Hyperscaler
Brought 88 data centres live in one financial year and still says it is capacity constrained.
4 GW added in FY2026
· 5 min
MLCommons published MLPerf Inference v6.1 with a record 30 submitting organisations and, for the first time, a test of AI agents doing multi-step work such as coding.
· L3 Iron and cloud · 77 providers tested; 19 earned a Medallion rating; 15 in a new lower tier · Confirmed
SemiAnalysis, a research firm, has published the third edition of its ClusterMAX ratings of companies that rent out AI computing, covering 77 providers. It puts Nebius alongside CoreWeave in its top tier, Platinum, and adds Google Cloud to Gold beside Oracle. Microsoft Azure moves to Silver and Crusoe drops to Bronze. SemiAnalysis says it raised its bar this round, so only 19 providers earned what it calls a Medallion rating, and it created a new Participation Ribbon tier below Bronze for 15 providers it says "do the bare minimum to get by." The ratings are the firm's own judgement, built from its tests of reliability, performance, support, pricing and security, and from interviews with more than 200 users.
CoreWeave · Nebius · Microsoft Azure · Crusoe
· Band Money · $10bn+ capital and operating spending by 2030; $400m+ on cables · Confirmed
Microsoft says it plans to invest more than $10 billion in capital and operating expenses across Kuwait, Qatar, Saudi Arabia and the United Arab Emirates between now and 2030, expanding its cloud and AI infrastructure there, plus more than $400 million on undersea and land internet cables. It names what it calls national AI champion organisations, including Saudi Arabia's HUMAIN, the UAE's G42 and Qatar's QAI, as partners. The release does not split the total by country. For people in those four countries it points to more cloud capacity built locally; nothing changes today.
· L1 Power and land · 835 MW to the PJM grid; final assessment published 25 Sep · Confirmed
The Nuclear Regulatory Commission, with the Department of Energy, has published a final environmental assessment that finds no significant impact from restarting the Christopher M. Crane Clean Energy Center, formerly Three Mile Island Unit 1, in Pennsylvania. The NRC is still considering the exemption and three licence changes that Constellation Energy asked for, and the Energy Department is deciding on federal loan-guarantee support. The notice says the restart would provide 835 megawatts to the grid of Pennsylvania, New Jersey and Maryland, and that Constellation points to a 20-year agreement signed in 2024 to supply the plant's power to Microsoft's data centres on that grid. Nothing changes yet for people on that grid; the NRC's licence decisions still have to come.
· L3 Iron and cloud · 30 orgs (record); DeepSeek R1 best per chip 5.7x in a year · Confirmed
MLCommons published results for MLPerf Inference v6.1 on 16 September, its industry-standard, peer-reviewed benchmark of how fast AI systems run, with a record 30 organisations submitting, including Nvidia, Microsoft Azure, Oracle, CoreWeave, Nebius and Lambda. For the first time it includes a test of AI agents: the Edge Agentic Inference test, which measures multi-turn work such as agentic coding, where each step depends on the ones before. MLCommons says the best per-chip result on its visual-language test improved 2.99 times in six months, and on the DeepSeek R1 reasoning test 5.7 times in a year. For people using AI tools, MLCommons says gains like these could let the same systems serve more users.
Read the story: MLPerf, the AI industry's standard speed test, adds its first test of AI agents as a record 30 organisations take part · Nvidia · Lambda · Oracle · Microsoft Azure · CoreWeave · Nebius
· L3 Iron and cloud · about 38 GW by 2032, from about 12 GW · Reported
Bloomberg News reported, citing people it did not name, that Microsoft plans to more than triple its data centre capacity to about 38 gigawatts by 2032, up from about 12 gigawatts today. We read this through a trade outlet's account of Bloomberg's reporting rather than Bloomberg itself, which is why it runs as Reported. Microsoft has not confirmed the target, and the account says the company did not immediately respond to a request for comment. If accurate it would be one of the largest capacity expansions by any single cloud company. Nothing changes today; this is an unconfirmed report about long term planning.
· L6 Applications and agents · 1 in 5 · Reported
Before code goes into a project, someone reviews it. GitHub says an AI agent is now involved in more than one review in five. GitHub is describing its own product, so it is the only party that can see this number and the only one vouching for it.
Strata, the whole AI stack, explained simply. Every number carries a source and a confidence label.
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