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Anthropic's hiring spree targets Australia and Japan for AI data center expansion

Anthropic is ramping up its AI infrastructure in the Asia-Pacific region with 13 new compute department roles, eight focused on Australia and Japan. The expansion comes as soaring demand for its Claude models strains infrastructure, with the company's revenue run-rate hitting $47 billion in May. But challenges including copyright laws and power access could complicate the buildout.

Business2 sources

Anthropic's hiring spree targets Australia and Japan for AI data center expansion

Business2 sources

Runpod raises $100M at $1 billion valuation as AI developers scramble for computing power

Runpod has raised $100M in Series A funding led by Summit Partners, achieving a $1 billion valuation—a tenfold jump in under two years. The cloud startup rents AI computing power to over one million developers, offering a full-cycle platform for experimentation, training, and deployment. The company rejected buyout offers worth more than $500M to stay independent.

Startups2 sources

Runpod raises $100M at $1 billion valuation as AI developers scramble for computing power

Startups2 sources

IBM unveils sub-1 nanometer chip technology with 100 billion transistors for AI data centers

IBM revealed the world's first sub-1 nanometer chip technology, packing nearly 100 billion transistors onto a fingernail-sized die using a new nanostack architecture. The breakthrough delivers up to 50% higher performance and 70% greater energy efficiency compared to IBM's 2-nanometer chips, with production expected within five years through partners like Rapidus.

Technology12 sources

IBM unveils sub-1 nanometer chip technology with 100 billion transistors for AI data centers

Technology12 sources

Indian Government Set to Acquire Minority Stake in Sarvam AI Through IndiaAI Mission Support

The Indian government could secure a 1-2% stake in AI startup Sarvam as part of its $300 million funding round, marking a rare instance of direct equity holding in a private AI company. The stake stems from compute infrastructure provided under the IndiaAI Mission, where compulsorily convertible debentures will convert to equity at a $1.5 billion valuation.

Business2 sources

Indian Government Set to Acquire Minority Stake in Sarvam AI Through IndiaAI Mission Support

Business2 sources

Qualcomm unveils High-Bandwidth Compute architecture to break AI memory wall with 6x efficiency

Qualcomm introduced its High-Bandwidth Compute (HBC) architecture at Investor Day 2026, positioning itself as a serious contender in the AI data center market. The technology stacks compute beneath DRAM to tackle the memory wall bottleneck, claiming 6x higher bandwidth-per-watt compared to HBM and 200x capacity versus on-chip SRAM. The first HBC-powered AI250 accelerators are expected by mid-2027.

Technology4 sources

Qualcomm unveils High-Bandwidth Compute architecture to break AI memory wall with 6x efficiency

Technology4 sources

Ornn raises $33M to transform AI compute into a tradable commodity like oil

MIT graduates launch Ornn with $33 million in seed funding to create the world's first compute marketplace. Led by a16z crypto and Galaxy Ventures, the platform aims to bring transparency to GPU pricing and let companies trade AI compute capacity like commodities. Intercontinental Exchange plans to use Ornn's index for futures contracts.

Startups2 sources

Ornn raises $33M to transform AI compute into a tradable commodity like oil

Startups2 sources

UBS raises AMD and Arm price targets as CPU demand for agentic AI systems takes off

UBS has significantly raised its price targets for AMD and Arm Holdings, citing accelerating demand for CPUs in agentic AI infrastructure. AMD's target jumped to $670 from $470, while Arm's climbed to $455-$470, reflecting the chipmakers' strategic positioning as AI providers shift toward standalone CPU deployments alongside traditional GPUs.

Business3 sources

UBS raises AMD and Arm price targets as CPU demand for agentic AI systems takes off

Business3 sources

Qualcomm enters data center race with Dragonfly chips, signs Meta and Microsoft as partners

Qualcomm unveiled its comprehensive Dragonfly platform for data centers at its investor day, marking a major expansion beyond smartphones. The chipmaker secured Meta and Microsoft as early customers and announced a $3.9 billion acquisition of AI software startup Modular. With the Dragonfly C1000 CPU arriving in 2028, Qualcomm faces intense competition from Nvidia in the AI infrastructure market.

