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Moonshot AI Pursues 30% Revenue Sharing with Microsoft, Amazon, Google for Kimi K3 Model Hosting

Chinese AI startup Moonshot AI is negotiating with Microsoft, Amazon, and Google to host its Kimi K3 model on their cloud platforms, seeking up to 30% of generated revenue. The early-stage talks could mark the first major revenue-sharing agreement between a Chinese AI firm and US cloud giants, despite ongoing geopolitical tensions and Treasury Secretary concerns about potential blacklisting.

Technology9 sources

Moonshot AI Pursues 30% Revenue Sharing with Microsoft, Amazon, Google for Kimi K3 Model Hosting

Technology9 sources

SuperX AI Secures $38.8M Nvidia B300 Order in Japan, Expands to Australia with 128-Unit Deal

Singapore-based SuperX AI Technology Limited announced two major deals for Nvidia B300 AI server clusters. The company secured a $38.8 million order from WOODMAN Inc. for an AI infrastructure project in Yokohama, Japan, with delivery scheduled for mid-November 2026. Additionally, SuperX signed an agreement with Australian provider Ezisight for 128 Nvidia B300 units, marking its entry into the Australian market as part of its Asia-Pacific expansion strategy.

Business3 sources

SuperX AI Secures $38.8M Nvidia B300 Order in Japan, Expands to Australia with 128-Unit Deal

Business3 sources

Security Vulnerability Lets Malicious Webpages Poison Local AI Models Behind NVIDIA NemoClaw

Oasis Security disclosed CVE-2026-65105, a critical flaw in NVIDIA NemoClaw that grants attackers unauthenticated control over local Ollama instances. A single visit to a malicious webpage can inject hidden instructions into AI models through DNS rebinding attacks, bypassing sandboxing protections entirely.

Technology2 sources

Security Vulnerability Lets Malicious Webpages Poison Local AI Models Behind NVIDIA NemoClaw

Technology2 sources

Emerald AI Secures $150M Series A at $1.05B Valuation to Solve AI Data Centers' Power Crisis

Emerald AI raised $150 million in Series A funding at a $1.05 billion valuation, backed by Nvidia, Siemens, and the CIA-linked In-Q-Tel. Its Emerald Conductor software dynamically adjusts AI workload management during grid stress, potentially unlocking more than 100 gigawatts of untapped capacity on the existing US grid.

Startups5 sources

Emerald AI Secures $150M Series A at $1.05B Valuation to Solve AI Data Centers' Power Crisis

Startups5 sources

Google Cloud Selects Rezolve AI Database Tech to Power Web3 Blockchain Data Pipelines

Google Cloud has deployed Rezolve AI's proprietary distributed database technology to manage indexing and data pipelines for Web3 blockchain datasets. The enterprise validation sent RZLV stock surging over 20% before profit-taking pulled shares back, as investors weigh the platform's commercial scalability ahead of September earnings.

Technology3 sources

Google Cloud Selects Rezolve AI Database Tech to Power Web3 Blockchain Data Pipelines

Technology3 sources

SpaceX targets late 2027 launch for Nvidia-powered AI satellites with 120-kilowatt compute output

SpaceX accelerated its timeline to deploy AI satellites in late 2027, powered by Nvidia chips delivering 120 kilowatts of compute output. The company filed to launch up to one million data center satellites and signed deals with Google and Anthropic for compute access.

Technology2 sources

SpaceX targets late 2027 launch for Nvidia-powered AI satellites with 120-kilowatt compute output

Technology2 sources

Cisco and NVIDIA Expand AI Factory with Rack-Scale Computing to Meet Surging AI Data Center Demand

Cisco is expanding its Secure AI Factory with NVIDIA through a partnership with Supermicro, adding high-density, liquid and air-cooled computing systems. The move positions Cisco to capitalize on the AI infrastructure boom, with its stock up nearly 45% year-to-date as investors view the company as a key beneficiary of the physical AI buildout.

Technology14 sources

Cisco and NVIDIA Expand AI Factory with Rack-Scale Computing to Meet Surging AI Data Center Demand

Technology14 sources

US Gas Power Expansion for AI Data Centers Doubles in Six Months, Overtaking China

The US has seen gas power capacity for AI data centers surge 50% to 378GW since January 2026, overtaking China in new construction. But mounting local opposition, grid delays, and climate costs threaten to stall up to half of all planned projects as communities push back against rising utility costs and emissions.

