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Key PlayersNVIDIA, Microsoft, Google, AWS, CoreWeave

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Tiny Corp enables Nvidia GPUs on Macs with Apple-approved driver for AI workloads

Tiny Corp has developed TinyGPU, an open-source driver that brings Nvidia GPU support back to macOS after Apple dropped it in 2018. The Apple approved driver allows external GPUs like the RTX 5090 to connect via Thunderbolt or USB4 without hacks. While performance lags behind native Metal, the driver opens new possibilities for AI experiments on Mac.

Technology2 sources

Tiny Corp enables Nvidia GPUs on Macs with Apple-approved driver for AI workloads

Technology2 sources

Allbirds pivots from sustainable shoes to AI infrastructure, stock surges 580% in single day

Allbirds, once known for sustainable footwear, announced a dramatic shift to become NewBird AI, a GPU-as-a-Service provider. After selling its shoe brand for $39 million to American Exchange Group, the company secured $50 million in financing to acquire GPU assets. The announcement sent shares soaring over 580%, though questions remain about the execution of this extreme pivot.

Business48 sources

Allbirds pivots from sustainable shoes to AI infrastructure, stock surges 580% in single day

Business48 sources

Jane Street commits $6 billion to CoreWeave AI cloud, takes $1 billion equity stake

Quantitative trading firm Jane Street has signed a $6 billion AI cloud agreement with CoreWeave and invested $1 billion in equity at $109 per share. The deal grants Jane Street access to Nvidia's next-generation Vera Rubin chips and marks CoreWeave's third multi-billion-dollar agreement this month, following deals with Meta and Anthropic.

Business8 sources

Jane Street commits $6 billion to CoreWeave AI cloud, takes $1 billion equity stake

Business8 sources

Tesla completes AI5 chip design with 40X performance leap, but deployment still years away

Elon Musk announced Tesla's successful tape-out of the AI5 chip, designed to power Full Self-Driving systems in vehicles and Optimus robots. The chip promises up to 40x performance improvement over its predecessor, featuring 12 memory packages and a 384-bit interface. However, the milestone comes nearly two years behind schedule, with volume production not expected until mid-2027.

Technology6 sources

Tesla completes AI5 chip design with 40X performance leap, but deployment still years away

Technology6 sources

Chipmakers AMD, Arm, and Qualcomm invest $60M in Wayve's self-driving tech platform

UK autonomous driving startup Wayve raised $60 million from semiconductor giants AMD, Arm, and Qualcomm, extending its Series D funding round to $1.2 billion. The strategic investment gives Wayve access to virtually every automotive compute platform, supporting its hardware-agnostic AI Driver that works across different chips and vehicles without location-specific engineering.

Startups3 sources

Chipmakers AMD, Arm, and Qualcomm invest $60M in Wayve's self-driving tech platform

Startups3 sources

US utilities plan $1.4 trillion infrastructure surge to power the AI boom through 2030

US investor-owned utilities are planning to spend $1.4 trillion on electricity infrastructure by 2030, more than double the prior decade's investment, as the AI boom drives unprecedented power demand. Over 30 utilities cite data centers as a top growth driver, while residential electricity prices are projected to rise 5.1% this year. The spending surge raises questions about who will bear the costs.

Business2 sources

US utilities plan $1.4 trillion infrastructure surge to power the AI boom through 2030

Business2 sources

Credo acquires DustPhotonics for up to $1.3B to expand Silicon Photonics and AI connectivity

Credo Technology Group has agreed to acquire Israeli startup DustPhotonics for up to $1.3 billion in cash, stock, and performance-based incentives. The deal brings advanced Silicon Photonics technology in-house, positioning Credo as a vertically integrated leader in AI connectivity spanning electrical and optical interconnects for next-generation data centers.

Business2 sources

Credo acquires DustPhotonics for up to $1.3B to expand Silicon Photonics and AI connectivity

Business2 sources

Meta locks Broadcom for custom AI chips through 2029 as Hock Tan exits board

Meta and Broadcom announced a multi-year partnership extending through 2029 for custom AI accelerators, with initial deployment exceeding 1 gigawatt of computing capacity. Broadcom CEO Hock Tan is stepping down from Meta's board to avoid conflict of interest but will continue advising on Meta's custom silicon roadmap as the social media giant pursues its AI infrastructure goals.

