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AI Infrastructure & Compute

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

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Editorial photograph of an Anthropic San Francisco headquarters sign with a $965B valuation chart and a Mythos rollout countdown overlay marking the June 1 2026 announcement NEW
Infrastructure

Anthropic Hits $965B, Greenlights Mythos Wide Release

Anthropic closes a $65B round at a $965B valuation on May 29, 2026, eclipsing OpenAI's $852B, and greenlights Mythos-class models for wide release in coming weeks.
OpenAI logo overlaid on Amazon Web Services data center hall with server racks, illustrating the end of Microsoft Azure exclusivity and the new Bedrock distribution deal
Infrastructure

OpenAI Models and Codex Land on AWS Bedrock as Microsoft Exclusivity Ends

On April 27 and 28, 2026, OpenAI ended Microsoft Azure exclusivity and made its models, Codex coding agent, and Bedrock Managed Agents available on AWS — the largest distribution shift in OpenAI's his