Anthropic has signed a landmark 20‑year agreement with Riot Platforms to lease 191 MW of AI data‑center capacity at Riot’s Rockdale, Texas campus—potentially generating $9.1 billion in revenue, with extension options pushing the total to $16.1 billion.
Oracle Cloud Infrastructure (OCI) Enterprise AI has introduced support for GLM 5.2 and a broad range of imported models, alongside private endpoints to enhance security and network control for enterprise AI deployments.
Snowflake has signed a multi‑year, $6 billion infrastructure commitment with AWS and agreed to acquire Natoma to extend its governance capabilities from data to AI agent actions—marking a major leap in enterprise agentic AI infrastructure.
Google Cloud and Blackstone have formed a $5 billion joint venture to deliver Google’s Tensor Processing Units (TPUs) as a standalone compute‑as‑a‑service offering, enabling enterprises to access high‑performance AI infrastructure outside of Google Cloud.
At Google Cloud Next ’26, Alphabet rebranded Vertex AI as the Gemini Enterprise Agent Platform, positioning it as a unified control plane for deploying and governing AI agents across enterprise systems. The announcement underscores a shift toward agentic AI at scale, with governance, infrastructure, and ROI now central to enterprise AI strategy.
Google Cloud has consolidated its AI offerings under Gemini Enterprise—merging Vertex AI capabilities into a unified platform—and introduced its eighth‑generation Tensor Processing Units (TPUs), optimized separately for model training and real‑time inference.
SnapLogic has introduced two foundational capabilities—AI Gateway and Trusted Agent Identity—within its Agentic Integration Platform, enabling enterprises to move AI agents from experimentation to production by embedding them securely into business workflows across systems and clouds.
OpenAI and Broadcom have entered a strategic partnership to co‑develop and deploy 10 gigawatts of custom AI accelerator racks, starting in the second half of 2026 and completing by the end of 2029. The deal marks a major shift toward vertically integrated, model‑aware hardware infrastructure for enterprise‑scale AI.
NVIDIA today introduced AI LaunchPad, a turnkey hybrid‑cloud infrastructure program delivered through Equinix, enabling enterprises to deploy NVIDIA‑powered AI stacks—from training to edge deployment—in minutes.
Equinix today launched Fabric Intelligence™, an AI-native operational layer that automates and optimizes global network infrastructure to support distributed AI workloads across clouds, data centers, and edge environments.