Meta signs a multi-year AWS deal to deploy tens of millions of Graviton5 CPU cores, betting that agentic AI workloads need CPUs more than GPUs.

Vast Data closes a $1B Series F at $30B valuation - triple its 2023 price - with NVIDIA, Drive Capital, and Access Industries backing its push to own the data layer for AI infrastructure.

Project Prometheus has closed a $10 billion funding round at a $38 billion valuation, with BlackRock and JPMorgan backing Bezos's bet on physical AI for industry.

Google's Virgo Network connects 134K TPU chips at 47 petabits per second using a flat two-layer topology that removes the bandwidth degradation cluster operators have engineered around for years.

Mira Murati's AI lab signs a single-digit-billion deal with Google Cloud for GB300 chip access, its first cloud provider commitment, as frontier labs race to lock in next-gen compute.

Google splits its next TPU generation across Broadcom, MediaTek, Marvell, and Intel to win inference economics, revealed ahead of Cloud Next 2026.

Z.ai's GLM-5.1 is an open-weight 754B MoE model that tops SWE-Bench Pro with 58.4, sustains 8-hour autonomous coding sessions, and runs under MIT license at $0.95/M input tokens.

Seth Showes' viral blog post describes sequencing his whole genome on an Oxford Nanopore MinION in his kitchen over 72 hours, with Claude generating the BED file that targeted his autoimmune-risk genes. The kit costs $3,200. The AI's role is more interesting than either number.

OpenAI's gpt-image-2 adds reasoning, web search, and 2K resolution to image generation, with a tiered model that charges more for standard outputs than its predecessor.

LeWorldModel from Yann LeCun's group strips JEPA world models down to two loss terms, trains 15M parameters on a single GPU in hours, and plans roughly 47x faster than DINO-WM.