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Former OpenAI Stargate Leaders Join Meta as AI Infrastructure Competition Intensifies

Three key executives from OpenAI's Stargate initiative are joining Meta Platforms, marking a significant shift in the competition for AI talent. Peter Hoeschele, Shamez Hemani, and Anuj Saharan led OpenAI's massive AI data center capacity efforts before their departure. The move comes as Meta pledges $135 billion in capital expenditures this year and OpenAI pauses its Stargate UK project.

Business3 sources

Former OpenAI Stargate Leaders Join Meta as AI Infrastructure Competition Intensifies

Business3 sources

Framework CEO warns personal computing faces existential threat from AI boom component shortage

Framework CEO Nirav Patel issued a stark warning that personal computing as we know it may be dead, as AI companies consume memory and processors at unprecedented rates. The modular laptop maker vows to keep building computers users can truly own despite rising costs and component shortages driven by data center demands.

Business3 sources

Framework CEO warns personal computing faces existential threat from AI boom component shortage

Business3 sources

Big Tech invests billions in nuclear power to meet surging AI data center energy demands

Major technology companies are reshaping nuclear energy funding as AI demand drives unprecedented power needs. Meta, Amazon, and Google have signed deals worth billions to develop small modular reactors, offering nuclear startups both funding and revenue certainty. But financing and development challenges remain as the industry races to commercialize next-gen nuclear power.

Business2 sources

Big Tech invests billions in nuclear power to meet surging AI data center energy demands

Business2 sources

AI data centers fuel electricity demand surge, reviving coal plants and reversing clean-air gains

The AI boom is reversing years of environmental progress as surging electricity demand from data centers keeps coal-fired power plants running. Trump administration policies have scrapped clean-air standards and delayed plant retirements, creating a political backlash ahead of midterm elections while activists warn of mounting health risks in already polluted communities.

Policy5 sources

AI data centers fuel electricity demand surge, reviving coal plants and reversing clean-air gains

Policy5 sources

OpenAI launches $100 ChatGPT Pro plan as Codex hits 3 million weekly users, targeting Claude Max

OpenAI introduced a new $100-per-month ChatGPT Pro plan to address surging demand from developers using its Codex coding tool. The new subscription tier sits between the $20 Plus plan and the existing $200 Pro option, offering five times more Codex usage than Plus. The move directly challenges Anthropic's Claude Max, which is also priced at $100 monthly, as AI coding tools see explosive growth across the industry.

Technology15 sources

OpenAI launches $100 ChatGPT Pro plan as Codex hits 3 million weekly users, targeting Claude Max

Technology15 sources

Amazon's AI chip business hits $20 billion run rate as Jassy hints at external sales

Amazon revealed its custom chip business generates over $20 billion annually, growing at triple-digit rates. CEO Andy Jassy disclosed in his shareholder letter that AWS AI revenue reached a $15 billion run rate in Q1 2026, while defending the company's $200 billion capital expenditure plan. The tech giant may soon sell its Trainium and Graviton chips directly to third parties.

Business14 sources

Amazon's AI chip business hits $20 billion run rate as Jassy hints at external sales

Business14 sources

CoreWeave lands Anthropic deal to power Claude AI as nine of ten top model providers join platform

CoreWeave secured a multi-year agreement with Anthropic to supply cloud computing capacity for its Claude AI models, adding the ninth top AI model provider to its customer roster. The deal follows a $21 billion Meta expansion announced just one day earlier, marking CoreWeave's push to diversify beyond Microsoft, which accounted for 67% of its 2025 revenue.

Technology30 sources

CoreWeave lands Anthropic deal to power Claude AI as nine of ten top model providers join platform

Technology30 sources

OpenAI Pauses Stargate UK Data Center Project Over Energy Costs and Regulatory Concerns

OpenAI has put its flagship Stargate UK data center project on indefinite hold, citing high energy costs and an unfavorable regulatory environment. The decision deals a significant blow to the UK government's AI ambitions and comes despite the company completing a record $122 billion fundraising last month. The project was expected to bring hundreds of millions in investment to Britain's AI infrastructure.

