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Key PlayersNVIDIA, AWS, CoreWeave

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Dell and AMD expand on-premises AI platform with next-generation MI350P GPU support

Dell and AMD are expanding their collaboration to deliver enterprise-grade on-premises AI infrastructure. Starting July 2026, Dell PowerEdge XE7745 and R7725 servers will support AMD Instinct MI350P PCIe GPUs, enabling organizations to scale generative and agentic AI workloads within existing data center infrastructure without costly redesigns.

Technology2 sources

Dell and AMD expand on-premises AI platform with next-generation MI350P GPU support

Technology2 sources

OpenAI spent $34 billion in 2025, revealing massive losses ahead of planned IPO

Leaked financial documents show OpenAI spent $34 billion last year—nearly three times its $13 billion revenue—as it prepares for one of the largest public listings ever. The ChatGPT maker posted losses of up to $39 billion, raising questions about whether its rapid revenue growth can keep pace with astronomical spending on AI model training and infrastructure.

Business3 sources

OpenAI spent $34 billion in 2025, revealing massive losses ahead of planned IPO

Business3 sources

Tachyon9 secures $2.34 billion AI infrastructure deal, boosting merger with Nixxy

Tachyon9 Corporation has signed a 15-year binding agreement with Nidar Infrastructure and Yotta Data Services worth $2.34 billion for the Nakota AI Data Campus. The deal positions Yotta as anchor customer for the initial 100 MW deployment, with the facility designed to scale to 1 GW capacity. The partnership strengthens the proposed merger between Tachyon9 and Nixxy, aimed at creating a publicly traded AI infrastructure company.

Business2 sources

Tachyon9 secures $2.34 billion AI infrastructure deal, boosting merger with Nixxy

Business2 sources

IREN Completes Nostrum Group Acquisition to Enter European AI Data Center Market

Bitcoin miner IREN has finalized its acquisition of Spanish AI data center developer Nostrum Group, securing 490 megawatts of renewable power in Spain. The deal marks IREN's European expansion as it pivots toward AI cloud services, joining competitors like HIVE Digital and Bitdeer in building AI infrastructure across the continent.

Business2 sources

IREN Completes Nostrum Group Acquisition to Enter European AI Data Center Market

Business2 sources

Anthropic Ban Triggers 30% Surge in Decentralized AI Tokens as Canada Warns of Centralization Risks

A US government order forced Anthropic to disable its Fable 5 and Mythos 5 models for all users worldwide, prompting Canadian Prime Minister Mark Carney to warn against overreliance on centralized AI providers. The shutdown triggered a rally in decentralized AI tokens, with Bittensor's TAO climbing 30% in 12 hours and the sector's market cap reaching $24.3 billion. Experts argue the incident exposes systemic risks in AI infrastructure.

Policy2 sources

Anthropic Ban Triggers 30% Surge in Decentralized AI Tokens as Canada Warns of Centralization Risks

Policy2 sources

Arcade Raises $60M to Solve the Authorization Problem Keeping AI Agents Stuck in Pilot Mode

Arcade secured $60M in Series A funding led by SYN Ventures, with Morgan Stanley and Wipro joining, to tackle the authorization bottleneck preventing AI agents from reaching production. The San Francisco startup built infrastructure that governs which actions AI agents can take inside company systems, addressing the gap between pilot programs and real-world deployment.

Startups3 sources

Arcade Raises $60M to Solve the Authorization Problem Keeping AI Agents Stuck in Pilot Mode

Startups3 sources

Microsoft faces shareholder lawsuit over Azure slowdown and AI spending disclosure

A Michigan pension fund filed a securities class action against Microsoft, alleging the company misled investors about slowing Azure cloud business growth and surging AI infrastructure costs. The lawsuit follows a January earnings report that wiped out $357 billion in market value when Microsoft disclosed capacity constraints and capital spending that jumped 66% year-over-year.

Business4 sources

Microsoft faces shareholder lawsuit over Azure slowdown and AI spending disclosure

Business4 sources

Tensordyne's Napier AI Chip Claims 13x Speed Boost Over Nvidia Blackwell Using Logarithmic Math

US-based AI chip startup Tensordyne has taped out its Napier AI chip, claiming it delivers 13x more tokens per second and 17x better tokens per watt than Nvidia Blackwell. Built on TSMC's 3nm process with 138 billion transistors, the chip uses logarithmic mathematics to replace multiplication with addition, promising to reshape AI inference infrastructure when it ships in 2027.

