
Meta's $35B GPU Bet and the AI Infrastructure Race
The AI industry has always been a race — but in April 2026, the nature of that race changed. Meta announced a $21 billion GPU capacity deal with …

The AI industry has always been a race — but in April 2026, the nature of that race changed. Meta announced a $21 billion GPU capacity deal with …
For most of the past decade, a billion-dollar funding round was enough to define the venture capital conversation for a week. In Q1 2026, a …

On March 27, 2026, SoftBank Group secured what may be the largest unsecured bridge loan in corporate history — $40 billion — to fund a further …