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Oct 27, 2026
AMD says Meta is testing initial Helios racks, with broader deployment still ahead
AMD’s partnership update separates initial Helios racks installed for testing from existing Instinct production use. A custom GPU and later MI500-series and rack-scale systems remain future plans.
Oct 26, 2026
Meta proposes $35 billion offerings alongside AI infrastructure investment
Meta’s October 26 plan combines proposed common-stock forward and preferred-stock offerings with a separate, uncertain future ATM program. Initial common sales do not give Meta proceeds, and chip-company interest is nonbinding.
May 11, 2026
Telus’s BC sovereign AI build could add real Canadian compute — or just better branding
Canada and Telus say they’re advancing a sovereign AI infrastructure build in British Columbia, with three planned data centres and more than 60,000 GPUs by 2032. The big question for builders is not the ribbon-cutting; it’s whether this becomes usable Canadian compute with clear access, pricing, and procurement paths — or stays a policy label with nice hardware attached.