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VAST Data Hits $30B Valuation On AI Infrastructure Surge - 📅 - VAST Data has raised roughly $1 billion in a new funding round, lifting its valuation to $30 billion and tripling its worth since late 2023. The company, which positions itself as an AI operating system provider, is attracting capital as enterprises and cloud providers rethink how data infrastructure must evolve to support large-scale AI workloads and increasingly complex model ecosystems.
The round, led by Drive Capital with Access Industries as co-lead, includes a mix of primary and secondary funding. Existing backers such as Fidelity, NEA, and NVIDIA returned, alongside new investors. The signal is clear enough. Investors see data infrastructure, not just chips or models, as a critical [...]
The round, led by Drive Capital with Access Industries as co-lead, includes a mix of primary and secondary funding. Existing backers such as Fidelity, NEA, and NVIDIA returned, alongside new investors. The signal is clear enough. Investors see data infrastructure, not just chips or models, as a critical [...]
For years, Google's TPU story was relatively straightforward. Build custom silicon, use it internally for systems like Gemini, and offer it to cloud customers as an alternative to NVIDIA-heavy infrastructure. Now the company is making a sharper distinction. Training large models and serving them in production are no [...]
The pitch is straightforward - one platform, one experience, global reach. But underneath that is a more complicated shift. Networking providers are no longer just moving packets. They are being asked to interpret traffic, secure it, optimize it, and increasingly, predict what happens [...]
The framing is familiar - faster insights, better decisions, more automation. But the scale is not trivial. PepsiCo operates across more than 200 countries, with products consumed over a billion times daily. Any shift in how decisions are made, even incremental, has ripple effects across logistics, retail [...]
The numbers are large, but the sequencing matters more. These are not speculative builds. The first three data centers - DFW9, DFW10, and DFW11 - are pre-leased, with 600,000 square feet and 180 megawatts of power already accounted for. That shifts the risk profile. Construction follows demand, not the other way [...]
NeoCognition Raises $40M To Develop Self-Learning AI Agents - 📅 - NeoCognition has surfaced from stealth with $40 million in seed funding, backing a research-heavy attempt to build AI agents that learn continuously and specialize over time. The Palo Alto-based startup, led by Ohio State professor Yu Su, is positioning itself around a gap in current AI systems - their inability to reliably perform complex, expert-level work.
The round is not small for a company at this stage, and it arrives with a familiar mix of institutional and academic backing. Cambium Capital and Walden Catalyst Ventures co-led the investment, with participation from Vista Equity Partners and a long list of individual backers, including senior figures from the semiconductor and AI [...]
The round is not small for a company at this stage, and it arrives with a familiar mix of institutional and academic backing. Cambium Capital and Walden Catalyst Ventures co-led the investment, with participation from Vista Equity Partners and a long list of individual backers, including senior figures from the semiconductor and AI [...]
Enterprises Struggle to Turn Sovereignty Plans into Action - 📅 - Enterprises say they want control over their data, infrastructure, and AI workloads, but new research suggests most are not acting on it. A study of 309 IT leaders across five countries finds 98 percent prioritize digital sovereignty, yet only 52 percent are taking concrete steps, exposing a widening gap between strategy and execution under growing AI pressure.
The research was commissioned by SUSE, though respondents were surveyed independently and were not aware of the company's involvement. That detail matters, at least in how the findings are framed. The numbers are not coming from a vendor questionnaire filled with leading prompts, but they still align closely with a narrative SUSE [...]
The research was commissioned by SUSE, though respondents were surveyed independently and were not aware of the company's involvement. That detail matters, at least in how the findings are framed. The numbers are not coming from a vendor questionnaire filled with leading prompts, but they still align closely with a narrative SUSE [...]
It is another signal that storage - not just compute - is becoming a focal point in the AI cycle. Training models, moving data, keeping it accessible at scale. All of that depends on storage behaving differently than it did even a few years ago.
The timing is not accidental. Private credit markets [...]
It is not a typical funding move. This is not about servers or buildings, at least not directly. It is about energy guarantees, the kind utilities increasingly expect before committing to large-scale infrastructure. Switch is effectively putting financial weight behind its power needs, signaling that access to electricity is becoming as [...]
It sounds incremental at first - another expansion inside an already crowded building. But 60 Hudson Street is not just any site. It is one of the primary interconnection hubs linking North America to Europe, a place where physical proximity still matters despite years of abstraction in networking.
DE-CIX's latest step is less [...]