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2026-11-084 posts

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AI Data Center Developer Crusoe Sells Unfinished Wyoming Project to Google, Which Plans $17 Billion Investment

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2026-11-07 09:40 GMT+8

Crusoe, a Denver-based AI data center developer founded eight years ago, confirmed that it has sold an unfinished data center project in southeastern Wyoming to Google. The site was initially planned in partnership with Blackstone-backed infrastructure company Tallgrass, with ambitions to eventually scale to 10 gigawatts of power capacity.

According to TechCrunch, Google had previously attempted to become a customer for the project but raised concerns about costs and construction timelines under Crusoe’s management. This acquisition marks Google taking direct control of the site's development. While Google did not disclose the purchase price paid to Crusoe, it announced plans to invest $17 billion to develop the data center campus.

The deal underscores the difficulties independent data center developers face in delivering massive projects on time and within budget, citing challenges such as securing equipment, power availability, and growing local community opposition. Notably, Crusoe has not lost all business with Google; the company is still developing another data center for Google near Amarillo, Texas.

Crusoe recently completed a $3.9 billion funding round, valuing the company at $30.9 billion. Its business model involves leasing data center space, renting GPUs, and selling inference compute. Beyond the Wyoming site, Crusoe is building campuses for Oracle and OpenAI in Abilene, Texas, and a separate 900-megawatt campus for Microsoft.

Sources:TechCrunch

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Envision Energy's Vertical Integration: How China's AI Data Centers Can Build 120MW in One Year at One-Fifth the US Cost

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2026-11-08 03:01 GMT+8

In September 2026, SemiAnalysis authors Everlyn Tan, Dylan Patel, and others traveled to Ulanqab, Inner Mongolia, to conduct an on-site visit of Envision Group's Galaxy data center campus. This campus, with a planned total capacity of 800MW, rivals the scale of the Stargate core campus in Abilene, Texas, USA—built by Crusoe for Oracle and OpenAI, featuring approximately 820MW of critical IT capacity. However, SemiAnalysis argues that what truly warrants attention is not the scale itself, but the depth of vertical integration demonstrated by Envision Energy: it simultaneously possesses wind farms, dedicated transmission lines, blade manufacturing plants, energy storage systems, low-voltage power modules, 800V solid-state transformer (SST) systems, and the design and integration capabilities for prefabricated substations. The authors explicitly state that it is too early to determine whether this integrated model constitutes a meaningful competitive advantage.

How does this integration translate into actual advantages? Phase I of Galaxy, with a capacity of 120MW, was delivered in less than one year at a cost approximately one-fifth that of the United States. Its power supply adopts the Source-Grid-Load-Storage (SGLS) model unique to China: the project builds its own wind and solar farms, pairs them with energy storage, constructs the data center, and connects via dedicated lines rather than the public grid. Envision selected two plots with strong wind resources, located about two hours' drive from the campus and roughly 80 kilometers apart—a distance that reduces the probability of simultaneous calm winds throughout the year. The combined installed capacity of the two wind farms is 420MW, approximately 1.75 times the data center's 240MW load. Excess power during windy periods is stored in four-hour batteries and released when winds are weak. Envision aims to cover more than 60% of the electricity consumption for the first two phases with its own wind power, but the article frames this as a target rather than an achieved result.

Vertical integration is equally evident within the campus. Envision's affiliate, AESC, manufactures all core components of the energy storage systems, from battery cells to power conversion to software, completing full system commissioning before leaving the factory. Most suppliers only cover one segment—high voltage, low voltage, or generators—requiring 3 to 6 months of on-site commissioning to integrate parts. In a 5MW pilot hall, solid-state transformers directly convert 10kV AC from the grid to 800V DC to supply the racks, eliminating the low-voltage transformers, UPS, and rectifier stages. This architecture aligns with the direction Nvidia is pushing for next-generation high-density racks; however, while the US industry remains in the roadmap phase, approximately one-quarter of Chinese data centers built over the past decade already operate on DC power supply.

