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Meta Data Center Deal Tests Limits of AI Debt Markets

Bond markets are getting tough for lower-rated borrowers. One example: CleanSpark, which is developing a data center for Meta Platforms, had to offer investors big concessions to land financing earlier this month. That deal is among the clearest signs yet that financing the data center boom is getting expensive across the board, and investors are getting picky about which new projects they’ll back. The bank loan market too is showing signs of strain, with some lenders like...

Revenue Quintupled at AI Memory Maker Micron

Micron’s gain is everyone else’s pain.

Microsoft Science President Peter Lee to Step Down

Lee is the latest in a string of senior executive departures from Microsoft announced this year.

Google Unveils Gemini 4 Argon, Pricing It Well Below Rivals

Company’s first new flagship frontier model in nearly a year will initially be available only to cybersecurity partners

Exclusive: Meta’s Muse Tops 3 Million Weekly Users

More than 1 million people now send prompts on Muse each day, according to internal data reviewed by The Information.

DeepSeek Open-Sources Software Tools for Huawei AI Chips

The move is part of DeepSeek’s push to adopt Huawei chips for its AI models, as China tries to reduce its dependence on Nvidia.

Banks Including SocGen, MUFG Pull Back From Data Center Loan Deals

With some lenders becoming more selective, companies may struggle to line up financing for planned data center projects.

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Sydney Sweeney-Backed Novig Raised at $2 Billion Valuation

Novig, a sports-only prediction market, saw its valuation jumping from $500 million in Feb.

Apple Plans Aggressive New Push Into Smart Home

Bloomberg reports the company will soon launch a smart home hub, as well as updated speaker and TV set top box.

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Exclusive: GPU Cloud Provider GMI Raises $668 Million From Nvidia and Others

It’s one of seven firms that build facilities entirely based on Nvidia’s recommendations.

President Trump Announces ‘Super Intelligence’ Accord, Renames AI

The joint commitment from OpenAI, Anthropic and others includes broad agreements around internal controls and auditing.

Google, Microsoft Join Industry Group to Standardize Enterprise Data For AI

The search and cloud provider becomes the latest major software company to join Apache Ossie, an industry group working to help AI tools access data.

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OpenAI in Early Talks to Raise $30 Billion Before an IPO

Investors' interest in OpenAI comes before an expected IPO in 2027.

Meta Adapts Muse Agent For Small Businesses

The adaption adds integrations with Slack, QuickBooks, Zoom and other workplace tools, allowing small businesses to manage operations across multiple apps in one place.

OpenAI Nears $70 Billion in Annualized Revenue

Its revenue pace has grown around 70% from the beginning of the third quarter.
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