Amazon, Microsoft, Google, and Meta collectively spent approximately $95 billion in net cash during Q2 2026 on AI infrastructure. The market is already distinguishing winners from the rest—and debt service will be the ultimate judge.
Aug 5, 2026 at 16:40 8 11
Sequoia Capital co-leads a $1 billion equity round in Valar Atomics, a nuclear energy startup. Signal: Tech venture capital is beginning to directly fund the energy layer that AI data centers will consume.
Aug 4, 2026 at 12:01 18 14
The rate limit holiday ends. OpenAI turns the 5-hour caps back on 29 July after patching a GPT-5.6 Sol overconsumption bug that had been running since 12 July - with a claimed 18% net capacity uplift.
Jul 29, 2026 at 12:46 18 11
A new projection: data center consumption could quadruple by 2035. This is the quantified translation of what NY, Dublin, or grid ops have been saying for six months.
Jul 22, 2026 at 12:41 17 9
The AI electric wall is no longer a projection: an entire country has just hit it, and Dublin is the canary.
Jul 13, 2026 at 02:18 3 6
