Meta Breaks Ground on $10B Indiana AI Data Center
According to Bloomberg, “Meta to Spend More Than $10 Billion on Indiana-Based Data Center”, the company began construction on a roughly $10B, 1GW campus—underscoring AI INFRASTRUCTURE pressures on local power and water systems. ([news.bloomberglaw.com](https://news.bloomberglaw.com/tech-and-telecom-law/meta-to-spend-more-than-10-billion-on-indiana-based-data-center?utm_source=openai)) [Bloomberg](https://news.bloomberglaw.com/tech-and-telecom-law/meta-to-spend-more-than-10-billion-on-indiana-based-data-center)
Samsung Ships HBM4 Memory
According to Samsung Newsroom, “Samsung Ships Industry-First Commercial HBM4 With Ultimate Performance for AI Computing”, Samsung says it has begun mass production and commercial shipments of HBM4 to help relieve AI MEMORY bottlenecks in datacenters. ([news.samsung.com](https://news.samsung.com/global/samsung-ships-industry-first-commercial-hbm4-with-ultimate-performance-for-ai-computing?utm_source=openai)) [Samsung Newsroom](https://news.samsung.com/global/samsung-ships-industry-first-commercial-hbm4-with-ultimate-performance-for-ai-computing)
Modal Labs Nears $2.5B Valuation
According to TechCrunch, “AI inference startup Modal Labs in talks to raise at $2.5B valuation, sources say”, Modal is reportedly in talks with investors including General Catalyst as VCs double down on INFERENCE infrastructure. ([techcrunch.com](https://techcrunch.com/2026/02/11/ai-inference-startup-modal-labs-in-talks-to-raise-at-2-5b-valuation-sources-say/?utm_source=openai)) [TechCrunch](https://techcrunch.com/2026/02/11/ai-inference-startup-modal-labs-in-talks-to-raise-at-2-5b-valuation-sources-say/)
Jobs strength keeps Fed on hold
According to Reuters, “US jobs beat for January affirms steady Fed view” — nonfarm payrolls rose 130,000 and unemployment fell to 4.3%, reinforcing expectations the Fed will hold rates as it watches inflation; keyword: employment. [MarketScreener](https://www.marketscreener.com/news/instant-view-us-jobs-beat-for-january-affirms-steady-fed-view-ce7e5addd18af425)
Inflation preview ahead of BLS
According to FactSet, “Consumer Price Index (CPI) for January 2026 is Projected to Rise 2.4% Year-Over-Year” with core CPI median at 2.5%, setting the stage for Friday’s BLS release; keyword: inflation. [FactSet](https://insight.factset.com/consumer-price-index-cpi-for-january-2026-is-projected-to-rise-2.4-year-over-year)
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