Capital is still flowing at historic scale, but the narrative has shifted from chips to power, land and interconnection.
AI Infrastructure: Parallax Index score. Score: W1 80, W2 82, W3 83, W4 84, W5 84, W6 83, W7 82, W8 81, W9 81, W10 80, W11 81, W12 82.
Anthropic's Form S-1 reports $16,286m of revenue for the first half of 2026 against $1,163m a year earlier, a $693m operating loss, and a $80,748m net loss of which $72,388m is the change in fair value of convertible notes and similar instruments. The filing leaves the price range and share count blank.
Nvidia's chief executive named a per-GPU, per-year price for the software that runs AI agents on its hardware, in remarks at GTC Berlin on 22 October 2026 first reported by The Register. The company has not confirmed the scope, the product or the start date, and the figure sits below the list price of a product it already sells.
A compromised release pipeline put a poisoned LiteLLM build on PyPI and Docker for under three hours on 21 October 2026. It harvested cloud secrets, AI provider API keys and SSH keys, and Wiz says the attackers were spending stolen AWS credentials about four and a half hours later.
SpaceX's results for the quarter to 30 September 2026, filed with the SEC on 20 October, show the renamed Super Intelligence segment overtaking Starlink on revenue while absorbing $16.4 billion of capital spending in three months.
ChangXin Memory Technologies estimated January to September revenue of 265bn to 270bn yuan, up 742 per cent, and net profit of up to 132.5bn yuan. Its chairman proposed a buy-back of up to 2bn yuan; the shares dropped 6.5 per cent on 19 October.
Reuters reported on 18 October 2026 that Microsoft has terminated its agreement at Nscale's data centre in Loughton, Essex, where the grid connection has slipped to the 2030s. Nscale says it still intends to build and is looking for alternative power.
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