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Key PlayersNVIDIA, AWS, CoreWeave

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Ornn raises $33M to transform AI compute into a tradable commodity like oil

MIT graduates launch Ornn with $33 million in seed funding to create the world's first compute marketplace. Led by a16z crypto and Galaxy Ventures, the platform aims to bring transparency to GPU pricing and let companies trade AI compute capacity like commodities. Intercontinental Exchange plans to use Ornn's index for futures contracts.

Startups2 sources

Ornn raises $33M to transform AI compute into a tradable commodity like oil

Startups2 sources

UBS raises AMD and Arm price targets as CPU demand for agentic AI systems takes off

UBS has significantly raised its price targets for AMD and Arm Holdings, citing accelerating demand for CPUs in agentic AI infrastructure. AMD's target jumped to $670 from $470, while Arm's climbed to $455-$470, reflecting the chipmakers' strategic positioning as AI providers shift toward standalone CPU deployments alongside traditional GPUs.

Business3 sources

UBS raises AMD and Arm price targets as CPU demand for agentic AI systems takes off

Business3 sources

Seltz Raises $12.5 Million to Build Search Engine Optimized for AI Agents

Agentic infrastructure startup Seltz has secured $12.5 million in seed funding to build a search engine designed specifically for AI agents rather than humans. Founded by former Amazon AI scientist Antonio Mallia, Seltz owns its entire search stack and crawls hundreds of millions of pages daily, returning results in under 200 milliseconds. The startup enters a competitive field with rivals like Parallel and Exa that have raised significantly more capital.

Startups2 sources

Seltz Raises $12.5 Million to Build Search Engine Optimized for AI Agents

Startups2 sources

Blackstone bets $30B on Japan AI data centres despite bubble warnings

Blackstone plans to invest $30 billion in Japan's AI data centres over the next three to five years, targeting facilities exceeding 1 gigawatt capacity. President Jonathan Gray dismissed concerns about AI infrastructure bubbles, arguing the risk of building too little computing capacity outweighs building too much as the firm positions itself in one of Asia's most contested AI infrastructure markets.

Business2 sources

Blackstone bets $30B on Japan AI data centres despite bubble warnings

Business2 sources

Micron revenue quadruples to $41.5B as AI boom drives memory chips into severe shortage

Micron Technology reported fiscal third-quarter revenue of $41.46 billion, quadrupling from $9.3 billion a year earlier, as the AI boom fuels unprecedented demand for memory chips. The largest U.S. memory chipmaker beat Wall Street estimates by over $5 billion and forecast fourth-quarter revenue of $50 billion, signaling that supply constraints will persist well beyond 2027.

Business26 sources

Micron revenue quadruples to $41.5B as AI boom drives memory chips into severe shortage

Business26 sources

Qualcomm enters data center race with Dragonfly chips, signs Meta and Microsoft as partners

Qualcomm unveiled its comprehensive Dragonfly platform for data centers at its investor day, marking a major expansion beyond smartphones. The chipmaker secured Meta and Microsoft as early customers and announced a $3.9 billion acquisition of AI software startup Modular. With the Dragonfly C1000 CPU arriving in 2028, Qualcomm faces intense competition from Nvidia in the AI infrastructure market.

Technology20 sources

Qualcomm enters data center race with Dragonfly chips, signs Meta and Microsoft as partners

Technology20 sources

Congress Moves to Make Tech Companies Pay AI Data Center Energy Costs as Bills Surge 267%

The U.S. House of Representatives begins debate on legislation requiring tech companies to cover the energy costs of AI data centers. The Ratepayer Protection Act would force Big Tech to pay for grid upgrades as voters express anger over electricity bills that have risen as much as 267% near data center hubs over five years.

Policy2 sources

Congress Moves to Make Tech Companies Pay AI Data Center Energy Costs as Bills Surge 267%

Policy2 sources

Nokia and Databricks complete test for AI platform powering next-generation autonomous networks

Nokia and Databricks successfully demonstrated a unified data platform designed to support AI-driven autonomous networks for telecommunications operators. The proof of concept validated cloud-agnostic deployment of real-time analytics without code rewrites, addressing the challenge of hundreds of siloed operational systems that plague telecom networks today.

