Meta, Amazon, and Google are financially backing next-gen nuclear projects with TerraPower, Oklo, X-energy, and Kairos Power to meet surging AI electricity demand.

Three senior OpenAI Stargate infrastructure executives are set to join Meta Platforms to support its AI infrastructure projects and Meta Superintelligence Labs.

CoreWeave announced a multi-year agreement to supply Anthropic with cloud computing capacity for its Claude AI models, sending CoreWeave shares up 11%.

TSMC reported Q1 2026 revenue of $35.71 billion, a 35% year-on-year jump, driven by relentless demand for AI chips from hyperscalers and AI model developers.

Amazon CEO Andy Jassy's shareholder letter defended massive AI infrastructure spending and disclosed that its custom chip business now exceeds $20 billion in annual revenue.

OpenAI has paused its landmark UK Stargate AI infrastructure project, dealing a blow to Britain's AI ambitions amid energy costs and regulatory concerns.

Meta Platforms has expanded its partnership with CoreWeave, committing an additional $21 billion for AI computing capacity through 2032.

Nvidia has reserved most of TSMC's cutting-edge chip packaging capacity, with analysts warning this step could become the next major bottleneck in AI hardware.

Nvidia-backed Firmus Technologies raises $505 million in a Coatue-led round, valuing the Australian AI data center builder at $5.5 billion.

Anthropic hired Microsoft AI Platform president Eric Boyd as head of infrastructure, signaling aggressive cloud capacity expansion amid surging AI demand.

Anthropic bulks up its compute agreement with Google and Broadcom, securing 3.5 gigawatts of TPU capacity starting 2027 as revenue surges past $30 billion.

Nvidia's acquisition of SchedMD, maker of open-source Slurm job scheduler, has alarmed AI and supercomputer specialists worried about future software access.

SpaceX files for a public offering at a $1.75T+ valuation following its merger with xAI, with Musk planning orbital AI data centers funded by the IPO.

Oracle is laying off thousands of employees to free up cash flow as the company aggressively ramps up its spending on AI data centers and infrastructure.

AI cloud firm CoreWeave has raised $8.5B in a GPU-backed loan facility supported by a Meta deal, funding a major expansion of its compute capacity.

Nvidia's GTC 2026 keynote unveiled the Vera Rubin platform and a $27B Nebius-Meta infrastructure pact, marking the industrialization of the AI token economy and the dawn of agentic scaling.

Meta has signed a landmark AI infrastructure agreement with Nebius Group worth up to $27 billion, providing massive cloud computing capacity for Meta's AI workloads and sending Nebius stock sharply higher.

BlackRock Chairman and CEO Larry Fink warned at an infrastructure summit that the accelerating AI investment race will inevitably produce corporate bankruptcies among companies that over-leverage on data centers and AI infrastructure, calling the shakeout a natural feature of capitalism.

Google LLC has officially closed its $32 billion acquisition of Wiz, the leading cloud and AI security platform, which will join Google Cloud while maintaining its multi-cloud commitment.

Oracle reported fiscal Q3 2026 results that surpassed Wall Street estimates, with cloud revenue up 44% year-over-year to $8.9 billion and remaining performance obligations quadrupling to $553 billion, as the company raised its fiscal 2027 revenue guidance to $90 billion on surging AI infrastructure demand.