Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Global cloud infrastructure service revenue rose 55% from a year earlier to $167.7 billion in the third quarter of 2026, with AI specific services accounting for about one third of the market.
Rival.io launched GraphX after running the 284 billion parameter DeepSeek V4 Flash model on eight NVIDIA L4 GPUs.
AM Intelligence plans to raise up to $3 billion in debt to buy 29,000 Nvidia Rubin chips for computing centers in India and Malaysia.
Runware plans to scale production of its Sonic Inference Pods to 30 megawatts of data center capacity per day by 2028.
Microsoft plans to raise $25 billion through a bond offering as it expands infrastructure for AI and cloud customers. The company expects $170 billion in capital spending during 2026.
Envision says its Tianji weather foundation model ranked first across all assessed metrics in the latest ECMWF AI Weather Quest.
Fujifilm plans to invest 10 billion yen to increase magnetic tape production capacity as AI data centers create more demand for long term storage.
Envision plans to complete its Galaxy Campus data center in Inner Mongolia by the end of 2028, with eventual capacity of 3 GW.
An investigation across nine European countries found reports of serious injuries, intimidation, withheld wages and restricted union access at data centre construction sites involving major technology companies and their contractors.
NVIDIA is discussing billions of dollars in credit guarantees to support financing for an Nscale data center in West Virginia that Anthropic plans to use.
Companies House filings show Fractile allocated £577 million in Series C preferred shares. The company plans to deploy its AI inference chips in data centres in 2027.
Finnish police are investigating suspected environmental law breaches at Google's planned data centre near Muhos. The inquiry concerns forest clearing, drainage and possible violations of the Water Act.
Eclypsium researchers showed that access to AI server hardware could let attackers modify model weights and produce unsafe answers when key memory protections are disabled.
Anthropic was SpaceX's largest customer in the third quarter, generating 34.5% of its revenue through an AI computing contract worth up to $120.5 billion.
Four San Diego lawmakers plan legislation that would prevent a proposed commercial data center at the NAVWAR campus from proceeding without local government consultation and approval.
Sam Altman said OpenAI will point its robotics programme at building data centres, calling self-replicating data centres "within grasp."
AWS generated $46 billion in third quarter revenue, up 39% from a year earlier, while Amazon's increased AI infrastructure spending pushed free cash flow into an outflow.
Intel shares fell about 20% after hours as its fourth-quarter forecast missed estimates, even though data center and AI revenue jumped 78% to $7.3 billion.
Anthropic spent less than a third of its $8.9 billion first half compute bill on serving customers, while most went to research, training and internal use. Its compute agreements could total about $800 billion.
LEAP and Lighthouse Sustainability are consulting residents on a possible 700 MW data center in Delhi Township, which has a moratorium and has cut ties with LEAP.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.