Anthropic secures $517B in compute deals — what it means for AI's infrastructure race
Anthropic has signed $517B in compute agreements in the past 11 months, accelerating its AI infrastructure capabilities.
AI Infrastructure
Latest AI Infrastructure coverage.
iPronics lands $125M for AI photonics infrastructure
iPronics raises $125M Series B for silicon photonics in AI infrastructure, with NVIDIA joining the round.
Oracle to cut thousands more in September, burning $23.7B on AI
Oracle plans another round of layoffs in September 2026 as it spends $55.7B on AI infrastructure, posting negative $23.7B in free cash flow.
Anthropic's $100B AWS commitment: IPO prospectus to reveal financial health
Anthropic's upcoming IPO prospectus will detail its $100B AWS spending commitment and the company's financial health.
Fluidstack hits $18B valuation, co-founders become billionaires with $1.5B funding round
Fluidstack's $18B valuation and $1.5B funding round make co-founders billionaires, rivaling Helsing as Europe's most valuable AI startup.
Samsung, Accton, Super Micro surge as Anthropic's $2tn IPO sparks AI infrastructure rush
Anthropic's potential $2tn IPO is driving investor interest in AI infrastructure stocks like Samsung, Accton, and Super Micro.
Crusoe's $30B valuation rides a $13B Jane Street cloud deal
Crusoe secures $30B valuation after $3B funding round and a $13B cloud contract with Jane Street.
Southeast Asia's AI funding halved after Kling AI's $2.8B round, Tracxn data shows
Southeast Asia's AI funding halved to $1.3B after excluding Kling AI's $2.8B round, highlighting investor shift towards infrastructure plays.
Dell's AI infrastructure customer count hits 6,500, with $51.3B backlog
Dell's AI infrastructure customer base grows to 6,500, with a record $51.3B backlog and $74B FY2027 revenue guidance.
Team8 raises $365M to back AI-native enterprise startups, nears $2B AUM
Team8 raises $365M to invest in AI-native enterprise startups, bringing total assets under management to nearly $2B.
AfterQuery's $3.2B valuation: YC's fastest unicorn ever
AfterQuery, an AI model-training startup, reaches a $3.2B valuation in just 5 months, becoming Y Combinator's fastest unicorn ever.
Savannah imposes 155-day pause on large data centers amid OpenAI's Georgia expansion
Savannah enacts 155-day moratorium on large data centers, following OpenAI's Effingham County data center announcement.
Alibaba's $10.2B AI funding deal sees chairman buy $15M in shares
Alibaba's chairman and CEO invest $15.3M in shares following a $10.2B AI infrastructure funding round.
OpenAI's $20B data center plan sparks community backlash in Effingham County
Effingham County residents voice concerns over OpenAI's $20B data center, citing pollution, radiation, and fire hazards.
Andreessen Horowitz's $1.1B bet on AI hardware as rack power hits 1 megawatt
Andreessen Horowitz closes $1.1B Machine Age Fund for AI hardware, targeting chips, cooling, and robotics as rack power demand soars.
USD.AI secures $100M Bullish credit facility to scale AI GPU financing
USD.AI secures a $100M stablecoin-based debt facility from Bullish to expand its GPU financing ecosystem for AI infrastructure.
Team8 raises $365M to back AI-native enterprise startups, nearing $2B in assets
Team8 secures $365M for new fund and follow-on investments, focusing on AI-native enterprise startups and infrastructure.
OpenAI's $20B Project Camellia to draw 3,200MW from Georgia Power by 2032
OpenAI's Project Camellia, a $20B investment, secures 3,200MW power supply from Georgia Power, with potential savings for residential customers.
Anthropic secures $45B Nscale deal for 2027 AI compute push
Anthropic has signed a $45 billion deal with Nscale for AI compute, set to power its services from late 2027.
Anthropic's $65B revenue surge outpaces OpenAI ahead of IPOs
Anthropic's annualized revenue hits $65B, surpassing OpenAI's $40B as both prepare for IPOs in a $30T AI market.
