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Key PlayersNVIDIA, AWS, CoreWeave

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Elizabeth Warren proposes AI tax on data centers as electricity costs climb nationwide

Sen. Elizabeth Warren is pushing for a new tax on AI companies, targeting data centers that consume massive amounts of energy. Her proposal includes an excise tax scaled to energy usage, arguing families should recoup costs as utility bills rise. The plan arrives as Nvidia hits $5 trillion in value while households face higher electricity rates.

Policy5 sources

Elizabeth Warren proposes AI tax on data centers as electricity costs climb nationwide

Policy5 sources

India data center capacity set to triple by 2030 as AI adoption fuels $25 billion infrastructure boom

India's data center sector is experiencing explosive growth, with capacity expected to nearly triple from 1.6 GW in 2025 to 5 GW by 2030. AI adoption is driving deployment of up to 700,000 GPUs across the country, triggering $25 billion in infrastructure investments and a fresh wave of strategic land acquisitions. Hyperscale cloud operators and major tech companies are racing to secure power-ready land parcels as India emerges as Asia Pacific's most development-friendly market for digital infrastructure.

Business4 sources

India data center capacity set to triple by 2030 as AI adoption fuels $25 billion infrastructure boom

Business4 sources

Broadcom partners with FuriosaAI on 2nm AI accelerator chip with HBM4e memory for inference

Broadcom has partnered with South Korean startup FuriosaAI to develop a third-generation AI accelerator chip built on a 2nm process with HBM4/HBM4e memory. The custom AI silicon targets high-volume AI inference workloads and leverages Broadcom's advanced packaging technology to integrate multiple chiplets into a single system-on-package, with sampling expected in early 2028.

Technology2 sources

Broadcom partners with FuriosaAI on 2nm AI accelerator chip with HBM4e memory for inference

Technology2 sources

BimaKavach appoints Pradeep Siddharthan as CTPO to accelerate AI-led underwriting push

Business insurtech firm BimaKavach has appointed Pradeep Siddharthan as Chief Technology and Product Officer to lead its AI-led underwriting and risk intelligence strategy. With over 16 years of experience at companies like Myntra, Curefit, and A23, Siddharthan will drive product strategy and engineering to build intelligence layers for commercial insurance serving 5,000+ businesses.

Business2 sources

BimaKavach appoints Pradeep Siddharthan as CTPO to accelerate AI-led underwriting push

Business2 sources

BadHost Vulnerability in Starlette Framework Puts Millions of AI Agents at Critical Risk

A critical vulnerability in Starlette, an open source Python framework with 325 million weekly downloads, threatens millions of AI agents worldwide. Dubbed BadHost and tracked as CVE-2026-48710, the flaw allows attackers to bypass security checks and steal sensitive data including credentials, clinical trial databases, and personal information. Security researchers warn the 7/10 severity rating understates the actual risk.

Technology2 sources

BadHost Vulnerability in Starlette Framework Puts Millions of AI Agents at Critical Risk

Technology2 sources

Erin Brockovich Launches Crowdsourced Map to Track AI Data Centers and Community Concerns

Environmental activist Erin Brockovich has launched an interactive website mapping AI data centers across America, collecting community reports about water shortages, electricity spikes, and health concerns. With over 2,700 submissions and Texas leading with 612 reports, the initiative highlights growing tensions between tech giants pouring $700 billion into AI infrastructure and local residents facing resource conflicts.

Entertainment8 sources

Erin Brockovich Launches Crowdsourced Map to Track AI Data Centers and Community Concerns

Entertainment8 sources

Qualcomm strikes major AI chip deal with ByteDance, navigating US export controls

Qualcomm has secured a deal to supply ByteDance with millions of application-specific integrated circuits for AI data centers, marking the chip designer's most significant commitment to the AI infrastructure sector. The agreement cleverly works around US export controls by keeping computing-performance thresholds within legal limits.

