NV Energy is cutting power to 49,000 Lake Tahoe residents by 2027, driven by surging data center demand in Nevada, leaving Liberty Utilities scrambling for a new energy source amid a growing national backlash against AI infrastructure.
Google and SpaceX are in active talks to launch orbital data centers in space, though current analysis suggests terrestrial data centers remain far more cost-effective once satellite construction and launch costs are factored in.
Modal slashes GPU cold start times from over 2,000 seconds to just 50 seconds using a breakthrough combination of cloud-buffered idle GPUs, lazy-loading filesystems, CPU memory snapshotting, and CUDA checkpoint/restore, delivering 4-10x faster serverless inference for LLM workloads across hundreds of organizations.
Anthropic is in early talks to raise at least $30 billion in fresh financing, potentially valuing the AI company behind Claude at over $900 billion in what could be its largest funding round yet.
DeepSeek's valuation more than doubles to $45 billion as the Chinese AI lab enters talks for its first-ever VC round, led by a Chinese state fund with Tencent and Alibaba also in discussions, signaling China's aggressive push to build homegrown AI rivaling the U.S.
Anthropic's Claude Platform is now live on AWS, offering full API feature parity, native IAM authentication, CloudTrail logging, and unified billing, giving developers powerful AI tools while a separate Amazon Bedrock option keeps data within AWS infrastructure for stricter compliance needs.
SoftBank's Masayoshi Son is in talks with French President Emmanuel Macron over a multibillion-dollar AI data center investment in France, with Son reportedly floating a figure as high as $100 billion as part of a sweeping global push to build out artificial intelligence infrastructure.
OpenAI launches a $4 billion Deployment Company, acquiring AI consulting firm Tomoro and its 150 engineers to embed AI specialists directly into enterprise workflows, backed by major investors including TPG, McKinsey, and Goldman Sachs.
An Intel executive warns that cloud-only AI is economically and infrastructurally unsustainable, calling for a major industry shift toward hybrid on-device and edge AI systems that prioritize affordability, energy efficiency, and user privacy across laptops, phones, and beyond.
Nvidia surpasses $40 billion in AI investments in 2026, securing major deals with Corning, IREN, and OpenAI to dominate the AI supply chain, but critics warn the strategy may be artificially inflating GPU demand in a move reminiscent of dot-com era vendor financing.