Hut 8 signed a US$9.8 billion Texas AI data-center lease as Reuters, Coindesk and startup funding reports point to fresh capital chasing compute, materials discovery, agent security and warehouse robotics.

In this episode

1. Hut 8 fully commercializes Texas campus with $9.8-billion AI data centre lease - The Globe and Mail — The Globe and Mail

   Hut 8 fully commercializes Texas campus with $9.8-billion AI data centre lease - The Globe and Mail

The Globe and Mail

Hut 8 fully commercializes Texas campus with $9.8-billion AI data centre lease

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Hut 8, a crypto-mining turned AI data centre company, said on Monday it has signed a second 15-year lease worth US$9.8-billion with…

UK government, Bezos back CuspAI's $450 million round as startup seeks to discover new materials | MarketScreener — Reuters

UK government, Bezos back CuspAI's $450 million round as startup seeks to discover new materials | MarketScreener

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SentinelOne veterans raise $100 million to secure the rise of AI agents | Ctech — Calcalist

SentinelOne veterans raise $100 million to secure the rise of AI agents | Ctech

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Hut 8, IREN land billions in new contracts, lifting AI compute stocks MARA, RIOT, WULF — Coindesk

Hut 8, IREN land billions in new contracts, lifting AI compute stocks MARA, RIOT, WULF

Finance

# AI compute stocks bounce as Hut 8, IREN land billions in new contracts

## The deals sparked a rebound in AI compute stocks after investors questioned demand for new data center capacity.

By Krisztian Sandor|Edited by Sheldon Reback

Updated Jul 20, 2026, 3:08 p.m. Published Jul 20, 2026, 1:49…

Zalando joins Sereact's $116M Series B to accelerate AI-powered warehouse automation - Tech.eu — Tech.eu

Zalando joins Sereact's $116M Series B to accelerate AI-powered warehouse automation - Tech.eu

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Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

IREN signed $2.8 billion in AI cloud contracts, Blockspace’s William Foxley reports, as Sharon AI added a $1.32 billion New Zealand deal and Meta reportedly explores leasing compute to Anthropic.

In this episode

1. IREN signs $2.8 billion in AI cloud deals, raises 2026 ARR ... — Blockspace

   IREN signs $2.8 billion in AI cloud deals, raises 2026 ARR target - Blockspace

AI, Data Centers, IREN

# IREN signs $2.8 billion in AI cloud deals, raises 2026 ARR target

Jul 20, 2026

By William Foxley

IREN (NASDAQ: IREN) said Monday that it had signed $2.8 billion of new multi-year AI cloud services contracts with leading AI developers. The data center and bitcoin mining operator lifted its…

Sharon AI seals USD $1.32 billion cloud deal in NZ — IT Brief New Zealand

Sharon AI seals USD $1.32 billion cloud deal in NZ

IT Brief New Zealand - Technology news for CIOs & IT decision-makers

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# Sharon AI seals USD $1.32 billion cloud deal in NZ

Mon, 20th Jul 2026 (Today)

SEAN MITCHELL Publisher

Sharon AI has signed a five-year cloud computing services agreement worth USD $1.32 billion with an unnamed global artificial intelligence…

Anthropic, Meta Negotiate $10 Billion AI Resource Lease — ChosunBiz

Anthropic, Meta Negotiate $10 Billion AI Resource Lease

# Anthropic, Meta Negotiate $10 Billion AI Resource Lease

Meta Aims to Diversify Revenue, Compete with Neocloud Firms Amid AI Resource Demand

By Jeong Du-yong(ChosunBiz)

Published 2026.07.19. 11:23

Anthropic logo. /Reuters-Yonhap

The negotiations are in the early stages, and there is a possibility they may not lead to a final contract.…

Netflix paid $587M for Ben Affleck’s AI filmmaking startup | TechCrunch — TechCrunch

Netflix paid $587M for Ben Affleck’s AI filmmaking startup | TechCrunch

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Posted:

2:45 PM PDT · July 19, 2026

Image Credits:Netflix

- Anthony Ha

# Netflix paid $587M for Ben Affleck’s AI filmmaking startup

In a new regulatory filing, Netflix revealed that it paid $587 million in cash for InterPositive, a startup co-founded by actor and director Ben Affleck.

