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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.
NextSilicon’s Maverick-2 meets all technical requirements at a national security computing facility, marking a key milestone in evaluating the technology for HPC deployments.
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More than 45,000 Samsung workers are threatening an 18-day strike over bonus disparities tied to the AI chip boom. The dispute risks disrupting global semiconductor supply chains and deepening tensions inside Samsung’s chip business.
Cisco announces 4,000 job cuts as the company shifts resources toward AI networking, cloud infrastructure, and data center growth.
The U.S. approved several Chinese companies to buy Nvidia’s H200 AI chips, but deliveries remain stalled amid political pressure and security concerns in both Washington and Beijing.
Google is reportedly in talks with SpaceX and other launch providers as it explores deploying orbital data centers under its Project Suncatcher initiative. The discussions reflect growing interest in space-based AI infrastructure and computing capacity.
SoftBank has invested more than $450 million into Graphcore as the Japanese technology group expands its AI infrastructure and semiconductor ambitions. The funding follows SoftBank’s acquisition of the British AI chip company in 2024.
SoftBank is reportedly evaluating a multibillion-dollar AI data center project in France following talks with President Emmanuel Macron.
Alphabet plans its first yen-denominated bond sale as Big Tech increasingly turns to debt markets to finance AI infrastructure.