Forbes analysis argues the market is valuing SpaceX as a future AI infrastructure and compute platform, not merely as a launch company.

Anthropic says US policymakers must close compute, chip, cloud, and distillation loopholes to preserve an AI lead over China.

OpenAI has reportedly moved away from first-party Stargate data centers toward more flexible compute leasing deals.

Reports about OpenAI’s compute strategy and Amazon access sharpened attention on AI cloud dependence and costs.

Anthropic is aggressively securing European data center deals and hiring for a key role as agentic AI demand strains its existing compute infrastructure.

OpenAI sent investors a memo criticizing Anthropic for operating on a smaller compute curve, arguing its early infrastructure investments give it a decisive edge as both companies race toward IPOs.

Nvidia announced a multiyear strategic partnership with Mira Murati's Thinking Machines Lab, including a significant undisclosed investment and a commitment for the startup to deploy at least one gigawatt of Nvidia's next-generation Vera Rubin systems starting in 2027.