
Arm Claims Agents Need New Silicon - Intel Disagrees
Arm says its 136-core AGI CPU is purpose-built for agentic AI workloads. Intel's data center chief - Arm's former head of solutions engineering - says the claim overstates what's actually new.
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Arm says its 136-core AGI CPU is purpose-built for agentic AI workloads. Intel's data center chief - Arm's former head of solutions engineering - says the claim overstates what's actually new.

The 15-person startup that launched an H100 GPU into space last November just became the fastest Y Combinator company ever to reach unicorn status.

Mistral AI secures $830M in debt financing from seven banks to build a 13,800-GPU Nvidia GB300 cluster near Paris, targeting 200MW of European compute by 2027.

NVIDIA's DSX Flex library and Emerald AI's Conductor platform let AI factories ramp GPU power up or down in seconds, unlocking faster grid connections and up to 100GW of new U.S. capacity.

Microsoft signs a deal with Crusoe for a new 900 MW AI factory campus in Abilene, Texas, adjacent to the Stargate site Oracle and OpenAI walked away from three weeks ago.

At its Arm Everywhere event in San Francisco, Arm unveiled the AGI CPU - a 136-core data center processor co-developed with Meta and the company's first owned silicon product in its 35-year history.

OpenAI is in advanced talks to buy up to 50 gigawatts of fusion energy from Helion, the startup where Sam Altman holds a personal stake worth an estimated $375 million.

NVIDIA opens GTC 2026 with the Vera Rubin platform - six co-designed chips delivering 50 PFLOPS of inference per GPU and 10x lower token cost than Blackwell.

Iran's IRGC designated facilities of Amazon, Nvidia, Microsoft, Google, Oracle, IBM, and Palantir across Israel and the Gulf as legitimate targets - with AWS data centers already struck by drones.

Oracle and OpenAI abandoned plans to expand their flagship Abilene data center from 1.2 GW to 2 GW after financing talks collapsed and a winter cooling outage strained relations with operator Crusoe.

Nscale raises the largest Series C in European history, valuing the company at $14.6 billion and funding a 100,000-GPU AI gigafactory in Norway with OpenAI as anchor customer.

Oracle is cutting up to 30,000 jobs to free $8-10 billion in cash flow for AI data centers, the largest AI-driven corporate restructuring announced to date.