129 stories across editions, newest first.
Aformic makes self-driving forklifts and carts for factories, says it has more than $34M in orders, and plans robots for building and maintaining AI data centres.
The money goes to data centres, cloud operations, water, power and training in 2027 and 2028, including new campuses in Selangor and Negeri Sembilan.
US AI capacity grows from 38gw today to an 81gw ceiling in 2027. Because 40% of compute serves inference & new Blackwell & Rubin racks lift blended monetization from $9.4b to $15.1b per inference gigawatt, theoretical US inference revenue rises 3.4x from $0.14t to $0.49t.
Fal hosts image, video and audio AI models for developers; the new valuation is double its April value. Bessemer led the round, and Nvidia and T. Rowe Price also invested.
Off-balance-sheet debt from AI-related obligations at US tech giants almost doubled in six months, to $3.2 trillion.
Traversal's agents help companies such as American Express and Pepsi troubleshoot site outages.
Applied Compute, an AI infrastructure provider, raised at a $3.25 billion valuation after reaching a revenue milestone.
Years-long waits for grid access and new turbines are pushing data center builders to once-discarded jet engines, which are less efficient and dirtier.
Strong demand for its AI-optimized servers lifted the forecast; Arista Networks also beat expectations the same day.
Paige is an AI agent for site reliability engineering, launched with the renamed PD Reliability Platform and PD Labs.
Anthropic's S-1/A shows $5.0B of short-term burst compute at $7 to $13 per GPU-hour raised blended GPU costs 82% in two quarters, turning Q2's $974M operating profit into a $567M Q3 loss.
Blacksmith (YC W24) builds a faster cloud for continuous integration, betting that testing and validation become the bottleneck as AI coding tools generate more code.
OpenAI will pilot the program at an upcoming data center in Effingham County, Georgia, promising to free up to 1,000 megawatts during extreme weather or emergencies.
Cloud VMs for running complex environments across many agent sessions
Two startups tackling the data center water problem are joining forces in a $16 million deal.
Ryhla (YC Fall 2026) builds data and models of the distribution grid to speed up grid connections for projects.
Rewbi (YC S24) deploys 1-10MW distributed data centers in existing industrial buildings with surplus power.
General-purpose robot technicians that assemble, commission, and maintain data centers.
Aramco contributes about $2.6B in cash in 2026 plus AI, compute and digital assets for 49% of Humain; Saudi Arabia's PIF keeps 51%.
Hyperbolic lets companies rent AI compute across about 30 neoclouds; Walden Catalyst, Intel CEO Lip-Bu Tan's fund, led the round and total funding is $50M.
Google's prototype data centre satellite ran a Gemma 4 model in orbit and sent back a haiku, Google's Travis Beals wrote on Friday.
Axios reports OpenAI will push mandatory "speed limits" for powerful AI and rebrand its data centers as "AI compute campuses" after Tuesday's midterms.
Google's data center energy head says space data centers cost up to 100x more than Earth-based ones, and US power supply is sufficient but permits are slow — Data centers in space could cost up to 100 times as much as those on Earth, Google's head of data center energy said this week …
An amendment to France's 2027 budget would charge content providers €0.055 per gigabyte sent to French internet users.
A federal judge in Mississippi refused to dismiss the NAACP's Clean Air Act suit over the gas turbines powering xAI's Colossus 2 data centre.
The artificial intelligence buildout is making an enormous bet on what businesses will eventually be willing to pay for intelligence. In our research this summer on forecasting the AI bubble, we argued that a key indicator to watch is productive utilization by enterprise customers.
Amazon's free cash flow fell to minus $42.4bn over the 12 months to September, mostly because of AI spending.
Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks as lenders and investors demand tougher terms — Lenders and investors are getting choosier about their bets and demanding stricter terms, as the AI build-out enters a new phase
S&P downgraded Meta's outlook from stable to negative, citing high capex and negative free cash flow; META fell 15% in October, its worst month in four years — Meta's outlook has been revised downward by S&P Global Ratings on concerns surrounding cash flow and AI spending.
Bloomberg reports the inference company was valued at $13B in June after raising $1.5B.
Powerlattice makes a power delivery chiplet it says cuts AI compute power needs by more than 50%; it raised $31M in 2025.
The first TPU in space is running a Gemma 4 model on Google's data center satellite.
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
Bloomberg counts more than $3T in commitments across Alphabet, Meta, Microsoft, Amazon and Oracle, led by Alphabet at over $1T and Meta at over $800B.
Amazon has set up a supplier financing facility to borrow up to $80B against the hardware it buys, usable from 2027 to late 2028. It had a $42.4B free cash outflow in the year to September, and its spending commitments reached $883B.
Aeroderivative turbine gensets that make power and water on-site, so data centers don't wait on the grid.
AWS revenue grew 39% to $46B in the third quarter, and Andy Jassy expects more than 40% growth in 2027 and 2028.
