Etched AI Chip Startup Reaches $5B Valuation on $1B in Booked Orders
The inference-focused chipmaker has raised $800M total and secured $1B in system orders as competition in custom AI silicon intensifies.
#AI infrastructure
ClickHouse hits $250M annualized revenue, signaling IPO readiness within years
The open-source database company has tripled its annual run rate and hired a CFO from Snowflake as it eyes public markets.
Seven in Ten Americans Oppose Local AI Data Centers, Gallup Finds — More Than Ever Opposed Nuclear Plants
A March–April 2026 Gallup survey finds 70%+ of Americans oppose AI data center construction nearby, with resource strain and energy costs as top concerns.
Interactive Map Tracks AI Data Center Policy Conflicts Across the U.S. and World
University of Washington student Isabelle Reksopuro built a self-updating interactive map of global data center policy, powered by Claude AI and seeded by Epoch AI data.
ASML's EUV Monopoly: Why the AI Boom Has a Single Critical Chokepoint
ASML CEO Christophe Fouquet says no rival can unseat his company's stranglehold on EUV chip-making — the bottleneck powering every major AI system on Earth.
ANP: A Binary Protocol Designed to Let AI Agents Negotiate Prices Without LLM Tokens
Developer victornominista's ANP proposes a binary standard for AI agent-to-agent price negotiation that bypasses LLM token consumption entirely.
Meta Bets on Space Solar to Power AI Data Centers After Dark
Meta has signed a 1 GW capacity deal with Overview Energy, a startup planning to beam orbital solar power to Earth as near-infrared light.