In a major development for AI infrastructure, Applied Digital has signed a $7.5 billion lease agreement with an unnamed hyperscaler, expanding its total data center revenue pipeline to over $23 billion. The deal underscores surging demand for AI-optimized data centers. Separately, Marvell Technology has acquired Polariton, a startup specializing in optical interconnect technology, aiming to scale data transmission to 3.2T and beyond. The acquisitions reflect the industry's push to overcome bandwidth bottlenecks in AI workloads.
Other notable stories: AI startup Sereact raised $110 million for robots that can predict consequences of their actions, and MIT researchers unveiled a faster method to estimate AI power consumption, potentially reducing energy use in large-scale deployments.