The…

Brain-Like Learning Rule Cracks Convolutional Networks: Sakana AI Measures the Biology Tax — TechTimes

Brain-Like Learning Rule Cracks Convolutional Networks: Sakana AI Measures the Biology Tax

Sakana.ai

Every neural network powering your phone's camera, the language model on your screen, and the recommendation engine choosing your next video was trained with the same four-decade-old algorithm: backpropagation. It works extraordinarily well. It also, as neuroscientists have documented since at…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

New York’s hyperscale data-center moratorium puts AI infrastructure growth on a political clock, even as General Compute, AWS and Sharon AI line up billions for compute capacity. The buildout story is now power, permits and financing—not just GPUs.

In this episode

1. New York State just hit pause on the AI data center boom | Network World — Network World

   New York State just hit pause on the AI data center boom | Network World

# New York State just hit pause on the AI data center boom

News

Jul 16, 20267 mins

As AI use ratchets up, demand for data center capacity is higher than it’s ever been. But New York State is telling the industry: Not so fast.

New York Governor Kathy Hochul this week signed an Executive Order described as the “nation’s…

Inference cloud operator General Compute raises $400M in debt financing - SiliconANGLE — SiliconANGLE

Inference cloud operator General Compute raises $400M in debt financing - SiliconANGLE

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### Inference cloud operator General Compute raises $400M in debt financing

Artificial intelligence infrastructure startup General Compute Inc. today announced that it has secured $400 million in debt financing.

Upper90, the investment firm that is underwriting…

Aws breaks ground in hyderabad plans us21 billion india cloud investment, ETDatacenters — ETDatacenters

# Aws breaks ground in hyderabad plans us21 billion india cloud investment, ETDatacenters

Author: www.datacenters

Published: 2026-07-17T21:29:30+00:00

Source: datacenters.economictimes.indiatimes.com (datacenters.economictimes.indiatimes.com)

Language: en

## Story

Aws breaks ground in hyderabad plans us21 billion india cloud investment, ETDatacenters

[![datacenters…

Sharon AI signs $1.32bn cloud computing service agreement with unnamed AI lab — Datacenter Dynamics

# Sharon AI signs $1.32bn cloud computing service agreement with unnamed AI lab

Published: 2026-07-17T11:20:33+00:00

Source: datacenterdynamics.com (datacenterdynamics.com)

Language: en

## Story

Valued at $1.32 billion and set to run for five years, the contract will see Sharon AI deploy cloud computing capacity across data center infrastructure in New Zealand.

Revenue from the contract is…

Illinois Enacts AI Safety and Transparency Law for Frontier ... — Wilson Sonsini

Illinois Enacts AI Safety and Transparency Law for Frontier AI Developers | Wilson Sonsini

Illinois Enacts AI Safety and Transparency Law for Frontier AI Developers

Alerts

July 17, 2026

On July 6, 2026, Illinois Governor JB Pritzker signed into law Senate Bill 315, the Artificial Intelligence Safety Measures Act (AISMA), which will require large AI developers to publicly disclose how they…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

Kimi K3 from Moonshot AI lands as a 2.8T-parameter open model, while Fireworks hits a $17.5B valuation and Anthropic locks a $19B TeraWulf lease—evidence that open-weight software and dedicated compute are scaling together.

