AI Daily Briefing
AI Compute Buildout Hits Ulsan as Crux AI Recruits Meta Talent — September 14, 2026
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Show notes
SK Group says its AWS-backed Ulsan AI data center expansion is nearing 900 megawatts, while Google-Blackstone’s Crux AI names a Meta data-center veteran to steer its TPU neocloud as the compute land grab gets more operational.
In this episode
SK chairman says Ulsan AI data center expansion nearing 900 megawatts - The Korea Times — The Korea Times
SK chairman says Ulsan AI data center expansion nearing 900 megawatts - The Korea Times
# SK chairman says Ulsan AI data center expansion nearing 900 megawatts
## Summary
SK Group Chairman Chey Tae-won said the Ulsan AI data center expansion was nearing 900 megawatts at the 2026 Ulsan Forum on Friday. He said talks with global technology companies were moving quickly and that SK hoped to…
Crux AI: Google-Blackstone Neocloud Hires Metas Duong — Tech Insider
# Crux AI: Google-Blackstone Neocloud Hires Metas Duong
Author: Marcus Chen
Published: 2026-09-12T09:49:19+00:00
Source: tech-insider.org (tech-insider.org)
Language: en
## Story
Crux AI: Google-Blackstone Neocloud Hires Metas Duong
# Google-Blackstone’s Crux AI Poaches Meta’s Duong [2026]
- Marcus Chen
- September 12, 2026
- AI & Machine Learning
Marcus Chen September 12, 2026 14 min…
Step Back — When AI companies announce enormous, multiyear cloud and data-center commitments, what exactly are they promising—and how can we tell whether those commitments reflect real customer demand rather than options, projections, or capacity booked for strategic reasons?
Background sources
Navigating Cloud Computing Contracts: Essential Capacity Considerations – Tech & Sourcing @ Morgan Lewis — Morganlewis
TeraWulf’s $19B Anthropic Lease Puts Its Brownfield AI Strategy to the Test | Data Center Frontier — David Chernicoff
PYMNTS | How $100 Million CFOs Are Setting Their Neocloud Budgets — PYMNTS
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AI Daily Briefing — Lantern Podcasts