AI Infrastructure

Two deals. Two days. Two of the biggest names in AI writing checks to the same company. On Thursday, Meta committed an additional $21 billion to CoreWeave for AI cloud capacity through 2032. On Friday, Anthropic — the company behind Claude — signed a multiyear agreement to run its workloads on CoreWeave’s infrastructure. CoreWeave’s stock ripped past $103, and its total revenue backlog now exceeds $66.8 billion. For a company that started out mining Ethereum, that’s not a bad week. ...

Jensen Huang dropped another $2 billion like it was couch change. The recipient? Marvell Technology — a company whose core business is helping hyperscalers build custom chips so they don’t have to buy Nvidia GPUs. Read that again. Nvidia just invested $2 billion in a competitor enabler. Huang called it “a marvelous investment” on CNBC. Yes, he really said that. Marvell’s stock popped 13%. Nvidia climbed 3-4%. Everyone made money. But the real story isn’t the dad joke — it’s the strategy hiding behind it. ...

Thirty thousand people woke up Tuesday morning to a termination email from “Oracle Leadership.” No warning from managers. No heads-up from HR. Just a 6 a.m. message saying their role had been eliminated, effective immediately. System access? Already revoked. Oracle’s stock rose over 5% on the news. The Largest Layoff in Oracle’s 48-Year History On March 31, 2026, Oracle executed what analysts believe is the single largest workforce reduction in the company’s history. Employees across the United States, India, Canada, Mexico, and Uruguay received identical termination emails citing “careful consideration of current business needs.” Entire teams at divisions like Revenue and Health Sciences and SaaS Virtual Operations Services saw reductions of 30% or more. ...

There’s a new unicorn in AI — and it’s literally in orbit. Starcloud, a Redmond-based startup building solar-powered data centers in space, just announced a $170 million raise at a $1.1 billion valuation. Led by Benchmark and EQT Ventures, the round brings total funding to $200 million and launches what might be the most audacious infrastructure play in AI history. But Starcloud isn’t alone up there. SpaceX has filed FCC plans for up to one million orbital data center satellites. Blue Origin is circling the same idea. Nvidia is providing the chips. And here’s the kicker — Starcloud already has an H100 GPU running Google’s Gemma model in orbit right now. ...

A single research paper from Google just wiped billions off memory chip stocks across three continents. No earnings miss. No supply chain disruption. Just math. The algorithm is called TurboQuant. If it delivers on its promises, it rewrites the economics of running every major AI model on the planet. We’re talking 6x less memory, 8x faster inference, and zero accuracy loss. The Bottleneck Everyone Ignored Every AI conversation eats memory. When you chat with an AI, the model stores your context in a key-value (KV) cache — its working memory. Longer conversations mean bigger caches, which means more expensive GPU memory consumed. ...

Remember Pied Piper from HBO’s Silicon Valley? The fictional startup that built a compression algorithm so good it basically broke the internet? Google just built the real thing. Except instead of compressing video files, it’s compressing AI’s brain. On Tuesday, Google Research unveiled TurboQuant, a compression algorithm that reduces the memory footprint of large language models by at least 6x while delivering up to 8x faster performance on Nvidia H100 GPUs. The kicker: zero accuracy loss. ...

Jensen Huang just told the world Nvidia expects $1 trillion in revenue by 2027. That’s double last year’s forecast. But the real story from GTC 2026 isn’t the number — it’s the machine that’s supposed to earn it. Vera Rubin Isn’t a Chip. It’s an Ecosystem. Stop thinking about Nvidia as a GPU company. The star of this year’s GTC is the Vera Rubin platform — a five-rack-scale AI supercomputer built from seven different chips, each purpose-designed for a specific slice of the AI workload. ...

The lights shooting into the Austin sky on Saturday night weren’t aliens. They were Elon Musk doing what Elon Musk does best — staging an event so audacious that you can’t look away, even if you’re not sure you believe a word of it. Inside the defunct Seaholm Power Plant in downtown Austin on March 21, Musk officially launched Terafab — a joint venture between Tesla, SpaceX, and xAI to build what he calls “the most epic chip-building exercise in history by far.” The price tag: an estimated $20–25 billion. The goal: producing one terawatt of computing power per year, with 80% of it destined for space. ...

The AI race has a new front, and it’s not about who builds the smartest model. It’s about who controls the pipes. Meta just signed a $27 billion, five-year infrastructure deal with Nebius Group — a company that, two years ago, was busy shedding its identity as Yandex’s international arm. The deal gives Meta priority access to purpose-built GPU clusters running Nvidia’s next-generation Vera Rubin chips. And it tells us something crucial about where the AI industry is actually heading. ...

Silicon Valley has a new business model: fire humans, hire GPUs. Meta is planning to cut roughly 20% of its workforce — about 16,000 people — to offset the staggering cost of its AI infrastructure ambitions. Reuters broke the story on March 14, citing sources who say top executives have already told senior leaders to start identifying where the axe falls. Meta spokesperson Andy Stone called it “speculative reporting about theoretical approaches.” Translation: we’re not announcing it yet. ...