Technology3 sources

Qualcomm strikes major AI chip deal with ByteDance, navigating US export controls

Technology3 sources

I Squared Capital bets $225 million on AI inference with data center acquisition from Cogent Fiber

Investment manager I Squared Capital acquired 10 data center facilities from Cogent Fiber for $225 million, with plans to invest an additional $1 billion in upgrades and expansions. The deal highlights a strategic shift toward data centers optimized for AI inference rather than model training, positioning assets closer to end-users across nine U.S. markets including Chicago, Atlanta, and Houston.

Business2 sources

I Squared Capital bets $225 million on AI inference with data center acquisition from Cogent Fiber

Business2 sources

Stord raises $250 million at $3 billion valuation to deploy AI across fulfillment network

Atlanta-based logistics company Stord has secured $250 million in Series F funding at a $3 billion valuation, doubling its worth in just one year. The e-commerce logistics firm is launching Stord Labs to test AI and robotics across nearly 100 warehouses, positioning itself as an Amazon fulfillment competitor that helps independent brands match Prime-level delivery speeds.

Startups5 sources

Stord raises $250 million at $3 billion valuation to deploy AI across fulfillment network

Startups5 sources

OpenRouter raises $113M Series B, doubles valuation to $1.3B as multi-model AI approach takes hold

OpenRouter has secured $113 million in Series B funding led by Alphabet's CapitalG, pushing its valuation to $1.3 billion—more than double last year's figure. The AI gateway now processes 25 trillion tokens weekly across over 400 models, signaling that enterprises are abandoning single-vendor strategies in favor of flexible, multi-model infrastructure to control costs and optimize performance.

Startups4 sources

OpenRouter raises $113M Series B, doubles valuation to $1.3B as multi-model AI approach takes hold

Startups4 sources

TCS launches Sovereign Cloud in Europe to address data sovereignty and regulatory compliance

Tata Consultancy Services has launched its Sovereign Secure Cloud offering across Europe, targeting governments, public sector enterprises, and regulated industries. The platform combines sovereign cloud architecture with AI capabilities to enable data sovereignty and digital autonomy. The move comes as the EU intensifies focus on data sovereignty amid geopolitical tensions and Big Tech compliance issues.

Technology2 sources

TCS launches Sovereign Cloud in Europe to address data sovereignty and regulatory compliance

Technology2 sources

xWave Technologies launches €3M funding drive to expand AI diagnostic platform across NHS

Irish AI healthtech company xWave Technologies is raising €3 million in new funding while planning to create 30 jobs over three years. The Dublin-based firm has already secured contracts with over 20 NHS Trusts for its diagnostic decision-making platform and is now expanding beyond radiology into pathology, targeting €15 million in annual recurring revenue.

Business2 sources

xWave Technologies launches €3M funding drive to expand AI diagnostic platform across NHS

Business2 sources

Lenovo AI revenue surges 84% as company posts record earnings and targets $100 billion sales

Lenovo delivered its strongest quarter ever with $21.6 billion in Q4 revenue, beating estimates by $2.2 billion. AI revenue surged 84% year-over-year and now represents 38% of total sales, while net profit jumped 479% to $521 million. CEO Yuanqing Yang announced plans to reach $100 billion in annual revenue within two years, driven by booming demand for AI servers and Copilot+ devices.

Business4 sources

Lenovo AI revenue surges 84% as company posts record earnings and targets $100 billion sales

Business4 sources

Modal Labs raises $355M at $4.65B valuation as AI coding and compute demand surge

Modal Labs secured $355 million in new funding at a $4.65 billion valuation, up from $1.1 billion in September. The serverless AI infrastructure startup helps companies rent GPUs for AI inference workloads and test AI-generated code, seeing revenue jump from $60 million to $300 million annually as AI coding tools drive unprecedented demand for compute capacity.

Startups2 sources

Modal Labs raises $355M at $4.65B valuation as AI coding and compute demand surge

Startups2 sources

Google commits $15 billion to build massive data center in Missouri next to Amazon's site

Google announced a $15 billion investment to construct a new data center in Montgomery County, Missouri, adjacent to Amazon's $35 billion facility. The move reflects escalating CapEx spending among tech giants racing to secure computing power for AI applications, with Google committing upward of $190 billion this year in infrastructure expansion.

Business2 sources

Google commits $15 billion to build massive data center in Missouri next to Amazon's site

Business2 sources

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