Thursday, October 8, 2026 · 12:27 AM ET
AI · The Information
Nvidia has deployed roughly $100 billion across startup investments and acquisitions, and the report details Jensen Huang's pursuit of AI model marketplace OpenRouter and where the chipmaker's dealmaking machine is likely to turn next.
AI Infrastructure · The Information
National Compute, founded by former Google and Nvidia executives, plans to pool underutilized cloud AI servers so smaller companies can rent GPU capacity amid the ongoing compute shortage.
AI Infrastructure · WSJ
Nvidia-backed cloud-computing company Lambda is raising up to $4 billion in a final private round ahead of a planned IPO, giving it a valuation of about $14.5 billion excluding the new money.
Robotics · The Information
Ashish Kumar, a former AI lead for Tesla's Optimus humanoid robots, has co-founded Intelligent Machines, a San Francisco startup building non-humanoid robots to handle skilled tasks in manufacturing and aerospace. The company has hired several former Tesla Optimus team members and is raising a seed round.
AI Infrastructure · WSJ
Big AI players are lining up tens of billions of dollars apiece in financing for computing hardware, with Broadcom working to arrange more than $50 billion for OpenAI's custom AI chip and lenders including Apollo, Blackstone and Goldman Sachs in talks to fund the megadeals.
Semiconductors · Bloomberg
The US Defense Department pledged a conditional loan of as much as $1.5 billion to Wolfspeed, the chipmaker that filed for bankruptcy last year, to support development of materials the firm describes as key to national security.
AI Infrastructure · The Information
A startup is raising about $2 billion to convert underused EV charging infrastructure into power capacity for AI data centers, tapping surging demand for electricity to feed the AI build-out.
Semiconductors · Bloomberg
AMD CEO Lisa Su plans to meet the head of Samsung Electronics' semiconductor business, the latest catchup between two key AI-industry figures as a tight supply of high-bandwidth memory continues to pressure the AI hardware chain.
Semiconductors · WSJ
Samsung's preliminary third-quarter estimate points to operating profit of more than $80 billion—over twice its full-year 2025 total—as the memory giant cashes in on surging demand for high-bandwidth memory and advanced chips fueling the AI build-out.
AI · Bloomberg
Isomorphic Labs, the AI-powered drug-discovery company spun out of Alphabet's Google DeepMind, is in early talks to raise new funding at a valuation of at least $40 billion, according to people familiar with the effort.
AI Infrastructure · Bloomberg
A bidding war for TDK's hard-disk-drive components business could shape the future of Japanese corporate icon Toshiba and help determine who controls the increasingly lucrative market for AI data-center storage.
AI Infrastructure · Bloomberg
Australian data-center company Firmus Grid closed the order books on its troubled initial public offering as investors grew increasingly concerned the deal could be pulled, people familiar with the matter said—a sign of cooling appetite for some AI-infrastructure listings.
AI Infrastructure · Bloomberg
Italy's data-center buildout could attract about €36.9 billion ($41.5 billion) of investment through 2036 as artificial intelligence and cloud computing drive a rapid expansion of capacity, according to a study commissioned by an industry group.
Markets · WSJ
Surging Treasury yields are pressuring technology shares, with many industry groups falling sharply and former market darlings no longer commanding the lofty valuation multiples they once did.