3 November 1

1. 09:07

   AI Data Centers Draw Over $3 Trillion in Big Tech Commitments

   Five major technology firms have committed more than $3 trillion to future spending on AI data centers, equipment, power and leases, according to October 2026 tallies.

   3 min

31 October 1

1. 23:27

   AI Compute Capacity Doubles Every 9 Months as Chip Sales Surge, Epoch AI Finds

   Epoch AI's October 2026 report tracks quarterly additions of AI computing capacity measured in H100-equivalents, showing sustained growth from major chip vendors.

   3 min

28 October 2

1. 15:29

   AWS Capacity Sold Out Through 2027 as AI Demand Strains Cloud Infrastructure

   Amazon CEO Andy Jassy reported on October 23 that AWS capacity for 2026 is fully committed and 2027 is largely sold out, driven by AI infrastructure needs.

   3 min
2. 12:22

   Anthropic IPO Filing Reveals $417 Billion Compute Commitments for Nasdaq ANT Listing

   Anthropic filed its S-1 on October 26, 2026, for a Nasdaq listing under ticker ANT, disclosing $417 billion in future compute obligations and rapid revenue growth.

   3 min

19 October 2

1. 21:27

   AWS Bedrock Enterprise LLM Expansions Target Regulated Industries with New Compliance Features

   AWS continues to strengthen Bedrock with additional frontier models, managed agents, and regional compliance options suited to regulated sectors.

   2 min
2. 11:07

   Meta Muse Spark Open 816B Model Released for Coding and Agentic Tasks

   Meta released Muse Spark Open, an 816-billion-parameter open-weight multimodal model designed for complex coding and agentic tasks, on October 15, 2026.

   3 min

18 October 1

1. 21:27

   Nvidia Q3 2026 Earnings Deliver Record $51 Billion Data Center Revenue

   Nvidia posted $57 billion total revenue for Q3 FY2026, with data center revenue hitting a record $51.2 billion on sustained AI infrastructure spending.

   3 min