Meta is pouring money into the physical and technical infrastructure needed to scale its AI ambitions. The company said Wednesday in its second-quarter earnings report that it plans to more than double its spend on building AI infrastructure – like data centers and servers.  “We currently expect 2025 capital expenditures, including principal payments on finance leases, to be in the range of $66-72 billion…up approximately $30 billion year-over-year at the midpoint,” Meta said.

On Wednesday, the White House released "Winning the Race: America's AI Action Plan," a 25-page document that outlines the Trump administration's strategy to "maintain unquestioned and unchallenged global technological dominance" in AI through deregulation, infrastructure investment, and international partnerships. But critics are already taking aim at the plan, saying it's doing Big Tech a big favor.

Assistant to the President for Science and Technology Michael Kratsios and Special Advisor for AI and Crypto David Sacks crafted the plan, which frames AI development as a race the US must win against global competitors, particularly China.

The document describes AI as the catalyst for "an industrial revolution, an information revolution, and a renaissance—all at once." It calls for removing regulatory barriers that the administration says hamper private sector innovation. The plan explicitly reverses several Biden-era policies, including Executive Order 14110 on AI model safety measures, which President Trump rescinded on his first day in office during his second term.

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Enterprises will not see immediate impact from the AI Action Plan, but it signals wider support for open-source models and evaluations.Read More

The Trump administration published its much-anticipated AI Action Plan Wednesday, signaling a sharp shift away from former President Biden’s cautious approach to addressing the risks of AI, and toward a focus on speed, sovereignty, national security, and competing with China.

GM will send batteries — new and old — to Redwood Materials, which will assemble them into large packs capable of supporting data centers and the grid.

Amazon and Talen revised an existing deal to buy power from the Susquehanna nuclear power plant.

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Mistral AI partners with Nvidia to launch European AI infrastructure platform, challenging US cloud giants while unveiling breakthrough reasoning models that rival OpenAI.Read More

NEW BRAUNFELS, Texas—Abigail Lindsey worries the days of peace and quiet might be nearing an end at the rural, wooded property where she lives with her son. On the old ranch across the street, developers want to build an expansive complex of supercomputers for artificial intelligence, plus a large, private power plant to run it.

The plant would be big enough to power a major city, with 1,200 megawatts of planned generation capacity fueled by West Texas shale gas. It will only supply the new data center, and possibly other large data centers recently proposed, down the road.

“It just sucks,” Lindsey said, sitting on her deck in the shade of tall oak trees, outside the city of New Braunfels. “They’ve come in and will completely destroy our way of life: dark skies, quiet and peaceful.”

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Meta and Constellation Energy said the deal would help keep the Clinton Clean Energy Center running through 2047 without ratepayer support.

The funding round arrives as tech companies and utilities are struggling to secure power for data centers.

The US data center industry has warned that the Trump administration’s crackdown on renewable energy could slow its growth and undermine Washington’s goal to win the global artificial intelligence race.

Renewables have become a flashpoint since Donald Trump re-entered the White House, with his administration suspending clean energy developments on federal land, pausing federal loans, and last month canceling high-profile projects such as Equinor’s $5 billion Empire Wind site.

For tech companies struggling to secure reliable energy supplies to power and train AI, a clampdown on renewables could create power bottlenecks, drive up costs, and push operators towards dirtier energy, experts said.

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