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The name “Alibaba Token Hub” sounds like strategy-deck language. The org chart beneath it is more serious: model research, cloud delivery and AI applications now share a group, with CEO Eddie Wu personally in charge.

Micron has started volume shipments of its 12-high, 36GB HBM4 memory stacks for Nvidia Vera Rubin platforms, pairing on-package accelerator bandwidth with separate high-capacity system memory and PCIe Gen6 storage tiers.

Meta has outlined plans for four custom accelerator generations developed with Broadcom, shifting internal hardware from recommendation training toward low-precision generative AI inference while sharing rack designs.

Amazon will invest up to $50 billion in OpenAI while securing an expanded eight-year, $100 billion commercial compute commitment tied to AWS Trainium silicon.

Meta has signed a multi-year infrastructure agreement with AMD to support its AI infrastructure with up to 6 gigawatts of AMD Instinct GPUs, aiming to start physical deliveries in the second half of 2026.

The fashionable consumer-AI product begins with an empty chat box. Baidu’s new Personal Super Intelligence group starts somewhere less glamorous and potentially more useful: the documents and folders people already have.

Agreements with Vistra, Oklo, and TerraPower combine operational plant extensions and uprates with long-range advanced reactor builds to feed regional grids serving Meta's domestic data centers.

OpenAI and SoftBank Group are committing $1 billion in developer SB Energy alongside a 1.2 GW lease in Milam County, Texas, tying large-scale cluster expansion to new power generation.

Boston Dynamics has unveiled the commercial production version of its electric Atlas humanoid robot, reserving all 2026 fleet deliveries for Hyundai and Google DeepMind ahead of broader commercial availability planned for 2027.