Technology3 sources

Tensordyne's Napier AI Chip Claims 13x Speed Boost Over Nvidia Blackwell Using Logarithmic Math

Technology3 sources

Nvidia raises $25 billion in first bond sale since 2021 as AI demand drives massive financing needs

Chipmaker Nvidia completed a $25 billion bond offering, its first debt issuance in five years, drawing over $85 billion in investor orders. The upsized deal reflects surging AI demand and marks a shift as even cash-rich tech giants turn to capital markets to fund the AI infrastructure buildout and chip production needs.

Business8 sources

Nvidia raises $25 billion in first bond sale since 2021 as AI demand drives massive financing needs

Business8 sources

Sarvam AI secures $234M Series B, becomes India's newest AI unicorn at $1.5 billion valuation

Bengaluru-based Sarvam AI raised $234 million in Series B funding led by HCLTech's $150 million investment, achieving a $1.5 billion valuation. The startup joins an elite group as India's newest AI unicorn, building sovereign AI capabilities with models designed for Indian languages and use cases across banking, insurance, government services, and defense sectors.

Startups7 sources

Sarvam AI secures $234M Series B, becomes India's newest AI unicorn at $1.5 billion valuation

Startups7 sources

Adani and Jabil plan massive AI data centre hardware manufacturing push in India

Adani Group and US manufacturing giant Jabil Inc. have announced plans for a strategic alliance to build AI data centre hardware in India. The proposed partnership aims to create multi-gigawatt manufacturing capacity for AI racks, servers, and supporting infrastructure, positioning India as a global exporter rather than just a consumer of AI hardware. However, the deal remains unsigned with no disclosed investment figures yet.

Business5 sources

Adani and Jabil plan massive AI data centre hardware manufacturing push in India

Business5 sources

Schneider Electric and Foxconn join forces to build next-generation AI data centers

Schneider Electric has announced a strategic collaboration with Hon Hai Technology Group (Foxconn) to design and scale the next generation of AI data centers. The partnership combines Foxconn's expertise in AI rack integration and manufacturing with Schneider's power and cooling leadership to deliver integrated, ready-to-deploy infrastructure. Production of prefabricated modular systems is expected to begin later this year.

Technology2 sources

Schneider Electric and Foxconn join forces to build next-generation AI data centers

Technology2 sources

Asia hedge funds deliver triple-digit returns riding AI supply chain and semiconductor boom

Asia hedge funds posted exceptional returns exceeding 100% in early 2026, capitalizing on investments across the AI supply chain and semiconductor industry. WT Asset Management's China Focus fund gained 103%, while E20 Capital surged 136%, driven by positions in AI hardware companies and memory-chip makers. Regional funds leveraged Asia's dominance in semiconductor manufacturing to identify supply constraints early.

Business2 sources

Asia hedge funds deliver triple-digit returns riding AI supply chain and semiconductor boom

Business2 sources

AMD Ryzen AI Halo launches at $3,999, undercutting NVIDIA's DGX Spark in AI development race

AMD opens pre-orders for its Ryzen AI Halo developer platform, a compact AI mini PC priced at $3,999 with 128GB unified memory and Linux support. The system features the Ryzen AI Max+ 395 processor and directly challenges NVIDIA's DGX Spark, which now costs $4,679 due to component shortages, giving AMD a $680 price advantage.

Technology4 sources

AMD Ryzen AI Halo launches at $3,999, undercutting NVIDIA's DGX Spark in AI development race

Technology4 sources

Sharon AI locks in $4.88 billion Nvidia deal to expand sovereign AI infrastructure in Australia

Nasdaq-listed Sharon AI has signed a six-year compute collaboration with Nvidia valued at up to $4.88 billion, deploying 72 megawatts of data center capacity and up to 40,000 Grace Blackwell GB300 GPUs across Australia. The deal more than doubles Sharon AI's AI factory capacity to 132 megawatts as it positions itself to serve government, enterprise, and research customers demanding both data sovereignty and high-performance AI capabilities.

Technology6 sources

Sharon AI locks in $4.88 billion Nvidia deal to expand sovereign AI infrastructure in Australia

Technology6 sources

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