In this episode

1. China’s Moonshot AI releases Kimi K3, the largest open-source model ever, rivaling top U.S. systems | VentureBeat — VentureBeat

   # China’s Moonshot AI releases Kimi K3, the largest open-source model ever, rivaling top U.S. systems | VentureBeat

Author: Michael Nuñez

Published: 2026-07-16T19:42:09.470000+00:00

Source: venturebeat.com (venturebeat.com)

Language: en

## Story

China’s Moonshot AI releases Kimi K3, the largest open-source model ever, rivaling top U.S. systems |…

Fireworks hits $17.5 billion valuation and $1B in annualized revenue — CNBC

Fireworks hits $17.5 billion valuation and $1B in annualized revenue

Key Points

- Fireworks, a startup whose cloud service runs open-source AI models for software developers, has raised $1.5 billion at a $17.5 billion valuation.

- The company, which is backed by Nvidia, is now generating more than $1 billion in annualized revenue, five times more than it had last year.

- Fireworks once received…

TeraWulf’s $19B Anthropic Lease Puts Its Brownfield AI Strategy to the Test | Data Center Frontier — Data Center Frontier

TeraWulf’s $19B Anthropic Lease Puts Its Brownfield AI Strategy to the Test | Data Center Frontier

Hyperscale

# TeraWulf’s $19B Anthropic Lease Puts Its Brownfield AI Strategy to the Test

TeraWulf has signed a 20-year lease with AI developer Anthropic for approximately 401 MW of critical IT capacity at its Kentucky data campus, an agreement expected to generate $19 billion in contracted…

Thinking Machines Lab Unveils Inkling, Its First Open-Weights Multimodal AI Model – Unite.AI — Unite.AI

Thinking Machines Lab Unveils Inkling, Its First Open-Weights Multimodal AI Model – Unite.AI

Thinking Machines Lab has released Inkling, its first general-purpose artificial intelligence model, giving developers access to a nearly one-trillion-parameter system that can process text, images, and audio. The July 15, 2026 launch represents the most significant product milestone yet for the heavily…

Gov. Green Signs Legislation to Support Kūpuna Care and Strengthen AI Protection | KWXX - Hilo, HI — KWXX

Gov. Green Signs Legislation to Support Kūpuna Care and Strengthen AI Protection | KWXX - Hilo, HI

Yesterday, Governor Green signed three measures in two bill signing ceremonies, the first recognizing Hawaiʻiʻs commitment to supporting kūpuna and their caretakers, the second establishing safety measures and protections for the use of Artificial Intelligence (AI).

HB 1853: RELATING TO DEMENTIA,…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

Chai Discovery raised $400 million at a $3.8 billion valuation as AI capital keeps moving from models into deployment: drug design, Indian cloud capacity, Finnish AI data centers, Anthropic-backed services, and agent-era identity security.

In this episode

1. Chai Discovery raises $400M as AI drug discovery booms — The Next Web

   Chai Discovery raises $400M as AI drug discovery booms

Image by: Chai Discovery

Chai Discovery’s $400m raise triples its value to $3.8bn in seven months. It is the latest sign that AI drug discovery has moved from promise to deployment.

AI drug discovery just minted another fast-rising star. Chai Discovery has raised a $400m Series C that values the San Francisco startup at $3.8bn, the company…

AWS expands Hyderabad cloud region, commits $21 bn to India through 2030 — TechCircle

# AWS expands Hyderabad cloud region, commits $21 bn to India through 2030

Author: Shraddha Goled

Published: 2026-07-15T14:17:28+00:00

Source: techcircle.in (techcircle.in)

Language: en

## Story

AWS expands Hyderabad cloud region, commits $21 bn to India through 2030

[](https://www.techcircle.in/)

[Our IT Insights &…

Pure DC launches largest-ever AI data centre project in Finland - Capacity — Capacity

Pure DC launches largest-ever AI data centre project in Finland - Capacity

Data Centres

## Pure DC launches largest-ever AI data centre project in Finland

15 July 2026

4 minutes

Pure DC launches its largest-ever project: a €7.5bn, 550MW AI data centre campus in Seinäjoki, Finland, with Phase 1 already fully leased.

