Stay aheadTry free · no accountLive · checked Nov 12, 2026
Weekly brief
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8 stories · checked Nov 12, 2026- 1
CoreWeave says OpenAI committed up to $6.5 billion and Meta up to $21.0 billion in multi-year compute contracts.
Infrastructure, energy and chipsConfirmedSEC EDGAR · CRWV 10-Q
- 2
Gartner forecasts AI infrastructure spending of $2.4 trillion in 2027, 59% of total AI spending.
Infrastructure, energy and chipsExpert viewGartner Newsroom2 outlets
- 3
Anthropic's updated IPO filing lists billions in compute deals with Broadcom, Google, xAI, Amazon and others.
Infrastructure, energy and chipsConfirmedx.com21 outlets
- 4
CoreWeave spent $23.6 billion on property and equipment in the first nine months of 2026, up from $6.2 billion.
Infrastructure, energy and chipsConfirmedSEC EDGAR · CRWV 10-Q
- 5
CoreWeave holds a data center lease with up to $16.9 billion in rent and 453 MW still undelivered.
Infrastructure, energy and chipsConfirmedSEC EDGAR · CRWV 10-Q
- 6
US midterm voters backed data center restrictions in 40 of 41 local ballot measures, threatening AI build-out.
Infrastructure, energy and chipsConfirmedChina Daily
- 7
AI compute prices jumped 48% as demand for chips outstripped supply, forcing firms to ration and cancel projects.
Infrastructure, energy and chipsConfirmedKuCoin4 outlets
- 8
Anthropic adds up to $4.3bn in Microsoft compute, raising its Microsoft agreement to as much as $49.2bn.
Infrastructure, energy and chipsConfirmedData Center Dynamics
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Answers and projections are analysis, not investment advice.