Cloud · May 18, 2026
OCI pushes Blackwell workstation-class compute
Oracle announced general availability of OCI Compute with NVIDIA RTX PRO Blackwell 6000 GPUs, adding another official Blackwell product lane to track.
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Source-backed stories that can move the AI compute market, grouped by category: GPU supply, cloud capacity, power, infrastructure, and more.
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Cloud · May 18, 2026
Oracle announced general availability of OCI Compute with NVIDIA RTX PRO Blackwell 6000 GPUs, adding another official Blackwell product lane to track.
GPU · May 18, 2026
AWS says EC2 P6-B200 instances with NVIDIA Blackwell GPUs are available in AWS GovCloud (US-West), expanding the official regional footprint to monitor.
Power · May 18, 2026
FERC says it will act by June 2026 on large-load interconnection reforms, a key policy lane for data-center and AI infrastructure growth.
Power · May 18, 2026
ERCOT's preliminary long-term forecast points to rapid Texas demand growth, keeping power availability central to AI compute deployment timing.
Terafab · May 18, 2026
Track filings and official disclosures, but keep proposed capacity separate from delivered capacity until source-backed milestones exist.