2026-03-07
BREAKING: Oracle and OpenAI have scrapped plans to expand their flagship Stargate AI data center in Abilene, Texas after financing talks dragged and OpenAI's needs shifted. The collapse opened the door for Meta to lease the expansion site from Crusoe — with Nvidia paying a $150M
Bloomberg
Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
2026-03-06
BREAKING: Oracle and OpenAI have scrapped plans to expand their flagship Stargate AI data center in Abilene, Texas after financing talks dragged and OpenAI's needs shifted. The collapse opened the door for Meta to lease the expansion site from Crusoe — with Nvidia paying a $150M
Bloomberg
Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
2026-02-12
Waymo's Tekedra Mawakana agreed to sit down for a long, extended interview. We talked about everything from the fund raise to goals for 2026, Santa Monica and Austin safety incidents and expansion to UK and Japan.
CNBC
Waymo begins deploying its next-gen Ojai robotaxis, which it says can better navigate in harsh weather, starting with employees and their guests in SF and LA
Waymo on Thursday said it has begun using its sixth-generation driverless system to provide robotaxi rides to employees on Ojai vehicles …
Waymo's Tekedra Mawakana agreed to sit down for a long, extended interview. We talked about everything from the fund raise to goals for 2026, Santa Monica and Austin safety incidents and expansion to UK and Japan.
Bloomberg
Waymo co-CEO Tekedra Mawakana expects the company to hit 1M+ paid weekly robotaxi rides in the US by the end of 2026, up from ~400K per week in six cities now
Waymo, Alphabet Inc.'s autonomous driving unit, will hit more than 1 million paid weekly robotaxi rides in the US by the end of this year …
2026-02-07
The semiconductor industry will reach $1 trillion in revenue this year for the first time ever (Source: SIA) Forecasters previously thought it might take four more years to reach a trillion-dollar lev
Reuters
SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales
2026-01-27
Nvidia CEO Jensen Huang on CoreWeave investment in an interview with Bloomberg: “The investment is confidence in their growth and confidence in CoreWeave's management and confidence in their business model... ""It's a small percentage of the amount of money that they ultimately
Bloomberg
iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7%
Bloomberg interview with Nvidia CEO Jensen Huang, on the Vera CPU Plan: “For the very first time, we're going to be offering Vera CPUs. Vera is such an incredible CPU. We're going to offer Vera CPUs as a standalone part of the infrastructure. And so not only, not only can you
Bloomberg
iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7%
BREAKING: Nvidia investing an additional $2 billion in to Corweave, to accelerate capacity buildout. Nvidia will also make Vera CPU available as standlone offering, with Coreweave to deploy first. “Many” design wins to come. Story @dinabass @ianmking on @TheTerminal
Bloomberg
iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7%
2026-01-26
Bloomberg interview with Nvidia CEO Jensen Huang, on the Vera CPU Plan: “For the very first time, we're going to be offering Vera CPUs. Vera is such an incredible CPU. We're going to offer Vera CPUs as a standalone part of the infrastructure. And so not only, not only can you
Bloomberg
Nvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closes up 5.7%
Nvidia Corp., the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed …
Nvidia CEO Jensen Huang on CoreWeave investment in an interview with Bloomberg: “The investment is confidence in their growth and confidence in CoreWeave's management and confidence in their business model... ""It's a small percentage of the amount of money that they ultimately
Bloomberg
Nvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closes up 5.7%
Nvidia Corp., the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed …
BREAKING: Nvidia investing an additional $2 billion in to Corweave, to accelerate capacity buildout. Nvidia will also make Vera CPU available as standlone offering, with Coreweave to deploy first. “Many” design wins to come. Story @dinabass @ianmking on @TheTerminal
Bloomberg
Nvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closes up 5.7%
Nvidia Corp., the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed …
2026-01-14
Microsoft's “community-first” AI infrastructure plan. Image below from Microsoft but in summary: 1.Fair Energy Use - Microsoft will cover its own electricity costs and prevent local price hikes. 2.Water Responsibility - They'll reduce water use and replenish more than they consume. 3.Local Job Creation - Investment in job training and hiring for datacenter roles. http://4.Tax Contributions - Commitment to paying local taxes to support public services. http://5.AI Training & Nonprofit Support - Funding AI education and community initiatives.