SemiAnalysis's core argument is that power access is becoming the central condition for data center development. In the United States, developers bridge power gaps using on-site gas turbines and fuel cells; in Southeast Asia, governments are beginning to require data centers to generate their own power; in China, approvals increasingly favor projects that synergize computing power with electricity. When energy access itself becomes part of the product, enterprises possessing full-chain capabilities gain cost and schedule control that traditional developers cannot easily replicate. Envision's prefabricated substation takes less than three months from factory module production to grid connection, compared to approximately six months for conventional indoor substations.

Sources:newsletter.semianalysis.com

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Web Perception: Three Months of Tinkering with Model Bounding Boxes Was Less Effective Than Coding My Own Judgment

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2026-11-07 21:30 GMT+8

The earliest motivation for building EH was simply laziness. There are too many repetitive operations in a browser: viewing pages, finding content, clicking controls, and switching pages—I wanted the computer to do it for me. When V2EX user niuheishou built the web perception system EH, the first engineering decision he faced was: should the model look, or should the code look?

He initially chose the model. He built a complete set of YOLO annotation tools for himself, designed annotation rules, and manually annotated them one by one. During his most intense three days, he slept only twelve hours, accumulating approximately 2,300 basic training samples. The training results looked good, but problems arose when actually applied to pages: the samples were mostly from fixed browser resolutions and zoom levels, and the bias from his manual annotations was seriously learned by the model. Large elements could be handled roughly, but the boxes for small elements often deviated wildly—a seemingly small error landing on a button could determine exactly what gets clicked.

For the next three full months, he struggled against this jitter in the boxes. He added geometric priors, tried GNN correction, performed morphological dilation; re-annotated, re-trained, and supplemented data under different zooms and resolutions. Each time he felt closer to solving the problem, changing the page state would reveal new biases.

The turning point came from the DOM. He later described his feelings at the time: the browser already knew some things, yet he was still making the model guess again from pixels. After the DOM entered the system, the first thing that changed was annotation—the boxes that used to require painstaking manual drawing could now be generated by code according to unified rules. Inconsistencies in manual annotation decreased, and the work of patching around annotations became much lighter.

But the inherent problems of the model were not solved. The trained model still jittered; increasing the model size and input resolution did not completely eliminate deviations on the page. The question gradually shifted: how much longer must I patch along this path to achieve the stable results I want?

So the prototype began to shift. He broke down his own judgments about the page, writing them out as code line by line—which parts are content, which are controls, under what conditions action can be taken, and under what conditions it should stop. Subjective judgments that previously existed only in his mind gradually became rules that could be executed repeatedly and checked.

This process was slow, but for the first time it showed him another possibility: instead of constantly chasing and correcting deviations in the model's output boxes, he could first clearly articulate his process of understanding the page, and then let the code execute it. After the single-site version finally ran successfully, he faced the next problem—generalizability. One site required about a 200KB JSON configuration file; switching to another site meant continuing adaptation. It took about a month to analyze what could be reused across sites versus what was just site-specific experience, and two more months before the first cross-site reusable engine finally took shape.

Sources:V2EX

Research

NVIDIA Dory 4B Loop Inference Block: Predicting Costs from the GGUF Header, and a Trap with the Default Four Loops

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2026-11-08 03:22 GMT+8

The core architecture of NVIDIA Dory 1.0 4B is a shared loop inference block: middle layers form a module that can be applied repeatedly, allowing each token to be processed once, twice, three times, or four times. Each additional loop increases computation without adding any parameters, so the same 3.7 GB GGUF file can run under four different compute budgets without retraining. This effectively turns test-time compute into a load-time setting.

A tutorial by practitioner Sana Hassan at MarkTechPost showcases a reproducible verification method: first reading architecture metadata from the GGUF file header to predict costs for each configuration, then starting a server to verify predictions against actual logs. Dory’s 72 layer entries are divided into 16 input layers, 40 shared recurrent layers, and 16 output layers; the recurrent block accounts for 1.84 billion of the model's 3.98 billion parameters. A token passes through the input block, the recurrent block (once per loop), the output block, and the language model head, meaning four loops apply 2.51 times the parameters of a single loop and read 2.28 times the weight bytes.

