News reporting focused on AI and machine learning, covering the companies behind these technologies, their real-world applications, and the ethical concerns they raise. This includes areas like generative AI (large language models, text-to-image and video), speech tech, and predictive analytics.
AMD will invest up to $5 billion in Anthropic to expand the AI company's computing power. Under the agreement, Anthropic will deploy up to 2 gigawatts of AMD's Instinct MI450 AI GPUs using the chipmaker's new Helios rack-scale system. The first gigawatt is expected to be deployed in the first half of 2027.
Microsoft and Mistral have expanded their strategic partnership with a multi-billion-dollar agreement to build AI infrastructure across Europe. Mistral will deploy thousands of Nvidia Vera Rubin GPUs, and Microsoft will use that capacity for its cloud and AI services. Mistral's Medium 3.5 and OCR 4 models are now available in Microsoft Foundry, with Medium 3.5 also in Copilot Studio. The deal targets regulated industries like finance, healthcare, and manufacturing, allowing companies to run Mistral models through Azure Local in the cloud, on-premises, or offline. Microsoft President Brad Smith emphasized Europe's need for powerful AI without sacrificing data control.
Nvidia CEO Jensen Huang spent two days in Tokyo, securing deals for a national AI factory, partnerships with Japan's top robotics companies, and agreements with chip-material suppliers. The visit underscores Japan's push for sovereign AI and physical AI infrastructure, with Tokyo committing up to 1 trillion yen over five years.
Current AI, a nonprofit founded in February 2025, is building open, public AI infrastructure to serve communities left behind by private AI systems. It has launched an offline device in India, allocated $3.2 million in grants, and released an open-source chatbot. The organization aims to create a public alternative to Big Tech's AI, modeled on the early World Wide Web.
General Compute, an AI inference cloud startup, secured a $400 million loan from Upper90, marking what may be the first deal to use inference-specific chips as collateral. The financing signals growing market demand for cost-efficient AI infrastructure that runs open-source models, as investors seek alternatives to expensive GPU-based systems.
A new VentureBeat Pulse Research survey of 107 enterprises reveals a significant gap between AI infrastructure spending and the ability to track its economics. Most organizations run AI on hyperscalers and model APIs, but the next dollar is aimed at specialized compute they rarely use today. GPU utilization is at 50% or less for 83% of respondents, and fewer than half rigorously track compute costs. A majority plan to switch or add providers within the year.
Alphabet announced plans to raise $80 billion through stock sales to fund AI infrastructure. The company will sell $10 billion in shares to Berkshire Hathaway. Alphabet cited strong demand for AI services exceeding supply, and plans to spend up to $190 billion on capital expenditures this year.
SoftBank has announced plans to build AI data centers in France with a total capacity of 5 gigawatts, representing an investment worth up to 75 billion euros. The first phase includes 45 billion euros for 3.1 gigawatts in the Hauts-de-France region, with sites in Dunkirk, Bosquel, and Bouchain targeted by 2031. The project, unveiled at President Macron's Choose France summit, is SoftBank's largest AI infrastructure investment in Europe.
SoftBank Group announced plans to invest up to €75 billion (around $87 billion) to build and operate data centers in France, aiming to add 5 gigawatts of capacity. The first phase targets 3.1 gigawatts by 2031 across three sites in Hauts-de-France. SoftBank calls it its largest AI infrastructure investment in Europe.
OpenAI has reorganized its leadership to unify ChatGPT and Codex into one product experience. Cofounder Greg Brockman now permanently oversees product strategy alongside AI infrastructure. Other executives take expanded roles amid ongoing changes and competitive pressures.
Tesla plans to spend $25 billion on capital expenditures in 2026, up from earlier estimates and past years like $8.5 billion in 2025. The funds target AI infrastructure, robotics production including Optimus, and manufacturing expansions. CEO Elon Musk calls the increase essential for future revenue, amid similar big spends by Amazon and Google.
Thinking Machines Lab, founded by former OpenAI executive Mira Murati, has agreed to a multi-billion-dollar deal with Google Cloud for AI infrastructure powered by Nvidia's GB300 chips. The agreement, valued in the single-digit billions, supports model training and deployment. This marks the startup's first cloud provider partnership amid fierce competition from Amazon and others.