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Key PlayersNVIDIA, AWS, CoreWeave

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Intel Arc Pro B70 GPU brings 32GB VRAM to AI inference at half the price of Nvidia's rival

Intel launched the Arc Pro B70 and B65 workstation graphics cards, packing 32GB VRAM for AI workloads at $949. The cards feature Intel's largest Battlemage GPU yet with 32 Xe Cores and 367 TOPS performance, targeting local AI inference and professional applications. But there's a catch—these cards are not for gaming, despite using hardware originally designed for it.

Technology8 sources

Intel Arc Pro B70 GPU brings 32GB VRAM to AI inference at half the price of Nvidia's rival

Technology8 sources

SLB and Nvidia expand partnership to build AI infrastructure for energy industry

Oilfield services giant SLB is deepening its collaboration with Nvidia to develop artificial intelligence infrastructure and models for the energy sector. The expanded partnership will create an AI Factory for Energy platform and modular data centers, helping oil and gas producers process massive volumes of operational data while cutting costs and reducing emissions.

Technology3 sources

SLB and Nvidia expand partnership to build AI infrastructure for energy industry

Technology3 sources

Bernie Sanders and AOC propose ban on data center construction until AI regulations pass

Senator Bernie Sanders and Rep. Alexandria Ocasio-Cortez introduced legislation Wednesday to impose a federal moratorium on new AI data center projects exceeding 20 megawatts. The Artificial Intelligence Data Center Moratorium Act seeks to halt construction until Congress enacts comprehensive AI regulations addressing environmental impact, rising electricity bills, and job displacement concerns.

Policy15 sources

Bernie Sanders and AOC propose ban on data center construction until AI regulations pass

Policy15 sources

Openreach expands Google Cloud AI partnership to accelerate fibre rollout and cut fleet emissions

Openreach has expanded its collaboration with Google Cloud to deploy AI across its £15 billion fibre broadband infrastructure program and 24,000-van fleet. The BT subsidiary is using Vertex AI to build a digital twin of national infrastructure covering 35 million homes, while BigQuery analytics optimize fleet operations, removing 10,000 tonnes of CO2 annually and cutting engineering overhead by over 50%.

Technology2 sources

Openreach expands Google Cloud AI partnership to accelerate fibre rollout and cut fleet emissions

Technology2 sources

AI boom drives data centers to adopt multi-day battery storage as power demands surge

Form Energy secured a major deal to supply 12 gigawatt-hours of iron-air batteries to data center developer Crusoe, marking a shift toward long duration energy storage for AI infrastructure. The batteries can store power for up to 100 hours, addressing the urgent power needs of artificial intelligence while reducing strain on constrained power grids and protecting ratepayers from cost increases.

Business3 sources

AI boom drives data centers to adopt multi-day battery storage as power demands surge

Business3 sources

Popular Python library LiteLLM hit by supply chain attack that steals cloud credentials

LiteLLM, a widely-used open-source Python interface for accessing multiple large language models, was compromised in a sophisticated supply chain attack. Two malicious versions deployed credential-stealing malware that harvests SSH keys, cloud tokens, and crypto wallets. The breach originated from a Trivy vulnerability scanner compromise and affects hundreds of thousands of potential installations.

Technology3 sources

Popular Python library LiteLLM hit by supply chain attack that steals cloud credentials

Technology3 sources

Arm launches its first in-house chip after 35 years, targeting AI data center market with Meta

Arm Holdings is making its own chips for the first time in its 35-year history, unveiling the AGI CPU designed for AI workloads in data centers. Meta is the first customer for the 136-core processor, which Arm says will deliver superior performance per watt compared to traditional x86 platforms. The move shifts Arm from pure IP licensing to direct silicon sales.

Technology29 sources

Arm launches its first in-house chip after 35 years, targeting AI data center market with Meta

Technology29 sources

Microsoft Claims 900 MW Texas Data Center After OpenAI Backs Away From Expansion Plans

Microsoft is taking over a massive data center project in Abilene, Texas that OpenAI declined to pursue. The 900-megawatt facility will sit next to OpenAI and Oracle's Stargate campus, marking a shift in the relationship between Microsoft and its former exclusive cloud partner as both companies increasingly pursue AI development separately.

