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#ai infrastructure
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SpaceX says its AI business became its largest revenue segmentSpaceX reported $14.6 billion in quarterly revenue and $4.4 billion in profit, while its AI business became the company’s largest revenue contributor. Starlink remained the largest profit generator, making the result a mixed picture of AI growth and connectivity economics.→Hut 8 secures $1.07 billion facility for AI infrastructure expansionThe facility provides $1.07 billion of committed liquidity and includes a letter-of-credit sublimit for interconnection deposits, site development and equipment obligations. Hut 8 said the financing supports its River Bend and Beacon Point AI data-centre projects.→Submer launches Corenix for factory-built AI data-centre modulesCorenix will factory-build and test complete modules based on NVIDIA reference designs before shipping them for site commissioning. Submer said the new business addresses constraints in AI infrastructure deployment speed, thermal density, power availability and data sovereignty.→Runpod adds enterprise governance across its AI developer cloudThe controls apply across Pods, serverless inference and dedicated GPU clusters. Runpod says the platform is intended to support the path from experimentation and fine-tuning through multi-node production deployment.→IQE swings to profit as AI infrastructure drives photonics demandIQE reported adjusted core profit of £6 million, compared with a £0.4 million loss in the prior-year period. The company cited demand from AI data centres and defence, alongside growing interest in indium-phosphide photonics and related capacity expansion.→Broadcom reports AI semiconductor revenue up 221% year on yearBroadcom reported Q3 fiscal 2026 AI semiconductor revenue of $16.7B, up 221% year on year and 54% quarter on quarter. It guided to $21.7B of AI semiconductor revenue in Q4, while total Q3 revenue was $29.6B.→iPronics raises $125 million to scale programmable optical networking for AI data centresiPronics announced a $125 million Series B co-led by Maverick Silicon and Light Street Capital, with NVIDIA participating, bringing its total funding to $177 million. The company plans to scale its ONE optical networking engine, which combines programmable switching, telemetry and APIs to reconfigure connectivity for AI training and inference workloads.→a16z raises $1.1 billion Machine Age fund for AI’s physical buildoutThe Machine Age Fund will invest across chips, memory, networking, power, cooling, data centres, edge devices and robots. The fund reflects a16z’s view that AI expansion increasingly depends on physical infrastructure beyond software and model development.→Mistral and HUMAIN plan a sovereign-AI stack for Saudi ArabiaThe plan includes frontier Arabic models, cybersecurity and voice work, use of HUMAIN data-centre infrastructure, and joint sales into regulated sectors. The companies describe investment in the hundreds of millions of euros, but the announcement represents a planned collaboration rather than an already deployed regional stack.→A planned 100-TB CXL memory system targets scientific AI bottlenecksThe Abaco system is planned to provide more than 100 TB of CXL-attached shared and pooled memory. Its target workloads include scientific AI, high-performance computing and other data-intensive applications that exceed accelerator-local memory capacity.→Alibaba prices HK$80 billion share placement to fund full-stack AIAlibaba said the placement will support its global AI strategy and infrastructure expansion. The transaction gives a major Chinese technology company substantial fresh capital for the compute race.→Texas governor turns against AI data-centre backlashAbbott’s comments came as opposition to new data centres grows around electricity, water and grid pressures. Axios reported that the backlash is becoming a bipartisan political issue in a state that previously courted AI infrastructure.→DataVita secures £300 million for Scotland AI Growth ZoneDataVita secured £300 million to expand Scotland’s Lanarkshire AI Growth Zone, with its 40MW DV1 and DV3 facilities leased to CoreWeave for 15 years, The Register reported. The UK National Wealth Fund is guaranteeing £202 million, while the project is expected to create 600 construction jobs and 100 permanent roles.→TerraPower plans an AI data-centre project around flexible nuclear powerTechCrunch, citing Bloomberg, reported that TerraPower plans to announce its first data-centre project in 2026 and expects construction to begin in 2027, although no customer was named. Its Natrium design combines a 345MW reactor with molten-salt storage intended to provide additional power during demand peaks.→