🏗️ Infrastructure Investments — Alphabetical
34 companies · 1064 stories
A
Adobe
- May 6, 2026 — ✨
- May 2, 2026 — 🧠 Model Releases & Frontier Research 5 stories ARC-AGI-3 Analysis: Frontier Models Share Three Systematic Reasoning…
Alibaba
- August 28, 2026 — Alibaba Cloud Opens First Brazil Cloud Region With Agentic AI Services
- August 24, 2026 — Alibaba plans to raise $10.2 billion for AI investment
- August 24, 2026 — Alibaba Plunges After $10.2B Placement to Fund AI Push
- August 23, 2026 — Alibaba Raises $10.2 Billion in Hong Kong — Earmarks 100% for AI
- August 23, 2026 — The Unsettled Law of Training Models on Copyrighted Books
Amazon
- August 29, 2026 — Amazon triples AI chip orders as its robotaxi supplier network expands
- August 29, 2026 — AWS and Nvidia to deploy two million additional GPUs for AI workloads
- August 29, 2026 — Meta Tests Robots Inside Data Centers as Tech Job Cuts Mount
- August 28, 2026 — Chinese Embodied-AI Startup PsiBot Raises Over $100 Million
- August 28, 2026 — Subject: Daily AI News Digest – August 28, 2026
AMD
- August 31, 2026 — EuroHPC awards Bull a €387.8M contract for the LUMI-AI supercomputer in Finland
- August 31, 2026 — HUMAIN Also Partners With Together AI and MinIO on Riyadh and Dammam Data Centers
- August 26, 2026 — Anthropic Commits ~$45B to Nscale for Six Years of Vera Rubin Compute
- August 26, 2026 — Apple Debuts PCs and Chips Dedicated to Enterprise AI Workloads
- August 24, 2026 — Nvidia puts the Groq 3 LPX inference rack into full production, Nebius first to deploy
Anthropic
- September 1, 2026 — Anthropic debuts Enterprise Frontier Safeguards with zero data retention
- September 1, 2026 — Anthropic signs $35B cloud deal with Nvidia-backed Lambda for a 350MW Texas campus
- August 30, 2026 — Google AI introduces EnvHarness to turn static agent benchmarks into adaptive training worlds
- August 29, 2026 — Anthropic's MHS preview reports early lab and quantum-computing automation results
- August 28, 2026 — Subject: Daily AI News Digest – August 28, 2026
Apple
- August 30, 2026 — Apple's Mac sales surge as developers buy hardware for local AI work
- August 30, 2026 — Google AI introduces EnvHarness to turn static agent benchmarks into adaptive training worlds
- August 26, 2026 — Apple Debuts PCs and Chips Dedicated to Enterprise AI Workloads
- August 26, 2026 — Custom Silicon Comes for the Incumbent as Enterprise AI Shifts to Controls
- August 12, 2026 — Anthropic research: worker-retraining programs may not scale to AI displacement
Arm
- August 17, 2026 — Arm CFO Eyes Acquisitions as AI Chip Revenue Soars, Supply Constrained
- August 17, 2026 — Big Tech's $3 Trillion AI Spending Is Higher Than Reported
- August 16, 2026 — Patients and Clinicians Increasingly Use AI to Identify Rare Diseases
- August 15, 2026 — British AI Chip Founder Becomes Europe's Youngest Self-Made Billionaire at 25
- July 23, 2026 — Databricks Extends Its Microsoft Azure Partnership into the 2030s
B
Baidu
- August 18, 2026 — Baidu Q2 revenue falls 4% as AI cloud surges 50%
- August 12, 2026 — Anthropic research: worker-retraining programs may not scale to AI displacement
- August 10, 2026 — AI data-center backlash hardens into a bipartisan US political problem
- August 8, 2026 — Facing AI "apocalypse," software companies race to reinvent themselves
- August 6, 2026 — Rep. Ro Khanna to introduce a “Data Center Bill of Rights”
ByteDance
- August 7, 2026 — Nvidia-backed Firmus raises $2B at $10.5B valuation
- August 5, 2026 — WSJ Wealth Adviser: Tech Giants' AI Spending Under the Microscope
- August 1, 2026 — The AI Brief — August 1, 2026
- July 2, 2026 — Anthropic moves to close loopholes letting Chinese firms access Claude
- May 27, 2026 — ByteDance Weighs Up to $70B in 2026 AI Capex, ~$100B Planned for 2027 Hot Breaking
