ai-infrastructure

The Redmond, Washington-based startup closed a $170 million Series A led by Benchmark and EQT Ventures, valuing the company at $1.1 billion as it prepares to launch more powerful orbital compute satellites carrying Nvidia Blackwell chips.

CoreWeave secures a $21 billion expansion of its Meta partnership through 2032, bringing total commitments to $35.2 billion and reducing customer concentration risk ahead of NVIDIA Vera Rubin deployments.

TSMC's Compact Universal Photonic Engine enters volume production in 2026, with NVIDIA's Spectrum-X Photonics switches and AMD's new $280 million R&D hub positioning optical interconnects as the successor to copper wiring in AI infrastructure.

The industry association's latest 300mm Fab Outlook report forecasts an 18 percent jump in equipment spending this year, with investments projected to exceed $150 billion for the first time in 2027 as AI demand drives historic commitments to advanced capacity across all major regions.

The Semiconductor Industry Association reported February 2026 sales of $88.8 billion, a 61.8 percent year-over-year surge driven by AI infrastructure spending, as the chip market remains on pace to cross $1 trillion in annual revenue for the first time.

Dell Technologies disclosed in its fiscal 2026 annual report that headcount fell to approximately 97,000, marking a third consecutive year of 10 percent reductions and a cumulative loss of 36,000 jobs since fiscal 2023, even as AI-optimized server revenue hit $9 billion in the fourth quarter alone.

Both x86 chipmakers have notified OEMs of 10-15% price increases effective March-April, as AI data center demand consumes manufacturing capacity and pushes delivery times from weeks to months.

The Y Combinator graduate plans an 88,000-satellite constellation for orbital AI compute, backed by Benchmark and EQT Ventures.

Nvidia takes a $2 billion stake in Marvell Technology, integrating one of the semiconductor industry's top custom ASIC designers into its NVLink Fusion interconnect platform.

Oracle executes mass layoffs via 6 a.m. emails across the US, India, and other countries, eliminating up to 18% of its workforce to free an estimated $8-10 billion for AI infrastructure spending.

The French AI startup raised $830M from seven banks to install 13,800 Nvidia GB300 GPUs at a 44 MW facility south of Paris, as it moves from renting cloud capacity to owning infrastructure.

The U.S. Department of Energy announced a partnership with SoftBank subsidiary SB Energy to develop a 10 GW data center and matching power generation complex at the decommissioned Portsmouth uranium enrichment plant in Pike County, Ohio, backed by $33.3 billion in Japanese investment.