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OpenAI and Broadcom unveil Jalapeño, first custom AI inference chip; Qualcomm confirms $4B Modular deal; Cerebras completes first earnings

Baseten's $1.5B Series F at $13B, Reflection AI becomes the latest SpaceX tenant, and Groq goes all in on their inference cloud.

Lithography machines in China, Intel-Apple reported collaboration, and AMD acquires memory startup.

FERC fast-tracks AI data center grid connections, SpaceX launches a $20B bond sale, and Architect Labs raises $24M to build custom silicon

Hyperscaler AI capex is projected to exceed operating cash flow in aggregate by Q3 2026 — the self-funded era of the AI buildout is ending.