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Every Silicon AI News story about AI Infrastructure, month by month, newest first.
Every Meta share will get one new Class C share with no vote in January 2027. Meta now expects $135 billion to $145 billion of capital spending in 2026.
The new shares carry no votes, so Meta can sell them or pay with them without weakening Mark Zuckerberg’s control. In a separate deal, Zuckerberg agreed to stay in California for eight years.
The Dutch maker of chipmaking machines raised its 2026 sales forecast to €44–45 billion. Some customers already want to order for 2029 and even 2030, ASML says.
ASML reported third-quarter sales of €11.7 billion and a profit of €5.0 billion on October 14. Its customers keep raising their forecasts for new machines, mainly because of AI investment, the company says. ASML now expects that its planned supply for 2027 and 2028 will not fully meet that demand.
AWS’s chief wrote that the company no longer signs secrecy deals with the government agencies on its projects. The post does not say whether older agreements still apply.
“We no longer use nondisclosure agreements with the government agencies we work with on our projects,” AWS chief executive Matt Garman wrote on Amazon’s website. The same post pledged more than $1 billion over five years to data centre communities and promised yearly figures on energy and water use.
The partners say a future service could reach 3,000 tokens per second. Its first CS-4 data centre is planned for later this year.
Cerebras and Gimlet Labs announced an inference-cloud partnership on September 28. Gimlet will connect its software with Cerebras wafer-scale computers. The companies say the service could deliver up to 3,000 generated tokens per second for agents and real-time apps. The first Cerebras-powered Gimlet data centre is expected later in 2026.
“Up to” is doing important work.
Nvidia and eight Australian partners say their sites could support up to 2 gigawatts of AI capacity by 2027. The announcement names the companies, but it does not give one full project schedule or energy plan.