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Stories connected through a shared idea, actor, technology or theme.
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.→SWI raises €800 million to expand transatlantic AI infrastructureThe financing will support power infrastructure, compute deployments and a development pipeline across Europe and the United States. SWI said the transaction raises its total equity since March 2026 above €1 billion.→SOAR AI secures a potential $1 billion equity facilityThe facility can provide up to $1 billion, although the company is not required to draw it. Planned uses include data-centre infrastructure, high-density GPU compute and networking.→IMF chief warns that the AI infrastructure boom is widening economic risksGeorgieva said AI investment is becoming a major driver of national economic fortunes while concentrating benefits in countries with strong technology sectors. She also highlighted risks from the rapid expansion of data-centre capacity and associated financial and inflationary pressures.→Luxor launches a full-stack AI infrastructure businessThe new Luxor AI business combines power procurement, GPU and server brokerage, compute contracts, derivatives and cloud products. Luxor says its agentic cloud has processed 1.8 million workloads year to date.→AWS and NVIDIA line up 2 million more GPUs for agentic and physical AIAmazon and NVIDIA announced an expanded partnership adding another 2 million NVIDIA GPUs to AWS data centres in 2027 and 2028, including Blackwell Ultra, Rubin and Rubin Ultra. The agreement also extends NVIDIA networking, CPUs, open models and physical-AI systems across AWS, with no financial terms disclosed.→Anthropic signs reported $45 billion compute deal with NscaleAnthropic has signed a deal to rent about $45 billion in AI compute from British infrastructure company Nscale, using NVIDIA Vera Rubin systems. The reported six-year arrangement is expected to begin powering Anthropic services in late 2027.→Microsoft receives first production Vera Rubin systems as Nvidia ramps the platformThe delivery was described as supporting frontier-model training as Nvidia's Vera Rubin platform enters full production. The systems are reported to provide about three times GB300 compute and 2.7 times its memory bandwidth, though those figures await independent operational validation.→UBS sees $4.1 trillion of hyperscaler AI infrastructure spending through 2028The forecast says Amazon, Google and Microsoft could spend about 102% of cloud revenue on capital expenditure in 2026, with Google the largest projected spender in the cited breakdown. The estimate is a forecast rather than realised spend and depends on continued AI demand, power availability and model economics.→Starcloud raises $250 million for orbital AI datacentres at a $2.3 billion valuationStarcloud announced a $250 million Series A extension at a $2.3 billion post-money valuation, taking total capital raised to $450 million. It said the funding will support Starcloud-3 manufacturing and work with NVIDIA on a Space-1 Vera Rubin module, while its proposed 88,000-satellite and 20-gigawatt constellation remains a roadmap.→NVIDIA invests in Cloverleaf to accelerate AI-factory site developmentCloverleaf said NVIDIA made a minority investment and will work with it on US AI-factory sites. The companies are combining Cloverleaf's land, power and site-development work with NVIDIA's infrastructure expertise, while Cloverleaf says its pipeline includes multiple gigawatt-scale projects.→Sharon AI accepts the first phase of a US$950 million Australian AI-cloud contractSharon AI says the acceptance completes a milestone in a five-year agreement with an initial value of about US$950 million and covers NVIDIA GPU clusters across Australian data centres. It also says it has secured 212 MW of AI-factory capacity, including 120 MW under multi-year take-or-pay contracts; the customer and independent contract details were not identified in the release.→