Business17 sources

OpenAI Pauses Stargate UK Data Center Project Over Energy Costs and Regulatory Concerns

Business17 sources

Data centers threaten clean energy goals as electricity demand for AI surges nationwide

Nevada's largest utility needs three times the electricity required to power Las Vegas just to handle proposed data centers—and it probably can't do that without fossil fuels. This threatens the state's clean energy targets requiring 50% renewable power by 2030. Utilities across the country face similar challenges as the exploding demand for powering artificial intelligence clashes with long-term plans to move away from fossil fuels.

Policy5 sources

Data centers threaten clean energy goals as electricity demand for AI surges nationwide

Policy5 sources

Applied Digital beats revenue estimates as AI data center demand accelerates to new highs

Applied Digital reported third-quarter revenue of $126.6 million, crushing analyst estimates of $76.6 million with 139% year-over-year growth. The company now operates one of the only fully operational 100 MW liquid-cooled data centers globally, as hyperscalers aggressively compete for AI infrastructure capacity. CEO Wes Cummins says demand has reached unprecedented levels.

Business2 sources

Applied Digital beats revenue estimates as AI data center demand accelerates to new highs

Business2 sources

Bain Capital cuts ties with tenant after $2 billion Nvidia smuggling probe targets China access

Bain Capital's Bridge Data Centers terminated its contract with Megaspeed International at its Malaysian site following a US government investigation into alleged smuggling of restricted Nvidia AI accelerators to China. The data center operator reallocated 68.4 MW of power capacity to Zenlayer, distancing itself from a tenant suspected of spending roughly $2 billion on AI processors for illicit distribution.

Business2 sources

Bain Capital cuts ties with tenant after $2 billion Nvidia smuggling probe targets China access

Business2 sources

Alibaba launches AI data center with 10,000 homegrown chips as China pushes self-sufficiency

Alibaba and China Telecom unveiled a data center in southern China powered by 10,000 Zhenwu AI chips developed domestically. The facility in Guangdong province supports AI models with hundreds of billions of parameters and marks a shift toward large-scale industrial implementation of homegrown AI infrastructure as U.S. semiconductor restrictions push Chinese firms to develop domestic chip alternatives.

Technology3 sources

Alibaba launches AI data center with 10,000 homegrown chips as China pushes self-sufficiency

Technology3 sources

Intel joins Elon Musk's Terafab project to build $25 billion AI chip factory in Texas

Intel has signed on to help Elon Musk's SpaceX, Tesla, and xAI build the ambitious Terafab semiconductor facility in Texas. The chipmaker will leverage its expertise in designing, fabricating, and packaging high-performance chips to support the project's goal of producing 1 terawatt of computing power annually. But questions remain about the partnership's structure, as no formal SEC filings have been submitted yet.

Technology29 sources

Intel joins Elon Musk's Terafab project to build $25 billion AI chip factory in Texas

Technology29 sources

Aria Networks raises $125M to build AI-native networking for the AI factory era

Aria Networks, a Palo Alto startup, has secured $125 million in its first funding round to develop AI-native networking infrastructure. The company unveiled Deep Networking, featuring 800G and 1.6T Ethernet switches designed to optimize token efficiency in AI data centers. With customer orders already in hand, Aria aims to make networking a performance differentiator rather than background plumbing.

Technology3 sources

Aria Networks raises $125M to build AI-native networking for the AI factory era

Technology3 sources

Nvidia acquisition of Slurm software sparks fairness concerns in AI chip race

Nvidia's December acquisition of SchedMD has raised concerns among AI specialists and supercomputer experts about fair access to Slurm, open-source software that powers 60% of supercomputers worldwide. Engineers fear the chip giant may favor its own hardware over rivals like AMD, though Nvidia insists it will maintain vendor-neutral development.

Business3 sources

Nvidia acquisition of Slurm software sparks fairness concerns in AI chip race

Business3 sources

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