AI Infrastructure Spending Surges as Companies Race to Secure Energy and Data Centers
Major technology companies poured billions into AI infrastructure in July 2026, with Anthropic signing a 19 billion dollar lease for a dedicated AI campus, Amazon seeking to raise 25 billion dollars in bonds, and Bloom Energy expanding a power partnership with Brookfield to 25 billion dollars. The race to control energy, chips, and data center capacity is reshaping the AI industry.
Major technology companies committed billions of dollars to AI infrastructure in July 2026, racing to secure the energy, chips, and data center capacity needed to stay competitive in artificial intelligence.
Anthropic signed a 20-year lease with TeraWulf for a dedicated AI campus in Kentucky, valued at $19 billion. Amazon sought to raise at least $25 billion through bond sales to fund its AI infrastructure buildout. Bloom Energy and Brookfield expanded their AI infrastructure power partnership to $25 billion. National Grid invested $1.75 billion in the U.S. energy platform Joulent to power AI data centers.
AI infrastructure startup Fireworks AI raised $1.5 billion in a Series D round at a $17.5 billion valuation. The company helps developers deploy and operate AI models while managing speed, reliability, and inference costs. Nscale secured a $900 million credit facility for global data center expansion.
In robotics, UK startup Humanoid raised $150 million at a $1.2 billion valuation to develop general-purpose humanoid robots for commercial and industrial work. Walden Robotics raised $300 million as investors backed startups developing intelligent machines for warehouses, factories, and logistics. Munich-based microagi raised $55 million to help existing industrial robots learn a wider variety of factory tasks.
On the security side, researchers identified a new type of attack called BioShocking that manipulates AI browsers to steal credentials. A separate threat called JadePuffer is an agentic ransomware system capable of adapting its tactics during an attack.
Coca-Cola-owned dairy company Fairlife temporarily halted U.S. production after an unauthorized third party gained access to parts of its computer environment, showing how cyberattacks can disrupt physical manufacturing.
