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1.	Google Reportedly in Talks to Finance Multibillion-dollar Data Center for Anthropic By Erin Woo Source: The Information

Google is in talks to help finance a multibillion-dollar data center in Texas leased to Anthropic, the Financial Times reported.

The deal could involve Google offering construction loans for Nexus Data Centers, the site’s operator, which has the lease with Anthropic, according to the Financial Times. The 2,800 acre data center campus is expected to deliver around 500 megawatts of energy, enough to power 500,000 homes. Talks are still in progress, and terms of the deal could change.

Google has invested more than $3 billion in Anthropic, and is a major cloud provider for the company. Anthropic announced in October that it planned to increase its use of Google Cloud, including up to 1 million of Google’s tensor processing unit chips.

2.	Microsoft Leases Texas Data Center Site After Oracle and OpenAI Walked Away By Aaron Holmes Source: The Information

Microsoft will lease a 900-megawatt data center site in Abilene, Texas, the company confirmed on Friday. The site, developed by data center startup Crusoe, was originally intended for Oracle, which occupies other data centers on the site, which Crusoe developed for the cloud provider. But Oracle and OpenAI, which rents Nvidia AI servers from Oracle Cloud there, walked away from the newer site earlier this year, The Information previously reported.

Microsoft is planning to use the site to add more computing capacity for training and running AI models, the company said Friday. Microsoft told shareholders in January that it didn’t have enough AI-specialized servers to meet demand from customers, and that rentals of Azure servers were constrained because Microsoft was choosing to set aside a large number of servers to run its own AI products like Copilot and train its own AI models.

Building new facilities for Microsoft could cost Crusoe a few billion dollars to build, not including the cost of Nvidia chips, which Microsoft would have to purchase and could cost tens of billions more. At 900 MW, the site will consume roughly enough energy to power a small city and would significantly increase Microsoft’s total data center capacity.

3.	Physical Intelligence Said to Discuss $11 Billion Valuation By Julia Hornstein Source: Bloomberg

Robotics startup Physical Intelligence is in talks to raise roughly $1 billion in a round that would value the company at over $11 billion including the investment, according to a Bloomberg report Friday.

Founders Fund is participating in the round, and Lightspeed Venture Partners, Thrive Capital and Lux Capital are in talks to invest, the report said, though deal talks are early, and the terms and investors could change. If it closes, the investment would double the startup’s valuation; it last raised $600 million at a $5.6 billion valuation, including the investment, in November. Alphabet’s CapitalG led that round while existing investors Lux Capital, Thrive Capital and Jeff Bezos participated.

The company makes large artificial intelligence models to power robots. It was founded two years ago by former Google employees; professors from Stanford University and the University of California, Berkeley; and early Stripe employee and venture capitalist Lachy Groom.

4.	Chinese Humanoid Maker Agibot Rolls Out 10,000th Mass-Produced Unit By Juro Osawa Source: The Information

Chinese robot maker Agibot said on Monday that the number of humanoids it has manufactured just reached 10,000, as the Shanghai-based startup accelerates the expansion of its output.

The new milestone comes just three months after the company announced the rollout of its 5,000th unit in December. Prior to that, it took AgiBot about a year to go from 1,000 units to 5,000 units.

This is the latest example of how China’s robotics sector is ramping up its production of humanoids by taking advantage of the country’s vast supply chain. Unitree, another major Chinese robot maker, said in a recent filing for an initial public offering that it sold 3,551 humanoids in the first nine months of 2025, up from 410 units in all of 2024.

Of the 10,000 humanoid robots Agibot has manufactured, a significant portion is already active in real-world environments, in industries such as logistics, retail, hospitality and education, the company said. Apart from China, the company said it has sold “a substantial number” of its humanoids in Europe, North America, Japan, South Korea, Southeast Asia and the Middle East.

“As our supply chain matures and manufacturing standardizes, we are seeing a pivot from small-scale, niche applications to robust, large-scale commercial demand,” Agibot chief technology officer Peng Zhihui said in a statement.

5.	Midjourney Revenue Now ‘Significantly’ Above $200 Million By Abram Brown Source: The Information

Even as competition has intensified in recent years, Midjourney’s revenue “significantly surpassed” $200 million in 2023, and it has increased since then, said CEO David Holz.

The startup is profitable, Holz said. But his attempts to build an array of hardware projects may force him to finally take outside capital, according to The Information’s latest Big Read.

At the same time, the popularity around Midjourney’s image-generating AI has been waning. In the past six months, the site’s traffic has declined 26%, according to Similarweb, a web analytics firm. (Midjourney doesn’t have a stand-alone app. Most users access its AI through a browser.)