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AI chip revenue forecast jumps to 94.1% growth for 2026 on memory demand
Omdia's third upward revision in months reflects a supply chain under strain
Meta weighs leasing spare AI compute to outside clients
Zuckerberg's trade-off between selling excess capacity and reserving it for internal AI work will shape Meta's next infrastructure cycle.
SpaceX signs $6.3B compute deal with open-source AI startup Reflection
Reflection AI will pay $150M monthly for Nvidia GB300 chips at Colossus 2, joining Anthropic and Google as tenants
Cerebras takes its wafer-scale AI chips public in major infrastructure play
The AI chipmaker's IPO arrives as federal regulators weigh pre-release vetting for advanced models
Runway's $5.3B Bet on World Models
The video AI startup just raised $315 million to build physics simulators that will transform robotics and drug discovery.
Higgsfield Hits $1.3B Valuation as Video AI Becomes Marketing Infrastructure
The AI video startup raised $80 million to scale its reasoning engine that orchestrates multiple models for brand-consistent content, reaching $200 million in annual revenue within nine months.
OpenAI Exodus: Senior Staff Leave as Company Shifts Hard to ChatGPT
Multiple departures from video and image teams reveal tensions as the $500 billion company abandons experimental research for immediate commercial gains.
EU Launches AI Gigafactories to Break American Monopoly on Large-Scale Model Training
A €7 billion escalation from Europe's previous AI investments marks a shift from research to production-scale infrastructure
Memory Prices Double as AI Eats the World's RAM Supply
Data centers will consume 70% of global memory production this year, leaving everyone else scrambling for scraps at premium prices.
Kling AI Hits 60 Million Users
Kling, a Chinese video generator, hits $240 million ARR
Universal Music Group Bets on NVIDIA to Fight the 'AI Slop' It Once Sued Over
UMG is partnering with NVIDIA's Music Flamingo model to manage AI-generated music quality, moving from lawsuits to collaboration with Silicon Valley.
Meta Acquires AI Agent Startup Manus for $2B Amid Beijing's Export Review
Meta is buying agent startup Manus for over $2B to bring task-completing AI into its products, but China may review the deal for export controls.