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Nvidia partners with Corning to expand U.S. optical fiber manufacturing, scaling AI data center infrastructure and domestic production capacity.
Elon Musk said xAI will cease operating as an independent company and become fully integrated into SpaceX under a new SpaceXAI structure. The move combines Musk’s AI models, compute infrastructure, and aerospace operations into a single organization.
Panthalassa has raised $140 million to scale offshore AI computing systems powered by ocean waves. The company says its floating infrastructure could help solve the energy and cooling constraints facing AI data centers.
Anthropic has signed a compute agreement with SpaceX that adds access to more than 220,000 NVIDIA GPUs at the Colossus 1 data center. The added capacity is already being used to raise Claude usage limits and API availability.
Anthropic has signed a deal to access SpaceXAI’s Colossus 1 supercomputer, adding more than 220,000 NVIDIA GPUs to support Claude training and inference workloads.
Anthropic has reportedly committed to spending $200 billion on Google Cloud services over five years, underscoring the massive infrastructure demands of advanced AI development.
Intel stock surges to record as Apple explores U.S. chip production, highlighting AI-driven demand and renewed momentum in the semiconductor sector.
Toto Ltd. shares jumped after strong semiconductor growth tied to AI demand. The shift highlights how legacy manufacturers are benefiting from the global AI infrastructure boom.
Former Oracle employees say they were asked to help train internal AI systems before being laid off, as the company shifts resources toward data centers and AI infrastructure.
Microsoft says its revised OpenAI partnership strengthens flexibility while maintaining key advantages. The company reported AI revenue surpassing $37 billion amid growing multi-model demand.
SoftBank is preparing a new AI and robotics company to automate data center construction, with plans for a potential $100 billion IPO. The move targets growing demand for AI infrastructure.
OpenAI is deepening ties with Amazon while restructuring its long-standing partnership with Microsoft. The shift reflects growing demand for flexible cloud access and AI infrastructure.
Meta has signed a deal with Overview Energy to beam solar power from space to Earth. The project aims to supply constant energy for AI data centers, even at night.
OpenAI and Microsoft have revised their partnership to cap revenue sharing and allow broader cloud distribution. The changes reflect growing competition and OpenAI’s push for flexibility.
Google plans to invest up to $40 billion in Anthropic while expanding cloud and chip support. The deal underscores the growing importance of compute capacity in the AI race.