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AI chips, accelerators, GPUs, foundries, data centers, export controls, and the infrastructure behind model training and inference.
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9 storiesIndustry
NVIDIA to acquire Hugging Face for $12.9 billion
NVIDIA has agreed to acquire Hugging Face for approximately $12.9 billion, a move that secures the leading open-source AI model platform and shifts industry competition toward developer ecosystem control.finance.biggo.comIndustry
Broadcom faces $29 billion off-balance-sheet AI guarantee risk
A Financial Times investigation reveals Broadcom holds roughly $29 billion in off-balance-sheet guarantees tied to AI data center construction, creating contingent liability risks despite strong revenue growth.ad-hoc-news.deIndustry
Nvidia-backed AI cloud provider Nscale plans US listing with $35 billion valuation
Nscale, a UK-based AI cloud provider backed by Nvidia, has submitted an S-1 registration statement to the US Securities and Exchange Commission and plans to list on the New York Stock Exchange with a potential valuation of $35 billion.tradingkey.comIndustry
Dutch AI chip startup Euclyd secures $231 million in funding
Euclyd has raised $231 million, including backing from Samsung, to develop a new AI inference chip architecture aimed at reducing reliance on traditional GPUs.rswebsols.comEnterprise
Anthropic speeds up IPO preparations as OpenAI delays listing
Anthropic accelerates IPO preparations as OpenAI delays listing. The company behind the AI model Claude reportedly chooses NASDAQ for its IPO. Valuation expected to be around $2 trillion, with NVIDIA considering a $100 billion investment.mk.co.krIndustry
Nscale IPO filing reveals 1,252% revenue surge and $30 billion valuation target
Nscale's US IPO filing details a 1,252% revenue increase to $140.6 million in H1 2026, a $1.02 billion net loss, and a $3.1 billion convertible bond deal including $1 billion from Nvidia, as it targets a $30 billion valuation.tbsnews.netPolicy
Senate Democrats block bipartisan AI data center bill
CNN reports that Senate Democrats blocked an AI data center bill that previously enjoyed overwhelming bipartisan support, a move Republicans may leverage politically.edition.cnn.comPolicy
Virginia launches AI taskforce and data center accountability framework
Gov. Spanberger signed an executive order establishing a Virginia AI Task Force and a data center accountability framework, requiring local approval for large facilities and banning NDAs.wset.comEnterprise
Anthropic and OpenAI hunt for smaller data center deals
Anthropic and OpenAI are exploring opportunities for smaller data center deals, sources told CNBC, as the race to deploy AI capacity ramps up.cnbc.com
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