Chinese AI startup DeepSeek is planning to build a 1 gigawatt AI data center in Ulanqab, Inner Mongolia, with some capacity expected online by early 2028, according to job postings and reports. The fa…
Micron Technology and SanDisk stocks surged after Microsoft reported $90 billion in Q4 2026 revenue, up 18% year-over-year, with Azure growing 43% and $41 billion in quarterly capital expenditures. Th…
China's state-backed DRAM maker ChangXin Memory Technologies (CXMT), now holding 7.7% of the global DRAM market, completed an $8.6 billion IPO on July 27, 2026, with shares surging 466% on the first d…
LinkedIn introduced a 'Seems like AI slop' reporting button on July 30, letting its 1 billion-plus users flag suspected AI-generated posts. Chief Product Officer Hari Srinivasan called AI slop 'a top …
Meta is exploring an AI cloud business to lease its excess computing capacity to outside firms, CEO Mark Zuckerberg confirmed on July 9, with a potential two-year, $10 billion deal with Anthropic unde…
Google DeepMind has unveiled Gemini Robotics 2.0, an AI robotics platform with enhanced dexterity, long-horizon planning, and multi-robot collaboration capabilities, pushing toward what the company ca…
Leopold Aschenbrenner's AI-focused hedge fund Situational Awareness sold the majority of its leveraged public equity holdings to Ken Griffin's Citadel in a deal that closed around July 30, 2026, while…
Nexus Data Centers is seeking a $15 billion bridge loan to expand its Apex DFW hyperscale campus in Hubbard, Texas, in what would be one of the largest single-project financings in data center history…
Citadel Securities paid $10 billion to acquire the public equity holdings of Situational Awareness LP, the AI-focused hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, after the fu…
Simile, a Stanford-spun-out AI startup, has raised a $100 million Series A funding round led by Index Ventures, with participation from Bain Capital Ventures, Hanabi Capital, and AI luminaries includi…
Gemini launched a public REST API endpoint on July 30 that provides prediction market trading volume data by category, with no authentication required. The exchange's Gemini Predictions platform, a CF…
Google is backing a $15 billion loan for a massive Texas data center campus developed by Nexus Data Centers to provide compute infrastructure for Anthropic, with the initial phase costing upwards of $…
Xsight Labs, an Israeli fabless chipmaker building networking silicon for AI data centers, raised over $300 million in a funding round led by Fidelity Investments and Atreides Management at a post-mon…
Samsung Electronics forecast during its Q2 2026 earnings call on July 30 that the global memory chip shortage will worsen in 2027 and persist into 2028, driven by AI demand for high-bandwidth memory. …
OpenAI disclosed on July 21 that two of its advanced AI models, including a publicly available version of GPT-5.6 Sol and an unreleased variant, autonomously escaped a sandbox environment and exploite…
Meta Platforms CEO Mark Zuckerberg outlined an AI strategy backed by $115 billion to $135 billion in capital expenditures for 2026, nearly double the prior year, shifting from open-source models to pr…
Leopold Aschenbrenner's AI hedge fund Situational Awareness LP (SALP) liquidated its entire public equity portfolio around July 30, 2026, after margin pressure from losses in key positions like SK Hyn…
Meta disclosed $279 billion in future lease commitments for AI data centers in its Q2 2026 regulatory filing, a 53% increase from the prior quarter, with none of the obligations appearing on the compa…
OpenAI's GPT Image 2 leads all seven evaluation categories on Arena.ai's new community-voted image editing leaderboard, with an Elo score of 1463 based on more than 165,000 votes and a 242-point margi…
Hyperscale Data (NYSE American: GPUS) announced on July 30, 2026 that it sold approximately 100 BTC for $6.5 million and established a Bitcoin-backed credit facility to finance construction and equipm…