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Google signed a 396-megawatt geothermal clean power agreement with Fervo Energy for a planned Utah data center starting in 2028. The deal includes an option to expand total clean energy capacity to r…
Massive AI data center build-outs are creating unprecedented copper demand, with facilities requiring up to 50,000 tons each. Supply constraints and declining ore grades are pushing copper prices hig…
Broadcom reports massive AI revenue growth, with AI semiconductor sales jumping 143% to $10.8 billion. Despite a high valuation and market competition from NVDA and AMD, long-term partnerships and pr…
Analysts are highlighting quantum computing as the next technological frontier surpassing AI. Major hyperscalers are aggressively integrating this technology, leading experts to seek the next market-…
Apple is reportedly utilizing Nvidia chips via Google Cloud to power its revamped Siri. This strategy leverages external AI infrastructure to enhance Siri's capabilities while maintaining privacy, si…
Micron’s pivot to high-bandwidth memory, fueled by deep integration with Nvidia’s AI roadmap, has transformed its growth trajectory. By shifting from commodity hardware to specialized AI chips, Micro…
The S&P 500 shows resilience following strong ISM manufacturing data, despite broader geopolitical uncertainty and profit-taking in Asian markets. Investor focus remains on the AI supply chain, buoye…
Meta commits over $27 billion to build massive energy infrastructure for its largest data center in Louisiana, balancing growth with local energy cost concerns.
Alphabet plans significant debt issuance to fund corporate uses, partners with HCLTech to expand AI offerings, and merges Google Fiber with Astound, enhancing its infrastructure business with minorit…
Analysts caution that AI may reduce Meta's profitability by lowering software costs and increasing competition, while Meta considers expanding its data center in Abilene, Texas amid rivals’ slowed gr…
Meta begins construction of a $10 billion Indiana data center to expand AI computing capacity, supporting its growth strategy.
Microsoft launches a community-first AI infrastructure initiative, investing in partnerships to create local jobs and advocating for utility rates that cover data center electricity costs.
NextEra Energy plans to restart the Duane Arnold nuclear plant by late 2028 to support a 25-year power deal with Google, powering its cloud and AI infrastructure in Iowa, pending regulatory approvals.
Google announces a $40 billion investment to build three large AI-focused data centers in Texas by 2027, reinforcing Texas as a major AI hub and creating thousands of jobs alongside competitors like …
Microsoft plans to invest up to $10bn in Start Campus’s Sines data center project, enhancing cloud infrastructure and capacity expansion.
AI startup Crusoe secures a $13 billion valuation after a strong employee share sale, backed by Nvidia and others, highlighting significant growth in AI infrastructure and data center development.
Google plans a $15 billion AI data center in India over five years, boosting the country's AI infrastructure alongside Tata Consultancy Services' $7 billion investment, positioning India as a growing…
Google plans a $15 billion investment in an AI data center in India, enhancing its global AI infrastructure and boosting capacity alongside TCS's $7 billion initiative, positioning India as an emergi…
Meta Platforms plans a $20 billion cloud deal with Oracle and will invest $1.5 billion in a renewable-energy-powered data center to enhance AI capacity and create jobs.
Google partners with Adani Enterprises to develop India's largest data center campus in Visakhapatnam, signaling strong growth prospects for Google's cloud infrastructure in the region.