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Running the wire
Market SpaceX stock slides to $148 post-Nasdaq 100 inclusion; analysts see AI data center, Starlink upside Market Together AI launches Provisioned Throughput for reserved open-model inference at 90% below closed APIs Market Meta breaks ground on $9B Alberta data center; first Canadian AI facility Market Microsoft commits $10 billion to Japan AI infrastructure, trains 1M engineers through 2029 Funding Bespoke Labs raises $40M Series A to build simulation environments for training autonomous AI agents Market Meta launches Meta Compute cloud business to sell excess AI infrastructure capacity Market Gaming GPU Memory Shortage Pushes RTX 5090 Over $3,000 as AI Data Centers Outbid Consumers Funding Crusoe Energy in Talks to Raise $3B at $30B Valuation; AI Data Center Operator Triples Mark in 9 Months Breaking LangChain + NVIDIA Nemotron NemoClaw Achieves 10x Cost Reduction for Enterprise Agents Funding Anthropic in talks with Samsung for custom AI chip on 2nm foundry process Breaking OpenAI launches GPT-Live voice models with full-duplex streaming and live delegation Breaking JetBrains develops governance layer for Claude Code, Codex, Gemini CLI across teams Policy White House Executive Order 14412 mandates post-quantum cryptography by 2030 for federal systems Chips Rapidus targets 2027 2nm mass production with single-wafer processing; Japan bets national semiconductor revival on one Hokkaido fab Funding EdVisorly closes $13.3M Series A for college transfer AI automation Market Together AI launches Provisioned Throughput: reserved capacity for open models at 90% below Claude Opus list Chips NVIDIA Nemotron 3 Ultra matches closed-model performance at 10x lower cost via LangChain harness tuning Chips Budget smartphone sales collapse 22% as memory costs hit 64% of BOM amid HBM supply crunch Chips DeepSeek developing in-house inference chip to cut Nvidia, Huawei reliance Chips SiPearl Rhea CPU enters bring-up; Europe's first HPC processor on track for end-2026 Market SpaceX stock slides to $148 post-Nasdaq 100 inclusion; analysts see AI data center, Starlink upside Market Together AI launches Provisioned Throughput for reserved open-model inference at 90% below closed APIs Market Meta breaks ground on $9B Alberta data center; first Canadian AI facility Market Microsoft commits $10 billion to Japan AI infrastructure, trains 1M engineers through 2029 Funding Bespoke Labs raises $40M Series A to build simulation environments for training autonomous AI agents Market Meta launches Meta Compute cloud business to sell excess AI infrastructure capacity Market Gaming GPU Memory Shortage Pushes RTX 5090 Over $3,000 as AI Data Centers Outbid Consumers Funding Crusoe Energy in Talks to Raise $3B at $30B Valuation; AI Data Center Operator Triples Mark in 9 Months Breaking LangChain + NVIDIA Nemotron NemoClaw Achieves 10x Cost Reduction for Enterprise Agents Funding Anthropic in talks with Samsung for custom AI chip on 2nm foundry process Breaking OpenAI launches GPT-Live voice models with full-duplex streaming and live delegation Breaking JetBrains develops governance layer for Claude Code, Codex, Gemini CLI across teams Policy White House Executive Order 14412 mandates post-quantum cryptography by 2030 for federal systems Chips Rapidus targets 2027 2nm mass production with single-wafer processing; Japan bets national semiconductor revival on one Hokkaido fab Funding EdVisorly closes $13.3M Series A for college transfer AI automation Market Together AI launches Provisioned Throughput: reserved capacity for open models at 90% below Claude Opus list Chips NVIDIA Nemotron 3 Ultra matches closed-model performance at 10x lower cost via LangChain harness tuning Chips Budget smartphone sales collapse 22% as memory costs hit 64% of BOM amid HBM supply crunch Chips DeepSeek developing in-house inference chip to cut Nvidia, Huawei reliance Chips SiPearl Rhea CPU enters bring-up; Europe's first HPC processor on track for end-2026
Funding

Crusoe Energy in Talks to Raise $3B at $30B Valuation; AI Data Center Operator Triples Mark in 9 Months

Crusoe Energy, the AI data center operator, is in talks to raise approximately $3 billion in a new funding round that could value the company at roughly $30 billion, according to Bloomberg reporting July 2-3, 2026. The reported valuation would represent a tripling from Crusoe's October 2025 Series E valuation of just over $10 billion. Negotiations are ongoing and no final valuation has been set, but investors expect the range to be $30 billion. Crusoe was co-led to Series E by Valor Equity Partners and Mubadala Capital, with participation from NVIDIA, Founders Fund, Fidelity, Tiger Global, and others.

Crusoe supplies AI compute power to major customers including Meta Platforms, Oracle, Microsoft, and Google under long-term offtake agreements. The company currently has about 4.9 gigawatts of computing power under contract and a pipeline exceeding 40 gigawatts across its AI-optimized data center campuses, including projects in Texas (1.2GW in Abilene), Wyoming (1.8GW), and multiple others under construction nationwide. Originally founded in 2018 to harness flared natural gas on oil and gas fields for Bitcoin mining, Crusoe pivoted its energy and infrastructure expertise toward large-scale AI data center development after selling its mining business in 2025.

The reported round sits atop a surge in AI infrastructure financing. AI Weekly data shows a 40+ gigawatt pipeline across neoclouds competing for energy-constrained capacity; if Crusoe's round closes at $30 billion, it would rank among the sharper valuation jumps for infrastructure players this year. Crusoe bookings grew 5x across Q1-Q3 2025 versus prior year, and the company disclosed Crusoe Cloud revenue growth amid customer adoption of multi-model strategies combining frontier models with custom post-trained variants.

For cloud architects: Crusoe's mega-round signals continued investor conviction in energy-constrained, modular data center infrastructure paired with cloud orchestration. Operators evaluating Meta/Oracle/Google partnership models or considering offtake agreements should track whether Crusoe closes the $3B round and at what final valuation. A $30B mark, if confirmed, recalibrates the cost-per-gigawatt expectations for competing neoclouds and may accelerate deployment timelines for customers seeking long-term capacity guarantees.

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