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AI spending by Alphabet, Amazon, Meta, Microsoft, and Oracle could exceed U.S. defense spending as a share of GDP by 2027.
AMPERA unveiled a full-scale 3D-printed thorium reactor module designed to deliver up to 30 MW of power for AI data centers.
IBM unveiled the world’s first 0.7nm chip featuring nearly 100 billion transistors, sending its shares higher in premarket trading.
SpaceX signed a $6.3 billion AI computing agreement with Reflection AI, adding another major customer to its growing infrastructure business.
SpaceX plans to launch AI computing satellites in 2027 as it pursues orbital data center infrastructure.
Google will pay SpaceX $920 million per month for access to approximately 110,000 Nvidia GPUs and AI infrastructure.
Alphabet plans to raise $80 billion to expand AI infrastructure and meet growing demand for Google’s AI services.
Alphabet, Amazon, and other technology firms are raising record debt to finance AI infrastructure and data center expansion.
SoftBank will invest €45 billion in France to build AI data centers and expand computing infrastructure over five years.
Anthropic signed a nearly $45 billion agreement with SpaceX for AI computing infrastructure supporting Claude models.
Nvidia reported $81.6 billion in first-quarter 2026 revenue as AI infrastructure demand remained exceptionally strong.
NextEra agreed to buy Dominion Energy in a $66.8 billion deal driven by rising AI-related electricity demand.
Nvidia added more than $900 billion in market value in seven days as AI-driven investor demand accelerated.
Cerebras shares dropped 10% after the company completed the biggest U.S. tech IPO since Uber.
AMD reached record highs as strong AI chip demand fueled a broader rally across semiconductor stocks.