Meta’s $1B talent raid fuels speculation of a Claude-killer model reveal this August.

Anthropic nears $5B round at $170B valuation, backed by sovereign funds.

OpenAI’s Stargate Norway confirmed as first European data center, environmental review expected.

NVIDIA black market crackdown looms as U.S. tightens chip export loopholes.

Google NotebookLM now converts docs into narrated slideshows with Video Overview feature.

Microsoft Azure hits $75B FY2025 revenue with 2GW data center growth, shares surge 8%
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AEP forecasts 18GW data center load growth through 2029, up 4GW in last year alone
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PG&E’s data center pipeline reaches 10GW, 1.5GW now in final engineering phase
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Apple reports $3.46B in quarterly AI infra capex, expects 'substantial' growth
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Vocus completes TPG Telecom fiber asset acquisition to strengthen enterprise network reach
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QScale announces multi-billion-dollar data center project for Toronto’s AI and cloud market
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India sees edge infrastructure boom as regional data demand rises in Tier II cities
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Arm explores Stargate chip designs, highlights new opportunities in Q1 2026 earnings call
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China investigates NVIDIA H20 chip over backdoor concerns, escalating US-China semiconductor tensions
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