AMD Unveils Helion AI Agent Racks With Up to 32,768 CPU Cores
AMD Helion offers CPU-only and integrated CPU/GPU racks for AI agents, with up to 32,768 Zen 6 cores and November 2026 availability planned.
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Japan Plans $140 Billion AI Data Center Push
Japan’s planned AI infrastructure expansion involves Dell and JERA, with a first project in Chiba targeting up to 400 megawatts of capacity.
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Nvidia has authorized an additional $150 billion in share repurchases, bringing its total buyback capacity to $235 billion, the largest single authorization increase in U.S. history.
Google to Launch a Test Satellite Carrying TPU Chips Into Orbit
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Google plans to launch a refrigerator sized test satellite carrying four TPU chips on October 1, an early experiment in orbital AI data centers.
Qualcomm Stock Jumps on Multi-Generation AI Chip Deal With Amazon
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Qualcomm shares rose about 10% after the company announced a multi-generation deal to build custom AI inference chips and optical networking for Amazon’s data centers.
Anthropic Signs $35 Billion Compute Deal With Nvidia-Backed Lambda
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Anthropic agreed to a $35 billion, six-year computing deal with Nvidia-backed Lambda, its latest megadeal in a compute-buying spree that has topped $150 billion this year.
AI Boom Turns a Furniture Hardware Maker Into Taiwan’s Richest Company
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King Slide Works, once known for cabinet hinges, now dominates the market for AI server rack rails, making founder Lin Tsung-chi Taiwan’s richest person.
AI Data Center Construction Drives Unexpected U.S. Hotel Boom
By
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AI infrastructure construction is generating sustained hotel demand in secondary U.S. markets, helping push the 2026 revenue per available room forecast to a 4.4% increase, up from 0.6% projected in February.
Pentagon Awards Oracle Nearly $7B Defense Software Contract
By
Samantha Reed
• 2 mins read
The U.S. Department of Defense has awarded Oracle a contract worth nearly $7 billion over ten years covering software licenses, maintenance, and consulting for military branches, the intelligence community, and the Coast Guard.
US Data Center Backlash Goes National With Protests in 42 States
By
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Opponents of the AI data center boom held 142 protests across 42 states, the first nationwide backlash against a buildout that crosses political lines and worries local communities.
Elon Musk’s xAI Quietly Polluted Black Neighborhoods to Power Its AI Supercomputer
By
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A Reuters analysis found xAI installed 59 unpermitted gas turbines to power its Colossus 2 data center, releasing pollution near predominantly Black Memphis-area communities.
Meta to Build Its First Canadian Data Center in Alberta
By
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Meta will build its first Canadian data center, a 1-gigawatt AI facility in Alberta costing about C$13 billion, powered largely by a dedicated natural gas plant.
Apple Commits Over $30 Billion to Broadcom for US-Made Chips
By
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Apple expanded its partnership with Broadcom in a multi-year deal worth more than $30 billion, its largest US manufacturing commitment, to produce over 15 billion American-made chips.
Musk’s xAI Rebrands to SpaceXAI, Completing SpaceX Merger
By
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Elon Musk’s xAI has rebranded to SpaceXAI, folding its Grok chatbot and X into SpaceX and signaling that AI, not rockets, is now central to the space company’s strategy.
AI Spending Set to Surpass US Defense Budget by 2027
By
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Big Tech’s AI capital spending is projected to reach about 3.2% of US GDP by 2027, overtaking national defense spending as a share of the economy for the first time.