Do Son Meta secures 6.6 GW of nuclear power through landmark deals with Vistra, Oklo, and TerraPower to energize its Prometheus AI supercluster in Ohio.
AI Infrastructure
xAI closes an upsized $20B funding round, hitting a $230B valuation. With NVIDIA backing, xAI scales its GPU clusters to fuel Grok 5 development.
SoftBank completes a historic $41B investment in OpenAI, securing 11% ownership. Masayoshi Son bets the future on AGI after liquidating his NVIDIA stake.
NVIDIA folds DGX Cloud into its engineering arm to focus on internal R&D. Is the AI "arms dealer" quitting the cloud war to protect its chip monopoly?
Alphabet acquires Intersect Power for $4.75B, securing gigawatts of clean energy to solve the "AI power gap" and bypass the aging U.S. electrical grid.
OpenAI eyes a $10B+ investment from Amazon, but the deal requires a major shift: switching from NVIDIA GPUs to Amazon’s custom Trainium AI chips.
SpaceX is planning a record-shattering IPO in 2026/2027 to raise over $30B, targeting a $1.5T valuation. Proceeds will fund Mars ambitions and orbital AI data centers.
Microsoft signed a 5-year, $9.7B deal with IREN for NVIDIA GB300 GPU compute capacity, part of a strategy to meet surging global demand for its Azure AI services.
OpenAI signed a $38B deal with AWS for cloud computing infrastructure, diversifying its resources after ending exclusivity with Microsoft. AWS gains a major AI client.
Anthropic dramatically expands its Google Cloud partnership, securing access to up to 1 million TPU accelerators and 1 GW of compute for future Claude model development.
A consortium including NVIDIA, Microsoft, and BlackRock acquired Aligned Data Centers for a record $40 billion. The move secures 5 GW of capacity for the AI Infrastructure Partnership.
Meta announced a $1.5B investment for a 1-gigawatt AI data center in El Paso, Texas, operational in 2028. It's part of a massive $72B CapEx plan to lead the global AI infrastructure race.
Sam Altman revealed OpenAI is creating an "AI closed-loop economy," leveraging cross-investments from NVIDIA and AMD to fund a planned $1 trillion AI computing and infrastructure empire.
Microsoft expanded its partnership with Shizen Energy, signing three new solar PPAs for 100 MW to power its cloud/AI infrastructure, accelerating Japan's energy transition.
Meta announced a $570 Tbps "Candle" submarine cable to connect Taiwan, Japan, Philippines, Indonesia, Malaysia, and Singapore, strengthening Asia-Pacific AI data capacity by 2028.
OpenAI selected AMD as a "core strategic computing partner," adopting Instinct MI450 GPUs for a 6 GW AI infrastructure. OpenAI can acquire a 10% equity stake in AMD.
Samsung announced a strategic partnership with OpenAI to supply high-performance DRAM and collaborate on global AI infrastructure, including the massive "Stargate" data center project.
Broadcom has shipped Jericho4, a new 3nm Ethernet router designed for distributed AI. It connects over a million XPUs across data centers with lossless, secure 3.2 Tbps HyperPorts.
CVE-2025-32444 (CVSS 10): Critical RCE Flaw in vLLM’s Mooncake Integration Exposes AI Infrastructure
CVE-2025-32444 (CVSS 10): Critical RCE Flaw in vLLM’s Mooncake Integration Exposes AI Infrastructure
CVE-2025-32444 exposes vLLM’s Mooncake integration to RCE via insecure pickle deserialization over ZeroMQ. Patch to v0.8.5 now.
The European Commission launches the "AI Continent Action Plan" to close the AI gap with the US and China, investing in infrastructure and talent to boost EU's AI competitiveness.