Amber Jackson

Senior Reporter

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Anthropic, Blackstone launch $1.5B Ode enterprise services firm | AI Weekly — AI Weekly

Anthropic, Blackstone launch $1.5B Ode enterprise services firm | AI Weekly

## TL;DR

- Ode was built on the May 2026 acquisition of Fractional AI, with co-founders Chris Taylor and Eddie Siegel carrying over as CEO and CTO, giving the company an experienced operational core at launch.

- Anthropic CFO Krishna Rao stated enterprise demand for Claude is 'significantly outpacing any single delivery…

Backed by $60M in funding, Oak steps out of stealth to fix the identity mess that AI agents are making worse | TechCrunch — TechCrunch

Backed by $60M in funding, Oak steps out of stealth to fix the identity mess that AI agents are making worse | TechCrunch

Image Credits:Omer Hacohen

Enterprise

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# Backed by $60M in funding, Oak steps out of stealth to fix the identity mess that AI agents are making worse

Anna Heim

4:00 AM PDT · July 15, 2026

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Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

New York’s data-center moratorium, reported by Bruce Gil at Gizmodo, gives the AI buildout its first statewide brake, even as Meta’s Louisiana campus and Reflection’s $1 billion Nebius deal show compute demand still accelerating.

In this episode

1. New York Issues the Nation’s First Statewide Moratorium on New Large Data Centers — Gizmodo

   New York Issues the Nation’s First Statewide Moratorium on New Large Data Centers

Tech Policy

# New York Issues the Nation’s First Statewide Moratorium on New Large Data Centers

The pause is meant to give the state time to set standards for these power-hungry facilities.

By Bruce Gil Published July 14, 2026, 12:30 pm ET

Reading time 3 minutes

© lev radin via Shutterstock

Read Later Read…

Meta expands data center campus in Richland Parish, Louisiana, to 5GW & $50bn - DCD — DataCenter Dynamics

Meta expands data center campus in Richland Parish, Louisiana, to 5GW & $50bn - DCD

14 Jul 2026

# FBI considers deploying AI LLM supercomputers with Nvidia B300 GPUs or Google TPUs

https://www.datacenterdynamics.com/en/news/fbi-considers-deploying-ai-llm-supercomputers-with-nvidia-b300-gpus-or-google-tpus/

# The AI Hardware…

Reflection inks $1B compute deal with Nebius | TechCrunch — TechCrunch

Reflection inks $1B compute deal with Nebius | TechCrunch

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In Brief

Posted:

7:37 AM PDT · July 14, 2026

Image Credits:jmbatt / Getty Images

- Rebecca Bellan

# Reflection inks $1B compute deal with Nebius

Reflection AI, a U.S. startup vying to develop open models, has signed a $1 billion compute deal with European AI infrastructure company Nebius.

Nebius, formerly the…

ChatGPT just proved another 50-year-old math conjecture | Scientific American — Scientific American

ChatGPT just proved another 50-year-old math conjecture | Scientific American

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Adversarial dynamical systems characterize when data-driven learning succeeds or fails | Nature Communications — Nature Communications

Adversarial dynamical systems characterize when data-driven learning succeeds or fails | Nature Communications

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### Subjects

## Abstract

Many systems resist analytical modeling, making data-driven inference of dynamics important. Yet data-driven methods can fail to converge or generalize, leaving open a central question: When can system behavior be learned reliably from data, and…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

Meta Hyperion, reported by Shane Snider at Data Center Knowledge, is scaling to a 5 GW Louisiana AI campus, while Reuters says Meta’s Iris chip goes into production in September. AI capacity is now a power, silicon, and capital-allocation problem.

In this episode

1. Meta’s 5 GW Hyperion Turns AI into a Grid Anchor — Data Center Knowledge

   Meta’s 5 GW Hyperion Turns AI into a Grid Anchor

# Meta’s 5 GW Hyperion Turns AI into a Grid Anchor

Meta’s Louisiana AI campus grows to 5 GW, a scale analysts say could influence generation, transmission, and utility planning across the region.

