes with a far longer output limit, but for now only a small group of trusted testers can actually use it.
Strata, the whole AI stack, explained simply. Every number carries a source and a confidence label.
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