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Applied Materials and TSMC join forces to accelerate AI chip development at $5 billion EPIC Center

Applied Materials and TSMC have announced a partnership to fast-track AI chip development at the EPIC Center in Silicon Valley. The collaboration builds on 30 years of joint work and focuses on materials engineering, equipment innovation, and process integration to deliver energy-efficient chips for data centers and edge devices.

Technology2 sources

Applied Materials and TSMC join forces to accelerate AI chip development at $5 billion EPIC Center

Technology2 sources

South Korea proposes AI profit tax to fund citizen dividend as chip giants post record earnings

A senior South Korean official has floated a controversial proposal to tax AI profits and redistribute them as a national dividend to citizens. The idea triggered sharp market swings, with the Kospi index plunging 5.1% before recovering after clarifications. The proposal highlights growing pressure to share wealth from the AI boom that's enriching Samsung Electronics and SK Hynix.

Policy4 sources

South Korea proposes AI profit tax to fund citizen dividend as chip giants post record earnings

Policy4 sources

Cowboy Space raises $275 million to build orbital AI data centers and its own rockets

Cowboy Space, formerly Aetherflux, has raised $275 million at a $2 billion valuation to deploy solar-powered AI data centers in orbit. The company plans to build its own rockets due to insufficient launch capacity, with each satellite housing 800 GPUs and generating 1 megawatt of power. The first rocket launch is expected before the end of 2028.

Startups3 sources

Cowboy Space raises $275 million to build orbital AI data centers and its own rockets

Startups3 sources

AI costs surge as companies shift to usage-based pricing, forcing researchers and enterprises to rethink strategies

Major AI providers including GitHub, OpenAI, and Anthropic are abandoning flat subscription models for usage-based pricing, driving AI costs higher than human capital in some cases. Researchers face financial burdens while enterprises burn through annual budgets in months, prompting some to hire people instead of deploying AI tools.

Business3 sources

AI costs surge as companies shift to usage-based pricing, forcing researchers and enterprises to rethink strategies

Business3 sources

Telus and federal government unveil AI data cluster in B.C. to strengthen sovereign computing

Telus and Canada's federal government announced plans for a major AI data cluster across three facilities in British Columbia. The project will expand an existing Kamloops data center and develop two new Vancouver facilities, requiring more than 150 megawatts of electricity by 2032. The initiative aims to strengthen Canada's sovereign computing power and support domestic innovation in artificial intelligence.

Business2 sources

Telus and federal government unveil AI data cluster in B.C. to strengthen sovereign computing

Business2 sources

SoftBank to manufacture large-scale batteries for AI data centers at former Sharp factory

SoftBank Group's mobile-services subsidiary will begin manufacturing large-scale battery cells at a converted Sharp factory in Sakai, Osaka, targeting one gigawatt-hour per year. Partnering with South Korea's Cosmos Lab and DeltaX, the company plans mass production from April 2026 to address surging power demands of AI data centers while avoiding Chinese supply chains.

Business2 sources

SoftBank to manufacture large-scale batteries for AI data centers at former Sharp factory

Business2 sources

8-year-old Nvidia V100 AI GPU modded for $200 crushes modern cards in AI LLM workloads

YouTuber Hardware Haven converted a $100 Nvidia V100 data center GPU with SMX interface into a PCIe card using a custom adapter and 3D-printed cooling. The modded Tesla V100 delivered 130 tokens per second in AI inference tests, outperforming both the RTX 3060 and RX 7800 XT while proving more efficient than modern midrange offerings at just 0.55 tokens per second per watt.

Technology2 sources

8-year-old Nvidia V100 AI GPU modded for $200 crushes modern cards in AI LLM workloads

Technology2 sources

SPAN wants to install mini data centers in your home—with subsidized electricity and internet

San Francisco startup SPAN is launching a pilot program to install cabinet-sized data center nodes outside homes, partnering with Nvidia and major homebuilders like PulteGroup. The company promises to pay residents' electricity and internet bills in exchange for hosting the liquid-cooled GPU units, charging just a $150 monthly fee. A 100-home trial begins this year, with plans to scale to 80,000 nodes by 2027.

