India bids to attract over $200B in AI infrastructure investment by 2028

India is ramping up shared AI compute, adding 20,000 GPUs as part of a broader push to attract global AI investment.

Amazon and Google are winning the AI capex race — but what’s the prize?

In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money!

Elon Musk is getting serious about orbital data centers

We’re starting to see the idea of Musk-owned orbital AI data clusters cohere into an actual plan.

Nvidia launches powerful new Rubin chip architecture

Nvidia CEO Jensen Huang officially launched the company’s new Rubin computing architecture, which he described as the state of the art in AI computing.

2025 was the year AI got a vibe check

AI’s early-2025 spending spree featured massive raises and trillion-dollar infrastructure promises. By year’s end, hype gave way to a vibe check, with growing scrutiny over sustainability, safety, and business models.