Business4 sources

US Gas Power Expansion for AI Data Centers Doubles in Six Months, Overtaking China

Business4 sources

AM Intelligence Orders 9,000 Nvidia Vera Rubin GPUs for Hyderabad AI Factory in $8 Billion Push

AM Intelligence, the AI infrastructure arm of Greenko Group, has placed a binding order for 9,000 Nvidia Vera Rubin GPUs for its Hyderabad AI factory. The deployment, scheduled for Q1 2027, will create one of Asia's first frontier AI compute clusters as part of an $8 billion global investment plan.

Business2 sources

AM Intelligence Orders 9,000 Nvidia Vera Rubin GPUs for Hyderabad AI Factory in $8 Billion Push

Business2 sources

Researchers Walk Away From Bezos-Backed Prometheus to Build Physics AI Processing 5 Trillion Data Points

Two AI researchers declined a lucrative offer from Jeff Bezos' Project Prometheus, including a $2 million salary and 35% stake, to launch Accelerated Understanding. Their physics AI model processes 5 trillion data points using neural operators instead of language-based Transformer architecture, targeting enterprise applications in chip design and robotics.

Technology7 sources

Researchers Walk Away From Bezos-Backed Prometheus to Build Physics AI Processing 5 Trillion Data Points

Technology7 sources

Generalist Secures $200M Funding Round, Reaches $3B Valuation in AI Robotics Race

Robotics startup Generalist raised nearly $200 million in fresh capital led by 8VC, pushing its valuation to $3 billion. Founded by former Google DeepMind researchers and a Boston Dynamics engineer, the company's Gen 1.5 model enables robots to learn new tasks from video demonstrations as short as 3 to 12 seconds.

Business3 sources

Generalist Secures $200M Funding Round, Reaches $3B Valuation in AI Robotics Race

Business3 sources

Infineon Technologies Acquires C2i Semiconductors to Tackle AI Data Center Power Crunch

German semiconductor giant Infineon Technologies announced the acquisition of Bengaluru-based startup C2i Semiconductors for an undisclosed amount. The strategic move aims to strengthen power solutions for AI data centers struggling with surging electricity demand from high-performance GPUs.

Business2 sources

Infineon Technologies Acquires C2i Semiconductors to Tackle AI Data Center Power Crunch

Business2 sources

SpaceXAI Deploys Nvidia Vera CPUs for Grok's AI Agents and Orbital Data Centers in Space

SpaceXAI has committed to deploying Nvidia's 88-core Vera CPUs to power Grok's agentic AI workloads, becoming the second hyperscaler after Meta to adopt the chip. The company plans to extend this technology into orbit with its Starmind AI satellite launching in Q4 2027, marking a significant step toward space-based AI compute infrastructure.

Technology10 sources

SpaceXAI Deploys Nvidia Vera CPUs for Grok's AI Agents and Orbital Data Centers in Space

Technology10 sources

RUM Group lands $13.7 billion AI contract but faces funding gap to deliver GPU services

RUM Group, the Trump-linked company hosting Truth Social, secured a $13.7 billion AI infrastructure contract with an unnamed US-based cloud customer for GPU services over six years. However, the company revealed it currently lacks the necessary funds to execute the deal and plans to raise capital through debt or share issuance to build the required infrastructure at its Maysville, Georgia site.

Business2 sources

RUM Group lands $13.7 billion AI contract but faces funding gap to deliver GPU services

Business2 sources

Nvidia revenue tops $96 billion as AI chip demand accelerates and memory commitments reach $160 billion

Nvidia delivered record-breaking Q2 results with $96.2 billion in revenue, up 106% year-over-year, driven by surging AI chip demand. CEO Jensen Huang declared AI has reached its inflection point as the company committed $160 billion to memory procurement and projected 70% revenue growth for fiscal 2028, despite ongoing supply constraints from TSMC and memory chip shortages.

Business88 sources

Nvidia revenue tops $96 billion as AI chip demand accelerates and memory commitments reach $160 billion

Business88 sources

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