Shane Snider, Senior News Writer,Data Center Knowledge

July 13, 2026

3 Min Read

Meta’s Hyperion data center complex is slated to scale to 5 GW.Image…

Meta to put AI chip into production in September as it looks to double computing capacity - The Economic Times — The Economic Times

Meta to put AI chip into production in September as it looks to double computing capacity - The Economic Times

Business News Tech AI Meta to put AI chip into production in September as it looks to double computing capacity

# Meta to put AI chip into production in September as it looks to double computing capacity

ReutersLast Updated: Jul 13, 2026, 12:27:04 AM IST

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HCLTech to invest ₹3,500 crore on full-stack AI data centres in India - The HinduBusinessLine — The Hindu Business Line

HCLTech to invest ₹3,500 crore on full-stack AI data centres in India - The HinduBusinessLine

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Elevation Capital launches $500 million fund to back AI startups | Company Business News — Livemint

Elevation Capital launches $500 million fund to back AI startups | Company Business News

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# Elevation Capital launches $500 million fund to back AI startups

Sneha Shah, Mansi Verma

4 min read14 Jul 2026, 06:00 AM IST

Mridul Arora (left) and Mukul Arora, partners at Elevation Capital.

Summary

Elevation Capital joins a growing list of VC firms that have raised, or…

What will be left for us to work on? - AI as Normal Technology — AI as Normal Technology

What will be left for us to work on? - by Arvind Narayanan

SubscribeSign in

# What will be left for us to work on?

### My keynote at ICML 2026

Jul 13, 2026

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I had the honor of giving a keynote at the International Conference on Machine Learning in Seoul last week titled “What will be left for us to work on?” I addressed the widespread anxiety about how we should adapt as AI…

• “I have been writing software for over 40 years and have had a long time interest in and some work in AI over that time. I wouldn’t say this gives me any more prognosticating power about how all of this is ultimately going to go, but I believe we're soon nearing an area of…” — Hacker News (132 pts thread)

  Our take: We like the humility here: forty years in software buys perspective, not prophecy. The medicine analogy is useful because it suggests the job market may stratify around judgment, accountability, and taste, not simply vanish into a prompt box.

• “The very question is biased toward the idea that “something is coming”, as if we’re heading to some technological inevitability. I don’t see it happening. This whole “it’s coming” vibe is the narrative attached to the technology, it has nothing to do with the technology itself.…” — Hacker News (132 pts thread)

  Our take: The calculator line is funny, and the pushback is healthy; inevitability is often just marketing wearing a lab coat. But dismissing the capability jump as merely a new calculator operation undersells why firms are spending tens of billions on compute, power, and workflow redesign.

• “You need to first address 1)What is work? 2)Why we need to work? Animals don't "work". Not atleast for their own sake. If there is enough green pasture and water around, they don't even migrate to other places. So if work is meant to provide food and shelter and if machines can…” — Hacker News (132 pts thread)

  Our take: This is the big philosophical fork, and it is worth taking seriously: if machines cover more survival work, the social meaning of work changes. The hard part is that our institutions still distribute income, status, and healthcare through jobs, not through metaphysics.

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

Gradium raised $100 million for low-latency voice AI as Nature Medicine reports NeuroVFM trained on 5.24 million clinical MRI and CT volumes, while new neuromorphic and chemistry papers push efficiency and molecular design.

In this episode

1. Voice AI Startup Gradium Raises $100M for Global Expansion — Ventureburn

   Voice AI Startup Gradium Raises $100M for Global Expansion

# Voice AI Startup Gradium Raises $100M Seed for Global Expansion

Key Takeaways

Gradium closed a $100 million seed round after securing a new extension from chipmaker Nvidia.

Gradium develops ultra-low latency voice AI models for real-time transcription and multilingual speech synthesis.

