India bids to attract over $200B in AI infrastructure investment by 2028
India is ramping up shared AI compute, adding 20,000 GPUs as part of a broader push to attract global AI investment.
ai infrastructure
Amazon and Google are winning the AI capex race — but what’s the prize?
In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money!
Elon Musk is getting serious about orbital data centers
We’re starting to see the idea of Musk-owned orbital AI data clusters cohere into an actual plan.
Nvidia launches powerful new Rubin chip architecture
Nvidia CEO Jensen Huang officially launched the company’s new Rubin computing architecture, which he described as the state of the art in AI computing.
2025 was the year AI got a vibe check
AI’s early-2025 spending spree featured massive raises and trillion-dollar infrastructure promises. By year’s end, hype gave way to a vibe check, with growing scrutiny over sustainability, safety, and business models.
AWS is spending $50B build AI infrastructure for the US government
AWS has been working with the U.S. government since 2011 and is now building AI infrastructure specifically for the entity.
Anthropic announces $50 billion data center plan
Anthropic has launched an ambitious new data center partnership with the UK-based Fluidstack, committing $50 billion to building facilities across the US.
Lambda inks multibillion-dollar AI infrastructure deal with Microsoft
This deal was announced just hours after Microsoft announced a $9.7 billion deal with Australian data center company IREN.
Microsoft’s $15.2B UAE investment turns Gulf State into test case for US AI diplomacy
For the first time, the U.S. has granted Microsoft a license to export Nvidia chips to the UAE – a move that positions the country as both a proving ground for U.S. export-control diplomacy and a regional anchor of American AI influence.
Meta partners up with Arm to scale AI efforts
Semiconductor firm Arm is partnering with Meta to enhance the social media company’s AI systems amid an unprecedented infrastructure buildout.