Saturday, September 26, 2026 · 12:22 AM ET
AI Data Centers · WSJ
Oracle sent a force majeure notice to the developer of its huge 'Project Jupiter' data center in New Mexico, removed a key development partner and faced local resistance, exposing strains in its aggressive AI-infrastructure expansion.
AI Infrastructure · Bloomberg
Elon Musk said xAI's Colossus 2 AI computing cluster may more than double its current Nvidia chip count by the end of the year, signaling continued heavy demand for Nvidia's data-center GPUs.
AI Infrastructure · Bloomberg
Spending on AI infrastructure by the five largest US hyperscalers is set to increase by more than half next year to about $1.2 trillion, according to Goldman Sachs strategists, underscoring the scale of the ongoing data-center build-out.
Tech · The Information
Tesla has ramped Optimus humanoid-robot output roughly tenfold to several hundred units a week, but is still struggling to manufacture the machines reliably at scale, hampered by the robot's intricate hands, automation equipment and supplier constraints.
AI · Bloomberg
Cognition AI is on track for a $1 billion annualized revenue run rate this month, roughly double its rate four months earlier, driven by demand for its Devin AI coding software. The startup recently raised $2 billion at a $48 billion valuation, up from $26 billion three months prior.
AI Infrastructure · Bloomberg
London-based AI data-center developer Nscale raised $3.36 billion in a pre-IPO convertible note round led by Third Point, with Nvidia, Apollo, Citadel and Abu Dhabi Investment Council among participants. The deal comes a week after Nscale filed for an IPO that could raise as much as $3 billion.
Semiconductors · Bloomberg
India's government secured reassurances that Tata Group's $14 billion semiconductor and electronics projects, including a chip fabrication plant in Gujarat, will stay on schedule despite a looming courtroom battle over a leadership dispute at the conglomerate's holding company.
AI Infrastructure · The Information
Startups Fal and Fireworks AI, which sell developers fast access to run AI models on their servers, are seeing sales surge and drawing a fresh investor rush. Fal, which specializes in inference for video and image-generation models such as Google's Nano Banana, has discussed raising new funding at a $15 billion valuation.
Semiconductors · Bloomberg
SK Hynix, the world's second-biggest memory chipmaker, is considering a US initial public offering of its NAND flash-memory unit Solidigm as soon as next year and is in talks with potential advisers, according to people familiar with the matter.
Cybersecurity · Bloomberg
US prosecutors have closed, without further action, an investigation into deals CrowdStrike made with a distributor. The DOJ and SEC had probed the transactions and what executives knew since at least early 2025, lifting a regulatory overhang for the cybersecurity firm.