Technology5 sources

SPAN wants to install mini data centers in your home—with subsidized electricity and internet

Technology5 sources

TeraWulf's AI Compute Revenue Outpaces Bitcoin Mining Amid $427 Million Loss in Q1 2026

TeraWulf reported Q1 2026 revenues of $34 million, with AI compute contributing $21 million—a 117% jump that now represents 60% of total income. Meanwhile, Bitcoin mining revenue plummeted 50% to $13 million. Despite posting a $427 million net loss, the company's strategic pivot to AI infrastructure is gaining momentum, backed by a $9.5 billion Google-backed deal with FluidStack.

Business2 sources

TeraWulf's AI Compute Revenue Outpaces Bitcoin Mining Amid $427 Million Loss in Q1 2026

Business2 sources

Anthropic secures $1.8 billion AI cloud deal with Akamai to meet surging software demand

AI startup Anthropic has signed a $1.8 billion computing deal with Akamai Technologies to meet growing demand for its AI software. Akamai's stock surged 28% following the disclosure, as the company positions itself to secure critical computing components like CPUs and GPUs despite rising prices in the competitive AI infrastructure market.

Business2 sources

Anthropic secures $1.8 billion AI cloud deal with Akamai to meet surging software demand

Business2 sources

Nvidia exec admits AI costs now exceed what company pays human employees as compute bills soar

Nvidia's Vice President of Applied Deep Learning Bryan Catanzaro revealed that the cost of AI compute for his team now far surpasses employee salaries. The admission highlights a growing challenge across the tech industry as companies like Uber and Swan AI grapple with skyrocketing AI expenses, raising questions about long-term return-on-investment despite aggressive adoption.

Business3 sources

Nvidia exec admits AI costs now exceed what company pays human employees as compute bills soar

Business3 sources

AI boom triples hard drive prices, threatening Internet Archive and Wayback Machine preservation

The AI boom has triggered a storage crisis that threatens internet archiving efforts. Hard drive prices have surged up to three times their normal cost, with 28-30TB drives either out of stock or grossly inflated. The Internet Archive, which stores 210 petabytes and adds 100 terabytes daily, now faces mounting costs while anti-scraping measures designed to block AI bots inadvertently block archival efforts too.

Technology2 sources

AI boom triples hard drive prices, threatening Internet Archive and Wayback Machine preservation

Technology2 sources

SK Hynix flooded with unprecedented offers from big tech to fund production amid chip crunch

Global tech giants are making rare financial offers to SK Hynix, proposing to invest in new production lines and fund expensive manufacturing equipment purchases as they scramble to secure memory chips. The chipmaker remains cautious, with insiders warning that available capacity is essentially zero despite the artificial intelligence boom driving demand.

Business5 sources

SK Hynix flooded with unprecedented offers from big tech to fund production amid chip crunch

Business5 sources

Nvidia commits $2.1 billion to IREN in massive AI infrastructure partnership for global expansion

Nvidia has secured a major AI data center partnership with IREN, committing up to $2.1 billion through a share option deal. The agreement includes deploying 5 gigawatts of Nvidia DSX infrastructure across IREN's global facilities, with IREN providing $3.4 billion in GPU cloud services to Nvidia over five years. IREN stock surged over 27% initially as investors reacted to the deal.

Business14 sources

Nvidia commits $2.1 billion to IREN in massive AI infrastructure partnership for global expansion

Business14 sources

SoftBank partners with Nvidia and Foxconn to build homegrown AI servers in Japan

SoftBank Corp has initiated discussions with chip giant Nvidia and contract manufacturer Foxconn to develop made-in-Japan AI servers. The telecom company plans to start with component assembly by the decade's end before taking full control of manufacturing, focusing on high-performance servers capable of running advanced GPUs at high speeds.

Business3 sources

SoftBank partners with Nvidia and Foxconn to build homegrown AI servers in Japan

Business3 sources

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