NVIDIA said major operators and telecom suppliers have agreed to work on 6G using open and secure AI-native platforms. The coalition turns 6G planning into a broader contest over programmable AI infrastructure, not only radios and spectrum.
#infrastructure
RSS FeedNVIDIA and Coherent announced a March 2, 2026 multiyear strategic agreement focused on advanced optics for AI data centers. The deal includes a $2 billion NVIDIA investment in Coherent plus a multibillion purchase commitment.
NVIDIA announced a multiyear strategic agreement with Lumentum focused on advanced optics for next-generation AI infrastructure. The nonexclusive deal includes a multibillion purchase commitment and capacity access rights for laser components. NVIDIA also said it will invest $2 billion in Lumentum for R&D, future capacity, and U.S.-based manufacturing expansion.
Anthropic announced a $30 billion Series G round at a $380 billion post-money valuation. The investor mix combines strategic companies and major financial firms, with continued backing from existing investors.
Microsoft announced on February 17, 2026 that it will invest an additional $50 billion over five years to reduce AI inequality across the Global South. The plan combines infrastructure expansion, ecosystem development, and workforce skilling.
OpenAI launched ‘OpenAI for India’ as a multi-track national rollout spanning compute, government services, education, and startup support. The plan includes an initial $30B commitment, optional $10B follow-on rounds, and a first-phase 5 GW infrastructure target.
In remarks published on February 19, 2026, Google CEO Sundar Pichai framed AI as a major platform shift and highlighted India-focused infrastructure and skilling plans. The speech cites a $15 billion Google infrastructure investment in India and calls for coordinated public-private governance.
On February 12, 2026, Anthropic announced a $30 billion Series G round at a $380 billion post-money valuation. The company said the capital will support frontier research, product development, and infrastructure expansion.
A high-scoring Hacker News post highlighted a MinIO README change that explicitly states the repository is no longer maintained. The thread quickly shifted into operational risk, support expectations, and migration planning for object storage stacks.