Andhra Pradesh announces ambitious AI data city spanning 100km radius in Visakhapatnam, securing major investments from Google, Microsoft, and Reliance to narrow AI gap with US and China.
China takes major step toward AI-powered space infrastructure, deploying 10 AI models in satellite constellation with inter-satellite networking capabilities.
NVIDIA's Blackwell GB200 NVL72 achieves 10x better tokenomics than Hopper. Leading AI providers adopt 72-chip configuration.
Meta officially announces $10B+ investment in Lebanon, Indiana data center with 1GW capacity, creating 4,000 construction jobs and 300 permanent roles.
Anthropic commits to paying for grid infrastructure costs and protecting consumers from electricity price hikes caused by its data centers.
French AI startup Mistral AI commits €1.2 billion to build AI infrastructure in Sweden with EcoDataCenter, set to open in 2027.
Modal Labs in talks with General Catalyst for new round at $2.5B valuation, reflecting surging investor interest in AI inference infrastructure.
Caterpillar partners with Monarch Compute Campus to provide natural gas generators and battery storage for massive AI workload infrastructure.
Top 4 US hyperscalers raise combined data center spending to $600B as global capex approaches $1T milestone in 2026, driven by AI infrastructure demands.
Cisco launches breakthrough G300 switch silicon delivering 102.4 Tbps capacity for AI clusters, achieving 28% faster job completion and 33% network efficiency gains.
Alphabet, Microsoft, Meta, and Amazon are projected to spend close to $700 billion combined on AI infrastructure in 2026, marking a 60% increase from 2025.
Amazon projects $200 billion in AI infrastructure capex for 2026 while Google forecasts $175-185 billion, marking unprecedented investment levels that rattled investors and triggered stock price declines across Big Tech.
Amazon, Microsoft, Meta, and Google forecast $650B in AI capital spending for 2026. Unprecedented investment drives data center construction boom.
Microsoft introduces Maia 200 AI chip with 140B transistors, delivering 10 petaFLOPS to reduce AI inference costs at cloud scale.
Alphabet plans to more than double its capex to $175-185B in 2026, surpassing all hyperscaler peers in AI infrastructure investment.
OpenAI's ChatGPT experienced a significant service disruption on February 3, 2026, with thousands of users unable to access the AI chatbot across web and mobile platforms for nearly three hours before service was restored.
Semiconductor equipment maker Lam Research announced major leadership transitions, elevating Sesha Varadarajan to Chief Operating Officer and expanding Karthik Rammohan's role to oversee global operations. The restructuring aims to increase operational velocity to meet accelerating semiconductor demand driven by AI applications.
Elon Musk merges SpaceX with his AI startup xAI, creating the world's most valuable private company with plans to deploy AI data centers in space to meet explosive computing demands.
February 3 summit features Nvidia, OpenAI, AWS, Intel CEOs discussing AI infrastructure, scaling, and economic implications with free livestream access globally.
Nvidia's plan to invest up to $100 billion in OpenAI has stalled after internal concerns emerged. CEO Jensen Huang privately criticized OpenAI's business approach and expressed concerns about competition. The companies are now rethinking their partnership, with discussions including a smaller equity investment of tens of billions.
