SpaceX’s AI Profit Turn Comes With a Large Capital Bill
SpaceX reports a profitable AI quarter and substantial infrastructure expenditure; its filings show why revenue, earnings, cash and earlier financing must be read separately.
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AI Infrastructure
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Seventeen Countries Back an AI Research Agenda Linking Access, Integrity and Training
The Kyoto declaration connects scientific AI tools with data, computing, research integrity and training. Its access commitments do not yet specify operational rules or allocations.
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Modal Labs Is Reportedly Near a $750 Million Round, but the Deal Is Not Closed
A TechCrunch source says Modal Labs is nearing a $750 million round at a $15.75 billion post-investment valuation; the company has not confirmed the terms.
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Nscale Adds Fidji Simo to Its Board Ahead of a Possible IPO
The AI data-centre startup is adding product and public-market experience while reportedly seeking up to $3.5 billion before a potential fall listing.
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Nvidia Says Revenue Could Grow 70% Next Year
Jensen Huang says Nvidia's reach across AI labs and data-centre projects supports a path from roughly $400 billion to $680 billion in annual revenue.
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China Scapegoat Narrative Obscures Homegrown Data Center Opposition
Foreign-linked accounts joined the US data center backlash, but the evidence reported by Wired does not show that China created it.
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Nvidia Extends Its AI Advantage Beyond the GPU
As AI data centers reach megascale, Nvidia is pairing Rubin GPUs with specialized CPUs, accelerators, storage and networking systems that manage data movement.
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AI Memory Shortage Pushes Google to Tighten Android App Rules
Google is adding memory-use thresholds and optimization requirements for Android apps as AI data-center demand tightens hardware supply.
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Nvidia Reportedly Nears a $12.9 Billion Hugging Face Deal
Reports identify Nvidia as the potential buyer of Hugging Face at roughly $13 billion, but they conflict on whether an agreement has been signed.
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UK Grid Targets Phantom Data Centers Blocking Viable AI Projects
Ofgem is considering large nonrefundable deposits and evidence requirements to remove speculative data centers from Britain's congested grid connection queue.
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