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Anthropic Adds ant apply to Manage Claude API Resources as CodeGPT-6 Astra Hits 99.9% on ARC-AGI-3, but Scores 62.7% in a Shar...Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With...Microsoft Releases MAI-Transcribe-2 at 10 Cents an HourxAI Opens Grok Bot to Enterprises With Controls for Autonomous...Figure Signs $3.5B Nscale Deal for Up to 100,000 GPUs for Human...Anthropic Adds ant apply to Manage Claude API Resources as CodeGPT-6 Astra Hits 99.9% on ARC-AGI-3, but Scores 62.7% in a Shar...Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With...Microsoft Releases MAI-Transcribe-2 at 10 Cents an HourxAI Opens Grok Bot to Enterprises With Controls for Autonomous...Figure Signs $3.5B Nscale Deal for Up to 100,000 GPUs for Human...

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Showing 1-4 of 4Results matching "Alpha"

Earlier this week

1 story
Platform shiftInfrastructure

McKinsey Sees $7 Trillion Data-Center Buildout by 2030, Raising the Stakes for Power Gear

The forecast is an estimate, not committed spending. But rising orders, backlogs and liquid-cooling deployments show why electrical distribution and thermal management are becoming central to the AI infrastructure race. Recent results from Schneider Electric, Vertiv and Eaton show strong demand across power distribution, cooling and electrical equipment.

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Last week

1 story
Enterprise adoptionInfrastructure

Rezolve Says Google Cloud Selected Its Database for 100TB Deployment; Terms Unclear

The stated assignment is a concrete data-validation job inside Google Cloud Web3, but the release leaves the deployment’s financial weight impossible to gauge. Rezolve AI says Google Cloud selected its distributed database for blockchain-data indexing and pipelines, beginning with about 100 terabytes of historical data across 10 networks. Alphabet shares were essentially flat in that Wednesday session.

2 min readRead story

August 2026

2 stories
ResearchInfrastructure

UBS Sees $4.1 Trillion AI Infrastructure Buildout Through 2028

The forecast suggests the AI race is becoming a long-duration infrastructure commitment, not a short server cycle. The financial test is whether demand, utilization and cash flow can catch up with the capacity now being planned. UBS projects hyperscaler capital expenditures will total about $4.1 trillion from 2026 through 2028, a spending wave that would put annual outlays at $1.619 trillion by the final year.

3 min readRead story