Technology9 sources

Microsoft Claims 900 MW Texas Data Center After OpenAI Backs Away From Expansion Plans

Technology9 sources

SK hynix places record $8 billion ASML order for EUV lithography machines to fuel AI memory race

SK hynix has ordered $7.9 billion worth of EUV lithography equipment from ASML, the largest single EUV order ever publicly disclosed. The deal covers approximately 30 scanners to be delivered through December 2027, targeting HBM and advanced DRAM production as AI-driven memory demand surges. The strategic investment aims to secure supply ahead of competitors Samsung and TSMC.

Business2 sources

SK hynix places record $8 billion ASML order for EUV lithography machines to fuel AI memory race

Business2 sources

MoonPay launches open-source wallet standard to help AI agents manage funds across blockchains

MoonPay has released an open-source wallet framework designed to let AI agents hold funds and execute transactions across multiple blockchains. The Open Wallet Standard (OWS) addresses wallet and key management fragmentation while keeping private keys secure. Major contributors include PayPal, Ethereum Foundation, Coinbase, Stripe, and OKX.

Technology2 sources

MoonPay launches open-source wallet standard to help AI agents manage funds across blockchains

Technology2 sources

Broadcom sounds alarm as TSMC capacity constraints threaten AI chip supply through 2026

Broadcom has flagged critical supply constraints across the semiconductor industry, with TSMC hitting production capacity limits as soaring demand for AI chips strains global manufacturing. The bottleneck extends beyond semiconductors to lasers and printed circuit boards, prompting companies to secure multi-year supply agreements stretching three to four years.

Business3 sources

Broadcom sounds alarm as TSMC capacity constraints threaten AI chip supply through 2026

Business3 sources

OpenAI explores major fusion energy deal with Helion as Altman steps down from board

OpenAI is in advanced talks with Helion Energy to secure fusion power, potentially accessing 5 gigawatts by 2030 and scaling to 50 gigawatts by 2035. Sam Altman has stepped down from Helion's board to avoid conflicts as the companies explore working together at significant scale, highlighting the tech industry's race to lock in energy for AI's growing power demands.

Business7 sources

OpenAI explores major fusion energy deal with Helion as Altman steps down from board

Business7 sources

Nebius secures $4.3 billion to fuel AI infrastructure expansion amid tech giant deals

European AI infrastructure firm Nebius closed a $4.34 billion convertible debt funding round, positioning itself as well-funded for the AI race with capital spending plans of $16-20 billion by 2026. The financing follows major deals with Meta worth up to $27 billion and a $2 billion share warrant sale to Nvidia, highlighting strong investor appetite for AI infrastructure.

Business2 sources

Nebius secures $4.3 billion to fuel AI infrastructure expansion amid tech giant deals

Business2 sources

BlackRock's Larry Fink warns AI boom risks exacerbating wealth inequality for millions

BlackRock CEO Larry Fink used his annual shareholder letter to warn that AI threatens to intensify wealth inequality, with gains concentrated among companies and investors who financed the industry's growth. The $14 trillion asset manager chief called for broader participation in capital markets to ensure more people share in AI's economic value.

Business3 sources

BlackRock's Larry Fink warns AI boom risks exacerbating wealth inequality for millions

Business3 sources

Upstage in talks with AMD to acquire 10,000 MI355 chips for South Korea AI infrastructure

Korean AI startup Upstage is negotiating with AMD to purchase 10,000 MI355 AI accelerators, marking a strategic move to diversify beyond Nvidia chips. CEO Sung Kim met with AMD's Lisa Su in Seoul to discuss bringing large-scale AI compute infrastructure to South Korea, as local firms seek broader hardware options for domestic AI projects.

Business2 sources

Upstage in talks with AMD to acquire 10,000 MI355 chips for South Korea AI infrastructure

Business2 sources

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