Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
BREAKING AI data center power demand outpacing grid; 49 GW US generation shortfall by 2028 drives BYOP boom
MARKET Macron, Modi court AI giants for data center investment; France targets 5 GW capacity by 2031
CHIPS SK hynix plans $713B domestic investment; Nasdaq listing raises $29B to fund HBM fab expansion
CHIPS Infineon Dresden Smart Power Fab opens €5B ahead of schedule; doubles capacity for AI power semiconductors
FUNDING TwelveLabs raises $100M Series B to build video understanding for enterprise AI agents
FUNDING LeapXpert raises $180M growth round led by Riverwood Capital for AI-governed enterprise messaging
FUNDING Together AI closes $800M Series C at $8.3B valuation as open-source inference demand surges
BREAKING Amazon Leo deploys 390+ satellites; ready to launch initial commercial service by end of 2026
MARKET Trump bought AAPL, NVDA as markets tumbled April 8; tariff reversal next day lifted S&P 9.5%
FUNDING Joulent lands $1.75B from National Grid; powers Microsoft data center with 2.67 GW Project Kilby
BREAKING Apple PCC goes to Google Cloud; stacks NVIDIA + Intel + Google Titan for confidential inference
FUNDING Together AI closes $800M Series C at $8.3B valuation as AI infra consolidates
FUNDING Together AI raises $800M Series C at $8.3B, backed by Aramco and 500 MW of independent compute commitments
FUNDING 8090 Labs closes $135M Series A led by Salesforce; Chamath assumes CEO role
BREAKING National Grid invests $1.75B in Joulent; 2.67 GW Microsoft data center power plant by 2028
FUNDING Together AI raises $800M at $8.3B valuation, plans 50x capacity growth
CHIPS SK hynix Plans $712.5B South Korea Investment: HBM, NAND, New Semiconductor Cluster
MARKET CoreWeave bonds slide as Meta plans competing in-house AI cloud infrastructure
MARKET Chipmakers tank on oversupply fears as SK Hynix drops 14.6%, Samsung 9.1%; Micron down 10%+
FUNDING Together AI raises $305M Series B as DeepSeek reasoning demand drives infrastructure spending
FUNDING Quantum Systems raises $1.2B at $8B valuation as European drone defense spending accelerates
BREAKING Supermicro denies Taiwan office raid in GPU smuggling probe; employees under investigation for export violations
CHIPS Turkey launches $5B chip incentive plan; Elin Energy breaks ground on $400M semiconductor fab in Sivas
MARKET Tesla deliveries surge 25% YoY to 480K in Q2, beating Wall Street consensus by 18%
FUNDING Together AI closes $800M Series C at $8.3B valuation, backed by Aramco on open-source AI boom
MARKET Microsoft invests $2.5B and 6,000 employees in new AI implementation unit (Frontier Co.)
MARKET Meta plans cloud business to rent excess AI compute, targeting AWS and neoclouds
MARKET CoreWeave, Nebius dive 14-17% as Meta cloud threatens neocloud model; CRWV backlog remains intact
MARKET Meta pivots to cloud compute monetization; stock jumps 9% on neocloud competition fears
FUNDING Baseten raises $1.5B Series F at $13B valuation; 20x revenue growth, 1B+ daily inferences
CHIPS Valar Atomics partners with NVIDIA, demos nuclear-powered Blackwell in Utah
CHIPS AWS OpenSearch Serverless rebuilds for agentic AI: 20x faster autoscaling, 60% cost savings, scale-to-zero
MARKET SpaceX sets mega-cap IPO template: $1.77T valuation, 17% gain post-listing, fast index entry
FUNDING Global venture funding hits record $510B in H1 2026, AI concentration peaks at 43%
INDUSTRY Apple Runs Private Cloud Compute on Google Cloud
MARKET Leveraged AI/chip ETF assets double to $84B in two months; Goldman flags bubble risk as Tradr launches 5 new single-stock products
BREAKING Robinhood CEO: AI agents will match human traders in capability; crypto UK launch amid 28M-user expansion
CHIPS Intel begins Bowers photomask expansion in Santa Clara; doubles down on EUV and High-NA reticle production
CHIPS Micron signs strategic memory supply pact with General Motors for automotive platforms
RESEARCH Language Labels Beat Scalars in Offline Robot Learning