#infrastructure
// 5 transmissions tagged with #infrastructure
Panthalassa raises $140M to put AI data centers in the ocean
Oregon-based Panthalassa closes $140M Series B led by Thiel, with Doerr, Benioff, and Levchin on the cap table. The plan: floating compute nodes powered by ocean waves, cooled by ocean water.
Vercel raises Series E at $3B valuation
Vercel closes $250M Series E. Pace of platform consolidation continues — and the IPO clock starts.
Anthropic locks in $200B of Google TPU capacity
Anthropic signs a five-year, $200B compute commitment to Google's TPU fleet. The deal reframes the cost basis of frontier model training — and tightens the cloud-vendor knot.
Cloudflare ships AI agent sandboxes. Edge compute meets agent runtime.
Cloudflare's Agents Week 2026 shipped Sandboxes — persistent isolated environments with shells, filesystems, and background processes that start in milliseconds. Plus 320 PoPs and a unified inference layer for 14+ model providers.
Microsoft's 2026 capex hits $150B. AI infrastructure now dominates the balance sheet.
Microsoft's 2026 capital expenditure runs to roughly $150B, the bulk allocated to AI compute capacity. The number reframes Microsoft as a hyperscaler-first business with software as the monetisation layer.