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Key PlayersNVIDIA, AWS, CoreWeave

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OpenAI partners with Tata Group for 100MW AI data center in India, plans 1GW expansion

OpenAI has secured a strategic partnership with India's Tata Group to build 100 megawatts of AI data center capacity, with ambitious plans to scale to 1 gigawatt. The collaboration marks OpenAI's largest infrastructure push in India, a market with over 100 million weekly ChatGPT users. The deal includes deploying ChatGPT Enterprise across Tata's workforce and positions India as a global AI hub.

Technology14 sources

OpenAI partners with Tata Group for 100MW AI data center in India, plans 1GW expansion

Technology14 sources

OpenAI Funding Round Aims for $100 Billion as Company Slashes Spending Plans by Over Half

OpenAI is finalizing a massive funding round targeting over $100 billion from major tech firms including Nvidia, Amazon, SoftBank, and Microsoft, potentially valuing the company above $850 billion. But the ChatGPT maker has dramatically cut its infrastructure spending commitments from $1.4 trillion to $600 billion by 2030, signaling a recalibration amid mounting investor concerns about the AI industry's path to profitability.

Business17 sources

OpenAI Funding Round Aims for $100 Billion as Company Slashes Spending Plans by Over Half

Business17 sources

India positions itself as AI bridge between US and China at chaotic but ambitious summit

India hosted the AI Impact Summit in New Delhi, bringing together tech leaders like Sam Altman and Dario Amodei to position itself as a voice for the Global South. Prime Minister Narendra Modi pitched a middle path between US corporate-led and Chinese state-backed AI development, while securing $110 billion in investments despite lacking frontier computing infrastructure.

Policy22 sources

India positions itself as AI bridge between US and China at chaotic but ambitious summit

Policy22 sources

Figma delivers strong revenue growth outlook, easing Wall Street's AI disruption fears

Figma reported 40% revenue growth to $303.8 million in Q4 2025 and forecast 2026 revenue of $1.37 billion, surpassing Wall Street estimates by $80 million. The design platform's AI-powered Figma Make tool saw weekly users surge 70% quarter-over-quarter, with more than half of customers spending over $100,000 in annual recurring revenue using it weekly. The results ease investor concerns about AI threatening the software design platform's business model.

Business9 sources

Figma delivers strong revenue growth outlook, easing Wall Street's AI disruption fears

Business9 sources

Google unveils $15 billion AI infrastructure push in India with subsea connectivity and skills

Google CEO Sundar Pichai announced a $15 billion investment to build AI infrastructure in India, establishing a new subsea cable gateway in Visakhapatnam and gigawatt-scale compute capacity. The initiative includes a $30 million science fund, partnerships with Karmayogi Bharat for 20 million public servants, and AI skills programs reaching 11 million students across India's multilingual landscape.

Business2 sources

Google unveils $15 billion AI infrastructure push in India with subsea connectivity and skills

Business2 sources

Palantir and Rackspace forge partnership to accelerate enterprise AI deployment and data migration

Palantir has partnered with Rackspace Technology to speed up enterprise deployment of its AI-driven software. The collaboration focuses on data migration and implementation services for Palantir's Foundry platform. Rackspace shares surged 263% on the announcement, while analysts highlight Palantir's strong positioning in the growing enterprise AI market.

Business2 sources

Palantir and Rackspace forge partnership to accelerate enterprise AI deployment and data migration

Business2 sources

Google unveils America-India Connect subsea cables to power $15 billion AI infrastructure push

Google announced the America-India Connect initiative, establishing new fiber-optic routes between the US and India through the Southern Hemisphere. CEO Sundar Pichai revealed the subsea cable network at New Delhi's AI Impact Summit, part of a $15 billion investment to build an AI hub in Visakhapatnam. The move positions India as a critical node in global AI infrastructure.

Technology5 sources

Google unveils America-India Connect subsea cables to power $15 billion AI infrastructure push

Technology5 sources

NPCI partners with Nvidia to build sovereign AI infrastructure for India's digital payments

NPCI has partnered with Nvidia to develop a payments-native AI foundation model aligned with India's regulatory and data sovereignty requirements. The collaboration will use Nvidia Nemotron to create a foundational AI layer for the payments ecosystem, building on the UPI Help Assistant pilot that supports grievance resolution at scale.