KV cache behavior depends on the combination of loop count and cache mode. The per_loop mode retains independent caches for every loop of every attention layer within the recurrent block, growing from 306 MiB at one loop to 816 MiB at four loops for a 4096 context length; the last_loop mode retains only one cache, maintaining 306 MiB regardless of the loop count. This difference has measurable consequences during chunked processing of long prompts: when a prompt is split into small chunks of 16 tokens, the next-token distributions of last_loop and per_loop diverge because early chunks retain only the keys and values from the final loop.

The tutorial exposes the first trap: defaults. The built-in loop count in the GGUF file header is 4, whereas the NVIDIA model card recommends 2. Without explicitly overriding this setting, the server silently runs the most expensive configuration. The second trap is version locking: support for Dory in the llama.cpp upstream remains an open draft PR (number 30306), and no released binary can load this model; it must be built from a specific commit of a specific fork.

Evaluations on 30 paired GSM8K questions show that four loops generate fewer tokens than a single loop—the upper bound of the 95% confidence interval for the median ratio is below 1, meaning the entire interval lies below 1—but decode speed drops significantly. Due to the small sample size, differences in accuracy cannot be distinguished statistically. The author explicitly marks untestable claims: benchmarks on the model card such as SWE-bench, Terminal-Bench, GPQA, 256K context, and NVFP4 pre-training cannot be verified in this tutorial.

Two practical lessons do not depend on specific measurement numbers: always set the loop count explicitly, because the GGUF defaults to four loops; and always pin the fork commit hash, because upstream support has not yet been merged.

Sources:MarkTechPost

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However, the authors explicitly mark the boundaries of this argument. The article notes that vertical integration has not yet directly won orders from hyperscale customers, where the primary criteria for selecting vendors remain resources and track records. The data center market in China is highly competitive; rents have halved over five years to approximately $40 per kilowatt per month (excluding electricity), capital expenditures have dropped by about 25% to under $3 million per megawatt, and electricity prices in Inner Mongolia are approximately $0.055 per kilowatt-hour. In such a market, integration signifies greater control over costs and schedules rather than automatic order conversion. The article suggests that this advantage may evolve from marginal improvement to structural barrier only as power access continues to tighten and the internal power supply architecture of data centers is redesigned.

By April 2026, he conducted systematic tests. Six sites (Xiaohongshu, Bilibili, Taobao, Pinterest, Reddit, TikTok), totaling 21 runs, focused on collection throughput and coefficient of variation (CV). Results ranged from 1.42% to 8.34%: Pinterest at 78.90 Pins per minute with a CV of 1.42%; Bilibili at 50.9 content cards per minute with a CV of 2.70%; TikTok at 5.70 videos per minute with a CV of 3.10%; Xiaohongshu at 40.0 content cards per minute with a CV of 5.83%; Taobao at 28.03 product cards per minute with a CV of 7.85%; Reddit at 15.63 posts per minute with a CV of 8.34%.

Regarding resolution, he used the TikTok video switching path to conduct five sets of window and zoom condition tests, covering laptop baseline windows, 125% browser zoom, narrower windows, and native 4K and 2K modes. Across all five sets, 150 video sources were recorded, and all 145 switches succeeded without getting stuck. For someone tortured by model box jitter for three months, this result was indeed reassuring.

However, the author drew clear boundaries: this mainly validated only the video switching path, and did not prove that all operations on all sites could adapt to all resolutions. When Xiaohongshu switched layouts in narrow windows, configurations relying on fixed areas encountered issues early on. Each site had only three to six runs, representing small-sample observations; CV measures throughput fluctuation and cannot be treated as recognition accuracy or task success rate; since each site collects different objects, throughputs are not suitable for direct horizontal ranking.

These tests belong to early engine experiments from April 2026, still using site configurations. That the same framework could run on several sites was progress; stability after changing content or windows is the next step. Reducing site configurations and lowering maintenance burdens requires further advancement. The author said that to make the computer rely less on him, he first had to clarify his accustomed judgments bit by bit.