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Latest Pulse
- Oct 19, 2026Morgan Stanley: Nvidia Is 92% Exposed To The AI Capex BoomMorgan Stanley estimates Nvidia's 2027 revenue is 91.7% exposed to AI infrastructure spending, as hyperscalers are projected to spend $1.58 trillion that year.→
- Oct 19, 2026Amazon's TorchNeuron Targets Nvidia's 85% PyTorch GripAmazon released TorchNeuron, letting existing PyTorch AI applications move onto its Trainium chips with one configuration change, aiming at the software lock-in that has kept Nvidia GPUs the default choice for most AI developers.→
- Oct 5, 2026Google, Amazon And Microsoft Still Need Chinese HardwareHyperscalers racing to build AI data centers are turning to Chinese suppliers for batteries, cooling systems and power transformers even as they try to cut China out of their supply chains elsewhere.→
- Oct 3, 2026Amazon Drops Data Center NDAs, Pledges $1B FundAWS CEO Matt Garman says Amazon will stop requiring NDAs with local governments before building data centers, pairing the reversal with a new $1 billion community fund.→
- Sep 25, 2026DensityAI, Founded By Ex-Tesla Dojo Leads, Nears $10BDensityAI, an AI chip and data center startup founded by former leaders of Tesla's Dojo supercomputer program, is in advanced talks for a round that would value the year-old company at $10 billion, led by Andreessen Horowitz.→
- Sep 23, 2026Anthropic In Talks To Lease 1GW From Apollo's StreamAnthropic is in early talks to lease up to one gigawatt of compute directly from Stream Data Centers, majority owned by Apollo Global Management, a deal that would put roughly $40 billion of infrastructure on Anthropic's books.→
- Sep 11, 2026UAE Rebuilds AI Data Center Plan After Iran AttacksThe UAE is redesigning a 5-gigawatt AI data-center campus into smaller, partly underground sites with air defenses, after Iranian strikes damaged AWS facilities in the UAE and Bahrain and a video named Stargate UAE as a target.→
- Sep 6, 2026AI Labs Have Now Committed $275B to Cloud ComputeAnthropic alone has signed five multibillion-dollar compute deals in 2026 -- with AWS, Fluidstack, Nscale, SpaceX and Lambda -- pushing one company's committed cloud spending past a quarter-trillion dollars before it has even gone public.→
- Aug 28, 2026AWS to Deploy 2 Million More Nvidia GPUs by 2028Amazon Web Services and Nvidia are expanding their infrastructure partnership to add 2 million more GPUs by 2028, as Amazon raises its 2026 capital-expenditure forecast to roughly $220 billion.→
- Aug 10, 2026Anthropic Taps Macquarie, GIC to Build Its Own Data CentersAnthropic launched Theseus Infrastructure with Macquarie Asset Management and GIC, a venture that will develop and lease dedicated U.S. data centers with Anthropic as anchor tenant.→
Coverage Timeline
newest firstAll Coverage
BIG TECH$220B 2026 capex
AWS to Deploy 2 Million More Nvidia GPUs by 2028
Amazon Web Services and Nvidia are expanding their infrastructure partnership to add 2 million more GPUs by 2028, as Amazon raises its 2026 capital-expenditure forecast to roughly $220 billion.
DEEP DIVE
Recursive Superintelligence Signs $410M AWS Compute Deal
FUNDING$410M compute deal
Recursive Superintelligence Signs $410M AWS Compute Deal
Self-improving AI startup Recursive Superintelligence signed a multi-year $410 million compute deal with Amazon Web Services, months after raising $650 million at a $4.65 billion valuation.