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Iran's IRGC designated facilities of Amazon, Nvidia, Microsoft, Google, Oracle, IBM, and Palantir across Israel and the Gulf as legitimate targets - with AWS data centers already struck by drones.
Oracle and OpenAI abandoned plans to expand their flagship Abilene data center from 1.2 GW to 2 GW after financing talks collapsed and a winter cooling outage strained relations with operator Crusoe.
Nscale raises the largest Series C in European history, valuing the company at $14.6 billion and funding a 100,000-GPU AI gigafactory in Norway with OpenAI as anchor customer.
Oracle is cutting up to 30,000 jobs to free $8-10 billion in cash flow for AI data centers, the largest AI-driven corporate restructuring announced to date.
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.
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.
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.
Up to 500 protesters marched through London's King's Cross tech hub in the largest anti-AI demonstration globally, demanding a pause on frontier AI development and democratic oversight.
Trump's executive order threatens to sue any state that regulates AI, but Republican governors, Heritage Foundation allies, and grassroots conservatives are pushing back hard - with Florida's AI Bill of Rights as the test case.
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.
Complete specs and analysis of the AMD Instinct MI440X - a CDNA 5 enterprise GPU with 432GB HBM4, 19.6 TB/s bandwidth, and TSMC 2nm compute chiplets.
