Infrastructure

$30M Raised to Redo the CPU (opens tendrils.co)

Tendrils announces a $30M raise on its own blog to rethink the CPU.

Dreeze launches with $33M to recover entire cloud applications, not just their data (opens siliconangle.com)

Dreeze's 'Application Revival' restores whole cloud applications after an outage, not only their data.

CoreWeave arrests stock slide after posting a strong earnings beat and raising its full-year guidance (opens siliconangle.com)

A revenue beat and raised full-year guidance, days after CNBC reported CoreWeave's bond yield topped 16% on AI credit stress.

Fireworks AI security breach impacts Notion and their customers (opens notion.com)

Notion's own incident notice on a breach at AI vendor Fireworks that affected Notion and its customers.

AMD introduces Epyc 6 processors for AI agent workloads (opens siliconangle.com)

Ten Zen 6 server CPUs in two groups; Tom's Hardware's benchmarks say a dual 9996 is up to 93% faster than a dual Zen 5 9965.

Staera launches with $4.6M to develop an optical interconnect for chiplets (opens siliconangle.com)

Optical interconnects for chiplets; Singapore's Openspace Capital led the pre-seed.

Payments Canada announces launch of Canada's Real-Time Rail (RTR) payment system (opens payments.ca)

Payments Canada says the Real-Time Rail brings 24/7 payment infrastructure to the national economy.

Boxes.dev - Move your AI coding to the cloud (opens ycombinator.com)

Run Claude Code and Codex on parallel cloud machines from laptop, phone or terminal; 50 votes on YC Launches.

Mavria raised $130M across pre-seed and seed rounds at a $1B valuation led by Paradigm (opens wsj.com)

Mavria plans modular data centers that can be shipped by truck, per the Wall Street Journal.

Anthropic joins AI’s natural gas frenzy, buys $3.4B worth of turbines (opens techcrunch.com)

Anthropic bought billions of dollars' worth of natural gas turbines in a deal that could give it buyer's remorse.

Nodus Compute | Get more AI from the GPUs that already exist (opens ycombinator.com)

The AI buildout runs on debt. The fix isn't more GPUs. It's getting more AI out of the ones that already exist.

AI infrastructure provider Fireworks says hackers accessed some customers' datasets, incomplete model weights, and billing information (opens forbes.com)

AI infrastructure provider Fireworks says hackers accessed some customers' datasets, incomplete model weights, and billing information over the past month — Two customers told Forbes they had already substantially moved their business off Fireworks' systems, with one describing a series …

SpaceX plans a gas-fired power plant and super-compute facility in Starbase, TX, with ~$24B of investment for initial phases (opens bloomberg.com)

SpaceX plans a gas-fired power plant and super-compute facility in Starbase, TX, with ~$24B of investment for initial phases, per a public hearing notice — SpaceX plans to construct, own and operate a gas-fired power plant and super-compute facility at its company town in Starbase, Texas …

When Does the US Become a Net Importer of Tokens? (opens tomtunguz.com)

US AI demand grows from 66gw in 2027 while tokens per watt compound 2.9x a year, so the grid only binds if token demand outruns efficiency. Break-even real token growth is ~2.5x a year with no cancellations.

Sources: Anthropic bought commitments for 1.7GW of gas-fired generators from equipment supplier OnePWR for $3.4B, the largest known such purchase by an AI lab (opens ft.com)

The FT reports Anthropic agreed to pay $3.4 billion for 1.7GW of gas-fired generators from OnePWR, bypassing traditional suppliers to secure scarce equipment for its data centres.

Inside Inner Mongolia, China's fastest-growing AI data center region, where construction is accelerating with low building cost and no public backlash (opens newsletter.semianalysis.com)

Inside Inner Mongolia, China's fastest-growing AI data center region, where construction is accelerating with low building cost and no public backlash — A wind-powered 800MW campus, 120MW built within a year, a 5MW SST-native 800V DC pilot and a cooling design without central chillers

CoreWeave asks Texas governor-elect to let permitted data centres finish (opens thenextweb.com)

I cloud company CoreWeave has written to Texas Governor-elect Gina Hinojosa, offering to work with her team on data centre rules. The letter from chief executive Michael Intrator was sent on Saturday, Bloomberg reported.

Beijing-based GenRobot AI, which develops equipment and software for collecting human demonstrations that can be used to train robots, raised a $100M Series A+ (TechNode) (opens techmeme.com)

GenRobot AI builds equipment and software for collecting human demonstrations used to train robots; the Beijing company raised a $100M Series A+, per TechNode.

Report: SEA makes up ~50% of APAC data center capacity being built, led by Malaysia and Thailand (opens theguardian.com)

Report: SEA makes up ~50% of APAC data center capacity being built, led by Malaysia and Thailand, which paused 49 and delayed approvals of 117 projects in Sept. — Power and water constraints are pressuring what seemed like a juggernaut of growth for the region just months ago

Voters reject AI data centers, Shield AI’s $5.3B Echodyne deal, and a Seattle startup’s rare double exit (opens geekwire.com)

GeekWire's podcast covers Shield AI's $5.3B deal for drone-tracking radar maker Echodyne, voters backing data center limits in 40 of 41 local ballot measures, and a Seattle startup acquired twice.

