ai-infrastructure

Amazon, Nvidia, and SoftBank pour $110 billion into OpenAI at a $730 billion pre-money valuation, reshaping the AI capital landscape and ending Microsoft's exclusive cloud partnership.

NVIDIA pours $2 billion each into photonics makers Lumentum and Coherent, signaling that optical interconnects are becoming as critical to AI scaling as GPUs.

CoreWeave reports record Q4 revenue but a $452 million loss, while approximately $21 billion in total debt and securities class actions test the viability of GPU-backed financing.

Germany's first industrial AI cloud delivers 0.5 ExaFLOPS from a converted bank building cooled by the Eisbach river, marking Europe's boldest bid for AI independence from US hyperscalers.

India targets $200 billion in AI investments over two years across its full AI stack, anchored by Adani's $100 billion data center commitment and $67 billion from Western tech giants.

Cisco's 3nm G300 switching silicon promises 33% better network utilization and 70% energy savings with liquid cooling, targeting the $600 billion AI infrastructure buildout.

Meta begins construction on a 1-gigawatt data center campus in Lebanon, Indiana, part of a broader AI infrastructure arms race that will see the four largest tech companies spend upwards of $650 billion in 2026.

Kubernetes 1.35 adds in-place pod-wide restarts and other scheduling and scaling updates as operators report broader production adoption for AI workloads.

Google's parent launches a historic multi-currency debt offering, including the first century bond from a tech company since the dot-com era, to fund up to $185 billion in AI infrastructure spending.