The Information reports Elon Musk has in recent weeks reorganized the team responsible for SpaceX data-center builds, replacing several leaders and moving executives from the rocket and satellite-internet units to bolster infrastructure delivery. Two people familiar with the matter said the move follows civil-engineering defects and ongoing reliability issues at SpaceXAI data centers in Tennessee and Mississippi. Sources said early AI infrastructure was rushed, leaving some sites operating for m

ANTHROPIC has signed a $35 billion cloud-computing agreement with NVIDIA-backed cloud provider Lambda, with NVIDIA holding data-center leases that feed capacity into the arrangement, the Wall Street Journal reports. NVIDIA also struck a deal weeks ago with Hut 8 to secure compute capacity at the site; Lambda will run on Hut 8’s under-development data center using chips purchased from NVIDIA, which is also a Lambda investor. The pact lets Lambda supply ANTHROPIC capacity without buying data-center space; it is unclear how much Lambda must pay NVIDIA for access. ANTHROPIC faced compute shortages earlier this year and has been actively locking cloud capacity deals.

U.S. Treasury Secretary Bessent said the Western Hemisphere is entering a generational opportunity led by Argentina.