Crown Castle forecasts 3.6% organic growth in 2026, calling it the low point. The company expects AT&T 600 MHz spectrum deployment, FCC auctions and AI workload demand, and is testing edge placement with Available Infrastructure.
Spotify launched Fresh Finds Forward: artists added to Fresh Finds playlists after January 1, 2026, will receive 12 months of resources—free studio time, early access to tools, Landr and Splice subscriptions, and 6 months of therapy via BetterHelp. Royalty rates remain unchanged.
Apple accepted Samsung's Q1 2027 memory supply offer at prices 30-40% above current rates: DRAM around $2 per GB and NAND at $0.33 per GB, risking further iPhone price increases including budget models.
AXG and Digital Realty announced a partnership on September 17, 2026, letting system integrators and MSPs offer fully managed private infrastructure as a service across 31 markets in more than 30 countries, covering private AI, edge, cloud repatriation and neo-cloud capacity.
Naver officially stated it abandoned acquiring a stake in delivery service Baemin due to changed business conditions. Uber, which previously agreed to buy 100% of Delivery Hero for $14.8 billion, will become the sole leader in South Korea's delivery market.
DoorDash said Costco members can order same-day delivery from every Costco warehouse in the US. Uber expanded its Costco delivery partnership from 17 to 47 US states.
Microsoft filed an application with Georgia's Department of Community Affairs for the ATL50 project: two three-story buildings totaling 910,000 sq ft (84,540 sq m) on an 88-acre site in Union City, southwest of Atlanta. The site is planned to launch in 2032.
Wealth created by Anthropic and OpenAI is overshadowing layoffs and an unstable job market in San Francisco. Engineers are not feeling the benefits of the AI boom ahead of both companies' IPOs.
Spotify expanded its podcast partner program, which lets creators earn from ads and Premium subscriptions, to 35 regions. Italy, Spain, Brazil, Mexico, Colombia, Poland, Chile, the Dominican Republic and the Bahamas join in the fall. Video podcast consumption is up 140% since 2022.
Indian Prime Minister Narendra Modi opened the fifth Semicon India 2026 forum in Dwarka, New Delhi, on his 76th birthday. Under Semicon India 1.0, 12 projects were approved and three companies have started making chips for domestic and export markets. More than 600 companies, delegates from 52 countries, over 400 executives and 100 speakers are taking part.
CleanSpark, through subsidiary CSDC Finance I, is offering $2.227 billion in senior secured notes due 2031. Proceeds will fund the completion of the Sandersville data center in Georgia, where a tenant will take 175 MW of IT load with deliveries from Q4 2027.
While resistance to AI data center construction grows in some regions, Lithuania and several other countries are offering investors energy, favorable policies, and sovereignty, hoping to win the AI compute race.
Aligned Data Centers has broken ground on the 2 GW Project Phoenix campus in Shippingport, Pennsylvania. The three-building project will be located next to a former coal power plant and will be powered by its own energy source, not the local grid.
CoreWeave, a provider of computing power for AI systems, plans to raise $3 billion through the issuance of convertible bonds.
As Apple's executive chairman, Tim Cook retained responsibility for government relations, including attending a White House dinner for Xi Jinping. This shields new CEO John Ternus from political disputes over immigration, DEI, and US-China relations.
According to a McKinsey and SEMI Foundation report, the U.S. will face a shortage of up to 157,000 chip manufacturing specialists by 2030. Samsung, TSMC, and Micron are competing for talent while expanding plants in Arizona, Texas, and Idaho, yet only 3% of engineering graduates enter the semiconductor industry.
Tata Sons board on September 17 approved N Chandrasekaran's reappointment as executive chairman for another five years by majority vote. He reversed his August decision not to seek another term; his current term expires in February 2027.
According to Nikkei Asia, Japan and the US are negotiating the construction of a semiconductor plant under a $550 billion investment agreement. The project is estimated at 2–3 trillion yen ($12.9–19.3 billion) and will be managed by GlobalFoundries, which produces mature and specialty logic chips. No official confirmation yet.
The union at Micron's Taiwan unit demanded that 15% of operating profit be allocated to employee bonuses, while the company's proposed plan offers only 4–5%. Micron is offering Taiwanese employees a one-time bonus of NT$1 million (about $32,692) and stock compensation. The union does not rule out a strike if there is no concrete response in negotiations on 18 and 21 September.
VodafoneThree and Ericsson activated an upgraded cloud 5G core as part of a SEK12.5 billion ($1.3 billion) project. The core will enable network slicing, AI services and improved network resilience within £11 billion of investment after the Vodafone UK and 3 UK merger.
A new European technology fund is in talks to invest in British AI startup ElevenLabs, according to Bloomberg sources. The amount and terms of the deal have not been disclosed.
Nokia and Microsoft are joining forces in data collection, storage, and analysis to accelerate the adoption of AI automation in networks. Details of the partnership and timelines have not been disclosed.
Hello Robotaxi (Shanghai Zufu Intelligent Technology) closed a funding round of about $100 million led by Shanghai Guotou Venture Capital. Post-money valuation is nearly $3 billion. Funds will go to a GPU cluster, end-to-end AI models, and data pipeline; over 100 units of the first mass-produced L4 vehicle HR1 have been produced.
According to an 8x8 survey, 52% of respondents said the CIO is held responsible for AI agent errors, while only 6% said legal or compliance leaders are. IDC predicts that up to 200 large companies will face lawsuits, fines, or CIO dismissals due to poor AI agent governance.
AMD is deepening its regional AI strategy in China while Nvidia gradually exits the high-performance AI accelerator market due to US export restrictions. The company is betting on local developer ecosystems.
The Indian government introduced a 0.4% MDR fee on UPI payments above 2000 rupees (capped at 300 rupees for payments of 75,000 rupees or more). Paytm shares rose 7%, and Jefferies and Goldman Sachs raised revenue and profit estimates for fintech companies.
Data center developer Crusoe raised $3.9B in a round co-led by Atreides, Valor, and Mubadala. The company's post-money valuation reached about $30.9B. Funds will go toward developing factory-built data centers.
LIAN Group, which develops infrastructure for AI and computing, is considering an initial public offering that could raise about $500 million.
Rhodium Group estimated the combined revenue of all Chinese AI models at about 10% of OpenAI and Anthropic. DeepSeek ARR is $500 million, MiniMax $800 million, Moonshot $1 billion, Z.ai $1.8 billion, versus $40 billion for OpenAI and $65 billion for Anthropic. Chinese startup valuations are inflated: 50x and 163x revenue versus 34x and 21x for US companies.
Google partnered with Sweden's Stegra to launch the first large-scale green-hydrogen steel plant in Boden, Sweden. The technology cuts emissions by up to 95%, and Google will receive certificates for 91,000 tonnes of first-year steel and use the material in data centers to reduce embodied carbon by up to 40%.
