Moody's says US datacenters will require 426 TWh by 2030, nearly double the 2025 level. New generation needs about $110 billion, while grid connection timelines stretch to seven years.
Amazon could not restore access to some data stored at facilities in the Persian Gulf damaged during the US-Iran war. The company confirmed the data loss.
Factory, which develops AI coding agents called Droids, raised $200 million at a $5 billion valuation, up from $1.5 billion in April. Investors include Khosla Ventures, Blackstone, and Marc Benioff.
Of 94 tracked Taiwanese semiconductor companies, 80 posted year-on-year revenue growth in August 2026 while 14 declined. Median growth was 27%, and six of the ten fastest-growing segments were memory.
A growing number of telecom operators are missing deadlines in the rip-and-replace program to remove Huawei and ZTE equipment from their networks. Against this backdrop Alianza launched the Crux platform to protect phone numbers amid growth in AI services.
Omdia analysts forecast global smartphone shipments will fall 12% year over year in 2026 to 1.097 billion units. Total market value is expected to rise 12% to $651.6 billion, with the average smartphone price reaching $594.
Temporal closed a $550 million Series E round at a $12.55 billion valuation, more than double its February valuation. The round was led by Lightspeed Venture Partners. The company sells a Durable Execution platform for fault tolerance in applications and AI agents; annual revenue exceeded $250 million.
Semicon India 2026 opens in New Delhi on September 17, 2026, with over 600 exhibitors versus 350 in 2025, about 300 of them international. Prime Minister Narendra Modi will open the event after a roundtable with global chipmakers on September 16; the main topic is implementation of the ₹1.27 trillion Semicon 2.0 policy.
Victorian Employment Minister Melissa Horne accused NextDC CEO Craig Scroggie of using AI to write a letter seeking support for the M3 datacentre expansion in Footscray. The project involves 10 hectares, 225 MW capacity, and 24/7 operation; some homes are 15 meters from the site boundary.
Meta has globally launched Meta One subscription bundles combining Instagram, WhatsApp, and Facebook subscriptions with expanded access to the Muse AI assistant. Consumer tiers are Core at $7.99 and Premium at $19.99 per month; for creators and businesses, from $14.99 to $499.
Jio and Canva partnered to give Jio users free access to Canva Pro or Canva Pro Lite for a year, including in Indian languages. The subscription can be activated via the MyJio app.
Anthropic told shareholders it expects positive adjusted operating profit for a second consecutive quarter, per FT and CNBC. Gross margin exceeds 80%, quarterly revenue topped $11.5 billion and annual revenue reached $65 billion. The company filed for a Nasdaq IPO and is preparing a $15 billion credit line.
Cisco relaunched the Splunk platform for the "agentic enterprise": a new Cisco Data Fabric architecture with federated data search without copying, domain AI models and agents for security. It added an on-premises AI POD with Nvidia and a multi-year agreement with AWS.
The developer of Moss and Moss: The Forgotten Relic announced it is closing after 12 years. The Basingstoke studio Polyarc Games said on LinkedIn it is winding down active development.
Amazon Web Services told customers it cannot restore access to its Bahrain cloud facility and one of three UAE zones six months after drone strikes. Damage exceeded the region's fault-tolerance limits; about 60 services were down in April.
A GSMA Intelligence report with Huawei estimates 3.1 billion people are affected by the internet usage gap due to lacking digital skills, trust and AI literacy. Closing it could add about $3.5 trillion to global GDP in 2023-2030, with over 90% of benefits for low- and middle-income countries.
SoftBank confirmed a $50 million donation to Trump's library fund in January 2026, and in March received federal land in Ohio for AI data centers of up to 10 GW. Senators Warren and Blumenthal demand an investigation and a law limiting such donations.
Five operators filed with TDLR to build data centers in Texas. Digital Realty plans an 80-MW DFW45 in Garland for $300M, CoreSite its first Dallas facility for $200M, DataBank DFW15 for $425M, Colovore a 40-MW AUS01 in Hutto for $280M, and Hut 8 Beacon Point in Robstown for $399M.
SoftBank Group shares fell 13% in Tokyo, the biggest drop since July 17, after calls by the heads of Anthropic and OpenAI to slow AI development. The Philadelphia Semiconductor Index lost over 5%, Nvidia 3%, and AMD and Micron 4% each. SoftBank raised an $11.87 billion loan for OpenAI investments.
AVK created AVK Capital to finance and own data center energy infrastructure, selling power via long-term PPAs. The unit is backed by over $1 billion from Partners Group; AVK has a 2 GW pipeline.
GoTo and Workplace Intelligence surveyed 2,500 employees and IT leaders in the US, Europe, India, and Brazil. AI saves over two hours a day, but 80% fear being fired for an AI mistake, and 31% avoid it because of that. Only 24% of small companies have an AI usage policy.
Apple updated US trade-in values: all iPhone values decreased, while iPad and Mac increased. iPhone 17 Pro Max valued up to $885, iPhone Air at $585, same as base iPhone 17. iPad Pro rose nearly 26% to $905, MacBook Pro from $855 to $1315.
Stockholm-based Tandem Health closed a $100m Series B led by Scaleup Europe Fund managed by EQT. Total funding reached $160m. Its AI assistant is used by 10,000 healthcare organizations in 14 European countries, with three modules certified Class IIa under EU MDR.
The Information reported that the unnamed customer in Rum Group's six-year, $13.7 billion compute contract is Anthropic. Services will be provided at a facility in Maysville, Georgia, with the order split into three equal tranches.
Elon Musk again floated a merger of Tesla and SpaceX, citing close cooperation between the two companies he leads as CEO. He gave no timeline or deal details.
DoorDash is investing $125 million in Marc Lore's restaurant business Wonder and buying its campus catering unit for $300 million. Wonder cooks food in its own kitchens and delivers it to customers.
Zankore signed a credit agreement for up to $3.1 billion to deploy Nvidia GPU infrastructure in Indonesia and Southeast Asia. The company is building its first 100 MW, plans about 200 MW by the first half of 2027, with a long-term target of up to 1 GW.
Chipmaker Altera, backed by Silver Lake and Intel, has confidentially filed for an initial public offering. IPO details were not disclosed.
Toronto-based Radical Ventures announced the launch of the Radical Breakouts Fund to invest in late-stage AI companies. The first close exceeded $1 billion (about $1.4 billion CAD), with investors including CPP Investments, PSP Investments, TD and BMO.
At Dreamforce 2026, Salesforce and Siemens announced the integration of the Agentforce platform with Teamcenter Service Lifecycle Management software. Siemens has already deployed Agentforce: AI agents handle 100% of incoming leads in 132 countries for 18,000 sellers, and partner onboarding will be reduced from weeks to days.
