Google's Suncatcher prototype space data center is online after launching on a SpaceX Falcon 9. It carries four Tensor Processing Units but can run one for about 20 minutes at a time due to power limits; engineers prompted DeepMind's Gemma 4 to write a space haiku. Google says it operates nominally, with two satellites planned for 2027.
Runware plans a factory to assemble its Sonic Inference Pods on an assembly line, CEO Flaviu Radulescu says, aiming for 30 megawatts of capacity per day by 2028 as operators seek faster AI deployment. The company says it has two factories and targets 48-hour installation. It has raised over $60 million and plans a Series B.
Epoch AI launched an AI Chip Imports explorer that estimates national arrivals of AI compute from customs records. The researchers estimate 19.8 million of 27.4 million H100-equivalents shipped from 2022 through June 2026, or 72%, went to the United States, while China received 10% including domestic production.
Meta plans to raise $95 billion to fund AI infrastructure and superintelligence work, starting with $35 billion in public equity offerings and $60 billion more through an at-the-market program. Nvidia, AMD and Broadcom expressed interest in buying up to $5 billion in shares, Meta said. Meta's stock fell 1.6% in morning trading.
SpaceX closes $40 billion in debt financing to buy GPUs for AI, CEO Elon Musk says. Musk says the financing is mostly callable debt, with the chips arriving in the first half of 2027. A regulatory filing says SpaceX signed a binding commitment with an Apollo-managed entity for the GPU financing.
Cerebras says it spreads Kimi K3, an open-source 3-trillion-parameter model, across 59 of its WSE-3T wafers, each holding 44 GB of on-chip memory. One dense layer sits on each of 24 wafers and two linear-attention layers on the other 35. Cerebras claims 1,000 to 2,000 or more tokens per second.
OpenAI is close to finalizing a funding round of up to $30 billion at a $1.25 trillion valuation, led by investors from the United Arab Emirates and Coatue, according to people familiar with the deal. The company is positioning the financing as a bridge ahead of a potential IPO and is negotiating a commercial deal for more computing capacity from the UAE. OpenAI told investors it aims to secure signatures by the end of next week, though the final size is still being determined.
SemiAnalysis InferenceX benchmarks show OpenAI's Jalapeño inference chip beating Nvidia's Blackwell on performance per watt across models including GPT-OSS and DeepSeek R1. Ho, OpenAI's hardware vice president, says each of the chip's 64 cores addresses its own HBM bank, and the design reached tapeout in nine months.
Alphabet CEO Sundar Pichai says Google's cloud unit forgoes short-term revenue to steer compute toward frontier AI research, calling that allocation non-negotiable. He says Gemini 4 Argon processed nearly 25 trillion tokens in its first 72 hours, about three times Gemini 3, and that Google remains capacity constrained serving it.
Nscale and Anthropic are negotiating a second $45 billion compute deal, Bloomberg reports, roughly a month after announcing the first. Sources say talks continue and terms could change. Both companies are pursuing IPOs, and Nscale faces investor pushback over its proposed $30 billion valuation.