Research · Signals
Major moves in AI infrastructure.
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Today's RackRate Daily · Mon 02 Nov 2026Funding is tightening for the biggest AI buyers, and lenders are pricing it inRead today's issue →Signals this week41
Sources cited11
Most activeInfrastructure
Issues tracked14
TYPEShowing 16 of 64
| Type | Signal | Source |
|---|---|---|
| MON 02 NOV 2026Latest issue8 signals · Read the issue → | ||
| Infrastructure | Hyperscaler cash flow turns negative as capex climbs | techcrunch.com ↗ |
| Infrastructure | TrendForce sees AI networking at $279.8B in 2027 | trendforce.com ↗ |
| Deals | OpenAI cuts funding target to $20B | techcrunch.com ↗ |
| Deals | Blackstone expects Anthropic to land in junk territory | techcrunch.com ↗ |
| Neoclouds | Nvidia weighs guaranteeing Nscale's West Virginia site | techcrunch.com ↗ |
| Power | Runware targets 30MW of pods a day by 2028 | techcrunch.com ↗ |
| Power | Judge lets NAACP suit over xAI turbines proceed | techcrunch.com ↗ |
| Power | Google's orbital TPU prototype is online | techcrunch.com ↗ |
| FRI 30 OCT 20269 signals · Read the issue → | ||
| Infrastructure | AWS spends $75.9B in a quarter on AI build | theregister.com ↗ |
| Infrastructure | Intel warns it cannot meet datacenter CPU demand | theregister.com ↗ |
| Infrastructure | Oracle sets $90B-$95B capex for fiscal 2027 | theregister.com ↗ |
| Infrastructure | Seagate: nearline supply sold under contracts through 2028 | blocksandfiles.com ↗ |
| Deals | OpenAI paid Microsoft $10B in a quarter | techcrunch.com ↗ |
| Neoclouds | HIVE's BUZZ borrows $129M at 9.0% for GB200s | sec.gov ↗ |
| Neoclouds | USD.AI leads $106M loan for NexGen Cloud's B300s | prnewswire.com ↗ |
| Demand | Mistral opens weights for trillion-parameter model | techcrunch.com ↗ |
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