Meta's Alberta data center commits C$13 billion to a 1 GW Sturgeon County campus with a 932 MW gas plant, testing on-site power as the AI default.
Brussels says OpenAI filed no formal EU AI Act incident reporting on the RubyGems breach, while confirming a separate report on the DseWiki case.
Data center opposition blocked or delayed 45 projects worth $68B in Q2 2026. The IPO queue is now the real test of the AI build-out thesis.
AMD crossed a $1 trillion market cap for the first time as Meta's Muse agent and a 10% Q4 price rise drove a 25% five-session rally.
Kodiak data center power deal: Kodiak Gas Services will supply 76 MW of behind-the-meter gas power to a West Texas site for six years.
OpenAI VP of Worldwide Sales role goes to SpaceX's Brian McCarthy, as the company targets roughly half of revenue from enterprise accounts.
The Palantir ammunition tracking contract gives the US Army one low-code platform, retiring nine legacy systems over six years.
Trump family AI defense deals drew a $620M Pentagon loan, a Marine Corps robotics contract and rising scrutiny from Congress over conflicts.
The Nscale IPO filing pairs a $103.4B contract backlog with $140.6M half-year revenue and a $1.02B loss, showing the gap between deals and cash.
Microchip Hailo acquisition closes as the chipmaker pledges hardware longevity for Hailo silicon but stays silent on the Dataflow compiler and licensing.
SoftBank physical AI gets a research layer as the group buys Hyundai's Robotics and AI Institute, pending CFIUS, after ABB robotics and DigitalBridge.
Google will subscribe to a new nuclear uprate tariff from Georgia Power, backing 96 MW at Vogtle and Hatch and about $900M in projected customer benefits.
EU AI liability rules could turn frontier model safety into an insurance and indemnity problem for enterprise buyers as Brussels weighs a damages regime.
The Fastenal Rampp acquisition adds agentic AI to ordering and inventory, with Rampp founder Ajay Agrawal leading AI business transformation.
Naive AI valuation reaches $1.42B after a $400M raise across three rounds, betting on mid-training and RL instead of pre-training a model from scratch.
