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BlackRock highlights that AI remains in an early build-out stage, with Amazon, Alphabet, and Microsoft committing nearly $600 billion in combined capex. Hyperscalers report customer demand still exce…
Google launched the Gemini 3 Flash AI model enhancing search and will invest $40B in Texas data centers, while Waymo targets a $100B valuation expanding into major cities by 2026.
Alphabet's Google will build three subsea cables in Papua New Guinea, funded by Australia under a defense pact, enhancing regional digital infrastructure amid geopolitical tensions with China.
Microsoft commits over $5.4 billion to expand cloud and AI infrastructure in Canada within two years, signaling strong growth prospects.
Amazon is restructuring under CEO Andy Jassy with major layoffs and AI investments to speed operations, boosting stock despite workforce concerns about morale and workloads.
Salesforce and Microsoft are investing heavily in Mexico to expand AI and cloud operations, highlighting Mexico's role as a growing tech hub in Latin America despite Salesforce's cautious revenue for…
Microsoft launched the Fairwater AI data center in Wisconsin with Nvidia GB200 GPUs, plans global data center expansion with partners, and introduced a Microsoft Marketplace charging publishing fees …
Microsoft unveils a $4bn Wisconsin AI data center to join its Mount Pleasant site, housing a supercomputer powered by Nvidia chips; initial center opens next year, total investment reaches $7bn and 8…
Nvidia and OpenAI are preparing a multi-billion-dollar plan for UK data centers through Nscale Global, set to be unveiled next week during President Trump's UK visit, underscoring rising AI and cloud…
Amazon is ramping AI-focused capex—$31.4B in Q2 and likely >$100B annually—to scale AWS and AI services; Microsoft and Alphabet are also sharply increasing AI investment, boosting cloud competition w…