SpaceX is reportedly filing IPO paperwork this week, and the timing tells you everything about how fast the agent economy infrastructure is moving from R&D to revenue. SpaceX aims to file its IPO prospectus before end of March, marking one of the largest tech offerings in history
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The same CEOs who spent the last decade claiming AI needs regulation are now the ones writing the rules. Meta's Zuckerberg, Nvidia's Huang, Oracle's Ellison, and Google's Brin join Trump's revived President's Council of Advisors on Science and Technology, focused on AI policy
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A Bitcoin miner just signed a 15-year lease to host AI infrastructure instead of running hash power, and the market rewarded it immediately. Cipher Digital locked in a 15-year data center lease and secured $200 million in revolving credit, pivoting hard from Bitcoin mining to AI compute hosting
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The real story in Fast Company's computing innovation list isn't who made it, it's what kind of infrastructure race we're actually watching unfold.
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Apple isn't just renting Google's AI—it's got the keys to the server room and a license to remix. Apple has complete access to Google's Gemini model in its own data centers, can fine-tune it, and distill smaller versions for on-device use
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Vultr wants a billion dollars to prove that being early doesn't mean you win. Vultr, a 2014-vintage cloud provider backed by AMD, is raising at least $1 billion to compete in the AI compute arms race
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China just put the cofounders of Manus under exit ban while it reviews Meta's $2 billion AI agent acquisition, and this is the real opening shot in the AI sovereignty war.
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AI infrastructure spending is now strong enough to absorb geopolitical shocks that would have cratered trade volumes a decade ago. China's trade volumes are on track to exceed last year's record levels despite war in Iran driving oil prices higher
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Arm just stopped being the plumber and started building the house. Arm launched its first AI chip, with Meta and OpenAI signed as initial customers, marking a shift from licensing designs to selling silicon.
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SK Hynix is going public in the US to raise capital for AI memory chips, and that tells you more about the agent economy's infrastructure demands than any VC pitch deck. SK Hynix plans to list shares in the US this year, seeking capital to meet AI's surging memory demand
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Arm just stopped being a landlord and became a builder, with Meta as its first tenant. Arm announced its first self-manufactured CPU, the AGI CPU, designed specifically for AI inference workloads, breaking decades of licensing-only business model
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Sam Altman just told his entire company that raising money and building datacenters matters more than safety oversight.
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OpenAI is killing Sora after eight months, and the corpse tells you everything about where AI money is flowing in 2026. OpenAI is shutting down its Sora video app, including the iOS app, API, and web experience, citing resource constraints and strategic focus.
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Arm just stopped being a blueprints company and became a chipmaker, and Meta is the reason why. Arm unveiled its first in-house CPU, the AGI CPU, designed for AI inference workloads, with Meta as both lead partner and co-developer
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Ten grand gets you a box that runs 70B models at 500 tokens per second on a standard wall outlet. Tenstorrent's QuietBox 2 packs four custom AI accelerators and 384GB total memory into a $9,999 desktop that draws 1,400 watts at full load
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Circle just put USDC on the ground in Africa through Cassava, and this isn't another pilot program, it's infrastructure play in a continent where dollar access is survival, not speculation.
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Circle just planted its flag in Africa through an Nvidia-backed infrastructure play, and the real story isn't the stablecoin, it's the pipes. Circle partnered with Cassava Technologies, an Nvidia-backed African infrastructure company, to enable USDC transactions across the continent
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SK Hynix just committed $8 billion to ASML's most advanced chip tools, the largest memory equipment order in history, and it's a bet that AI's appetite for bandwidth will only get hungrier.
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Two US senators just asked Commerce to cut off Nvidia's AI chip pipeline to China, and the request tells you more about Washington's losing game than Beijing's buying patterns.
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Fidelity just gave institutional air cover to the wildest infrastructure bet in tech: training AI in orbit. Fidelity, a major SpaceX holder, sees viable economics for Musk's orbital data center concept, contingent on Starship reaching full operational capacity
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