C
Cerebras
- September 2, 2026 — Cerebras and Compute Nordic Finland announce new 165MW AI data centre in Mikkeli, Finland
- September 1, 2026 — Cerebras and Compute Nordic Announce a 165 MW AI Data Center in Finland
- August 24, 2026 — Nvidia puts the Groq 3 LPX inference rack into full production, Nebius first to deploy
- August 20, 2026 — Cerebras Partners With Callosum to Expand Agentic Inference in Europe
- August 19, 2026 — Cerebras Launches CS-4, Its First Multi-Wafer Inference System
Cohere
- May 27, 2026 — The Week That Reset the AI Industry
- May 23, 2026 — Cohere's Command A+ is a 218-billion-parameter Sparse Mixture-of-Experts model designed for enterprise agentic work
- May 14, 2026 — Oracle AI Gains Traction in Utilities: Air Selangor, El Paso Electric, and Exelon Recognized as AI Leaders
D
Databricks
- August 14, 2026 — AI Infrastructure and Data Deals Lead the Week's Largest Rounds
- August 14, 2026 — Weekly Capital Flows to Physical Substrate, Not Applications
- August 12, 2026 — Anthropic research: worker-retraining programs may not scale to AI displacement
- August 10, 2026 — AI data-center backlash hardens into a bipartisan US political problem
- August 8, 2026 — Facing AI "apocalypse," software companies race to reinvent themselves
DeepSeek
- August 26, 2026 — DeepSeek Revenue Reaches $70 Million Through July — 10x Jump from 2025
- August 13, 2026 — Enterprise AI Adoption Stalls: Legacy IT and Agentic Gaps Persist
- August 12, 2026 — Anthropic research: worker-retraining programs may not scale to AI displacement
- August 10, 2026 — AI data-center backlash hardens into a bipartisan US political problem
- August 8, 2026 — Compute Economics Reprice While Frontier Safety Slows the Leaders
G
Google
- September 1, 2026 — Anthropic debuts Enterprise Frontier Safeguards with zero data retention
- August 30, 2026 — Google AI introduces EnvHarness to turn static agent benchmarks into adaptive training worlds
- August 28, 2026 — Marvell's $120B Google Custom-Silicon Deal Gets a Timing Reality Check
- August 27, 2026 — 100+ Companies Call for Rogue AI Defense (Continued)
- August 27, 2026 — AI Data Center Demand Is Squeezing Memory for Android Phones
H
Huawei
- August 26, 2026 — Huawei Pitches Egypt on Ascend-Powered AI Data Centers for Military and Public Sector Use
- August 12, 2026 — Anthropic research: worker-retraining programs may not scale to AI displacement
- August 10, 2026 — AI data-center backlash hardens into a bipartisan US political problem
- August 10, 2026 — Nvidia Falls 3.1% as Washington Reviews Offshore Routes to China AI Chip Access
- August 8, 2026 — Facing AI "apocalypse," software companies race to reinvent themselves
I
IBM
- August 31, 2026 — EuroHPC awards Bull a €387.8M contract for the LUMI-AI supercomputer in Finland
- August 12, 2026 — Anthropic research: worker-retraining programs may not scale to AI displacement
- August 12, 2026 — IBM and Together AI sign $240M Nvidia-powered inference deal
- August 11, 2026 — IBM and Together AI Sign $240M Deal for an Nvidia-Powered Inference Cluster
- August 10, 2026 — AI data-center backlash hardens into a bipartisan US political problem
Intel
- August 11, 2026 — Daily AI News Digest – August 11, 2026
- August 11, 2026 — Intel Launches $15 Billion Stock Offering to Fund AI Foundry Expansion
- August 11, 2026 — Intel Upsizes Common-Stock Offering to $20 Billion at $95 a Share
- August 10, 2026 — Intel Announces $15 Billion Common Stock Offering, Citing AI Demand
- August 10, 2026 — Intel raises $20B in upsized common stock offering to fund AI plans
M
Meta
- August 30, 2026 — Google AI introduces EnvHarness to turn static agent benchmarks into adaptive training worlds
- August 29, 2026 — Meta Tests Robots Inside Data Centers as Tech Job Cuts Mount
