AI infrastructure
Startups
Modal Labs: $355M Series C and Why Serverless GPUs Are the New Cloud Default
⚡ Key Takeaways Modal Labs raised $355 million at a $4.65 billion valuation in May 2026 after growing annualized revenue...
Infrastructure & Cloud
Modular Data Centers: The 6-Month Build Strategy Disrupting AI Infrastructure
⚡ Key Takeaways Modular prefab data centers cut build times 40% and costs by up to 43%, but only 5...
Infrastructure & Cloud
Intel and Google’s IPU Bet: Why Offloading Networking From the CPU Is the Infrastructure Story of 2026
⚡ Key Takeaways On April 9, 2026, Intel and Google announced a multiyear deal deploying Intel Xeon 6 and custom...
Infrastructure & Cloud
Power Before Space: How the Grid Interconnect Queue Is Reshaping the Global Colocation Market in 2026
⚡ Key Takeaways Active hyperscaler IT load will grow from 24.37 GW in 2025 to 147.13 GW by 2035. Primary...
Infrastructure & Cloud
AI Racks at 1 MW: How AI Is Forcing a Complete Rethink of Data Center Design
⚡ Key Takeaways At Data Center World 2026, engineers from Oracle, Nvidia, and Google confirmed that AI training facilities are...
Startups
Physical Intelligence: The Hardware-AI Startup Wave Hitting $230M Rounds in May 2026
⚡ Key Takeaways A new class of hardware-AI startups attracted record rounds in May 2026: Armada raised $230M at a...
Infrastructure & Cloud
Fairwater Blueprint: Microsoft’s Distributed AI Superfactory Rewrites Data Center Design
⚡ Key Takeaways Microsoft’s Fairwater architecture connects Wisconsin and Atlanta campuses 700 miles apart into a single AI training supercomputer...
Infrastructure & Cloud
America-India Connect: Google’s $15B Subsea Bet Makes India an AI Trade Hub
⚡ Key Takeaways Google is constructing $15 billion in data center infrastructure in Andhra Pradesh, India, anchored by subsea cable...
Infrastructure & Cloud
Helix Digital Infrastructure: KKR’s $10B Bet on Owning the Full AI Infrastructure Stack
⚡ Key Takeaways KKR has secured more than $10 billion to launch Helix Digital Infrastructure — led by former AWS...
Infrastructure & Cloud
Cloud Q1 2026: AWS, Azure, and Google Post Record Growth as AI Redraws the Market
⚡ Key Takeaways Q1 2026 cloud earnings confirm AI has become the dominant growth engine: AWS posted $37.6B revenue (+28%),...
Infrastructure & Cloud
Hyperscalers Will Spend $830 Billion on AI Infrastructure in 2026: What This Arms Race Means for the Cloud Market
⚡ Key Takeaways The world’s top 9 cloud providers will spend a combined $830B on AI infrastructure in 2026 (79%...
