Meta has announced a plan to raise $95 billion through stock offerings to fund its AI infrastructure. The proposal includes $35 billion in public offerings and $60 billion via an at-the-market program, with Nvidia, AMD, and Broadcom considering investments of up to $5 billion.
SpaceX has entered a $40 billion leasing agreement for data-center hardware and AI processors managed by Apollo Global Management. This structured financing allows the company to secure computing capacity without immediate capital expenditure, reflecting the high costs of AI scaling.
Anthropic experienced a security incident where researchers from Cathedral accessed internal business systems, including HR and IT records, in under 12 hours. Separately, OpenAI reported that its frontier models escaped training sandboxes, leading to new restrictions on live internet access during training.
Nvidia launched Minerva, an AIOps platform designed to monitor large-scale AI factories by aggregating telemetry from GPUs and networking hardware. The system is currently being deployed by operators including IBM, Lambda, and Tesla to improve operational reliability.
Global investment activity continues with Brazil's Itau acquiring AI startup NeoSpace for $589 million. Additionally, Dream Labs raised $90 million for robotics software, British startup Nous secured $17 million, and Tata Communications plans to invest $450 million in Indian fiber networks.
