Chevron Lands 20-Year Deal To Power Microsoft's AI ExpansionDeep Dive

Before: Chevron Lands 20-Year Deal To Power Microsoft's AI Expansion Microsoft has signed a 20-year agreement with Chevron to power a massive ne

Why it changed: New information came in after the story first went live, so the earlier wording is no longer the best short read.

Now: Zero Hedge: Nadella's Hedge: Microsoft Wants To Make AI Models Cheap - Then Own The Rails They Run On The entire AI capital cycle - roughly $700 billion in hyperscaler capex this year, an estimated $2 trillion-plus through 2028 - is collateralized by one belief: that intelligence is scarce, and ther…

Before: Signal intercept: Chevron Lands 20-Year Deal To Power Microsoft's AI Expansion. Chevron Lands 20-Year Deal To Power Microsoft's AI Expansion Microsoft has signed a 20-year agreement with Chevron to power a massive new AI-focused data center campus in West Texas, underscoring the growing race among

Why it changed: The new body introduces the name of the project as 'Project Kilby' and specifies that it is expected to begin generating power in 2028, which was not mentioned in the old body.

Now: Chevron Lands 20-Year Deal To Power Microsoft's AI Expansion Microsoft has signed a 20-year agreement with Chevron to power a massive new AI-focused data center campus in West Texas, underscoring the growing race among tech companies to secure reliable energy supplies, according to Blo