IBM committed up to $50 million in quantum computing access to support the U.S. Department of Energy's Genesis Mission, which aims to integrate quantum, AI, and classical computing for scientific discovery. IBM will provide access to its 156-qubit Heron and 120-qubit Nighthawk quantum processors to national labs over five years, with average uptime exceeding 97%. The contribution enables researchers to combine quantum computers, supercomputers, and AI in workflows designed to accelerate breakthroughs in energy, materials science, and fusion development.
OpenAI increased its infrastructure spending target to $750 billion through 2030, raising its earlier estimate by 25 percent as its Stargate data center project stalled. The company's first major project is a 1,400-acre Georgia data center called Project Camellia that will consume 3.2 gigawatts of power between 2028 and 2032, with Georgia Power building primarily natural gas generation capacity to supply it. The expansion commits OpenAI to paying full infrastructure costs and will more than double the utility's natural gas fleet, raising questions about the climate impact of powering large-scale AI infrastructure.
OpenAI announced Project Camellia, an AI infrastructure initiative in Effingham County, Georgia, with commitments to energy management, community investment, job creation, and local access to AI tools like Codex. The project combines AI infrastructure development with community engagement and workforce programs in the rural Georgia county. This brings AI computational resources and economic opportunity to a region that has traditionally lacked such investment.
AMD is committing up to $5 billion in investment to Anthropic while supplying the AI company with its Instinct MI450 GPUs for expanded computing capacity. The partnership includes deployment of up to 2 gigawatts of AMD hardware, with the first gigawatt coming online in the first half of 2027. Anthropic gains significant computational resources to support its large language models, while AMD secures a major customer for its data center AI chips.
Nvidia released specifications for its Vera data center CPU, which it has already delivered to OpenAI, Anthropic, and SpaceX, positioning itself as a challenger to AMD and Intel in the AI server market. The chip offers 50% better performance for AI agents than x86 processors and uses 250-450 watts of power with support for up to 1.5 terabytes of memory. Vera represents Nvidia's vertical integration strategy to sell complete AI computing systems rather than chips alone, potentially opening a new revenue stream while addressing bottlenecks created by emerging agentic AI workloads.
Nearly 200 US utility companies and data center operators signed President Trump's "rate payer protection pledge" to prevent consumers from bearing increased electricity costs from AI infrastructure growth. The pledge, introduced in March, includes major firms like NextEra Energy, Duke Energy, Equinix, and Digital Realty among its signatories. The commitment remains largely untested in addressing whether consumer electricity bills will actually be protected from AI expansion costs.
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