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AI & Enterprise

OpenAI to lease 10-GW Ohio data centre for 20 years; Nvidia to guarantee up to $105 billion in rent

OpenAI will lease for 20 years a 10-gigawatt AI data centre campus being built in Ohio, with Nvidia investing $1.5 billion and taking on a rent guarantee of up to $105 billion. SoftBank Group unit SB Energy will develop, own and operate the site. The project includes new power generation and grid investment, with phased construction starting in 2028. The deal also includes a loss-compensation clause tied to OpenAI’s lease.

AI & Enterprise

Rubrik rebuilds vulnerability review pipeline after adopting Anthropic\'s Mythos

Rubrik rebuilt its security review pipeline after spending a month checking its own code with Anthropic\'s Mythos Preview, instead of adding more reviewers. SiliconANGLE, citing a blog post by Rubrik co-founder and CTO Arvind Nithrakashap, reported the company redefined what to automate and where people should intervene. Rubrik joined Anthropic\'s Project Glasswing in June and formed a dedicated team to build a software harness around the model.

AI & Enterprise

AI bubble likely to burst on oversupply, not technology failure, with 2028-2029 as risk window

The AI bubble could burst when supply and capital spending outpace demand that can be monetised, rather than from technology failure, an analysis said. Persistent bottlenecks in memory, advanced packaging, networks, power and site readiness may delay a downturn. Strong semiconductor sales and AI-related revenue underscore demand, but rising memory prices may be lifting revenue faster than deployments. Oracle, OpenAI and the Stargate project were cited as showing a gap between commitments and realised revenue, with 2028-2029 flagged as a high-risk period.