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Google will pay SpaceX $920 million a month for compute
A SpaceX filing shows Google renting about 110,000 NVIDIA GPUs from October 2026 through June 2029.

Google launches two new AI chips to compete with Nvidia
The eighth-generation TPU splits into TPU 8t for training and TPU 8i for inference, with up to 3x faster training.

OpenAI raises $122 billion at an $852 billion valuation
The largest funding round in tech history. OpenAI says it now makes about $2 billion in revenue a month.

Nvidia unveils DLSS 5: generative AI makes games more photorealistic
At GTC, Jensen Huang showed DLSS 5, which uses AI to predict parts of the image so games look better with less compute.

Yann LeCun's AMI Labs raises $1.03 billion for world models
The Paris-based startup is valued at $3.5 billion pre-money, with Nvidia, Samsung and Toyota among its backers.

ChatGPT reaches 900 million weekly users
OpenAI says ChatGPT has 900 million weekly users and 50 million paying subscribers, and it has raised $110 billion in new funding.

Wayve raises $1.2B from Nvidia, Uber and three automakers
The British self-driving startup is now valued at $8.6 billion, with Mercedes, Nissan and Stellantis among its backers.

Anthropic: three Chinese labs used 24,000 fake accounts to learn from Claude
Anthropic says DeepSeek, Moonshot and MiniMax generated more than 16 million exchanges with Claude to train their own models.

Ricursive Intelligence raised $335M in four months
A startup that uses AI to design chips is now valued at $4 billion. Its founders created Google's AlphaChip.

Sequoia to invest in Anthropic as valuation reaches $350 billion
According to the Financial Times, Anthropic is looking to raise $25 billion or more. Sequoia, already an investor in OpenAI and xAI, is set to take part.

Taiwan to invest $250 billion in US chip manufacturing
Under a new deal, Taiwanese companies will invest $250 billion directly in the US. Only 10% of semiconductors are made in the US today.

US imposes 25% tariff on Nvidia H200 chips headed to China
Trump signed a proclamation taxing advanced AI chips that pass through the US on their way abroad. AMD's MI325X is also covered.

Elon Musk's xAI raises $20 billion
The Grok maker claims 600 million users. The money goes to data centres and new Grok models, as several countries investigate Grok.

Nvidia launches Vera Rubin: up to 5x faster than Blackwell for AI
Jensen Huang told CES 2026 that Vera Rubin is in full production, with OpenAI, Anthropic and AWS among its users.