Volantis raises $88M to link compute and memory with photonics, Nebius buys Inferize, and Tencent leases 100,000 chips from Oracle.
Oct 2, 2026
Blackfuel exits stealth with $250M+ in contracted inference revenue, CScale raises $145M for optical interconnect, GMI Cloud closes over $660M, and Micron guides to $61.5B.
Oct 1, 2026
Synopsys and Amazon sign a $1B+ custom silicon agreement, Baseten joins OpenAI's marketplace as OpenAI nears $70B in run-rate revenue, and Efficient Computer raises $97M.
Sep 30, 2026
Anthropic's IPO leaked prospectus lists $518B in compute commitments, AMD buys World Labs for $8.2B, and SiMa.ai raises $150M.
Sep 29, 2026
Nscale raises $3.36B ahead of its IPO, DensityAI nears a $10B valuation and an AWS chip deal, and Siemens launches an AI EDA tool with TSMC.
Sep 28, 2026