Why AI infrastructure is becoming a memory game
Anthropic’s evolving prompt caching tiers highlight a broader industry shift where mastering memory orchestration is becoming critical for AI cost efficiency and business viability.
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Compute & Cloud
192 storiesIndia targets $200 billion in AI infrastructure investment by 2028
India is launching an aggressive push to attract over $200 billion in AI infrastructure investment by 2028 to position itself as a global hub for AI computing.
Adani Group pledges $100B for AI data centers in India
Adani Group will invest $100 billion over the next decade to build AI data centers in India, expecting to catalyze a broader $250 billion infrastructure ecosystem.
Blackstone takes majority stake in Indian AI startup Neysa
Neysa has secured Blackstone backing in a deal worth up to $1.2 billion to scale domestic AI compute capacity in India.
Helion hits 150 million degrees in fusion reactor milestone
Helion reached 150 million degrees Celsius in its Polaris prototype, a key step toward its 2028 commercial fusion electricity contract with Microsoft.
SpaceX seeks regulatory approval for orbital data centers
SpaceX has requested regulatory permission to build solar-powered orbital data centers, though experts warn that high launch and production costs currently make the economics challenging.
New York lawmakers propose three-year data center moratorium
New York lawmakers have introduced a bill to impose at least a three-year moratorium on new data center permits, joining a growing list of states considering similar restrictions.
Amazon leads big tech in 2026 capital expenditure projections
Amazon projects $200 billion in 2026 capital expenditures, leading a wave of massive AI infrastructure spending across Big Tech that has left investors increasingly skeptical.
SpaceX files for million-satellite data center network
SpaceX has filed plans for a million-satellite data center network, following a formal merger with xAI to target orbital AI infrastructure by 2028.
Vema Hydrogen targets data centers with geologic hydrogen
Vema Hydrogen has signed a deal to supply California data centers, aiming to produce low-cost geologic hydrogen that could eventually undercut traditional industrial production methods.
Snowflake signs $200 million deal with OpenAI
Snowflake has signed a $200 million multi-year deal with OpenAI, signaling a broader enterprise strategy to partner with multiple AI providers rather than relying on one.
India offers zero taxes through 2047 to lure global cloud providers
India is offering foreign cloud providers zero taxes through 2047 on services sold outside the country, aiming to accelerate its development as a global AI infrastructure hub.
SpaceX seeks FCC approval for 1 million satellite data centers
SpaceX has filed with the FCC to launch up to 1 million solar-powered satellites to serve as AI data centers, a proposal facing significant regulatory hurdles.
Marquis blames firewall provider SonicWall for data breach
Fintech firm Marquis believes its August 2025 ransomware attack was caused by a data breach at its firewall provider, SonicWall, and plans to seek compensation.
TikTok works to restore U.S. infrastructure after power outage
TikTok is working to restore U.S. infrastructure following a data center power outage, though the company notes that users may still experience technical issues.
Nvidia invests $2 billion in CoreWeave to scale AI infrastructure
Nvidia has invested $2 billion in CoreWeave, aiming to help the company add more than 5 gigawatts of AI computing capacity by 2030.
Microsoft 365 services hit by outage in North America
Microsoft is experiencing an ongoing outage in North America, disrupting access to enterprise services including email, file management, and security dashboards.
Blue Origin unveils TeraWave satellite internet network
Blue Origin has announced TeraWave, a satellite internet network targeting enterprise and government customers with speeds up to 6 Tbps, with initial deployment planned for late 2027.
Tesla revives Dojo3 project for space-based AI compute
Tesla aims to restart its Dojo3 chip project, pivoting the previously abandoned effort toward space-based AI compute to reduce reliance on external partners.
AI cloud startup Runpod scales to $120 million ARR
Runpod, an AI app hosting platform, has reached a $120 million annual revenue run rate after bootstrapping its early growth and raising a $20 million seed round.