Microsoft's AI data center buildout is reportedly colliding with its ambitious clean power commitments.

Anthropic is reportedly in early talks to buy Fractile inference chips as AI memory costs and supply pressure intensify.

Google has committed to deploying multiple generations of Intel Xeon CPUs with custom IPUs across its AI data centers in an expanded multi-year partnership.

Meta stock surges after revealing plans to spend $115-135B on AI infrastructure in 2026, nearly doubling 2025 investment amid strong revenue growth.