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Key PlayersNVIDIA, AWS, CoreWeave

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Nimble launches Web Search Agents that slash AI research token costs by 51% while boosting accuracy

New York-based startup Nimble unveiled Web Search Agents, a domain-specialized retrieval system that cuts token costs by 51% while improving AI research accuracy by 21%. The platform uses self-learning algorithms to adapt search strategies for enterprise workloads, targeting developers building autonomous agents for research, competitive intelligence, and compliance workflows.

Technology2 sources

Nimble launches Web Search Agents that slash AI research token costs by 51% while boosting accuracy

Technology2 sources

Eliyan raises $145M at $1B valuation to tackle AI chip data bottlenecks in data centers

Silicon Valley startup Eliyan has raised $145 million in Series C funding at a $1 billion valuation, backed by Cisco and Lumentum. The company develops electro-optical interconnects to solve a critical problem: AI chips can process data much faster than they can send or receive it, leaving expensive GPUs sitting idle 60-70% of the time.

Startups2 sources

Eliyan raises $145M at $1B valuation to tackle AI chip data bottlenecks in data centers

Startups2 sources

Brookfield and NextEra to Build $100bn AI Data Center Campus on Former Nuclear Weapons Site in Kentucky

Brookfield and NextEra Energy announced plans to transform a Cold War-era uranium enrichment facility in Paducah Kentucky into a $100 billion AI data center campus. The project includes 2 gigawatts of natural gas power plants and 2.6 gigawatts of battery storage capacity, marking one of the largest AI infrastructure investments in US history.

Business7 sources

Brookfield and NextEra to Build $100bn AI Data Center Campus on Former Nuclear Weapons Site in Kentucky

Business7 sources

GlobalFoundries Secures $300M CHIPS Act Funding to Accelerate Silicon Photonics for AI Data Centers

The U.S. Department of Commerce awarded GlobalFoundries $300 million under the CHIPS Act to advance silicon photonics and co-packaged optics technology. The funding aims to strengthen domestic supply chains for AI infrastructure while targeting 400 gigabits per second data transfer speeds and five times better energy efficiency than current systems.

Technology7 sources

GlobalFoundries Secures $300M CHIPS Act Funding to Accelerate Silicon Photonics for AI Data Centers

Technology7 sources

United Microelectronics raises 2026 capex to $2 billion, expands fabs for AI demand surge

Taiwan's United Microelectronics announced a major expansion, raising its 2026 capital expenditure to $2 billion from $1.5 billion to meet surging AI demand. The chipmaker will add cleanroom capacity at its Singapore facility and construct a new fab building at its Tainan campus in Taiwan, while reporting strong Q2 results with revenue up 17% year-over-year to $2.18 billion.

Business2 sources

United Microelectronics raises 2026 capex to $2 billion, expands fabs for AI demand surge

Business2 sources

Cloud architecture transforms enterprise storage to handle surging AI workloads and data demands

As AI models grow larger and enterprises retain massive datasets for training and inference, storage infrastructure is undergoing a fundamental transformation. Hyperscale cloud providers are reinventing primary storage for the AI era, shifting from traditional block systems to software-defined architectures that treat object storage as the foundation. This evolution addresses the unique demands of AI workloads while balancing performance, scalability, and sustainability.

Technology2 sources

Cloud architecture transforms enterprise storage to handle surging AI workloads and data demands

Technology2 sources

Kioxia Unveils PCIe 6.0 SSDs Targeting 10 Million IOPS for AI Workloads

Kioxia announced three new enterprise SSD series at Future of Memory and Storage 2026: the GP1 with 10 million random read IOPS, the CM10 with 92% faster sequential reads, and the NX1 with direct liquid cooling. All target AI infrastructure and GPU-accessible storage.

Technology6 sources

Kioxia Unveils PCIe 6.0 SSDs Targeting 10 Million IOPS for AI Workloads

Technology6 sources

Australia's AI data centres hit renewable energy roadblock as states reject federal rules

Australia announced world-first regulations requiring AI data centres to generate more renewable energy than they consume. But the plan faces a critical timing mismatch—wind and solar projects take three to five years to build while data centres go up in two. Now Queensland and Northern Territory have rejected the federal mandate, calling it an underdeveloped power grab by Canberra, as S&P Global warns energy bills could spike 25% if infrastructure fails to keep pace.

