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Anthropic to Pay SpaceX $1.25 Billion Monthly for Colossus Compute

SpaceX’s S‑1 shows the multiyear contract secures about 300 MW plus 220,000 GPUs, creating concentration risks for the AI compute market.

Nvidia Posts Record $81.6 Billion Quarter on Surging Data Center Sales

SpaceX Discloses $2.8 Billion Gas‑Turbine Buy as Regulators and Civil Rights Groups Challenge Its Generators

Samsung Strike Threat Tightens Memory Market, Boosts Micron Forecasts

Exa Labs Raises $250 Million for AI Search Infrastructure at $2.5 Billion Valuation

Hive Plans C$3.5 Billion, 320 MW AI Gigafactory in Greater Toronto Area

Analysts Lift Marvell Targets as AI Bets Drive Stretched Valuation

Analog Devices to Buy Empower Semiconductor for $1.5 Billion in Cash

Ford Launches Ford Energy and Secures 20 GWh Framework With EDF

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ASML Says First High-NA EUV Chips Are Only Months Away

Ex‑OpenAI Researcher’s Fund Unveils $13.7 Billion Longs in Bitcoin Miners and Big Puts on Chip Stocks

AI Data Centers Face National Pushback as New Study Flags Power-Price Risks

POET Raises $400 Million and Secures Lumilens Pact to Speed AI Photonics Push

Nvidia Starts Shipping Vera CPU to Anthropic, OpenAI, SpaceXAI and Oracle

Broadcom’s AI Outlook Brightens on Anthropic Deal Shift and Reported $35 Billion Credit Talks

Ford Energy Strikes Five-Year EDF Deal for Up to 20 GWh of Grid Batteries

HIVE’s BUZZ HPC Plans C$3.5 Billion, 320‑MW AI Campus in Greater Toronto by 2027

Armada Raises $230 Million, Strikes Johnson Controls Deal for Arizona Modular Data Center Factory

Micron’s AI Memory Surge Pushes Market Value Near $900 Billion

Nebius Leaps on Blowout Quarter as It Lifts 2026 Power Target Beyond 4 GW