Alphabet's $85B AI Bet Reverses Decade of Buybacks
Alphabet priced an $84.75B equity raise on June 2, reversing a decade of share buybacks to fund a $180-190B AI infrastructure buildout - backed by a $10B bet from Berkshire Hathaway.
Articles Tagged "AI Infrastructure"
Microsoft Launches Polaris and Foundry Local at Build 2026
Microsoft's Build 2026 keynote ships Project Polaris to replace GPT-4 in GitHub Copilot by August and declares Foundry Local generally available for zero-cloud on-device inference.
Nvidia Enters the PC Market With RTX Spark Superchip
Nvidia's RTX Spark packs 20 Arm CPU cores and a Blackwell 2.0 GPU with 6,144 CUDA cores into a 45-80W Windows laptop chip, targeting Apple Silicon head-on.
BadHost: The Auth Bypass Lurking in 325M AI Systems
CVE-2026-48710 in Starlette lets a single malformed HTTP header bypass authentication on vLLM, LiteLLM, FastAPI, and every MCP server in production.
ByteDance Plans $70B AI Capex, Tripling Last Year
ByteDance is weighing up to $70 billion in AI capital expenditure for 2026, nearly tripling its 2025 spend, while locking in offshore compute and a Qualcomm chip deal to sidestep US export controls as Doubao hits 345 million users.
SoftBank Commits €75B to French AI Data Centers
SoftBank will build 5 GW of AI data center capacity in France for up to €75 billion, a phased commitment that would create the largest AI compute cluster in Europe.
IBM and Red Hat Bet $5B on AI to Secure Open Source
IBM and Red Hat's Project Lightwell deploys 20,000 engineers and AI to patch open source vulnerabilities against exact deployed versions - no forced upgrades, commercial subscription model.
XCENA Raises $135M Betting Memory Is AI's Real Bottleneck
XCENA raises $135M at a $570M valuation to build the MX1 - a CXL 3.2 chip with thousands of RISC-V cores that processes AI workloads where data lives, eliminating costly data transfers between GPU and RAM.
Groq Raises $650M to Pivot From Chip Maker to Cloud
After licensing its chip technology to Nvidia for $20 billion, Groq is raising $650M from existing investors to rebuild itself as an AI inference cloud provider.
Mistral Physics AI Shrinks Days of Simulation to Seconds
Mistral acquired Vienna-based Emmi AI and launched Physics AI - models that replace multi-day engineering simulations with seconds of inference on a single GPU.
NextEra Buys Dominion for $67B on AI Power Demand
NextEra's $67B acquisition of Dominion creates the world's largest regulated utility to meet AI data center electricity demand.
Wall Street and Google Pool $5B to Rival CoreWeave
Blackstone commits $5 billion to a new Google joint venture selling TPU compute-as-a-service, directly challenging CoreWeave with Wall Street capital and Google's chip stack.
