1675 summarised stories about AI Infrastructure, each linking back to the original source. Browse all topics →
Bloomberg 1 week ago 3
Broadcom is starting to amass funding to pay for chips for Anthropic. The reported funding target is $60B. This shifts Broadcom’s capital allocation toward supplying AI compute hardware to Anthropic.
Andreessen Horowitz 1 week ago 13
Tech companies drove most of S&P 500 earnings growth in 2026 while AI-related capex shifted demand from software toward semiconductors, power, networking, and other hardware buildouts. About 76% of the S&P 500’s total earnings growth in 2026 came from tech as of late August. The result is continued GPU demand and capital ramping in compute and related infrastructure despite early-stage AI adoption metrics.
Trending Topics 1 week ago 5
ARX Robotics signed an alliance with Ukraine’s Roboneers to jointly integrate their unmanned land warfare systems and expand ground-drone supplies for Ukraine. The partnership targets several thousand Rys Pro ground drones in the first year, then tens of thousands annually. It changes operations by scaling production through a joint venture and feeding front-line lessons into software-defined land systems for other Western armies.
MarkTechPost 1 week ago 33
NVIDIA’s IsaacTeleop tutorial builds the graph-based retargeting engine that converts XR hand tracking and controller inputs into action vectors for simulated and real robots without using a headset, by generating and wiring TensorGroups through NumPy-only steps.
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15 October 2026
Anthropic used its pre-IPO moment to put hard numbers behind the AI business model: it reported $16.8 billion in Q3 revenue, up 45% sequentially, and said it reached adjusted profitability for the first time. That matters because it reframes what “scaling” looks like for the next wave of investors—less guesswork, more operating reality—at the same time the company is briefing markets ahead of an expected November listing.
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