AI & LLMs
Nvidia DSX POD puts a Vera Rubin AI factory in a container
At GTC Berlin on October 21, 2026, Nvidia unveiled DSX POD, a containerized Vera Rubin AI factory it says deploys in 14 days, plus nearly $10B for Europe.
Data Centers news and analysis
Data center deals behind AI labs: chip orders for new sites, multi-year compute contracts between labs and providers, and funding rounds for companies building capacity. Each story names the chips, the dollar figure and the deal's length, and marks what is reported rather than confirmed.
Tech Industry
Meta Q3 revenue rises 26% as free cash flow turns negative
Meta's Q3 2026 revenue rose 26% to $64.6 billion, but $34.9 billion of capex and a $9.9 billion legal charge pushed free cash flow negative.
Tech Industry
SpaceX Q3 revenue hits $14.6B, Tesla merger review begins
SpaceX's Q3 revenue rose 161% to $14.6 billion, led by $7.56 billion from AI compute. SpaceX and Tesla have formed committees to weigh a merger.
Tech Industry
Google Cloud London outage disrupts Revolut and UK banks
A power event in one London zone took down Google Cloud services for nearly 8 hours on October 20, 2026, and Revolut lost payments, transfers and sign-in.
Tech Industry
Anthropic, Nscale in talks on second $45B compute deal
A second building at Nscale's West Virginia campus would give Anthropic 460 MW of Nvidia Vera Rubin chips in a deal worth about $45 billion, sources say.
Tech Industry
Amazon backs 12 X-energy reactors at an Indiana coal site
Amazon will fund early work on a 960 MW plant of 12 X-energy Xe-100 reactors at Indiana's old Breed coal plant. No cost or start date is set yet.
Tech Industry
Nscale IPO: investors push for $16B-$19B, not $30B
Some Nscale investors say a $16 billion to $19 billion valuation would sell better than the roughly $30 billion the AI cloud firm wants for its IPO.
Tech Industry
Microsoft reportedly exits Nscale's Loughton data center
Microsoft has reportedly dropped its deal to anchor Nscale's Loughton site, where power may not arrive until the 2030s, weeks before a $3 billion IPO.
Tech Industry
CoreWeave bond yield passes 16% as AI debt fears grow
CoreWeave shares fell 15.46% on October 14 and a 2031 bond briefly yielded over 16% as investors questioned how the AI cloud carries its debt.
Startup Watch
Mueon raises $65M to stack data center chips in 3D
Mueon, founded by former Intel engineers, raised a $65 million Series A led by Maverick Silicon to build Cubelets, stacked 3D compute and memory modules.
Tech Industry
Beige Book: AI slows hiring in five Fed districts
The Fed's October Beige Book says firms in five of its 12 districts cut staff by attrition, delayed hiring or planned fewer jobs after investing in AI.
Tech Industry
ByteDance nears MediaTek deal for custom AI chips
ByteDance is in advanced talks to buy custom AI chips from MediaTek, Bloomberg reports. It would be MediaTek's second big chip client after Google.
Tech Industry
Solidigm ties a US NAND fab to China chip tool approval
SK hynix's Solidigm wants US approval to ship more chip tools to its Dalian, China plant, Reuters reports, and links it to a new US NAND factory.
Tech Industry
Kospi plunges 8% and trips a circuit breaker as chips sink
South Korea's Kospi fell about 8% on October 15, 2026, tripping a market-wide trading halt as SK hynix and Samsung Electronics shares slumped.
Startup Watch
Salience Labs raises $125M for all-optical AI data center switches
Salience Labs raised a $125 million Series B led by Bullhound Capital, with Intel Capital and AMD Ventures, to scale optical switches that link GPUs.
Tech Industry
Kospi drops 5.46% as SK hynix falls 10% on chip fears
South Korea's Kospi fell 5.46% to 6,035.35 on October 13 as SK hynix dropped 10.09% and Samsung 7.39%, after foreign investors sold memory chip stocks.
Tech Industry
CXMT 4F² DRAM progress knocks Samsung and SK Hynix shares
China's CXMT says it made progress on a smaller 4F² DRAM cell and plans DDR5 server memory by end-2026. Samsung fell 3.6% and SK Hynix 3.4% on October 12.
Tech Industry
Firmus pulls $5 billion IPO, turns to private investors
Nvidia-backed Firmus pulled its US$5 billion IPO on October 9, citing volatility. It had sought a US$30.6 billion value, triple its August round.
Tech Industry
Yandex shuts Vladimir data center after drone attack
Yandex says an October 11 drone attack shut its Vladimir data center, the third Yandex site hit in four days. Over 80 cloud services were reportedly down.
Tech Industry
Wood Mackenzie: batteries beat gas peakers in 43 markets
Four-hour batteries now cost less than open-cycle gas peakers in all 43 markets Wood Mackenzie modeled. Solar is the cheapest new power in 43 of 48.
Startup Watch
Atomic Machines emerges with $250M to build micro-machines
Atomic Machines left stealth on October 7 with $250 million raised and PrimeSwitch, a relay for 800-volt AI data centers that opens in 50 microseconds.
Tech Industry
DayOne files for a Nasdaq IPO with 962 MW in service
Data center operator DayOne filed for a Nasdaq IPO as DODC. It has 962 MW in service and needs about $11.4B to build the 2,281 MW it has already booked.
Tech Industry
Google signs a 3,590 MW power deal with Constellation
Google contracted 3,590 MW from Constellation Energy, including 890 MW from upgraded nuclear reactors over 20 years. First power arrives in 2028.
Tech Industry
Amazon drops data center NDAs, pledges $1B to towns
AWS CEO Matt Garman says Amazon no longer signs NDAs with government agencies on data centers and will fund a $1B Built Together program for host towns.
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