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Morningstar has valued SpaceX at $780 billion, far below the company’s reported $1.75 trillion IPO target. The research firm cited uncertainty around SpaceX’s AI business, Starlink’s long-term prospects, and unproven technologies.
Alphabet plans to raise $80 billion through stock offerings and a strategic investment from Berkshire Hathaway to expand AI infrastructure. The funding will support growing demand for Google’s AI services and computing capacity.
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Major technology companies including Alphabet and Amazon are increasingly turning to international bond markets to help finance massive AI infrastructure investments.
SoftBank plans to invest €45 billion in three large-scale AI data centers in France as part of a broader €93 billion foreign investment push announced at the Choose France summit.
Intel has disclosed new details about Crescent Island, its next-generation AI accelerator designed for data centers and agentic AI workloads. The chip is expected to launch later this year as Intel seeks to compete more aggressively with Nvidia in the rapidly growing AI infrastructure market.
Nvidia has launched Vera, its first CPU designed specifically for AI agents and large-scale AI infrastructure. The processor promises up to 1.8 times faster performance than traditional x86 CPUs and will be adopted by major AI labs, cloud providers, and server manufacturers.
Nvidia has committed at least $6.5 billion to photonics companies in recent months as it seeks to overcome AI infrastructure bottlenecks. The investments target optical technologies that could reduce energy consumption and improve data transfer across future AI systems.
An enterprise company reportedly spent $500 million on Anthropic’s Claude in a single month after failing to implement usage controls.
Snowflake shares jumped 35% after the company raised guidance, beat earnings expectations, and announced a $6 billion compute partnership with Amazon.
ByteDance is developing its own CPUs to reduce dependence on external suppliers as rising demand for AI infrastructure strains global chip supply chains. The company is exploring both Arm and RISC-V architectures to support future AI and data center workloads.
Micron crossed a $1 trillion market valuation for the first time as booming demand for AI memory chips pushed shares to record highs amid the expanding AI infrastructure race.
AMD will invest more than $10 billion across Taiwan’s semiconductor ecosystem to strengthen AI chip manufacturing and packaging technologies. The move supports deployment of the company’s next-generation Helios AI server platform in 2026.
Anthropic has acquired developer tooling startup Stainless to strengthen Claude’s integrations with APIs, tools, and external systems. The deal expands Anthropic’s push into agentic AI infrastructure and developer connectivity.
Google and Blackstone have formed a new AI infrastructure company focused on offering cloud access to Google’s TPU chips. The venture aims to expand alternatives to Nvidia-powered AI infrastructure with $5 billion in initial funding.