Pillar · Infrastructure

AI Infrastructure & Compute

The trillion-dollar build-out. Hyperscaler capex, data centers, GPU supply, neoclouds, power agreements, and the economics of AI compute.

All infrastructure coverage (3)

OpenAI Commits $20B+ to Cerebras Chips Over Three Years, Receives Equity Stake Up to 10%
Infrastructure

OpenAI Commits $20B+ to Cerebras Chips Over Three Years, Receives Equity Stake Up to 10%

OpenAI has agreed to spend more than $20 billion over three years on servers powered by Cerebras chips — more than double the $10 billion deal the two companies
Anthropic Hits $30 Billion Revenue Run Rate, Signs CoreWeave Infrastructure Deal
Infrastructure

Anthropic Hits $30 Billion Revenue Run Rate, Signs CoreWeave Infrastructure Deal

Anthropic disclosed on April 10, 2026 that its annual revenue run rate has surpassed $30 billion — a staggering leap from the $9 billion run rate the company re
Google Ships Gemini 3.1 Pro With Double the Reasoning Power — Plus Computer Use, Multimodal Embeddings
Infrastructure

Google Ships Gemini 3.1 Pro With Double the Reasoning Power — Plus Computer Use, Multimodal Embeddings

Google released Gemini 3.1 Pro in February 2026, delivering more than double the reasoning performance of Gemini 3 Pro with a 1-million-token context window and