Technology20 sources

Qualcomm enters data center race with Dragonfly chips, signs Meta and Microsoft as partners

Technology20 sources

CoreWeave expands AI cloud capacity in Stockholm through Conapto partnership with renewable energy

CoreWeave has entered a co-location agreement with Conapto to expand its data center capacity in Stockholm, marking its eighth European site. The deployment at Stockholm 4 South is already operational, powered entirely by renewable energy sources and equipped with NVIDIA's latest Blackwell Architecture to support growing demand for AI workloads across the continent.

Technology3 sources

CoreWeave expands AI cloud capacity in Stockholm through Conapto partnership with renewable energy

Technology3 sources

Memory Prices Skyrocket as AI Data Centers Consume Silicon Supply, Leaving Consumers Behind

Memory prices for hard drives, RAM, and SD cards have surged dramatically over the past six months as AI data centers consume massive amounts of silicon wafers. The Samsung 990 Evo Plus SSD, which sold for $140 a year ago, now hovers above $600, with Prime Day deals offering temporary relief at $370. Consumers face the financial burden of AI infrastructure demand.

Technology2 sources

Memory Prices Skyrocket as AI Data Centers Consume Silicon Supply, Leaving Consumers Behind

Technology2 sources

BlackBerry's AI shift earns buy rating from Stifel as stock surges 133% in 2026

BlackBerry has transformed from a mobile phone maker into a mission-critical software provider for AI-linked applications, according to Stifel. The investment firm initiated coverage with a buy rating and $12 price target, representing 36% upside. Shares have already surged 133% year-to-date as the company's QNX Software Platform becomes essential infrastructure for automotive, robotics, and medical devices.

Business2 sources

BlackBerry's AI shift earns buy rating from Stifel as stock surges 133% in 2026

Business2 sources

OpenAI and Broadcom unveil Jalapeño chip to power next-generation AI inference at scale

OpenAI and Broadcom have announced Jalapeño, a custom AI processor designed specifically for large language model inference in data centers. The chip promises better performance per watt than current options and marks OpenAI's push toward vertical integration. With deployment planned by year-end, this move signals OpenAI's strategy to reduce dependence on Nvidia while controlling its entire AI infrastructure stack.

Technology32 sources

OpenAI and Broadcom unveil Jalapeño chip to power next-generation AI inference at scale

Technology32 sources

AI's voracious appetite for energy threatens climate goals as data centers consume record power

A new United Nations report reveals AI's environmental impact extends far beyond carbon emissions. Data centers consumed 448 terawatt-hours globally in 2025 and could require 2.5 trillion gallons of water by 2030. Experts warn that AI energy consumption is undermining decarbonization efforts, with ChatGPT alone processing 2.5 billion queries daily.

Science6 sources

AI's voracious appetite for energy threatens climate goals as data centers consume record power

Science6 sources

Hyperscale Data stock surges 20% after securing $1.2 billion AI data center deal

Hyperscale Data stock jumped 20% in premarket trading after announcing its first Master Services Agreement with a California-based neocloud provider. The deal covers 20 megawatts of AI compute capacity at its Michigan data center, expected to generate over $1.2 billion in revenue, with potential expansion that could push total contract value beyond $3.0 billion.

Business2 sources

Hyperscale Data stock surges 20% after securing $1.2 billion AI data center deal

Business2 sources

VIAVI Solutions debuts Ultra Ethernet Transport validation for AI data center networks

VIAVI Solutions has launched the industry's first Ultra Ethernet Transport validation solution for AI networks, offering GPU-free testing capabilities for hyperscalers and cloud providers. The new VIAVI TestCenter offering validates AI back-end networks using the Ultra Ethernet Consortium's stack, addressing the challenge of scaling AI clusters to millions of endpoints without relying on physical GPUs.

Technology2 sources

VIAVI Solutions debuts Ultra Ethernet Transport validation for AI data center networks

Technology2 sources

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