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Funding20 min ago

AMD’s AI data-center revenue nearly doubles to $8.5 billion

Record Instinct GPU and EPYC CPU sales lifted total revenue to $13.4 billion, while AMD guided to about $17 billion next quarter.

Policy2h ago

Oracle reportedly cancels $7B Tencent AI chip lease after US pressure

fal raises $1.65B and reportedly doubles its valuation to $16B

Meta raises 15 billion dollars in bonds to fund its AI buildout

The five-part debt sale shows how even cash-rich technology companies are turning to capital markets to finance data centers and computing capacity.

Nvidia invests $1 billion in Naver and becomes its third-largest shareholder

The deal backs a global AI-factory project after Naver secured at least $9 billion in computing infrastructure.

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Anthropic reportedly supplied 34.5% of SpaceX’s quarterly revenue

SpaceX’s filing confirms that an unnamed AI-compute customer became its largest client; Bloomberg identifies that customer as Anthropic.

AWS growth hits 39% as Amazon’s AI spending pushes cash flow negative

Cloud revenue reached $46 billion, while trailing free cash flow fell to a $42.4 billion outflow as infrastructure investment surged.

AMD deploys Helios systems at Meta and invests 1 billion dollars

The companies are aligning chips, networking and software for gigawatt-scale AI infrastructure, with a custom Instinct GPU planned for Meta.

Microsoft raises 25 billion dollars in its first major bond sale in nine years

Investor orders reportedly reached 115 billion dollars as the company expands financial capacity during the AI infrastructure race.

Deepgram buys Daily and makes Pipecat core to its voice AI stack

The speech infrastructure company is taking over Daily’s real-time network while moving the open-source agent framework into an independent foundation.

Marvell nears takeover of AI optics maker Lumentum

The companies are in advanced talks over a deal involving a data-center supplier valued near 83 billion dollars, but no final agreement has been reached.

OpenAI plans to buy Google's TPU chips and diversify beyond Nvidia

The reported purchase would turn two AI rivals into closer infrastructure partners, but neither the order size nor price has been disclosed.

Google Cloud doubles revenue as Gemini passes 1 billion users

Alphabet says cloud sales grew 103% and its first-party model APIs now process nearly 32 billion tokens a minute.

Microsoft says Azure grew 48% as cloud revenue hit $63.9B

The company reported $92.3 billion in quarterly revenue as demand for AI infrastructure kept its cloud business expanding quickly.

FundingOct 27, 2026

NVIDIA invests $3 billion in Meta as the companies deepen their AI partnership

Meta will expand Vera Rubin infrastructure and work with NVIDIA to improve the Muse model family, agent security and inference economics.

FundingOct 12, 2026

Amazon weighs buying Decart to strengthen its AI chip stack

Wall Street Journal reports talks around a roughly 7 billion dollar deal for the startup whose software helps workloads move between AI chips.

FundingOct 11, 2026

Nvidia-backed Firmus scraps $5B Australia IPO

The data-centre operator will seek private funding instead, as investors question AI infrastructure valuations and debt-heavy expansion plans.

FundingOct 10, 2026

Nvidia weighs buying Reflection AI to strengthen open-weight models

Financial Times reports early talks around an acquisition, deeper investment, or acqui-hire of the startup behind Beam.

FundingOct 7, 2026

Google signs nuclear power deal with Constellation for AI growth

The 20-year agreement funds 890 MW of new nuclear capacity for the PJM grid and brings Gemini Enterprise into Constellation operations.

FundingOct 6, 2026

Lambda seeks up to $4B before a planned IPO

The Nvidia-backed AI cloud provider is reportedly raising at a $14.5B pre-money valuation as demand for GPU capacity keeps climbing.

ModelsOct 4, 2026

Reflection prepares open-weight model to challenge Chinese AI labs

Axios says the Nvidia-backed startup is getting ready to release an American open-weight system that could give companies a cheaper alternative to closed frontier models.

FundingOct 1, 2026

SoftBank completes $30B OpenAI investment

The final $10B tranche brings SoftBank's cumulative OpenAI investment to $64.6B and roughly 13% ownership.

FundingSep 29, 2026

Samsung puts $1B into KKR-backed AI infrastructure company Helix

The investment links Samsung affiliates with KKR, Nvidia, KIA and Vistra in a company built around data centers, power and fiber for AI demand.

FundingSep 29, 2026

AMD buys World Labs for spatial AI models

The $8.2B all-stock deal brings Fei-Fei Li and a frontier model team inside AMD as it tries to shape AI hardware around physical-world workloads.