Infrastructure

Amsterdam-listed SWI Group said on Oct. 12 it raised €800 million at a €6.1 billion valuation to convert the US and Swedish sites of Genesis Digital Assets, a former FTX-backed bitcoin miner it controls, to AI workloads and sell its Kazakhstan sites. SWI says Genesis has over 1.3 GW of grid connections. No hyperscaler contract or conversion timeline has been disclosed.

At the OCP Global Summit on Oct. 12, Nvidia contributed Vera Rubin rack and compute-tray designs through its MGX architecture, including an MGX 1.2 spec for racks up to 250 kW and a Vera CPU rack for agent workloads. Meta said it will adopt Spectrum-6 Ethernet switches, Nvidia and Cisco unveiled USFP optics for 400 Gb/s-per-lane fabrics, and Nvidia co-published open data-center and grid-resilience specs.

NTT Data Group is in final talks to build a data center in Osaka for Anthropic, Nikkei reported on Oct. 13, citing multiple sources. According to Reuters' relay, construction could cost up to 1 trillion yen ($6.3 billion), power intake could reach 500 MW, partial operations could start as early as 2028, and the companies aim to sign by March 31. No deal is signed; NTT declined to comment.

Shanghai's Infinigence AI completed a RMB 2.3 billion Series C, bringing total funding to RMB 4.3 billion, according to company materials given to TechNode on Oct. 12. Its platform links 37,000 petaflops across 16 Chinese and international chip types for mixed-chip training and inference. AI Weekly names Tencent, Baidu and Lenovo among backers and reports a confidential Hong Kong IPO filing, which we have not verified.

The Information reported on Sunday, Oct. 11, citing people familiar, that Anthropic has an unannounced multiyear cloud deal with former bitcoin miner IREN. No value, capacity or schedule was reported, and neither company has confirmed. IREN disclosed an unnamed frontier-lab contract in August; whether it is the same deal is unclear. IREN shares rose Monday, by 1% to 4% depending on the time.

Yandex said drones hit its data centre in Russia's Ryazan region on Oct. 8, causing a fire and forcing it to fully suspend the site's operations; it said core consumer services were not affected. Russian outlets put the site in Sasovo. Reuters noted there had previously been no confirmed major Ukrainian drone attacks on Russian data centres. Ukrainian authorities had not commented, per Anadolu, and Yandex did not say who launched the drones.

Samsung Electronics' preliminary guidance puts July–September 2026 operating profit at about ₩107.4 trillion on sales of about ₩195 trillion, nearly nine times a year earlier. The Korea Times says it is the first time a Korean company has topped ₩100 trillion in a quarter. Samsung gave no division split; analysts estimate memory, including HBM4 for Nvidia's Vera Rubin, earned around ₩110 trillion while the devices unit lost money. Final results are due Oct. 29.

Four months after Nvidia and Microsoft announced RTX Spark PCs for local AI agents, Microsoft opened pre-orders for the first one: the Surface Laptop Ultra from $2,599, available Oct. 16, with a $5,999 US-only Surface Dev Box in November. Nvidia named eight PC makers. Microsoft also made Microsoft Execution Containers, a policy-driven containment layer for AI agents on Windows, generally available. Specs are vendor figures, and there are no independent reviews yet.

Google and Constellation announced a 20-year PPA for 890 MW of new capacity from equipment and efficiency uprates at 11 nuclear units across Illinois, Pennsylvania and New Jersey, with the first uprate expected by 2028. Google also signed a 15-year supply agreement for a further 2.7 GW in PJM that is not tied to a specific generation source — total contracted 3.59 GW — only the 890 MW tranche is new nuclear capacity. The companies frame the deal as a response to PJM's Bring Your Own Power proposal. No price disclosed.

Mint reported that on Oct. 6 the Andhra Pradesh High Court bench of Chief Justice Lisa Gill allowed Vizag Hyperscale Data Center Park Ltd — the Adani Infra SPV building the Google–Adani Visakhapatnam AI data centre — to keep working on the site "at its own risk and cost," with any investment made not vesting equities if the final decision goes against the project. The court is hearing a PIL by activist Bolisetty Satyanarayana alleging environmental-permission gaps and use of temple-trust land; the state says the land was leased, not transferred. This is one outlet's account of an interim order; The Hindu's Oct. 5 pre-ruling piece names a different respondent (Raiden Infotech) in related coverage.

Greenko founders’ AM Intelligence announced two further firm, binding orders for 20,000 Nvidia Rubin GPUs as Vera Rubin NVL72 systems across about 70 MW in India and Malaysia, delivery Q2 2027. With its Aug. 25 Hyderabad order for 9,000 GPUs, committed capacity is about 29,000 Rubin GPUs and close to 100 MW. Mint, citing two people, puts the new orders at about $4 billion — a figure not in the company release. A further 300 MW / $20B+ plan is an intention, not financing in hand.

