County planner presented definitions and approaches for allowing or restricting data centers; commissioners discussed energy and water impacts, overlay-zone versus CUP approaches, the existing six-month moratorium and whether to allow only small/medium centers while barring gigascale projects.

I had no doubt about that as I sat down onstage yesterday, under the lights at The Nest Campus, the Climate Week NYC bonanza at the North Javits Center. It feels a bit like a mini-climate-focused CES, complete with EVs inside the conference center. I was talking to Dawn Lippert, Elemental Impact founder and CEO and Earthshot Ventures GP, and Mike Schroepfer, founding partner of VC firm Gigascale Capital, about the future climate-focused VCs are investing towards—and what it actually means to balance speed and climate concerns. It’s an interesting time: Over the last 15 years or so, climate tech has gone from sexy to unsayable to today, where it’s heating up again in the age of AI. As the conversation about what it takes to power data centers ramps up—and concerns about the grid become unavoidable—sustainable energy and the U.S. industrial base is more or less hot again. “AI I think is both a headwind and tailwind for the space, but more a tailwind than a headwind,” said John MacDonagh, PitchBook senior research analyst, via email. “Data center developers are looking for energy sources to support their projects, and the climate tech space has core technologies like renewables, which...

Alt: Panda Enojado Destruye Monitor en Oficina

Light Secures $46 Million Investment for Market Expansion On September 1, 2026, Light announced a Series A funding round totaling $46 million. The investment was led by Matrix, with Activate Capital and existing investors Spark Capital, Mischief, Gigascale Capital, MCJ, and BoxGroup participating. This capital will enable Light to extend its embedded-electricity model beyond Texas

Enerji teknolojileri girişimi Form Energy, 750 milyon dolar yatırım aldı. Şirketin 750 milyon dolarlık G serisi yatırım turuna T. Rowe Price liderlik etti. ABD merkezli Form Energy'nin yatırım turunda Sequoia Capital, Janus Henderson, Franklin Templeton, PEAK6 Investments, Prelude Ventures, Engine Ventures, TPG Rise Climate, Capricorn’s Technology Impact Funds, Breakthrough Energy Ventures, Dustin Moskovitz and Cari Tuna, Gigascale Capital, Coatue, Energy Impact Partners, NGP, GE Vernova, Blindspot Ventures ve M&G Catalyst Fund yer aldı. 

Nvidia has introduced its next-generation Spectrum-X Ethernet networking platform, positioning it as a key building block for the next wave of “gigascale” AI factories designed to connect millions of GPUs while reducing power consumption and operational costs. The networking platform is part of Nvidia’s broader Rubin architecture, which integrates six major components—including the Vera CPU, Rubin GPU, NVLink 6 switches, ConnectX-9 SuperNICs, BlueField-4 DPUs and the new Spectrum-6 Ethernet switches—into a tightly coupled AI infrastructure stack. The company says this level of integration underscores the growing importance of networking in AI. In Nvidia’s most recent quarter, networking sales were $11 billion, up 263% year-over-year, which prompted CEO Jensen Huang to declare, “We’re … now the largest networking company in the world,” during Nvidia’s earnings call. While GPUs have dominated headlines during the AI boom, networking has increasingly become a performance bottleneck as models grow larger and require faster communication between compute nodes. Spectrum-X is a comprehensive platform consisting of Spectrum Ethernet switches, Spectrum-X SuperNICs, ConnectX NICs, BlueField DPUs, LinkX cabling and transceivers and Spectrum-XGS for networking between multiple AI data centers. At the heart of the platform is the Spectrum-6 switch, a 102.4-terabit-per-second Ethernet switch system delivering 2x the capacity of previous-generation systems and built as part of the Vera Rubin platform. Spectrum-6 is designed to operate an AI factory as one end-to-end computing system. It combines new Ethernet switches, network interface cards, silicon photonics and software designed to improve bandwidth while lowering latency and power usage. The new Spectrum-X technology intelligently balances traffic across available paths, rapidly bypasses failures and precisely recovers when data traveling across a network fails to reach its destination. Plus, support for open network operating systems and a choice of RDMA transport models gives AI builders flexibility without compromising performance. Nvidia says its latest silicon photonics technology integrates optical communications directly into networking hardware, reducing power consumption while increasing bandwidth density compared with conventional optical networking approaches. The announcement reflects a broader shift in AI infrastructure strategy. Early AI clusters were primarily limited by GPU availability, but hyperscale operators are increasingly finding that networking, storage and power delivery determine how efficiently massive GPU deployments perform. By integrating networking more tightly with compute, Nvidia aims to eliminate communication bottlenecks that emerge as AI systems scale beyond a single data center or even multiple campuses. New to the platform is Nvidia’s previously announced Spectrum-XGS technology, which links geographically distributed data centers into a single AI supercomputer. Together, the technologies are designed to enable organizations to construct AI factories that span multiple facilities while operating as a unified computing environment.

Next-generation NVIDIA Spectrum-X Ethernet connects hundreds of thousands of GPUs with the performance, resilience and efficiency needed for gigascale AI, with AI infrastructure leaders already adopting.

AI has entered the gigascale era. The world’s most advanced AI factories are bringing together hundreds of thousands of GPUs and CPUs to train frontier models, power agentic AI and generate intelligence at unprecedented scale. At this level, networking becomes a critical computing power multiplier in driving token generation. Marking a networking milestone, NVIDIA Spectrum-6 […]

Sila raised $300M led by Atreides Management and Sutter Hill to expand its Moses Lake silicon anode plant, though no EV batteries have shipped yet.

NVIDIA Vera Rubin is here, and it’s going gigascale. Vera Rubin NVL72 production is ramping up with racks running at partners CoreWeave, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure. Spanning 350-plus factory sites in 30 countries, Vera Rubin has the largest, most mature rack-scale supply chain ever assembled to meet customer compute demand. The Vera Rubin platform is built from chip to grid to deliver the highest performance per watt and the lowest token cost. CoreWeave’s first benchmark on DeepSeek-R1 says it all: 10x more throughput per megawatt than Grace Blackwell NVL72 — landing directly on the metric that matters most for power-constrained AI factories. Advancing Performance With Extreme Co-Design What makes this possible is extreme co-design across seven chips and five rack trays — Vera Rubin NVL72, Vera CPU rack, Groq 3 LPX, Spectrum-6 SPX and Vera BlueField-4 STX — all engineered as a single system rather than assembled from separate off-the-shelf products. The NVIDIA Vera CPU is at its center. It redefines what an AI factory CPU can be. Designed and built for the agent era, its custom Olympus core delivers 2x single-threaded performance, 3x core-to-core bandwidth and 40% lower memory latency versus competing chiplet designs, making...