Google Caps Meta’s Use of Gemini AI Amid Compute Shortage
Google has limited Meta’s use of its Gemini AI models after Meta sought more computing capacity than Google could supply, delaying some of Meta’s internal projects.
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Google has limited Meta’s use of its Gemini AI models after Meta sought more computing capacity than Google could supply, delaying some of Meta’s internal projects.
Anthropic is hiring across Australia and Japan to expand its AI data center capacity in Asia-Pacific, as soaring demand for Claude strains its infrastructure.
OpenAI and Broadcom have unveiled Jalapeño, OpenAI’s first custom AI accelerator chip designed specifically for large language model inference.
SK Hynix filed to raise about $29 billion through a Nasdaq ADR listing set for July 10, roughly double earlier estimates, to fund its AI memory expansion.
Qualcomm agreed to acquire Modular, the AI software startup led by Chris Lattner, to build a hardware-agnostic software layer and challenge Nvidia in data center AI.
ByteDance’s record offshore loan would nearly double its 2024 facility and help fund capital spending that could reach $70 billion this year on AI data centers.
NVIDIA GTC AI Conference is an AI event in San Jose, California, taking place March 16-19, 2026.
Kazakhstan’s Data Center Valley would deploy 100,000 Nvidia GPUs near cheap power by 2027, though analysts flag execution risk after a history of stalled deals
SK Hynix, Nvidia’s largest memory partner and the HBM market leader, awaits SEC clearance for an ADR listing as its stock trades at a persistent Korea discount
SpaceX is pitching investors on a vertically integrated AI strategy spanning chips, data centers and even compute satellites in orbit, bankrolled by Starlink’s profits.
OpenAI is negotiating a 10-gigawatt Ohio data center lease that could cost at least $500 billion, with Nvidia guaranteeing the financing in one of the largest AI infrastructure bets yet proposed.
SpaceX has released its most detailed look yet at a planned orbital AI data center satellite, unveiling a 70-meter-wingspan structure during the same week the company is pitching investors on a $1.75 trillion public listing.
CoreWeave is a notable ai cloud infrastructure company mentioned in 2026 AI technology coverage across AI infrastructure, cloud compute, model deployment, and developer infrastructure.
RunPod is a notable gpu cloud and serverless ai compute company mentioned in 2026 AI technology coverage across AI infrastructure, cloud compute, model deployment, and developer infrastructure.
Crusoe is a notable ai infrastructure and data centers company mentioned in 2026 AI technology coverage across AI infrastructure, cloud compute, model deployment, and developer infrastructure.