
Applied Digital Lands a 5.2 Billion Dollar Hyperscaler Lease as Its AI Factory Portfolio Hits 36 Billion
A third lease with an unnamed hyperscaler pushes Applied Digital's contracted revenue to 36 billion dollars and 1.4 gigawatts, sending shares up more than 10 percent and cementing a build-to-suit model for the AI buildout.
Google Bets the Enterprise on Agents: Inside the Gemini Enterprise Agent Platform and 8th-Gen TPUs
At Cloud Next 2026 Google reframed its entire stack around autonomous agents, unveiling the Gemini Enterprise Agent Platform as the successor to Vertex AI, eighth generation TPUs delivering 121 exaflops, and a Virgo network fabric that wires 134,000 chips into a single computer.

Oracle's 553 Billion Dollar Backlog Meets Reality: The AI Capacity Bet Ahead of Earnings
Oracle reports earnings on June 10 carrying a 553 billion dollar backlog and a 50 billion dollar capital budget, and the question is no longer whether AI demand exists but whether the company can fund the capacity to serve it.

Nvidia and SK Group Sign a Full Stack AI Alliance, From HBM4 Memory to Korea's First AI Factories
Nvidia and SK Group widened a memory supply deal into a sweeping alliance covering HBM4 chips, GPU-designed silicon and the first DSX AI factories in Korea, a sign that AI infrastructure is now a national, multi-decade commitment.