The U.S. Department of War announced agreements with seven AI providers, allowing it to deploy multiple LLMs for its use and avoiding lock up with a single vendor.
Google, Amazon, Microsoft, and Meta plan to spend a combined $725 billion on capital expenditure in 2026, a 77% increase over last year's record $410 billion.
SoftBank is planning to launch an AI and robotics startup in the U.S. to build data centers. The firm is gunning for a $100 billion valuation and aims to list the startup this year.
Huawei is reportedly on track to become China’s top AI chip supplier as Nvidia faces export restrictions and customs delays. Analysts forecast China’s domestic AI chip market could hit $67 billion by 2030.
ASML shipped 48 EUV lithography systems and 131 immersion DUV tools in 2025, generating €32.7 billion in total revenue and ending the year with a €38.8 billion order backlog.
New Pentagon FY2027 budget documents reveal the Joint Laser Weapon System, a containerized 300kW+ laser weapon designed to intercept cruise missiles as part of the US military’s Golden Dome missile-defense initiative.
Major firms are finding the rising costs of AI hard to manage, as human workers are now often more affordable alternatives to AI within certain contexts. With many platforms switching to per-token billing and rising model costs, we may be reaching an inflection point where human workers are a more efficient way to spend.
Samsung and SK hynix warn that severe AI-driven memory shortages could persist through 2027 as exploding HBM demand overwhelms supply, tightens the broader DRAM market, and fuels record profits
An SaaS business got all its data back after its cloud data provider recovered critical databases that were ruthlessly wiped by an AI agent gone rogue.
Housing construction projects in Texas are facing delays of up to two months as contractors are having a harder time finding and keeping electricians. Data center projects are pricing out housing projects from the labor force as they offer 75% higher salaries and more benefits.
Meta signed a multibillion-dollar, multi-year deal with Amazon Web Services last week to deploy tens of millions of Graviton5 CPU cores across AWS data centers.
OpenAI has reportedly modified its arrangement on several Stargate projects, leaving the direct ownership set up and instead preferring to lease compute from other partners who took on the direct risk of investing in the infrastructure.