Data Centers - News Articles

Meta Plans $95 Billion Stock Offering to Fund AI Infrastructure

Oct 26, 2026

CNBC

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.

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SpaceX Closes $40 Billion GPU Debt Financing, Musk Says

Oct 26, 2026

CNBC

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.

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Cerebras Claims Kimi K3 Hits 2,000 Tokens per Second on 59 Wafers

Oct 23, 2026

cerebras.ai

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.

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People Familiar Say OpenAI Nears $30B Round at $1.25T Valuation

Oct 23, 2026

CNBC

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.

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SemiAnalysis Benchmarks Put OpenAI's Jalapeño Chip Ahead of Nvidia Blackwell on Efficiency

Oct 23, 2026

substack.com

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.

Hardware Data Centers

Pichai Says Google Cloud Forgoes Revenue to Fund Gemini 4 Argon

Oct 21, 2026

bigtechnology.com

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.

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Anthropic and Nscale Said to Near Second $45 Billion Compute Deal

Oct 20, 2026

TechCrunch

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.

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Meta Says Prometheus Phase One Trained Muse Wonder, Targets 1 Million GPUs

Oct 20, 2026

Engineering at Meta

Meta says the first phase of Prometheus, its gigawatt-scale supercluster in New Albany, Ohio, is complete and trained its Muse foundational models, including Muse Wonder. The company claims more than 85% goodput on pre-training runs and plans to scale to roughly 1 million GPUs.

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Anthropic Leases EverWind Nova Scotia Data Centre for at Least 20 Years

Oct 18, 2026

CBC

EverWind Fuels is building a data centre at Point Tupper, Nova Scotia, that Anthropic says will power Claude models. Anthropic will lease the first phase for at least 20 years. EverWind says it is raising $8 billion in private capital, and the first 95-megawatt phase is due online by the end of 2027.

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Salience Labs Raises $125 Million Series B Led by Bullhound Capital

Oct 15, 2026

SiliconANGLE

Salience Labs raises $125 million in a Series B led by Bullhound Capital, with Intel Capital and AMD Ventures joining. The company says its 64-port all-optical photonic switch, shown at ECOC 2026, cuts latency and power use in AI data centers. The money funds volume manufacturing and denser 128-port and 256-port switches now under development.

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