AI Compute

Twitter

Facebook

Copy Link

Key Facts

Key PlayersNVIDIA, Microsoft, Google, AWS, CoreWeave

Top News

Google and SpaceX in talks to launch orbital data centers as AI compute race moves to space

Google and SpaceX are negotiating a partnership to put data centers into orbit, according to The Wall Street Journal. The potential deal comes as SpaceX prepares for its $1.75 trillion IPO, with both companies betting that space-based infrastructure will transform how AI compute is delivered within the next decade.

Technology8 sources

Google and SpaceX in talks to launch orbital data centers as AI compute race moves to space

Technology8 sources

MARA Reports $1.26 Billion Q1 Loss as Bitcoin Miner Pivots to Artificial Intelligence

MARA Holdings reported a $1.26 billion Q1 loss, more than doubling its year-ago deficit, as the Bitcoin miner sold $1.5 billion worth of BTC. The company is executing a strategic shift away from large-scale mining toward AI and high-performance computing infrastructure, acquiring a $1.5 billion power plant while cutting 15% of its workforce.

Business2 sources

MARA Reports $1.26 Billion Q1 Loss as Bitcoin Miner Pivots to Artificial Intelligence

Business2 sources

3M Joins Coalition with AMD, Cisco, Meta to Standardize Optical Connectivity for AI Infrastructure

3M has entered a multi-source agreement with major technology companies including AMD, Cisco, Meta, and Oracle to develop open specifications for expanded beam optical connectivity in AI infrastructure. The coalition aims to address reliability and maintenance challenges as AI data centers scale, with expanded beam technology eliminating dust contamination issues that slow network builds.

Technology2 sources

3M Joins Coalition with AMD, Cisco, Meta to Standardize Optical Connectivity for AI Infrastructure

Technology2 sources

NASA's next-gen space processor shows 500x performance leap in early testing for autonomous missions

NASA's High Performance Spaceflight Computing project has begun testing a radiation-hardened chip that delivers up to 500 times the performance of current spaceflight processors. Developed with Microchip Technology Inc., the system-on-a-chip will enable autonomous spacecraft to make real-time decisions on missions to the Moon, Mars, and beyond—eliminating delays from waiting for Earth-based commands.

Technology5 sources

NASA's next-gen space processor shows 500x performance leap in early testing for autonomous missions

Technology5 sources

NVIDIA and Elon Musk race to put AI data centers in space as Earth-based limits bite

NVIDIA is partnering with five space companies to build orbital AI infrastructure, while Elon Musk's SpaceXAI teams with Anthropic for multi-gigawatt space facilities. The push comes as terrestrial data centers face severe power, water, and land constraints—with some projects facing seven-year permit delays.

Technology3 sources

NVIDIA and Elon Musk race to put AI data centers in space as Earth-based limits bite

Technology3 sources

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

Prev 1…404142…95 Next