🧠 Cloud & Infrastructure Watch

Synergy: Enterprise cloud infrastructure spend jumped $12bn in Q4 2025, reinforcing accelerated AI-driven infra expansion.
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IBM: Unveils new FlashSystem offerings that can be co-managed by IBM AI agents, pushing autonomous infra ops further into production.
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Submer: Acquires cloud gaming firm Radian Arc, expanding immersion-cooling adjacencies beyond traditional data centre workloads.
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Openreach: Names Katie Milligan as new CEO, signalling leadership transition at a core UK fibre infrastructure player.
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Telstra: cutting 200+ jobs tied to an AI push.
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Energy Vault x Peak Energy: partnership to develop energy storage architecture aimed at AI data centres.
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NTT: bought land in Bangkok for a new data centre build.
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💻 Hardware & Semiconductor Moves

EU: Launches NanoIC pilot line to oversee sub-2nm chip development, a major step in European semiconductor sovereignty.
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UK: Chip startup Fractile to expand UK operations with £100m investment, scaling compute-efficiency innovation.
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Vietnam: Viettel deploys Nvidia DGX B200 system in Hanoi, expanding top-tier GPU infrastructure into Southeast Asia.
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IBM: New FlashSystem storage integrates AI-driven management at the hardware layer.
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France: Former sugar refinery near Caen proposed for conversion into an AI data centre, continuing industrial-to-compute reuse trend.
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UK: Ark Data Centres’ campus extension approved in Wiltshire, unlocking additional national capacity.
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Thailand: NTT buys land in Bangkok for a new data centre, expanding APAC footprint.
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Germany: Deutsche Telekom launches Nvidia AI factory data centre in Munich’s Tucherpark — flagship European AI facility.
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US: Fermi America receives first natural gas turbines for an up to 11GW data centre campus in Amarillo.
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US: CyrusOne partners with Constellation on a 760MW data centre campus.
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Energy: Energy Vault + Peak Energy partner to develop energy storage architectures purpose-built for AI data centres.
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India: Submer partners with Anant Raj to build data centre ventures using immersion cooling.
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Meta: Purchases 1,400 additional acres for Hyperion mega-data-centre expansion.
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2026: Regulators formally begin reviewing SpaceX’s orbital data centre concept, as the FCC opens comment on space-based compute infrastructure.
2026: The EU launches the NanoIC pilot line, marking Europe’s most coordinated push yet toward sub-2nm AI chips.
2026: Runway confirms a $315M raise, signalling a shift from generative video toward world-model research.
2026: Anthropic signals it is preparing to secure multi-gigawatt data centre capacity, underlining how compute—not models—is now the bottleneck.

Runway: raised $315M at a reported $5.3B valuation, signalling heavier bets on “world models” beyond pure gen-video.
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TechCrunch: Tem raised $75M to rebuild electricity markets with AI.
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Anthropic closing in on a ~$20B round.
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Harvey raising at ~$11B valuation.
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Codex Mac App: OpenAI’s agent command centre for managing parallel coding agents locally.
Claude Opus 4.6: Introduces agent teams, million-token context on API, and native PowerPoint integration.
Perplexity Model Council: Runs one query across multiple frontier models and synthesises agreement vs disagreement.
Runway World Models: Early signals that Runway is moving beyond video generation toward simulation and spatial reasoning.
IBM FlashSystem + AI Agents: Storage infrastructure now actively managed by AI, not just monitored.

Codex Mac App: OpenAI’s agent command centre for managing parallel coding agents locally.
Claude Opus 4.6: Introduces agent teams, million-token context on API, and native PowerPoint integration.
Perplexity Model Council: Runs one query across multiple frontier models and synthesises agreement vs disagreement.
Runway World Models: Early signals that Runway is moving beyond video generation toward simulation and spatial reasoning.
IBM FlashSystem + AI Agents: Storage infrastructure now actively managed by AI, not just monitored.

AI has moved past the model era.

Compute, energy, distribution, and monetisation are now the real battlegrounds — and February is making that impossible to ignore.

The winners won’t just train better models.
They’ll own the power, the silicon, the workflows, and the channels where AI actually shows up.

See you tomorrow.