Show Notes
Bloomberg-reported SB Energy S-1 puts 8.8GW of AI data-center capacity and a $430B backlog next to fresh Nordic moves from Cerebras, Equinix and CPP Investments, showing the compute race shifting from hype to contracted power and balance-sheet commitments.
In this episode: Top stories: 1. SB Energy S-1 Reveals 8.8GW Data-Center Capacity Contracted or Under Construction and $430B Backlog | AI Weekly — AI Weekly https://aiweekly.co/node/11459 2. Trump may be forced to reveal secret rules feds use for AI safety testing — Ars Technica https://arstechnica.com/tech-policy/2026/09/trump-may-be-forced-to-reveal-secret-rules-feds-use-for-ai-safety-testing/ 3. Cerebras Commits to 165 MW AI Data Center Campus in Finland - Converge Digest — Converge Digest https://convergedigest.com/cerebras-165mw-finland-ai-data-center/ 4. CPP Investments and Equinix Complete atNorth Acquisition to Support Growth of Leading Nordic Data Center Platform - Sep 2, 2026 — Equinix https://newsroom.equinix.com/2026-09-02-CPP-Investments-and-Equinix-Complete-atNorth-Acquisition-to-Support-Growth-of-Leading-Nordic-Data-Center-Platform
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