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Samsung has locked approximately 70% of its HBM capacity through 2031 via long-term agreements with major buyers including Nvidia, Microsoft, and Google. The discounted multiyear supply agreements en…
IREN reported strong AI infrastructure momentum, securing $4B in contracted ARR and delivering Horizon 1 to Microsoft. Rapidly expanding AI token usage and huge GPU financing underline persistent, st…
Pure Data Centres commits €1 billion to build a major Amsterdam hyperscale campus leased by a top cloud tenant, highlighting massive AI infrastructure investments from Amazon, Meta, Google, and Micro…
Amazon AWS and Microsoft Azure strengthen their cloud positions amid robust hybrid cloud demand, driven by AI and multi-cloud strategies, benefiting from IBM’s sector expansion and acquisitions.
Microsoft plans a $15.2 billion investment in the UAE through 2029, focusing on AI and cloud expansion, and aims to train one million locals by 2027, supported by export licenses for advanced NVIDIA …