Ai Infrastructure news and trends

Lambda Targets $14.5 Billion Valuation in Final Pre-IPO Round
Investments // October 06, 2026

Cloud computing company Lambda is raising as much as $4 billion in a funding round that will value the company at $14.5 billion, excluding the money raised, the Wall Street Journal reported Tuesday (Oct. 6), citing unnamed sources. Lambda is raising this funding in a final round before a...

As AI Assistants Fight Over Shoppers, Infrastructure Gets Paid Either Way.
Retail // September 30, 2026

In April 1956, a trucking executive named Malcom McLean loaded 58 metal boxes onto a converted tanker in Newark and sent it to Houston. Nobody threw confetti. The longshoremen hated it. But the math was hard to argue with. Loading a ship by hand cost...

Samsung Invests $1 Billion in Helix to Drive AI Infrastructure Pivot
Artificial Intelligence // September 29, 2026

Samsung is investing $1 billion in Helix Digital Infrastructure, an artificial intelligence infrastructure company established by global investment firm KKR and launched in June, Samsung said in a Tuesday (Sept. 29) press release. Samsung Electronics will invest $500 million, while five other Samsung affiliates will...

Apollo Backs AI Hardware Startups to Win Future Infrastructure Financing
Startups // September 17, 2026

Apollo Global Management is investing in startups focused on artificial intelligence and the related hardware and plans to lend them money in the future, The Information reported Wednesday (Sept. 16), citing unnamed sources. Examples include Apollo’s investments in chip startup SiFive and AI-powered factory developer...

Interviews & Exclusives
AI’s Data Center Boom Creates a New Antitrust Challenge

July 02, 2026
Watch more: TechReg Talks With Ann O’Brien and Ben Huffman of Sheppard For more than a century, antitrust law in the United States has adapted to changing industries without abandoning its underlying principles. The latest test comes from the race to build enough energy infrastructure to power the expansion of artificial intelligence (AI) and the […]

Claude Users Hit a New Reality of AI Rationing

March 24, 2026
In building apps with Anthropic AI assistant Claude, users regularly receive a message that their daily limit has been reached and must wait for it to reset. On March 13,...

Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI

February 04, 2026
When Alphabet outlined plans on its fourth quarter earnings call Wednesday (Feb. 4) to invest between $175 billion and $185 billion in capital expenditures during 2026, the range seemed to...

Zuckerberg Shrugs Off Wall Street Fears and Pledges Up to $135B for AI

January 28, 2026
Just hours before its after-the-bell Q4 earnings call Wednesday (Jan. 28), it was common to see a headline calling for Meta to defend and maybe even trim its artificial intelligence...

Quick Reads
Citi Wealth Sees Long Runway for AI Spending Despite Bubble Warnings

October 07, 2026
The artificial intelligence buildout is still in its early-to-middle stages, Citi Wealth said in a report released Wednesday (Oct. 7). The AI investment cycle is facing greater scrutiny due to higher interest rates, increasingly capable open-weight models, regulatory pressure and rising infrastructure costs, the bank said in the report. At the same time, despite the […]

Lambda Targets $14.5 Billion Valuation in Final Pre-IPO Round

October 06, 2026
Cloud computing company Lambda is raising as much as $4 billion in a funding round that will value the company at $14.5 billion, excluding the money raised, the Wall Street Journal reported Tuesday (Oct....

Samsung Invests $1 Billion in Helix to Drive AI Infrastructure Pivot

September 29, 2026
Samsung is investing $1 billion in Helix Digital Infrastructure, an artificial intelligence infrastructure company established by global investment firm KKR and launched in June, Samsung said in a Tuesday (Sept....

Apollo Backs AI Hardware Startups to Win Future Infrastructure Financing

September 17, 2026
Apollo Global Management is investing in startups focused on artificial intelligence and the related hardware and plans to lend them money in the future, The Information reported Wednesday (Sept. 16),...