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May 12, 2026
Telus’s BC AI data centre cluster is a sovereign-compute bet, not a finished build
Ottawa and Telus announced a three-site AI data centre cluster in British Columbia: Kamloops, Mount Pleasant, and downtown Vancouver. But the project is still at MOU stage, with no funding committed yet and no public pricing, GPU counts, or power capacity disclosed. For Canadian builders, the real question is whether this becomes usable domestic AI infrastructure — or just a polished policy signal that arrives after the market has already moved on.
May 1, 2026
OpenAI's Stargate Surges: Achieves 10GW AI Infrastructure Milestone
OpenAI is ramping up Stargate, smashing its 10GW U.S. infrastructure goal ahead of schedule. Already 3GW online in just 90 days, the demand for compute power grows. Builders, take note: more capacity means bigger and better AI.
Apr 21, 2026
SpaceX Targets $75 Billion in Historic IPO Plans: Analyst Meetings Underway
SpaceX is hosting closed-door meetings with Wall Street analysts at its Starbase and data center sites to prepare for its massive $75 billion IPO, slated for June. These briefings aim to boost analyst support by showcasing SpaceX's satellite, rocket, and data infrastructure innovations.