Technology2 sources

NPCI partners with Nvidia to build sovereign AI infrastructure for India's digital payments

Technology2 sources

Starboard Value Pushes Riot Platforms to Accelerate Bitcoin-to-AI Data Center Transition

Activist investor Starboard Value is urging Riot Platforms to rapidly transition from Bitcoin mining to AI data centers, citing potential annual EBITDA exceeding $1.6 billion. The push comes as crypto miners face declining profitability while demand for AI infrastructure surges, with Riot's Texas sites offering 1.7 gigawatts of power capacity ideal for high-performance computing.

Business5 sources

Starboard Value Pushes Riot Platforms to Accelerate Bitcoin-to-AI Data Center Transition

Business5 sources

Yotta Data Services invests $2 billion to build Asia's largest AI hub with Nvidia Blackwell chips

Yotta Data Services is deploying over 20,000 NVIDIA Blackwell Ultra GPUs in a $2 billion investment that will create one of Asia's largest AI superclusters. The facility, going live by August 2026 in Greater Noida, includes a $1 billion four-year DGX Cloud engagement and marks India's first deployment of Blackwell B300 GPUs, positioning the country as a major AI infrastructure node.

Technology8 sources

Yotta Data Services invests $2 billion to build Asia's largest AI hub with Nvidia Blackwell chips

Technology8 sources

SpaceX vets raise $50M to mass-produce American-made optical transceivers for AI data centers

Three SpaceX engineers who developed optical communications for Starlink satellites have raised $50 million in Series A funding for Mesh Optical Technologies. The Los Angeles startup aims to mass-produce American-made optical transceivers, addressing supply chain vulnerabilities as the devices dominated by Chinese manufacturers become critical for AI training clusters.

Startups2 sources

SpaceX vets raise $50M to mass-produce American-made optical transceivers for AI data centers

Startups2 sources

Meta Platforms commits millions of AI GPUs from Nvidia in expanded infrastructure partnership

Meta Platforms and Nvidia announced an expanded long-term AI infrastructure partnership that commits Meta to deploying millions of Nvidia GPUs, CPUs, and networking hardware across its global data centers. The deal reinforces Nvidia's position in the AI chip market as Meta pursues its goal of delivering personal superintelligence, while raising questions about chip supply allocation for competitors attempting to reduce Nvidia dependence.

Technology6 sources

Meta Platforms commits millions of AI GPUs from Nvidia in expanded infrastructure partnership

Technology6 sources

Meta strikes up to $100 billion AI chips deal with AMD, could acquire 10% stake in chipmaker

Meta has signed a massive multi-billion dollar AI chips deal with AMD that could see the social media giant acquire up to 10% of the chipmaker's stock. The agreement covers 6 gigawatts of custom computing power as Meta races to build AI infrastructure for what CEO Mark Zuckerberg calls 'personal superintelligence.' The chips-for-stock arrangement mirrors AMD's earlier deal with OpenAI and signals Big Tech's push to diversify away from Nvidia's dominance.

Technology49 sources

Meta strikes up to $100 billion AI chips deal with AMD, could acquire 10% stake in chipmaker

Technology49 sources

xAI Data Center Faces NAACP Lawsuit Threat Over Unpermitted Gas Turbines in Mississippi

Mississippi regulators are hosting a public hearing on Elon Musk's xAI plans to build a gas-fired power plant for its Colossus II data center. The NAACP has threatened legal action, accusing the company of violating the Clean Air Act by installing and operating 27 gas turbines without proper air permits, potentially harming largely African American communities near Memphis.

Policy2 sources

xAI Data Center Faces NAACP Lawsuit Threat Over Unpermitted Gas Turbines in Mississippi

Policy2 sources

Palo Alto Networks acquires Koi Security for $400M to advance agentic endpoint security

Palo Alto Networks has acquired Koi Security, a file security startup, for a reported $400 million to bolster its AI security capabilities. The Tel Aviv-based startup, which raised $48 million from Battery Ventures, specializes in protecting enterprises from risky file downloads and securing AI agent usage on endpoint devices. The acquisition strengthens Palo Alto Networks' Prisma AIRS and Cortex XDR platforms.

Technology2 sources

Palo Alto Networks acquires Koi Security for $400M to advance agentic endpoint security

Technology2 sources

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