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OpenAI confirmed to Business Insider that it is rebranding its data center facilities as 'compute campuses,' saying the term better reflects the scale of its AI infrastructure investments in computing, energy and jobs. The company said it wants host communities to help shape and share in the benefits of these projects.
PsiQuantum has revealed its first publicly disclosed Optical Circuit Switching device, an 8x8-radix demonstration built using the silicon photonics platform it originally developed for quantum computing. Lab testing showed 1.2 dB insertion loss, 40 dB crosstalk, and under 3 ms reconfiguration time without amplification, surpassing the company's initial targets. PsiQuantum is distributing samples to select prospective customers and plans to announce commercial products in coming months.
OpenAI is now seeking up to $20 billion in its latest funding round, down from an earlier target of $30 billion, CNBC confirmed, citing a person familiar with the matter. The Financial Times reported the round would value the company at $1.25 trillion post-money, with UAE investors and Coatue leading, and a Friday deadline set for investor commitments that led some to reduce their stakes.
A commentary highlights that skilled trade jobs—such as electricians and manufacturing workers—remain undervalued in public perception despite their importance to infrastructure and industry. The piece contrasts the prestige attached to white-collar careers like business degrees with the lesser regard given to trade professions.
Alphabet, Amazon, Meta and Microsoft have disclosed plans to spend over $740 billion combined on capital expenditures this year, largely tied to AI data centers and chips. Alphabet reported negative free cash flow of $9.1 billion in the third quarter, its second straight quarterly loss on that measure, even as its quarterly capex rose to $51.4 billion. The news hit markets Friday, with the Nasdaq falling 2.9% and chip stocks including Nvidia, Broadcom and Qualcomm declining sharply, following Alphabet's 12% drop the prior day that erased $500 billion in market value.
An Entrepreneur contributor outlines nine technology-related problems that can quietly undermine business growth, including outdated systems, fragmented applications, poor data management and weak cybersecurity. The piece argues these issues often start small but compound as a company expands, eventually raising costs and limiting scalability.
Romania-based Runware says it is building a second factory to manufacture its modular Sonic Inference Pod data centers on a production line, similar to automobile manufacturing. CEO Flaviu Radulescu told TechCrunch the company aims to scale to 30 megawatts of data center capacity per day by 2028, with pods installable on customer sites within 48 hours.
In their latest quarterly reports, Meta, Amazon and Alphabet all disclosed negative free cash flow, with Amazon's outflow reaching $42.4 billion, Alphabet's $9.07 billion, and Meta's $2.12 billion. Microsoft remained cash-flow positive but saw generation fall 27% to $18.63 billion and said it will tap bond markets to fund further AI infrastructure spending.
Foxconn Chairman Young Liu told CNBC the company aims to grow its AI server market share from roughly 40% today to about 45% next year and 50% within a couple of years. Liu said Foxconn's production capacity is fully booked for at least 18 months, driven mainly by AI model developers and cloud providers, and that AI infrastructure could make up 60-65% of revenue within three to five years.
On Amazon's quarterly earnings call, CEO Andy Jassy said AWS, now at a $184 billion annualized revenue run-rate, could become a trillion-dollar business within five to ten years. He confirmed Amazon expects roughly $220 billion in cash capital expenditures in 2026, mostly for AWS, with even higher spending planned for 2027, and forecast AWS revenue growth above 40 percent in both 2027 and 2028.
Fast Company's AI Decoded newsletter examines Anthropic's investor pitch, noting that the company is presenting strong revenue growth projections to potential retail investors. The analysis points out that these projections are paired with heavy infrastructure spending commitments and no clear timeline for profitability.
A new Sierra Club analysis projects that US power sector carbon dioxide emissions could climb 42 percent between 2025 and 2030, driven by fossil fuel plants built to supply electricity for AI data centers. The group estimates this would add 618 million tons of CO2, roughly equal to annual emissions from over 128 million homes, erasing about 15 years of prior emissions cuts. A separate June academic study estimated a smaller 28 percent rise, while the Environmental Defense Fund reported this month that planned US fossil fuel capacity additions are the highest in a decade.