Oxford Economics: US corporate spending on equipment and facilities is set to rise 40% between 2021 and 2027, over 3x faster than Europe, driven by the AI race (Financial Times)

Nvidia announced that its Groq 3 LPX AI inference accelerator has entered full production, with benchmark tests showing 3,400 tokens per second on a Gemma 4 31B model using a 100,000-token input. The company is also in talks to invest in Perplexity, a startup valued at over $30 billion.