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Infrastructure & Chips

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GPUs and AI accelerators, data centers, power, and training infrastructure.

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  1. 2026-09-13 The Decoder

    Nvidia wants to pour up to $10 billion into Anthropic's record-breaking IPO

    Nvidia is in talks to invest up to $10 billion as an anchor investor in Anthropic's planned IPO, Reuters reports. Anthropic is looking to raise up to $100 billion at a roughly $2 trillion valuation, which would make it the largest IPO in history. Its annual revenue jumped more than sevenfold in about half a year, from roughly $9 billion at the end of 2025 to over $65 billion by July 2026.

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  2. 2026-09-12 TechCrunch AI

    Nscale adds former OpenAI exec Fidji Simo to its board ahead of potential IPO

    UK-based AI data center startup Nscale added former OpenAI executive Fidji Simo to its board ahead of a planned fall IPO. Simo had served as CEO of AGI Deployment at OpenAI, effectively the company's No. 2 role, before stepping down in July for health reasons; she now advises the company part-time. She previously led Instacart as chair and CEO through its 2023 IPO and spent over a decade at Meta running the Facebook app, and she joins Sheryl Sandberg, Susan Decker, and Nick Clegg on Nscale's board.

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  3. 2026-09-11 TechCrunch AI

    OpenAI puts Pro subscriptions on hold due to Astra demand

    OpenAI paused new sign-ups and upgrades to its $200-a-month Pro plan on September 10, after demand for Astra, the new model it launched on September 3, overwhelmed its servers. The Plus, Go, and Enterprise plans and the API are unaffected, and existing Pro subscribers keep their current service.

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  4. 2026-09-09 TechCrunch AI

    Mistral raises €3B as sovereign AI becomes big business

    French AI lab Mistral said on September 8 it raised €3 billion (about $3.58 billion), led by Samsung Electronics, at a post-money valuation of more than €21 billion (about $24.39 billion). Mistral called it the largest equity round ever completed by a European tech company. EQT's Scaleup Europe Fund and PSG Equity co-led, alongside existing backers a16z, Nvidia, and Salesforce Ventures, plus new investors Advent, BlackRock, and the Grand Duchy of Luxembourg.

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  5. 2026-09-08 The Decoder

    Anthropic reportedly signs $517 billion in compute deals after Dario Amodei warned rivals about reckless risk

    Anthropic has signed up to $517 billion in new compute deals over the past eleven months. Since October 2025 it has secured at least 14.8 gigawatts of computing capacity, far above the 1-2 gigawatts it held before. The company points to faster-than-expected demand for Claude Code and Cowork as the reason.

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  6. 2026-09-08 Ars Technica AI

    The complex corporate web behind a $3.2 billion AI data center

    A fire broke out in June at the Lake Mariner data center in New York, and firefighters found no working alarm or suppression system, and were told the safety documents they were legally entitled to see had burned in the blaze. The $3.2 billion facility is owned and operated by TeraWulf, actually run day-to-day by UK-based Fluidstack, backed by Google, which holds warrants for a future 14% equity stake and guarantees the lease payments, while Anthropic is among the companies whose compute demand the site serves. TeraWulf has not responded to local residents' requests for a meeting since the fire.

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  7. 2026-09-07 Wired AI

    Why China Is the Bogeyman Data Center Enthusiasts Just Can't Quit

    As American opposition to local data centers surged from 42% to 75% in a year, politicians and tech boosters are pinning the blame on Chinese influence operations. X said last month it had identified 200 China-linked accounts spreading anti-data-center sentiment, and President Trump joined the framing, writing that "China could not be happier with this anti Data Center movement."

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  8. 2026-09-05 TechCrunch AI

    AI compute provider Nscale is looking for $3.5B in pre-IPO financing

    UK-based AI compute provider Nscale is raising $3.5 billion in pre-IPO financing ahead of a planned listing, combining $1.5 billion in convertible notes with an additional $2 billion from Nvidia. The fundraising leans on the company's recent $45 billion compute-lease deal with Anthropic, which it has used to pitch investors on $103 billion in projected future revenue.

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  9. 2026-09-05 TechCrunch AI

    Apple’s Ternus era begins as Nvidia bets on the whole AI stack

    Tim Cook stepped down as Apple's CEO to become executive chairman, handing the role to former hardware chief John Ternus. In the same stretch, Nvidia moved to acquire Hugging Face for $12.9 billion and invested $3.5 billion in MediaTek, extending its reach well beyond chipmaking toward owning the entire AI stack.

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  10. 2026-09-05 AI Times

    Nvidia to Launch 'RTX Spark' AI PC Chip in October, Unveils 'PAIR' Personal AI Router

    At IFA 2026 in Berlin on September 3, Nvidia unveiled a next-generation platform for running large AI models directly on personal PCs. Its Arm-based 'RTX Spark' processor pairs a Blackwell GPU with a Grace CPU for up to 128GB of unified memory and 1 petaflop of AI compute, with Lenovo and Acer shipping the first Windows PCs in October. Alongside it, Nvidia introduced 'PAIR,' a free router that pools idle GPUs from multiple PCs on the same network for a single AI task.

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