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xAI's Colossus complex aims for 2GW capacity with over 555,000 NVIDIA GPUs by January 2026. Microsoft plans to double its data centre footprint to 4GW by 2027, reducing build cycles to 12-15 months. Nscale will supply 12,600 NVIDIA GPUs for Microsoft in Portugal and develop a 50MW AI supercomputer in the UK.

A partnership, including BlackRock and Nvidia, aims to raise $30 billion for AI infrastructure. New research indicates AI may not require massive data centers, as smaller models can handle 70-80% of tasks, reducing reliance on large clusters.