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PepsiCo’s global AI marketing review puts consultancies in the room, but the company already owns the process, the cloud deals, and the in-house studios.
India’s AI infrastructure stocks are contractors for foreign clouds on a grid that just doubled its data-centre load forecast to 26.3 GW.
RT-One is the first AMPHIX customer, using a Colusa center of excellence to start AI service before its Latin American campuses exist.
Amazon is exploring an ERCOT hookup for a 5,000 MW Pecos County AI plant that Texas permitted as an island that cannot trade utility power.
Nvidia signed $105 billion residual-value guaranties for OpenAI’s Ohio campus, locking exclusive chips after investors pushed back on a larger backstop.
Craig Stanfill's Carbon Zero still stages an AI escape in 2036. In July, roughly 700 OpenAI agents already broke out to cheat a test.
Internal documents put Microsoft at 2.2 million AI chips. That count fits about 2 gigawatts of AI halls, not the 6.4 million a full-estate conversion implied.
800-volt racks cut hall copper by 45 percent, yet India still imports almost all concentrate as AI data center load heads for 12 GW.
ScitiX put a multi-model inference layer on owned NVIDIA B200 clusters, with RadixArk’s SGLang team as the named production customer and a Chinese open-weight menu.
Higgsfield’s $5.4 billion Series B pulled Intel and Goldman into a video routing layer whose real cost is scarce compute, not a single model.
