Infrastructure

On July 10, 2026, South Korea’s SK Hynix started trading on Nasdaq (when-issued SKHYV, then SKHY), after pricing about $26.5 billion of American Depositary Receipts at $149—the largest ADR offering on record and a landmark U.S. listing for the HBM memory supplier that underpins modern AI GPUs.

On July 6, 2026, TeraWulf announced a 20-year lease with Anthropic for a purpose-built AI campus at its Justified Data site in Hawesville, Kentucky—expected to generate about $19 billion in contracted revenue. The site targets ~401 MW of critical IT load, with initial capacity in H2 2027 and full capacity by early 2028.

On May 31, 2026, NVIDIA announced with Microsoft that NVIDIA RTX Spark powers the world’s first Windows PCs purpose-built for personal AI agents, featuring 1 petaflop of AI performance, high power efficiency, full-stack NVIDIA AI and graphics technology, and up to 128GB of unified memory. The systems target on-device agent workloads rather than cloud-only assistants.

On May 6, 2026, Anthropic announced a partnership with SpaceX to use the full capacity of the Colossus 1 data center—more than 300 megawatts and over 220,000 NVIDIA GPUs—enabling immediate increases in usage limits for Claude Code and the Claude API, building on prior multi-gigawatt deals with Amazon, Google, Microsoft, and others.

On April 25, 2026, Pony.ai announced a new-generation Level 4 autonomous driving domain controller developed in collaboration with NVIDIA, built on the NVIDIA DRIVE Hyperion platform and powered by DRIVE AGX Thor SoCs with NVLink interconnect, delivering up to 4,000 FP4 TFLOPS of compute performance.

On April 7, 2026, Anthropic announced Project Glasswing, a collaborative initiative with major tech companies to use its new frontier model, Claude Mythos Preview, to identify and fix vulnerabilities in the world’s most critical software before malicious actors can exploit them.

On April 6, 2026, Anthropic announced an expanded partnership with Google and Broadcom for multiple gigawatts of next-generation TPU capacity expected online starting in 2027, as the company scales its frontier Claude models amid surging customer demand.

During NVIDIA GTC 2026 (March 16–19), NVIDIA detailed NemoClaw, a reference stack for OpenClaw that adds OpenShell runtime sandboxing, policy enforcement, privacy routing, and enterprise guardrails to make autonomous AI agents more secure and deployable in production environments.

On March 18, 2026, the Gemini API changelog detailed the release of built-in tools and custom function calling combination support plus native Grounding with Google Maps for Gemini 3 models, allowing unified tool use in a single API call.

At the March 16, 2026, GTC keynote in San Jose, NVIDIA CEO Jensen Huang unveiled the Vera Rubin full-stack platform, a new generation of seven specialized chips and rack-scale systems purpose-built for the demands of agentic AI and large-scale AI factories.

NVIDIA's GPU Technology Conference (GTC 2026, March 16-19) emphasized agentic AI deployments, physical AI (robotics and embodied systems), and the infrastructure needed to scale them. Keynotes and sessions highlighted production use cases and new tools for developers.

NVIDIA and Taiwan Semiconductor have revealed a co-designed next-generation AI chip that integrates advanced packaging, custom memory, and optical interconnects. The partnership aims to break through current power and bandwidth walls for 2027 systems.

As part of their deepening collaboration, NVIDIA and TSMC are advancing standards and technology for co-packaged optics in next-generation AI accelerators. The technology promises to overcome bandwidth and power limitations in massive GPU clusters for 2026-2027 systems.

On February 3, 2026, Cerebras Systems announced the close of a $1 billion Series H round at approximately $23 billion post-money valuation. The round, led by Tiger Global with participation from Benchmark, Fidelity, AMD, Coatue and others, funds continued development of its Wafer Scale Engine AI processors and inference/training systems.

On January 9, 2026, OpenAI and SoftBank Group each invested $500 million in SoftBank’s SB Energy as part of the Stargate AI infrastructure push. OpenAI also selected SB Energy to build and operate its 1.2 GW data center site in Milam County, Texas, tying model demand to power-and-campus execution partners.