Every story tagged AI Infra & DePIN, newest first. Page 2 of 3.
Google Cloud crossed $20.03B in Q1 2026 revenue (+63% YoY) but Sundar Pichai openly conceded the segment is "compute constrained in the near-term." Backlog doubled to $462B; Gemini API throughput hit 16B tokens per minute — both signals that demand has structurally outrun supply.
Satya Nadella told TechCrunch he is "ready to exploit" the restructured OpenAI partnership — Microsoft no longer owes a revenue share, the license is non-exclusive, and Azure can price OpenAI's tech to enterprise without a markup. The competitive math just changed.
OpenAI's Stargate Project — a $500B compute build-out with SoftBank, Oracle and MGX — now has visible construction at all seven US sites and a pathway to over 9 GW of capacity by 2029. The same week, OpenAI released an Intelligence Age policy paper introducing the "Right to AI".
Galaxy Digital delivered the first phase of its data center capacity to CoreWeave on Monday, expanding the Helios facility to 1.6 GW — among the largest single-site AI training capacities in North America.
Microsoft's six-year OpenAI exclusivity ended April 27. By April 28, OpenAI was on AWS — with a $138B total compute commitment. Inside the deal that rewrote AI's cloud map.
Meta signed a contract for up to 1 gigawatt of space-based solar power to feed its AI data centers, the largest commercial commitment yet to a technology that has spent 50 years on the runway.
OpenAI's models, Codex agent, and a new Bedrock Managed Agents service went live on AWS the day after Microsoft's exclusivity expired — backed by a $100B AWS compute commitment over eight years.
Analyst Ming-Chi Kuo says OpenAI is co-developing a custom smartphone chip with Qualcomm and MediaTek, targeting 300–400M units annually by 2028 with Luxshare on system co-design and manufacturing. Qualcomm shares jumped as much as 12% on the report.
Maine Governor Janet Mills vetoed L.D. 307, which would have set the first statewide data center moratorium through November 2027, citing the bill's lack of an exemption for a locally supported project in Jay.
Alchemy CEO Nikil Viswanathan argues crypto's always-on, programmable, identity-light design fits AI agents far better than legacy finance, with humans guiding the strategy and agents running the engine.
AWS Marketplace now lists three Chainlink services — Data Feeds, Data Streams, and Proof-of-Reserve — alongside reference architectures for stablecoin reserves and prediction-market trading. Chainlink says its services have secured $29 trillion across 80+ chains since 2019.
On April 22, Hive Digital raised $115M via convertible notes for GPUs, and Keel Infrastructure closed its Paraguay mining facility sale for $13M, funneling proceeds into HPC/AI pipeline build-out.