The capital injection will fund a new office…

Health system learning enables generalist neuroimaging models | Nature Medicine — Nature Medicine

Health system learning enables generalist neuroimaging models | Nature Medicine

Download PDF

### Subjects

## Abstract

Frontier artificial intelligence (AI) models have advanced rapidly through training on internet-scale public data, yet such systems lack access to private clinical data. Neuroimaging is underrepresented in the public domain due to identifiable facial features within magnetic…

Cerebellum-inspired memtransistors enable emergent differentiation for hardware-efficient novelty detection | Nature Communications — Nature Communications

Cerebellum-inspired memtransistors enable emergent differentiation for hardware-efficient novelty detection | Nature Communications

Download PDF

### Subjects

- Electrical and electronic engineering

- Electronic devices

## Abstract

Artificial intelligence (AI) algorithms are currently executed using silicon-based hardware, resulting in excessively high energy demand for data centers. Edge…

Navigating chemical-linguistic sharing space with heterogeneous molecular encoding | Nature Communications — Nature Communications

Navigating chemical-linguistic sharing space with heterogeneous molecular encoding | Nature Communications

Download PDF

### Subjects

- Cheminformatics

- Method development

- Physical chemistry

## Abstract

Chemical language models are powerful tools for navigating chemical space, but their reliance on linear representations such as molecular strings creates a semantic gap, hindering their…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

DeepInfra and Cerebras are adding AI inference capacity in Toronto and Europe, while a 515-startup field experiment argues that AI gains depend on workflow redesign—not merely giving teams access to tools.

In this episode

1. DeepInfra Expands AI Inference Capacity with First International Data Center in Toronto | National Post — National Post

   DeepInfra Expands AI Inference Capacity with First International Data Center in Toronto | National Post

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PALO ALTO, Calif., July 08, 2026 (GLOBE NEWSWIRE) — DeepInfra,…

AI Adoption Fails When Firms Cannot Map It to Work — Antoine Buteau

AI Adoption Fails When Firms Cannot Map It to Work

# AI Adoption Fails When Firms Cannot Map It to Work

A field experiment with 515 startups suggests AI creates firm-level gains when teams learn where to reorganize work around it, rather than only getting access to tools.

Source note: Hyunjin Kim, Dahyeon Kim, and Rembrand Koning. Mapping AI into Production: A Field Experiment on Firm…

Anthropic Signs 20-Year Data Center Lease With Former Bitcoin Miner TeraWulf — Winbuzzer

Anthropic Signs 20-Year Data Center Lease With Former Bitcoin Miner TeraWulf

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# Anthropic Signs 20-Year Data Center Lease With Former Bitcoin Miner TeraWulf

TeraWulf's Anthropic data center lease is expected to generate about $19 billion as the bitcoin miner pivots toward future Claude AI infrastructure capacity.

Markus Kasanmascheff

By Markus Kasanmascheff

July 9, 2026 11:43…

Cerebras plans 200MW AI compute capacity in Europe by 2027 — Crypto Briefing

Cerebras plans 200MW AI compute capacity in Europe by 2027

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# Cerebras plans 200MW AI compute capacity in Europe by 2027

The AI chip maker is betting big on European data sovereignty, with part of the build-out serving OpenAI workloads under a multi-billion dollar partnership.

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Meta will build a C$13 billion Alberta data centre, while DeepInfra opens a Toronto inference cluster with 1,000-plus Blackwell GPUs. Canada is turning into a serious AI compute battleground, from gigawatt campuses to latency-sensitive serving.

In this episode

1. Meta to build C$13 billion Alberta data center, its first in Canada - The Hindu — The Hindu

   Meta to build C$13 billion Alberta data center, its first in Canada - The Hindu

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DeepInfra Opens Toronto AI Inference Cluster | Let's Data Science — Let's Data Science

DeepInfra Opens Toronto AI Inference Cluster | Let's Data Science

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