Category Compute

OpenAI’s post-midterm PR push signals a bigger fight over AI data centers

OpenAI is planning a post-midterm PR and policy push around AI compute campuses as data-center backlash grows and 2028 politics loom.

OpenAI reportedly cut its funding target to $20B from $30B as investor demand cooled, signaling a reset in AI valuations.

Nvidia is reportedly weighing AI data center financing for Nscale’s West Virginia campus, deepening its role in the compute boom.

Intel stock plunge erased about $12B from the U.S. stake after weak Q4 guidance, falling margins and AI-driven PC pressure.

AI spending is surging past $740 billion, but investors are now worrying about cash burn, debt and delayed returns.

U.S. agencies scrutinized Jensen Huang’s ties to a Megaspeed executive in an Nvidia espionage probe tied to China and chip exports.

Dream raised $17M to build AI world models for construction, aiming to automate building design and challenge AutoCAD and Revit.

Anthropic IPO filing puts a $1.5T-$2T valuation in play as revenue surges, losses widen and investors weigh the future of AI.

Anthropic S-1 shows $16.3B revenue, $850B commitments and rising safety risks tied to compute-heavy AI growth.

Microsoft revealed Azure revenue of $33.2 billion, giving investors a rare look at cloud growth and the AI-driven race with Google Cloud.