Mistral and Humain team up to build sovereign AI in Saudi Arabia
Mistral and Humain collaborate to advance sovereign AI in Saudi Arabia, focusing on infrastructure and localized AI solutions.
OpenAI data center leader Chris Malone departs after 3 years
Chris Malone, OpenAI's senior director of data center buildout, has left the company after three years of service.
Thomson Reuters debuts Thomson, a legal LLM trained on proprietary content for $40M
Thomson Reuters launches Thomson, an LLM trained on its proprietary legal content, developed for $40M and set to power CoCounsel Legal.
Anthropic investor criticizes VC AI bets amid $60B Broadcom deal
Anthropic investor questions VC AI investments as Broadcom targets $60B debt for AI expansion.
Nvidia takes minority stake in Cloverleaf to accelerate AI data center development
Nvidia invests in Cloverleaf Infrastructure to boost AI data center growth, part of its broader push into AI ecosystem infrastructure.
Anthropic targets $100B IPO as OpenAI stumbles, data centers become political battleground
Anthropic aims for a record-breaking IPO, while OpenAI slows and data centers become a political hot topic in midterm elections.
OpenAI and Meta turn to local communities to ease AI data center opposition
OpenAI and Meta are working with local communities to address growing concerns about their AI data center plans.
Velatir raises €5M to expand AI infrastructure across Europe
Velatir secures €5M to fuel European expansion and compete for top AI talent, six months after its pre-Seed round.
Temporal Technologies eyes $12B valuation in new funding round
Temporal Technologies seeks a $12B valuation in talks for a new funding round, per Bloomberg.
OpenAI's $20B Georgia data center could raise power bills by August 26
OpenAI's $20B Project Camellia data center in Georgia may increase residential power bills, with the PSC deciding by August 26.
OpenAI's $500B Pike County data center to create 35,000 jobs, 8GW power demand
OpenAI partners with SB Energy, Nvidia, and the U.S. Department of Energy for a $500B data center campus, creating 35,000 jobs and demanding 8GW of power.
Anthropic's Claude services suffer major outage, affecting 21M users
Anthropic's Claude services experienced a major outage on August 16, 2026, affecting multiple services and 21M users.
Stripe to acquire OpenRouter for over $7B, expanding AI infrastructure
Stripe acquires OpenRouter for over $7B, boosting its AI sector presence and offering developers access to 400+ models.
Nvidia's $3B SB Energy investment ties to OpenAI's Ohio data center plans
Nvidia reportedly in talks to invest $3B in SB Energy for OpenAI's Ohio data center project, per The Information.
Kling AI's $2.8B round drives Southeast Asia's $4.1B AI funding surge in 2026
Kling AI's $2.8B round accounts for 68% of Southeast Asia's $4.1B AI startup funding in 2026, per Tracxn.
Nvidia's OpenAI backstop slashed to $120B amid investor concerns
Nvidia reduces its financial guarantee for OpenAI's Ohio data center project from $250B to $120B following market reaction.
Point2 Technology secures $80M to expand AI interconnect infrastructure
Point2 Technology raises $80M Series B extension, bringing total funding to $140M for AI interconnect solutions.
Anthropic's $100B AWS deal drives Amazon's cloud growth to $169B annualized
Anthropic's $100B AWS commitment and $33B investment from Amazon fuel the tech giant's cloud growth to $169B annualized
Databricks raises $5B, hits $190B valuation, and AI startups dominate the week's top funding rounds
Databricks secures $5B at $190B valuation, while AI startups like River AI and CodeRabbit also raise significant funds this week.
Anthropic's $2T IPO filing hints at AI's infrastructure ambitions
Anthropic files for a $2T IPO, signaling AI's growing role as core business infrastructure, but high costs and open models raise questions.
Naver backs Panthalassa's $1B wave-powered AI data centers for 2027 launch
Naver invests in Panthalassa, a US startup developing floating AI data centers powered by wave energy, aiming for commercial launch in 2027.