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Bridgewater Associates warns AI capex has entered a 'dangerous phase' as Alphabet, Amazon, Meta, and Microsoft commit $650 billion to infrastructure in 2026, up 67% from last year.
OpenAI projects $600 billion in compute spending through 2030, with NVIDIA investing $30 billion and a potential $1 trillion IPO. But inference costs quadrupled in 2025 and the Stargate project faces internal disputes.
OpenAI is finalizing the largest private funding round in history, with Amazon, SoftBank, Nvidia, and Microsoft committing over $100 billion at a valuation exceeding $850 billion.
Western Digital and Seagate confirm their entire 2026 HDD production is sold out to AI hyperscalers, with consumer prices surging nearly 50% as the storage industry pivots away from retail buyers.
India's AI Impact Summit drew $350 billion in infrastructure commitments from Reliance, Adani, Microsoft, and Google, positioning New Delhi as a third pole in the global AI race.
Nvidia abandons its $100B infrastructure partnership with OpenAI after five months of stalling, replacing it with a $30B equity stake as OpenAI's record-breaking funding round nears $100B at an $850B valuation.
Georgi Gerganov and the ggml.ai team behind llama.cpp are joining Hugging Face. The deal unifies model hosting, model definition, and local inference under one open-source roof.
Meta and Nvidia announce a multiyear deal spanning millions of GPUs and CPUs, with Meta becoming the first to deploy Nvidia's Grace CPUs standalone at scale.
AI data centers now consume 70% of global memory production, triggering price surges, product delays, and warnings of manufacturer bankruptcies across consumer electronics.
