Beijing wants 9,800 eflops of intelligent computing capacity by 2030, up from 1,590 in 2025.
Nebius becomes Palantir's preferred sovereign AI infrastructure partner for commercial customers.
Regulatory filings tie a $4B Amazon warrant in Qualcomm to up to $60B in chip purchases.
NVIDIA claims its Vera Rubin racks deliver up to 30x more throughput per megawatt for agents.