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Oracle delays OpenAI AI data centers to 2028 as labor shortages test infrastructure ambitions

Oracle has pushed back delivery timelines for several large AI data centers built for OpenAI from 2027 to 2028, citing labor and material shortages. The data center delays sparked investor concerns about the artificial intelligence investment boom, sending Oracle shares down over 5% before the company disputed any contractual setbacks. The setback highlights mounting challenges in the race to build AI infrastructure.

Business14 sources

Oracle delays OpenAI AI data centers to 2028 as labor shortages test infrastructure ambitions

Business14 sources

Taiwan opens Nvidia-powered cloud center to advance sovereign AI and cement role in global tech race

Taiwan President Lai Ching-te inaugurated a new cloud computing center in Tainan equipped with the Nano 4 supercomputer, powered by 1,760 Nvidia H200 chips and 144 Blackwell chips. The 15-megawatt facility marks Taiwan's shift from hardware manufacturing to becoming an AI island, advancing its sovereign AI ambitions. Analysts forecast rising investor confidence in Taiwan's entrenched position within AI supply chains.

Technology2 sources

Taiwan opens Nvidia-powered cloud center to advance sovereign AI and cement role in global tech race

Technology2 sources

Broadcom reveals Anthropic as mystery customer behind $21 billion Google TPU order

Broadcom CEO Hock Tan disclosed that Anthropic placed a $21 billion order for Google's Tensor Processing Units, including $10 billion for the latest TPU Ironwood racks. The AI lab plans to deploy one million TPUs backed by over one gigawatt of compute capacity in 2026, marking one of the largest AI infrastructure buildouts in the industry.

Technology2 sources

Broadcom reveals Anthropic as mystery customer behind $21 billion Google TPU order

Technology2 sources

Runware raises $50M Series A to accelerate AI inference for developers building with generative AI

Runware, an AI inference startup founded in 2023, has raised $50 million in Series A funding led by Dawn Capital. The platform specializes in real-time image, video, and audio generation, having powered over 10 billion creations for more than 200,000 developers. The company aims to become the universal API for all generative AI models.

Startups2 sources

Runware raises $50M Series A to accelerate AI inference for developers building with generative AI

Startups2 sources

Broadcom AI revenue surges 74% but stock tumbles on profitability concerns despite record earnings

Broadcom delivered crushing fourth-quarter results with AI chips revenue jumping 74% to $6.5 billion and total revenue reaching $18 billion. But the stock plunged over 10% after CEO Hock Tan warned that higher AI sales would compress gross margins. The company revealed an $11 billion custom chip deal with Anthropic and projected AI revenue to double to $8.2 billion next quarter, yet investors questioned whether rapid growth justifies stretched valuations.

Business14 sources

Broadcom AI revenue surges 74% but stock tumbles on profitability concerns despite record earnings

Business14 sources

LG Electronics unveils AI Cabin Platform with generative AI for vehicles at CES 2026

LG Electronics is set to showcase its AI Cabin Platform at CES 2026 in Las Vegas, integrating generative AI into automotive infotainment systems. Powered by Qualcomm's Snapdragon Cockpit Elite, the platform processes AI calculations on-device to enhance data privacy while delivering real-time, personalized driver assistance and context-aware experiences.

Technology3 sources

LG Electronics unveils AI Cabin Platform with generative AI for vehicles at CES 2026

Technology3 sources

Google promotes Amin Vahdat to lead AI infrastructure as spending hits $93 billion

Google elevated Amin Vahdat to chief technologist for AI infrastructure, a newly created C-suite position reporting directly to CEO Sundar Pichai. The move comes as the company pours up to $93 billion into capital expenditures by the end of 2025, with expectations for even larger investments next year. Vahdat, who has spent 15 years building Google's AI backbone, will oversee the company's custom TPU chips and data center operations.

Business3 sources

Google promotes Amin Vahdat to lead AI infrastructure as spending hits $93 billion

Business3 sources

AI Trained in Space as Tech Giants Race to Build Orbiting Data Centers Powered by Solar Energy

Starcloud successfully trained the first AI model in space using an Nvidia H100 GPU aboard its satellite. Google plans to launch Project Suncatcher in 2027, while SpaceX and other tech giants pursue orbital data centers to address the environmental impact of ground-based AI infrastructure and tap into unlimited solar energy.

