Lambda Seeks Up to $4 Billion as Its IPO Plans Meet a Concentrated Backlog
A reported pre-IPO raise follows Lambda's backlog growth to $50 billion. A large Anthropic commitment makes customer concentration central to the financing story.
Share
Compute & Infrastructure
211 posts
Coverage of AI chips, semiconductors, data centers, neoclouds, cloud platforms, networking, developer infrastructure and quantum computing.
Amazon Says It Has Ended Government NDAs as Data Centre Opposition Grows
AWS chief Matt Garman says Amazon no longer uses NDAs with government agencies on data-centre projects. Its broader environmental and community claims remain disputed.
Share
Google’s Orbital Compute Test Exposes the Scale of Its Launch-Cost Assumptions
Google's experimental satellite is testing a TPU in orbit. Its larger compute vision depends on further demonstrations and ambitious projections for launch costs and frequency.
Share
Photon Raises $4.5 Million for Agents That Work Through Messaging
Photon is developing infrastructure for agents in messaging services after raising $4.5 million. Its founders see familiar conversations as an alternative interface to standalone apps.
Share
Reddit Sets Dates to Close RSS Feeds and Public API Access
Reddit plans to end RSS in November and public API access by March 2027, citing scraping abuse while leaving questions about moderators, researchers and AI data access.
Share
Anthropic’s $11.6 Billion Akamai Cloud Deal Includes Equity Warrants
Akamai describes a seven-year cloud agreement with Anthropic, conditional service requirements, major buildout spending and a warrant linked to future purchases.
Share
Oracle’s New Mexico Stargate Data Center Faces a Contractual Timeline Test
Oracle has issued a force majeure notice tied to Project Jupiter, while saying its New Mexico Stargate data center remains on schedule for 2028.
Share
Data Center Resistance Is Becoming Post-Partisan
An 18-month Pennsylvania study finds opposition driven by power bills, property values, industrial history and distrust rather than one political ideology.
Share
Trump’s Data Center Push Is Splitting His MAGA Coalition
Republican strategists and conservative organizers warn that unconditional support for AI infrastructure is becoming a local electoral liability.
Share
Kepler Bets Existing Fabs Can Ease the AI Memory Bottleneck
Kepler Computing says new materials and three-dimensional stacking can produce denser memory without leading-edge lithography, but volume manufacturing remains unproven.
Share