Policy2 sources

Australia's AI data centres hit renewable energy roadblock as states reject federal rules

Policy2 sources

SK hynix operating profit surges 557% on AI boom, but shares tumble as expectations outpace reality

South Korean memory giant SK hynix posted record second-quarter earnings with operating profit jumping 557% year-over-year to $42 billion, fueled by explosive AI-driven demand for high-bandwidth memory chips. Despite the historic performance, shares plunged as results missed analyst forecasts and global AI selloffs intensified concerns about market sustainability.

Business18 sources

SK hynix operating profit surges 557% on AI boom, but shares tumble as expectations outpace reality

Business18 sources

US and UAE Launch First Joint AI Military Task Force for Defense Operations

The US Central Command and the United Arab Emirates are launching Task Force Talon Synapse, a first-of-its-kind joint military AI task force based in Abu Dhabi. The team of 20 American and Emirati specialists will develop AI-powered capabilities for intelligence support, critical infrastructure protection, and regional security monitoring, marking a significant milestone in the US-UAE partnership.

Policy2 sources

US and UAE Launch First Joint AI Military Task Force for Defense Operations

Policy2 sources

Core Scientific lands 2.5GW AI infrastructure deal with AMD months after rejecting $9B CoreWeave bid

Former bitcoin miner Core Scientific signed a massive AI data center capacity agreement with AMD that could reach 2.5 gigawatts across five sites in the American South. The deal includes 15-year leases for 529 megawatts and warrants for up to 30 million shares, validating shareholders' decision to reject CoreWeave's $9 billion takeover offer nine months ago.

Technology7 sources

Core Scientific lands 2.5GW AI infrastructure deal with AMD months after rejecting $9B CoreWeave bid

Technology7 sources

KLA Corp projects strong quarter as AI infrastructure spending fuels semiconductor demand

KLA Corp reported fourth-quarter revenue of $3.66 billion and forecast first-quarter revenue up to $4.2 billion, surpassing Wall Street estimates. The semiconductor equipment manufacturer expects accelerating momentum through 2027, driven by AI infrastructure buildout and rising demand for process control systems. Despite the upbeat quarter forecast, shares fell 8% in after-hours trading.

Business2 sources

KLA Corp projects strong quarter as AI infrastructure spending fuels semiconductor demand

Business2 sources

US Robot Ban Targets Chinese Humanoid Robots, Escalating US-China Trade Tensions

The Federal Communications Commission banned foreign-made advanced robots including humanoid robots and quadruped robots, citing national security risks and data collection concerns. The move primarily targets Chinese robotics companies like Unitree, which dominate 90% of the global market, while China threatens retaliation against what it calls discriminatory AI protectionism.

Policy34 sources

US Robot Ban Targets Chinese Humanoid Robots, Escalating US-China Trade Tensions

Policy34 sources

Runlayer sues Rippling for trade secret theft after insider warns of 'almost 1 to 1 copy'

AI startup Runlayer has filed a lawsuit against Rippling in Manhattan federal court, alleging the HR software giant stole its trade secrets to build a competing Model Context Protocol gateway. The case highlights the risks AI infrastructure startups face when conducting extensive product trials with enterprise customers who have the engineering resources to build similar tools in-house.

Policy4 sources

Runlayer sues Rippling for trade secret theft after insider warns of 'almost 1 to 1 copy'

Policy4 sources

Seagate's Hard Drives See Massive Demand as AI Storage Boom Extends Capacity Commitments to 2028

Seagate reports cloud providers now account for 90% of its exabyte shipments as AI infrastructure boom drives unprecedented demand for high-capacity hard drives. The company has already allocated most nearline drive capacity through calendar 2028, with customers now planning storage requirements into 2029.

Business7 sources

Seagate's Hard Drives See Massive Demand as AI Storage Boom Extends Capacity Commitments to 2028

Business7 sources

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