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Key PlayersNVIDIA, AWS, CoreWeave

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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

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

MoonPay Acquires Dawn Labs to Launch AI Trading Copilot for Prediction Markets

MoonPay has acquired applied research lab Dawn Labs and launched Dawn CLI, an AI-powered trading copilot that lets users build and execute trading strategies on prediction markets using plain English commands. The tool initially supports Polymarket, with plans to expand to additional platforms as demand for automated trading tools grows.

Technology2 sources

MoonPay Acquires Dawn Labs to Launch AI Trading Copilot for Prediction Markets

Technology2 sources

Alphabet closes record $3.6 billion yen bond sale to fund AI infrastructure expansion

Alphabet completed a historic $3.6 billion yen-denominated bond sale, the largest ever by a foreign company in Japan. The Google parent tapped Japanese institutional investors as part of its aggressive multi-currency funding strategy to finance up to $190 billion in AI capital expenditure. The move signals how US tech companies are shifting from cash reserves to debt markets to support massive AI infrastructure investments.

Business4 sources

Alphabet closes record $3.6 billion yen bond sale to fund AI infrastructure expansion

Business4 sources

Circle launches Agent Stack to give AI agents USDC stablecoin payment powers

Circle unveiled Agent Stack, a suite of developer tools that enables AI agents to hold wallets and make autonomous USDC stablecoin payments. The announcement came alongside a $222 million Arc token presale backed by BlackRock, Apollo, and Andreessen Horowitz, valuing the Arc network at $3 billion. Circle positions AI agents themselves as primary customers for its financial infrastructure.

Technology6 sources

Circle launches Agent Stack to give AI agents USDC stablecoin payment powers

Technology6 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

Cerebras Systems raises $5.5B in blockbuster IPO after nearly burning out with $8M monthly spend

Cerebras Systems raised $5.5 billion in its IPO, valuing the AI chipmaker at roughly $60 billion. But the company's success story nearly ended in 2019 when it was burning $8 million monthly trying to solve a technical problem that had stumped the semiconductor industry for decades. The breakthrough came in July 2019 when the team finally cracked the packaging challenge for its dinner plate-sized chip.

Business23 sources

Cerebras Systems raises $5.5B in blockbuster IPO after nearly burning out with $8M monthly spend

Business23 sources

Microsoft's $1 billion Kenya AI data center stalls as power demands could shut down half the country

Microsoft and G42's ambitious $1 billion AI data center project in Kenya has hit a major roadblock over power capacity disputes. President William Ruto says the facility would require shutting off half the country's electricity to operate, highlighting the massive energy demands of AI infrastructure in developing economies.

Business7 sources

Microsoft's $1 billion Kenya AI data center stalls as power demands could shut down half the country

Business7 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

SiamAI denies U.S. chip export violations amid $2.5 billion investigation into AI servers

Bangkok-based technology firm SiamAI has formally rejected allegations that it circumvented U.S. export restrictions to ship advanced AI servers to China. U.S. prosecutors claim at least $2.5 billion in American AI technology was illegally shipped, with more than $500 million moved between April and mid-May 2025. The case highlights growing tensions over semiconductor controls as Thailand emerges as a critical digital infrastructure hub.

Policy2 sources

SiamAI denies U.S. chip export violations amid $2.5 billion investigation into AI servers

Policy2 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

Nvidia exec admits AI costs now exceed what company pays human employees as compute bills soar

Nvidia's Vice President of Applied Deep Learning Bryan Catanzaro revealed that the cost of AI compute for his team now far surpasses employee salaries. The admission highlights a growing challenge across the tech industry as companies like Uber and Swan AI grapple with skyrocketing AI expenses, raising questions about long-term return-on-investment despite aggressive adoption.

Business3 sources

Nvidia exec admits AI costs now exceed what company pays human employees as compute bills soar

Business3 sources

Supermicro execs allegedly smuggled $2.5B in Nvidia AI GPUs to Alibaba through Thailand

US prosecutors identified Bangkok-based OBON Corp as the intermediary in a massive smuggling operation that routed restricted Nvidia AI GPUs to China. The $2.5 billion scheme allegedly involved Supermicro executives using falsified documents and dummy servers to bypass export controls, with Alibaba reportedly among the end customers receiving the banned hardware.

Policy5 sources

Supermicro execs allegedly smuggled $2.5B in Nvidia AI GPUs to Alibaba through Thailand

Policy5 sources

Akamai Technologies shares surge 26% on $1.8 billion AI infrastructure deal with frontier model provider

Akamai Technologies saw its shares jump 26% after announcing a $1.8 billion, seven-year AI infrastructure commitment from a leading U.S. frontier model provider. The deal validates Akamai's position in the AI economy as Cloud Infrastructure Services revenue grew 40% year-over-year to $95 million, with analysts upgrading the stock and projecting accelerated growth through 2028.

Business3 sources

Akamai Technologies shares surge 26% on $1.8 billion AI infrastructure deal with frontier model provider

Business3 sources

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