- August 28, 2026 — Inside Meta's push to put robots to work in its data centers
- August 26, 2026 — Custom Silicon Comes for the Incumbent as Enterprise AI Shifts to Controls
- August 25, 2026 — Nvidia Q2 FY27 Earnings Land Today as the AI Boom's Scorecard
Microsoft
- August 29, 2026 — Meta Tests Robots Inside Data Centers as Tech Job Cuts Mount
- August 28, 2026 — Subject: Daily AI News Digest – August 28, 2026
- August 27, 2026 — 100+ Companies Call for Rogue AI Defense (Continued)
- August 27, 2026 — Anthropic signs ~$45B, six-year compute deal with Nscale
- August 27, 2026 — Microsoft cracks down on employee AI “tokenmaxxing”
Mistral
- August 30, 2026 — Mistral taps Saudi Arabia's HUMAIN data centres for sovereign AI push
- August 12, 2026 — Anthropic research: worker-retraining programs may not scale to AI displacement
- August 12, 2026 — Mistral Commits to In-Region Inference and Up to 1 GW of European Compute
- August 10, 2026 — AI data-center backlash hardens into a bipartisan US political problem
- August 8, 2026 — Facing AI "apocalypse," software companies race to reinvent themselves
N
NVIDIA
- September 2, 2026 — KKR backs $10B AI infrastructure venture Helix Digital Infrastructure
- September 1, 2026 — Anthropic signs $35B cloud deal with Nvidia-backed Lambda for a 350MW Texas campus
- September 1, 2026 — Nvidia invests $3.5B in MediaTek and opens NVLink Fusion to custom accelerators
- August 31, 2026 — China's CXMT makes a breakthrough in advanced high-bandwidth memory chips
- August 31, 2026 — HUMAIN Also Partners With Together AI and MinIO on Riyadh and Dammam Data Centers
O
OpenAI
- September 1, 2026 — Anthropic debuts Enterprise Frontier Safeguards with zero data retention
- August 31, 2026 — SB Energy Granted OpenAI $5.5B in Warrants to Secure a 20-Year Data-Center Lease
- August 31, 2026 — The $5.5 billion perk SoftBank’s data-center venture offered to land OpenAI
- August 30, 2026 — Google AI introduces EnvHarness to turn static agent benchmarks into adaptive training worlds
- August 29, 2026 — Analysis: Nvidia's AI Advantage Is Moving Beyond the GPU
Oracle
- August 29, 2026 — Meta Tests Robots Inside Data Centers as Tech Job Cuts Mount
- August 26, 2026 — OpenAI's data-center chief Chris Malone departs
- August 23, 2026 — Oracle Cloud Infrastructure receives NVIDIA Exemplar Cloud validation for GB300 NVL72 and HGX B300
- August 14, 2026 — Big Tech AI purchase commitments approach $1.5 trillion
- August 13, 2026 — Vantage Data Centers Explores IPO at ~$100B
P
Palantir
- August 12, 2026 — Anthropic research: worker-retraining programs may not scale to AI displacement
- August 10, 2026 — AI data-center backlash hardens into a bipartisan US political problem
- August 8, 2026 — Facing AI "apocalypse," software companies race to reinvent themselves
- August 6, 2026 — Rep. Ro Khanna to introduce a “Data Center Bill of Rights”
- August 3, 2026 — Your Next Sermon Might Be Written by ChatGPT
Perplexity
- August 8, 2026 — Firebird Launches CIS Region’s Largest AI Factory in Armenia
- May 23, 2026 — Anthropic's biggest-ever week included six major announcements in five days: Q1 revenue came in 80× above analyst…
- May 23, 2026 — Cerebras Systems completed a blockbuster IPO, with a strong market debut that rekindled investor appetite for AI…
- May 23, 2026 — Nvidia reported $81.6B in quarterly revenue, another record, with forward guidance of $91B — demonstrating that AI…
- May 23, 2026 — SpaceX officially filed its S-1 prospectus to list on Nasdaq under ticker SPCX, with Goldman Sachs as lead underwriter
S
Salesforce
- August 27, 2026 — Subject: Daily AI News Digest – August 27, 2026
- May 27, 2026 — Snowflake jumps 35% as it shows immunity to the SaaS-pocalypse; Salesforce dips on softer outlook
- May 27, 2026 — The Week That Reset the AI Industry
