Susana Schwartz
In another example of how co-location and behind-the-meter strategies can transform otherwise obsolete facilities, Homer City Energy Campus in Homer, PA will transform a decommissioned coal power plant into 4.4 GW of power in the heart of PJM’s Mid-Atlantic region. On a 3,200-acre campus, GE Vernova will build one of the largest, if not the largest, natural gas-powered data center campuses in the United States. At its core will be seven high-efficiency 7HA.02 hydrogen-enabled, gas-fired turbines, currently being built by Kiewit Power Constructors Co., which have reached the “first steel” threshold and are planning for first deliveries by later this year. The project’s partners aim to reduce CO2 emissions by 60–65% per megawatt hour compared to the former coal plant. To learn more about the energy goals, and the size and scale of the project, as well as remaining concerns about water use and carbon emissions from the fracking of natural gas for this project, read the full article here.
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Homer City 4.4 GW campus: GE Vernova will be part of the largest natural gas-powered data center campus in the United States, with plans to convert a decommissioned coal power plant into a 3,200-acre campus for 4.4 GW of power.
Neoclouds on the rise: Neoclouds offer high-performance, GPU-centric computing and new data from Synergy Research Group says the neocloud market will approach $400 billion by 2031, with revenues in Q4 2025 reaching $9 billion.
Cognichip AI for AI chips: AI-designed chips are the idea behind Cognichip, which just closed a $60 million Series A round focused on what it says is the first “physics-informed AI foundation model for semiconductor design.”
AI Today: What You Need to Know
OpenAI accusations against Musk: Yesterday, OpenAI strategy chief Jason Kwon asked the AGs of California and Delaware to investigate “improper and anti-competitive behavior” by Elon Musk in terms of controlling the future of AGI.
Chip race heats up: Approximately 11 new mainland Chinese firms are being investigated for allegedly “poaching” semiconductor and other hi-tech talent, according to Taiwan’s Ministry of Justice Investigation Bureau (MJIB).
Samsung beats estimates: Samsung Electronics today projected an operating profit of 57.2 trillion won ($37.92 billion) for January – March period, underscoring robust demand for AI chips in the face of markets roiled by war in the Middle East.
Mass production of HBM4 chips: Samsung has ramped up mass production and commercial shipments of HBM4 memory, which are built on 1c DRAM and a 4nm logic base die, offering 3.3 TB/s bandwidth, and 13 Gbps speeds.
Impact of possible 15% tariff?: The threat of a new 15% tariff, in addition to existing duties on AI-related components creates volatility for companies entrenched in international supply chains, like Nvidia, AMD, and server manufacturers.
Meta layoffs continue: Meta plans to cut around 200 jobs, adding to recent layoffs across Reality Labs and other teams. The company is, however, simultaneously ramping up hiring for AI and technical roles.
Starcloud raises $170 million: Led by Benchmark and EQT Ventures, Series A funding led to Starcloud’s “unicorn status” with a $1.1B valuation. This follows the launch of Starcloud-1, which operated an Nvidia H100 GPU in space.
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