Lumilens Left Stealth at $5.51B, With Chips Deploying Next Year
The widely quoted $900m is cumulative. The new money is a $700m Series C, raised to put optical I/O directly on the GPU package.
Aug 9, 2026

Artificial intelligence, professionally covered
The widely quoted $900m is cumulative. The new money is a $700m Series C, raised to put optical I/O directly on the GPU package.
Aug 9, 2026

The world's largest maker of optical transceivers — the interconnects wiring AI data centers together — is gauging investor interest in what would be Hong Kong's biggest share sale of 2026.
Jul 20, 2026

An eight-part offering drew $62 billion in orders as Big Tech turns to debt to finance a data-center arms race — part of an AI bond wave Morgan Stanley pegs near $570 billion this year.
Jul 8, 2026

The Claude maker will take up to 401 megawatts at a former bitcoin miner's Kentucky campus — a contract worth more than TeraWulf's entire market value, and the latest sign compute is being locked up by the decade.
Jul 8, 2026

The energy-first data-center builder supplying Meta and Oracle may triple its valuation to about $30 billion in nine months — the clearest mark yet of how hot AI-infrastructure capital has run.
Jul 7, 2026

The utility is taking a stake in US developer Joulent to build generation next to data centers, sidestepping the grid queues that now delay AI buildouts.
Jul 5, 2026

Meta is turning its vast AI buildout into a cloud business — selling raw compute and hosted models — as it pours $183 billion into data centers for ‘superintelligence.’
Jul 4, 2026
