ComputeLabs Research

AI & Compute Infrastructure — September 24, 2026

Edition of · 19 stories

Apollo Global Management (阿波罗全球管理公司) reportedly expanded SoftBank Group (软银集团)’s loan to $9.2 billion, secured against Vision Fund 2 assets.

Apollo Global Management (阿波罗全球管理公司) reportedly expanded its loan to SoftBank Group (软银集团) to $9.2 billion, according to unidentified people cited in the Telegram reporting. The financing is secured against assets of Vision Fund 2 (愿景基金 2 号), making the collateral pool a central disclosed feature.

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The White House (白宫) reportedly requested US testing before OpenAI and Anthropic share new models with UK government testers.

According to Politico reporting relayed by Financial_Express, the White House (白宫) asked OpenAI and Anthropic not to share their latest models with UK government testers until US government testing is complete. The request reportedly originated with the Office of the National Cyber Director (美国国家网络总监办公室); the supplied material describes a request, not a published regulation or enacted legal prohibition.

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Oracle issued a force-majeure notice for its New Mexico data center but guarantees investor payments even without secured power.

Telegram reports identify Oracle’s New Mexico development as Project Jupiter (木星项目) and state that Oracle issued a force-majeure notice concerning power supply. Financial Times reporting relayed by Financial_Express identifies the developer as a Blue Owl Capital (蓝猫头鹰资本) subsidiary and says local opposition had delayed permitting.

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Google open-sourced GKE agentic migration, converting AWS EKS infrastructure code into Google Kubernetes Engine configurations with mandatory human approval gates.

Google announced the open-source release of GKE agentic migration, a purpose-built agent plugin for migrations from Amazon Web Services’ Elastic Kubernetes Service (AWS EKS) to Google Kubernetes Engine (GKE). The workflow converts infrastructure as code (IaC) through automatically created pull requests, according to the accompanying Telegram reporting.

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Google’s AlloyDB preview provisions isolated, serverless PostgreSQL instances for agents in seconds, providing read-only production access and scaling back to zero.

Google introduced PostgreSQL for agents in AlloyDB in preview, with sandboxed database instances provisioned in seconds. Google describes an architecture engineered to support thousands of serverless instances with up-to-the-second, read-only access to production data, separated from primary, standby, and production read-replica instances.

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Google made Gemini 3.8 Live with Live Avatar generally available in Gemini Enterprise, supporting 97 languages and US/EU endpoints.

Google announced general availability of Gemini 3.8 Live with Live Avatar in Gemini Enterprise, following its initial preview at Google Cloud Next 2026. The release provides US and EU endpoints, provisioned throughput, and enterprise compliance and data-governance features, while Gemini 3.8 Live Extended Thinking remains in private preview.

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Scribd classified 400 million-plus documents, spanning 12 billion-plus pages, using Gemini Enterprise batch inference over several months.

Google Cloud’s customer account reports that Scribd classified more than 400 million user-uploaded documents containing more than 12 billion pages of text and images. The completed trust-and-safety backfill covered Scribd and Slideshare and took a matter of months, with Google Cloud scaling batch throughput to meet the timeline.

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