Technology16 sources

Meta locks Broadcom for custom AI chips through 2029 as Hock Tan exits board

Technology16 sources

Microsoft Takes Over Norway Stargate Data Center as OpenAI Pulls Back from Direct Infrastructure Deal

Microsoft has secured data center capacity in Norway that OpenAI originally planned to lease under its Stargate initiative. The move adds 30,000 Nvidia Rubin GPUs to Microsoft's infrastructure as OpenAI shifts strategy, now planning to access compute through Microsoft's Azure rather than direct deals. The development signals OpenAI's more cautious approach to infrastructure spending ahead of a potential IPO.

Business5 sources

Microsoft Takes Over Norway Stargate Data Center as OpenAI Pulls Back from Direct Infrastructure Deal

Business5 sources

Oracle shares surge 4% after securing 2.8 GW Bloom Energy deal for AI data centers

Oracle extended its rally with a 4% gain following an expanded partnership with Bloom Energy to procure up to 2.8 gigawatts of fuel cell capacity for AI-driven data centers. The deal addresses critical power constraints in AI infrastructure buildout and includes a $400 million warrant, reflecting Big Tech's strategic shift toward securing reliable energy supply alongside computing capacity.

Business3 sources

Oracle shares surge 4% after securing 2.8 GW Bloom Energy deal for AI data centers

Business3 sources

Nvidia releases Ising open AI models to solve quantum computing's biggest bottlenecks

Nvidia unveiled Ising, a family of open source AI models designed to tackle quantum computing's critical challenges in calibration and error correction. The models deliver 2.5x faster and 3x more accurate performance than existing tools, while sparking a rally in quantum computing stocks as IonQ surged 50% and major research institutions rushed to adopt the technology.

Technology18 sources

Nvidia releases Ising open AI models to solve quantum computing's biggest bottlenecks

Technology18 sources

Missouri town ousts half its council over $6 billion AI data center as community opposition spreads

Festus, Missouri residents removed four city council members who approved a controversial $6 billion AI data center project spanning 360 acres. The small town of under 14,000 people has filed lawsuits alleging lack of transparency and illegal zoning decisions. The backlash reflects growing nationwide resistance to AI data centers, with communities citing environmental impact, infrastructure strain, and secretive dealings.

Policy3 sources

Missouri town ousts half its council over $6 billion AI data center as community opposition spreads

Policy3 sources

OpenAI takes aim at Anthropic in leaked memo, pivots to Amazon as Microsoft partnership strains

OpenAI's chief revenue officer Denise Dresser sent a four-page internal memo attacking rival Anthropic and celebrating the company's new Amazon alliance. The memo claims Anthropic inflated its $30 billion revenue by $8 billion and criticizes its leadership approach. Meanwhile, OpenAI acknowledges its Microsoft partnership has limited its ability to reach enterprise clients.

Business13 sources

OpenAI takes aim at Anthropic in leaked memo, pivots to Amazon as Microsoft partnership strains

Business13 sources

Ex-Programmer's Viral Speech Halts AI Data Center Expansion in Ohio Over Resource Consumption

Will Hollingsworth, a former programmer who trained AI models that replaced him, delivered a powerful speech at a Ravenna, Ohio city council meeting that led to a one-year moratorium on data center construction. His argument highlighted how AI data centers consume 5 million gallons of water daily while creating fewer than 50 jobs, raising questions about whether communities are sacrificing too much for AI infrastructure.

Policy3 sources

Ex-Programmer's Viral Speech Halts AI Data Center Expansion in Ohio Over Resource Consumption

Policy3 sources

Google's TurboQuant sparked memory market panic, but analysts say AI demand will surge higher

Google's TurboQuant algorithm triggered sharp stock sell-offs for Samsung and SK Hynix, with DDR5 prices dropping up to 30%. But analysts argue the memory compression technology will likely expand overall memory demand rather than reduce it, citing the Jevons Paradox where greater efficiency drives increased usage.

Business4 sources

Google's TurboQuant sparked memory market panic, but analysts say AI demand will surge higher

Business4 sources

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