Technology3 sources

Nokia and Databricks complete test for AI platform powering next-generation autonomous networks

Technology3 sources

Nokia and AWS expand partnership to deliver AI-driven autonomous networks for telecom operators

Nokia and AWS are expanding their collaboration to deliver AI-driven autonomous networks for telecommunications providers, enabling full operational stacks in the cloud. The partnership will run Nokia's Autonomous Networks Fabric on AWS, targeting Level 4 autonomy with operators already achieving automation rates exceeding 90% and service delivery times of four hours or less.

Technology3 sources

Nokia and AWS expand partnership to deliver AI-driven autonomous networks for telecom operators

Technology3 sources

CoreWeave expands AI cloud capacity in Stockholm through Conapto partnership with renewable energy

CoreWeave has entered a co-location agreement with Conapto to expand its data center capacity in Stockholm, marking its eighth European site. The deployment at Stockholm 4 South is already operational, powered entirely by renewable energy sources and equipped with NVIDIA's latest Blackwell Architecture to support growing demand for AI workloads across the continent.

Technology3 sources

CoreWeave expands AI cloud capacity in Stockholm through Conapto partnership with renewable energy

Technology3 sources

Memory Prices Skyrocket as AI Data Centers Consume Silicon Supply, Leaving Consumers Behind

Memory prices for hard drives, RAM, and SD cards have surged dramatically over the past six months as AI data centers consume massive amounts of silicon wafers. The Samsung 990 Evo Plus SSD, which sold for $140 a year ago, now hovers above $600, with Prime Day deals offering temporary relief at $370. Consumers face the financial burden of AI infrastructure demand.

Technology2 sources

Memory Prices Skyrocket as AI Data Centers Consume Silicon Supply, Leaving Consumers Behind

Technology2 sources

Meta and Microsoft drive $850 billion surge in data center leases for AI infrastructure

Tech giants Meta and Microsoft are leading an unprecedented surge in data center leases, pushing industry-wide commitments past $850 billion. Meta added $79 billion in new commitments while Microsoft contributed over $41 billion, signaling massive long-term investments in AI infrastructure that will reshape spending on semiconductors and energy for the next two decades.

Business2 sources

Meta and Microsoft drive $850 billion surge in data center leases for AI infrastructure

Business2 sources

OpenAI and Broadcom unveil Jalapeño chip to power next-generation AI inference at scale

OpenAI and Broadcom have announced Jalapeño, a custom AI processor designed specifically for large language model inference in data centers. The chip promises better performance per watt than current options and marks OpenAI's push toward vertical integration. With deployment planned by year-end, this move signals OpenAI's strategy to reduce dependence on Nvidia while controlling its entire AI infrastructure stack.

Technology32 sources

OpenAI and Broadcom unveil Jalapeño chip to power next-generation AI inference at scale

Technology32 sources

NetApp StorageGRID 12.1 delivers 400% throughput boost for AI workloads at massive scale

NetApp has released StorageGRID 12.1 with enhanced support for AI workloads, introducing a federated global namespace that scales up to 10 exabytes. The update delivers up to 400% higher throughput and 12 TB/s performance to AI Factories, helping organizations manage rapidly growing unstructured data across distributed hybrid environments.

Technology3 sources

NetApp StorageGRID 12.1 delivers 400% throughput boost for AI workloads at massive scale

Technology3 sources

Qualcomm in talks with ByteDance for custom chip design as it pushes beyond smartphones

Qualcomm is negotiating with ByteDance to provide custom chip-design services, marking a strategic shift away from its smartphone-dominated revenue model. The discussions involve designing video processing units based on AlphaWave Semi technology, with potential mass production by year-end. The talks underscore continued US-China tech business engagement despite escalating geopolitical tensions over AI chips.

Business4 sources

Qualcomm in talks with ByteDance for custom chip design as it pushes beyond smartphones

Business4 sources

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