Schneider Electric and PTC signed a definitive agreement on Oct. 5 for Schneider to buy PTC for $205 per share in cash — about $22.6 billion of equity value (€20.1 billion) and $23.7 billion enterprise value, a 42.3% premium to PTC’s last close. Financing is a Morgan Stanley / Société Générale bridge to be refinanced with roughly €5–6 billion of equity and €16–17 billion of debt. Closing is targeted by Q3 2027, subject to PTC shareholder and regulatory approval. Schneider’s shares fell about 4.7% on Tradegate before the open.

Nvidia’s October 2 blog says a 64GB unified-memory DGX Spark configuration — same GB10 Grace Blackwell Superchip, DGX OS, and Nvidia AI stack as the higher-memory SKU — goes on sale Friday, Oct. 23 from Acer, ASUS, Dell, Gigabyte, HP, and MSI, starting at $4,999. Nvidia says it supports up to 100-billion-parameter models on device; two units can pool to 128GB. The up-to-1.7x cluster figure is Nvidia’s own Qwen 3.8 27B test.

AWS CEO Matt Garman posted that Amazon will add more than $1 billion over five years — on top of existing community spending — under Built Together for U.S. data-center communities, and codified a Data Center Commitment that includes ending nondisclosure agreements with government agencies on these projects. Garman asserts more than 100 data-center moratoriums are being considered. GeekWire matches the dollars and NDA change and reports Amazon said the NDA shift is forward-looking.

San Francisco photonics startup Volantis closed an $88 million Series A co-led by Lachy Groom and Abstract Ventures to build optical chip-to-memory interconnect for AI inference. First integrated engines are claimed for 2027 customer delivery; A-1 performance targets remain company claims without independent benchmarks.

SK Hynix began Nasdaq trading after pricing ~$26.5B of ADRs at $149—largest ADR debut on record. HBM scarcity that powers AI GPUs now sits in U.S. dollar liquidity next to infrastructure names; capital-markets event, not a tech launch.

TeraWulf signed a 20-year lease with Anthropic for ~401 MW at Justified Data in Hawesville, KY—~$19B contracted revenue, initial capacity H2 2027. Claude-scale compute as multi-year industrial build; neocloud operators re-rate on single lab anchors.

NVIDIA and Microsoft position RTX Spark Windows PCs as the first client machines built for personal AI agents — 1 petaflop, up to 128GB unified memory, full-stack NVIDIA AI/graphics. The trade is latency-private local agents vs thin UIs over remote APIs; vendor power-efficiency claims are unaudited.

Anthropic’s SpaceX Colossus 1 deal (>300 MW, >220k NVIDIA GPUs) lands with immediate Claude Code five-hour limit doubles, peak-hour cuts removed for Pro/Max, and higher Opus API limits. Multi-cloud compute (AWS, Google, Azure, now SpaceX) is the product lever — capacity figures are company-stated.

Pony.ai’s next-gen L4 domain controller pairs dual NVIDIA DRIVE AGX Thor SoCs over NVLink on DRIVE Hyperion — up to 4,000 FP4 TFLOPS vendor max — for robotaxi/robotruck and third-party mobility. Specs and 500%+ 2025 controller shipment growth are company claims; independent L4 safety audits are not in the release.

Anthropic’s Project Glasswing channels Claude Mythos Preview — claimed thousands of high-severity vulns across major OSes/browsers — to ~12 named partners plus 40+ orgs, with up to $100M usage credits and $4M OSS security donations. Lab cyber benches beat Opus 4.6; independent public red-team replication is not the release.

Anthropic expands Google/Broadcom next-gen TPU deal: multiple gigawatts, mostly U.S., starting 2027 — part of its $50B American infrastructure commitment. Cites >$30B revenue run-rate and >1,000 $1M+ business customers. Broadcom 8-K ~3.5 GW allocation noted. Multi-cloud Claude stays; AWS remains primary trainer.

At GTC 2026 (through March 19), NVIDIA detailed NemoClaw: reference stack for OpenClaw with OpenShell runtime sandboxing, policy enforcement, privacy routing, and enterprise guardrails across cloud, on-prem, and RTX. Huang: every company needs an OpenClaw strategy — security as the enterprise unlock, still vendor stack.

Gemini API changelog (March 18): combine built-in tools (Search, Maps, etc.) with custom function calling in a single generateContent request; Grounding with Google Maps supported for Gemini 3. Less glue for multi-tool agents — still Google’s stack and Maps as the geo ground truth.