Technology6 sources

AI Trained in Space as Tech Giants Race to Build Orbiting Data Centers Powered by Solar Energy

Technology6 sources

Musk and Bezos ignite space race as orbital data centers emerge to solve AI's energy crisis

SpaceX and Blue Origin are racing to build AI in space as terrestrial data center limitations threaten AI growth. With SpaceX preparing a $1.5 trillion IPO and Starcloud already training the first AI model in space, orbital data centers promise constant solar energy without the environmental strain of Earth-based facilities. The competition intensifies as Elon Musk vs Jeff Bezos battle for dominance in this emerging frontier.

Technology9 sources

Musk and Bezos ignite space race as orbital data centers emerge to solve AI's energy crisis

Technology9 sources

Boom Supersonic pivots jet engine tech to power AI data centers with 42 MW turbine

Boom Supersonic is adapting its supersonic jet engine technology to address the AI power crisis. The company secured $300 million in funding and landed a 1.21 gigawatt order from Crusoe for its new Superpower turbine, which generates 42 MW while operating without water cooling. The pivot creates a revenue stream to fund its Overture supersonic airliner ambitions.

Business4 sources

Boom Supersonic pivots jet engine tech to power AI data centers with 42 MW turbine

Business4 sources

UAE bets $147 billion on Artificial Intelligence to drive economic diversification beyond oil

The UAE is constructing a massive AI campus in Abu Dhabi's desert, a quarter the size of Paris, powered by five gigawatts of electricity. With over $147 billion invested since 2024 and partnerships with tech giants like Microsoft, OpenAI, and Nvidia, the oil-rich nation aims to become an AI-native powerhouse. But fierce competition from the US and China means success remains uncertain in this fast-evolving sector.

Business2 sources

UAE bets $147 billion on Artificial Intelligence to drive economic diversification beyond oil

Business2 sources

CoreWeave Stock Performance Plunges 56% as CEO Defends AI Infrastructure Strategy Amid Bubble Fears

CoreWeave has lost 56% of its stock value since its March IPO, with shares dropping from over $150 to around $90. CEO Michael Intrator defends the company's debt-heavy expansion strategy and circular business deals, calling them necessary for disrupting traditional cloud providers. The AI cloud infrastructure provider faces scrutiny over high-interest debt and delays in data center construction.

Business3 sources

CoreWeave Stock Performance Plunges 56% as CEO Defends AI Infrastructure Strategy Amid Bubble Fears

Business3 sources

Brookfield and Qatar form $20 billion joint venture to build AI infrastructure across Middle East

Brookfield Asset Management has partnered with Qatar's Qai to create a $20 billion joint venture focused on developing artificial intelligence infrastructure. The partnership aims to position Qatar as a leading AI hub in the Middle East through an Integrated Compute centre, while also exploring opportunities in select international markets.

Business2 sources

Brookfield and Qatar form $20 billion joint venture to build AI infrastructure across Middle East

Business2 sources

Intel and Tata forge $14 billion partnership to build India's semiconductor manufacturing base

Intel has signed a strategic partnership with Tata Group to manufacture and package semiconductors in India. The $14 billion deal includes building fabrication plants in Gujarat and Assam, plus developing AI PC solutions for India's rapidly growing compute market, projected to become a top-five global market by 2030.

Business6 sources

Intel and Tata forge $14 billion partnership to build India's semiconductor manufacturing base

Business6 sources

Unconventional AI raises $475M to build brain-inspired chips that solve AI's energy crisis

Former Databricks VP Naveen Rao has launched Unconventional AI with a massive $475 million seed round, backed by Jeff Bezos and top venture firms. The startup aims to build analog AI chips inspired by biological systems to tackle AI's growing energy problem. With AI demand set to outpace global energy capacity within 3-4 years, the company is exploring neuromorphic and analog computing approaches that could deliver 1,000 times better efficiency than current silicon.

Startups6 sources

Unconventional AI raises $475M to build brain-inspired chips that solve AI's energy crisis

Startups6 sources

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