GeekWire
Microsoft changes its data center approach, pledging to pay its own power costs, reject tax breaks, and replenish more water than it uses, amid local opposition
President Trump was right about Microsoft — but he only leaked part of the story. — Microsoft is changing its approach …
2026-01-13
Bloomberg/@markgurman had reported in November that Apple was getting close on a deal to pay Google $1billion/year for a model (1.2tn parameter) to power Siri. The model would handle Siri's summarizer and planner functions
MacRumors
Elon Musk says Apple and Google's Gemini deal “seems like an unreasonable concentration of power for Google, given that [they] also have Android and Chrome”
Elon Musk today expressed concern about Apple and Google partnering on a more personalized version of Siri powered by Google's generative AI platform Gemini.
Microsoft's “community-first” AI infrastructure plan. Image below from Microsoft but in summary: 1.Fair Energy Use - Microsoft will cover its own electricity costs and prevent local price hikes. 2.Water Responsibility - They'll reduce water use and replenish more than they [image]
GeekWire
Microsoft changes its data center approach, pledging to pay its own power costs, reject tax breaks, and replenish more water than it uses, amid local opposition
President Trump was right about Microsoft — but he only leaked part of the story. — Microsoft is changing its approach to building …
Bloomberg/@markgurman had reported in November that Apple was getting close on a deal to pay Google $1billion/year for a model (1.2tn parameter) to power Siri. The model would handle Siri's summarizer and planner functions
CNBC
Apple signs a multiyear Google deal to use Gemini models to power a more personalized Siri in 2026, saying Google's tech “provides the most capable foundation”
Apple is joining forces with Google to power its artificial intelligence features for products such as Siri later this year.
NEWS: Meta is seeking to double Ray-Ban Meta capacity to 20 million units in 2026. If demand is clear, talks with EssilorLuxottica included going further to 30 million units. Current capacity for 2026 is 10m Bloomberg reporting citing sources @danielelepido @antoniovanuzzo
Bloomberg
Meta confirms it is laying off Reality Labs staff and will “reinvest the savings” in wearables; CTO Andrew Bosworth says 1,000+ staff will be notified Tuesday
Meta Platforms Inc. is beginning to cut more than 1,000 jobs from the company's Reality Labs division …
NEWS: Meta is seeking to double Ray-Ban Meta capacity to 20 million units in 2026. If demand is clear, talks with EssilorLuxottica included going further to 30 million units. Current capacity for 2026 is 10m Bloomberg reporting citing sources @danielelepido @antoniovanuzzo
Bloomberg
Sources: Meta and EssilorLuxottica are discussing potentially doubling Ray-Ban Meta production capacity to 20M+ units by the end of 2026 or even as high as 30M+
Bloomberg:NEW
2026-01-12
Bloomberg/@markgurman had reported in November that Apple was getting close on a deal to pay Google $1billion/year for a model (1.2tn parameter) to power Siri. The model would handle Siri's summarizer and planner functions
CNBC
Apple signs a multiyear Google deal to use Gemini and Google Cloud to power Siri's features in 2026, saying Google's tech “provides the most capable foundation”
- Apple is teaming up with Google to use Gemini models for an AI-powered Siri
2026-01-06
Qualcomm has releaserd new X2 Plus processor in two versions: one with 10 computer cores and one with six (newer Oryon 3rd Gen design). It includes a powerful NPU for running AI $QCOM
Tom's Hardware
Qualcomm unveils Snapdragon X2 Plus chips for PCs, available in 10-core and 6-core variants, manufactured on TSMC's N3P node using Qualcomm's Oryon architecture
NEWS: Vera Rubin is in “full production” — Jensen Huang $NVDA
The Verge
Nvidia launches the Vera Rubin platform, saying it will offer dramatic reductions in inference and training costs compared to Blackwell, across six new chips
The Rubin GPU boasts five times more AI training compute power than Blackwell. … Nvidia is kicking off 2026 …