- May 22, 2026 — curated executive briefing on the most significant developments in artificial intelligence — covering frontier models, i
- April 1, 2026 — 🛠️ Products & Tools
Samsung
- August 31, 2026 — China's CXMT makes a breakthrough in advanced high-bandwidth memory chips
- August 24, 2026 — Nvidia puts the Groq 3 LPX inference rack into full production, Nebius first to deploy
- August 24, 2026 — Rising Server Prices Shift Leverage from Nvidia to Samsung and SK hynix
- August 24, 2026 — South Korea moves to cap retail exposure to leveraged AI-chip ETFs
- August 23, 2026 — Memory Supercycle Shows No Near-Term Break as HBM Remains the Bottleneck
SAP
- May 27, 2026 — Snowflake jumps 35% as it shows immunity to the SaaS-pocalypse; Salesforce dips on softer outlook
- May 27, 2026 — The Week That Reset the AI Industry
- May 12, 2026 — NVIDIA Releases Nemotron 3 Nano Omni at GTC 2026
- May 6, 2026 — NewSAP Bets $1.16 Billion on 18-Month-Old German AI Lab NemoClaw
- April 27, 2026 — DOD framing — "an architecture that prevents AI vendor lock-in and ensures long-term flexibility for the Joint Forc
Scale AI
- August 31, 2026 — NVIDIA and MediaTek deepen partnership across AI infrastructure, local AI, and automotive
- August 24, 2026 — Lancium Partners With Nvidia on Gigawatt-Scale AI Factories Across a 15+ GW Portfolio
- August 16, 2026 — Open-weight AI is unlikely to reduce demand for AI infrastructure suppliers
- August 6, 2026 — Cursor Open-Sources Mixture-of-Kittens, an MoE Training Megakernel for NVIDIA NVL72
- July 31, 2026 — DeepSeek Planning 1GW Data Center in Inner Mongolia
Snowflake
- August 6, 2026 — Snowflake Hacker Pleads Guilty; Taiwan Tests War Plans Against Chinese Invasion
- June 4, 2026 — Daily AI News Digest · 23 items · Coverage window: June 3 06:00 PDT – June 4 07:20 PDT
- May 27, 2026 — Snowflake jumps 35% as it shows immunity to the SaaS-pocalypse; Salesforce dips on softer outlook
T
Tencent
- August 28, 2026 — Tencent releases “Hy4 Preview,” claims wins over Z.ai and Moonshot
- August 12, 2026 — Anthropic research: worker-retraining programs may not scale to AI displacement
- August 12, 2026 — Tencent Posts AI Capex Surge (+65%) While Defending Returns
- August 12, 2026 — Tencent reports Q2 2026 results, touting an AI-empowered pivot
- August 10, 2026 — AI data-center backlash hardens into a bipartisan US political problem
Tesla
- August 14, 2026 — Tesla FSD Eliminates Speeding Tickets in Real-World Testing
- August 7, 2026 — Anthropic loosens Claude Fable 5 biology guardrails while warning of bioweapon risk
- August 7, 2026 — SpaceX's Terafab AI Chip Plant Will Run on Natural Gas, Not Tesla Solar
- August 6, 2026 — Tesla and SpaceX commit $16.8B to “Terafab,” a new Texas semiconductor complex
- July 3, 2026 — Meta reportedly taps Samsung for ~$6.5B to build its next-gen MTIA AI chips
TSMC
- August 24, 2026 — d-Matrix Details Raptor 3D-DRAM Accelerator at Hot Chips 2026: 100 TB/s at a Fraction of HBM Energy
- August 24, 2026 — Nvidia puts the Groq 3 LPX inference rack into full production, Nebius first to deploy
- August 19, 2026 — Samsung Raises Advanced Foundry Prices by Up to 15%
- August 10, 2026 — Microsoft moves to order 300,000+ Maia 300 accelerators from TSMC
- August 10, 2026 — Microsoft Plans 10× Production Ramp of Next-Gen Maia AI Chip
X
xAI
- August 30, 2026 — Musk Bets on In-House Turbine Casting to Accelerate AI Power — With an Emissions Cost
- August 29, 2026 — SpaceX moves to build turbine-blade manufacturing to unlock AI data-center power
- August 12, 2026 — Anthropic research: worker-retraining programs may not scale to AI displacement
- August 12, 2026 — Daily AI News Digest – August 12, 2026
- August 10, 2026 — AI data-center backlash hardens into a bipartisan US political problem