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Meta and AMD signed a 6-gigawatt, multi-year GPU pact worth up to $100B - announced days after a separate Nvidia expansion, signaling Meta's deliberate strategy to break single-vendor dependence in AI compute.
A new 501(c)(3) nonprofit backed by the creators of curl, Vue.js, and HashiCorp is building the world's first permanent endowment for open source as AI-generated junk submissions push maintainers to the breaking point.
Ayar Labs closes a $500M Series E backed by Nvidia, AMD, and Sequoia to mass-produce co-packaged optical interconnects that replace copper in AI data centers.
Apple has asked Google to host next-gen Siri on its cloud servers after Private Cloud Compute hit just 10 percent utilization, with some servers still sitting in warehouses.
Gemini 3.1 Pro leads ARC-AGI-2, LiveCodeBench, and 11 other benchmarks with 750 million users and 21.5% market share - but developers report stalled responses, leaked thinking tokens, and API outages that make it unusable for production coding and agent workflows.
Nvidia invests $2 billion each in Lumentum and Coherent to develop silicon photonics for next-generation AI factories, signaling that copper interconnects have hit their ceiling.
A 439,000-worker construction shortage is delaying AI data centers while electricians command $200K salaries and Big Tech scrambles to fill the gap.
Amazon invests $50 billion in OpenAI, commits 2GW of Trainium capacity, and becomes the exclusive third-party distributor for OpenAI Frontier - reshaping how enterprises deploy AI agents on AWS.
Huawei debuts its Atlas 950 SuperPoD at MWC Barcelona - 8,192 NPUs delivering 8 ExaFLOPS - marking its first overseas showcase of the AI supercomputer that directly targets Nvidia's cluster dominance.
Anthropic's Claude experienced elevated errors across claude.ai, Claude Code, and authentication starting at 11:49 UTC, while AWS data centers in the UAE and Bahrain went offline after objects struck a facility and power failures cascaded across the region.
Jeff Bezos' Project Prometheus is raising tens of billions through a manufacturing transformation vehicle to acquire industrial companies and rebuild them with AI.
An OECD report reveals AI firms captured 61% of global venture capital in 2025 at $258.7 billion, doubling their share since 2022, while mega-deals above $1 billion account for half of all investment value.
