Amazon, Microsoft, Meta, and Google forecast $650B in AI capital spending for 2026. Unprecedented investment drives data center construction boom.

Microsoft introduces Maia 200 AI chip with 140B transistors, delivering 10 petaFLOPS to reduce AI inference costs at cloud scale.

Alphabet plans to more than double its capex to $175-185B in 2026, surpassing all hyperscaler peers in AI infrastructure investment.

OpenAI's ChatGPT experienced a significant service disruption on February 3, 2026, with thousands of users unable to access the AI chatbot across web and mobile platforms for nearly three hours before service was restored.

Semiconductor equipment maker Lam Research announced major leadership transitions, elevating Sesha Varadarajan to Chief Operating Officer and expanding Karthik Rammohan's role to oversee global operations. The restructuring aims to increase operational velocity to meet accelerating semiconductor demand driven by AI applications.

Elon Musk merges SpaceX with his AI startup xAI, creating the world's most valuable private company with plans to deploy AI data centers in space to meet explosive computing demands.

February 3 summit features Nvidia, OpenAI, AWS, Intel CEOs discussing AI infrastructure, scaling, and economic implications with free livestream access globally.

Nvidia's plan to invest up to $100 billion in OpenAI has stalled after internal concerns emerged. CEO Jensen Huang privately criticized OpenAI's business approach and expressed concerns about competition. The companies are now rethinking their partnership, with discussions including a smaller equity investment of tens of billions.

Tesla reveals $430M Megapack battery sales to xAI in 2025, powering Memphis data center, while investing $2B in xAI's $20B funding round.

AI search startup Perplexity expands beyond AWS with three-year $750M Microsoft Azure deal, gaining access to Anthropic, OpenAI, and xAI models.

Dutch chipmaking equipment supplier ASML posts record quarterly orders of 13 billion euros, driven by robust AI data center demand and sustained infrastructure investments.

Global investment in AI infrastructure is projected to surpass $7 trillion over the next decade, spanning data centers, power systems, and semiconductor manufacturing.

Apple, Meta, Microsoft, and Tesla report earnings this week with hyperscalers expected to increase capital expenditures to over $470 billion in 2026, up from $350 billion.

AWS data center in Dublin provides 100% of heating for university campus through innovative waste heat recovery, demonstrating sustainable AI infrastructure solutions.

Samsung cleared final HBM4 qualification tests, achieving industry-leading 11.7 Gb/s data rate. Mass production begins February for Nvidia's Rubin AI accelerator launching at GTC 2026.

A significant global shortage of DRAM and NAND storage is causing price hikes of over 50% and long delivery delays, creating a major bottleneck that could stall on-premise AI projects for many enterprises in 2026.

Rising demand for AI is causing a global shortage of DRAM and NAND storage, with prices expected to increase by over 50%, potentially forcing enterprises to postpone on-premise AI deployments.

Oracle announces massive AI infrastructure investment in New Mexico with 4,000 construction jobs and 1,500 permanent positions, supporting OpenAI operations.

Elon Musk highlights electricity generation as primary constraint on AI progress, proposing solar-powered orbital infrastructure as lowest-cost solution for large-scale AI systems.

Inferact, the startup commercializing the popular open-source inference engine vLLM, has raised a $150 million seed round led by Andreessen Horowitz and Lightspeed to accelerate AI application deployment.