AI infrastructure

Nvidia reported Q2 FY2027 revenue of $96.2 billion, up 106% year-over-year, beating estimates. The company guided Q3 revenue to $108 billion, and stock rose 8.7% after earnings.

CoreWeave signs multi-year Anthropic deal, bringing nine of ten top AI model providers to its GPU platform. AI infrastructure arms race intensifies as frontier developers consolidate around specialized cloud providers for compute reliability and priority access.

OpenAI discloses 30 gigawatts of compute planned by 2030, dwarfing Anthropic's 7-8 gigawatts. AI infrastructure arms race accelerating as companies compete for power generation resources.

Kandou AI has raised $225 million in Series A funding led by SoftBank and Synopsys to tackle AI's memory wall problem with chip-to-chip interconnect technology, betting that copper interconnects can outlast the optical revolution.