Microsoft is winding down Oracle deal to rent AI cloud capacity (opens reuters.com)

Microsoft is not renewing a 2023 deal to rent AI computing from Oracle; the servers ran older Nvidia chips.

Google has acquired Crusoe's data center site in southeast Wyoming (opens crusoe.ai)

Crusoe's own update on handing its Wyoming data center campus to Google; TechCrunch says the deal shows how hard massive AI data centers are to develop.

CesiumAstro, which plans a 737-satellite LEO communications network at two altitudes, raised $730M at a $4.5B+ valuation (opens bloomberg.com)

CesiumAstro, which plans a 737-satellite LEO communications network at two altitudes, raised $730M at a $4.5B+ valuation, bringing its total funding to $1.4B — CesiumAstro raised $730 million in its latest funding round, a cash infusion the Austin-based satellite manufacturer will use …

Dropbox acquires Tigris Data for $350M to bolster its AI infrastructure (opens techcrunch.com)

The deal is expected to support the development of DBX Agent Cloud, a new storage platform aimed at developers building AI models and agents.

How a Blue Wave midterm might reshape the AI industry (opens techcrunch.com)

Democrats’ historic victories in this week’s U.S. midterm elections could also transform the tech industry. The public voted on 41 data center-related ballot measures on Tuesday — in all but one, the majority voted to impose more restrictions on data center development.

Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal (opens bloomberg.com)

Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips — Microsoft Corp.

Sources: cloud security startup Cyera is planning to raise around $800M in a round led by Cyberstarts at a $20B valuation, up from $12B in June (opens theinformation.com)

The Information reports a raise at a $20B valuation, up from $12B in June.

Dropbox acquires Tigris Data for $350M, releases new AI productivity features (opens siliconangle.com)

Dropbox is buying cloud storage startup Tigris Data alongside DBX Agent Cloud, a storage service for AI agents.

Launch HN: Rivet (YC W23) – Scale and Orchestrate Agents on S3 (opens github.com)

Hey HN, this is Nathan and Nicholas from Rivet (https://rivet.dev) – a fast, high-density, and scalable orchestrator for agentic workloads using the actor model. Rather than running a heavyweight sandbox per agent, each agent gets a lightweight actor backed by S3.

Meta warns that election backlash against data centers could make AI expansion harder (opens techcrunch.com)

Meta warns that growing political opposition to data centers could threaten future AI investments, as communities push back against massive infrastructure projects.

Inside GitHub’s new Git storage architecture (opens github.blog)

GitHub's new Git storage architecture is built so thousands of agents can push to a single repository at once. Here's how it works.

Ocient raises $100 million as agentic AI drives growth in large-scale analytics (opens siliconangle.com)

Ocient Inc., the maker of a speedy data analytics platform, today said it has raised $100 million in a Series C funding to expand its agentic artificial intelligence analytics business.

Phaze raises $8.75M to give AI agents remote access to powerful workstations (opens siliconangle.com)

Built by the founders of remote desktop firm Parsec, Phaze gives AI agents remote workstations of their own; a16z wrote up its investment.

US voters roundly reject data centers in ballot measures (opens semafor.com)

OpenLake: Fast inference for self improving models (opens ycombinator.com)

OpenLake lets companies deploy, train and serve models that keep improving.

Meta raised €9B from its debut euro bond sale that drew a record €53B of orders, paying ~1.4x the risk premium Alphabet offered for similar bonds this week (opens bloomberg.com)

Meta raised €9B from its debut euro bond sale that drew a record €53B of orders, paying ~1.4x the risk premium Alphabet offered for similar bonds this week — Meta Platforms Inc. raised €9 billion from a debut euro debt bond sale that drew a record €53 billion of orders …

Parsec founders raise $8.75M from a16z to give AI agents their own PCs (opens thenextweb.com)

Phaze, from the team behind remote desktop firm Parsec, gives employees and AI agents access to powerful remote computers.

Sources: Goldman Sachs and Apollo are in talks with investors to sell portions of SpaceX's ~$40B chip financing, asking some for up to $500M before syndication (opens bloomberg.com)

Sources: Goldman Sachs and Apollo are in talks with investors to sell portions of SpaceX's ~$40B chip financing, asking some for up to $500M before syndication — Goldman Sachs Group Inc. and Apollo Global Management Inc. are in talks with Wall Street investors to start selling portions …

Data center shares fall as investors expect slower AI buildout after Democrats win Congress; Hut 8 drops 23%, IREN 11%, Core Scientific 10%, Applied Digital 7% (opens reuters.com)

Data center shares fall as investors expect slower AI buildout after Democrats win Congress; Hut 8 drops 23%, IREN 11%, Core Scientific 10%, Applied Digital 7% — Wall Street closed sharply higher on Wednesday as Democrats' sweeping midterm election victory eased political uncertainty …

Qualcomm is betting big on data centers as smartphone sales sink (opens theverge.com)

With smartphone sales tanking by around 20 percent compared to 2025, Qualcomm is looking to data centers to help boost its bottom line. During its Q4 2026 earnings call, the company laid out its plans to make a splash in the AI data center business, through partnerships with companies like Amazon…