AI Industry Intelligence

Two dedicated methane plants for Nevada data centres show AI load being met with new fossil generation rather than existing grid capacity.

SGC Energy and Vertiv will deploy PowerNexus at a planned AI data centre in Gunsan, South Korea.

Bloom Energy entered the S&P 500 on the back of fuel-cell demand from AI data centres.

Arm is trying to set the common silicon standard for physical AI before robotics fragments across mining, agriculture, manufacturing and transport.

Huang used a Wall Street audience to reset expectations on how close AGI actually is.

Reversible computing treats waste heat as recoverable rather than as the unavoidable price of a calculation.

Data centre GPUs last five years physically but get replaced in two to four, and the gap is creating a resale and GPU-as-a-Service market.

Samsung Electronics leading a EUR3bn round makes a strategic chipmaker the anchor investor in Europe's main open-weight lab.

Mistral is framing sovereign, open-weight models as the technology frontier rather than a budget alternative.

A stealth startup is targeting the weakest part of current agents: planning for events they were not prepared for.

A multi-agent framework compromised thousands of credentials in under six hours, moving agentic attack tooling from theory to observed practice.

ChatGPT is back to 55.5 percent of chatbot web traffic, but its year-over-year lead fell from 73.3 percent as Claude grew nearly fivefold.

Lightsage raised $4M to help software companies sell to autonomous agents rather than to human buyers.