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Iran's Revolutionary Guard threatened US tech firms including Nvidia, Apple, and Tesla over regional strikes, advising employees to leave. Previous Iranian attacks disrupted AWS services, raising geo…
Meta increases its West Texas AI data center investment over sixfold to $10 billion, signaling strong commitment to AI infrastructure expansion.
Oklo secured a key NRC isotope license and partnered with Meta to build a nuclear campus, signaling early commercialization progress. Meta benefits from this strategic energy collaboration amid Oklo’…
NVIDIA and Lenovo expand Hybrid AI platforms enabling real-time inferencing and enterprise AI at scale, driving accelerated AI adoption and cost efficiencies across industries with new AI hardware, s…
Amazon.com announces its next Leo satellite launch with ULA scheduled for March 30, indicating ongoing investment but no immediate market impact.
Tech giants including Google, Meta, and Microsoft pledge to supply their own power for data centers amid political pressure and rising energy demands, driven by AI growth and infrastructure challenge…
NVIDIA remains a key player in AI with solid earnings history and valuation appeal. Its shares are up modestly year-to-date amid growing AI and quantum computing infrastructure demand, supporting a p…
UBS raises U.S. tech companies' 2026 debt issuance forecast to $360B due to increased data-center investment, driven by Amazon, Meta, and Google’s capital spending plans amid an AI-driven borrowing s…
Google is negotiating with Stonepeak’s Radiate to form a fiber asset venture, indicating expansion in infrastructure assets with potential long-term benefits for connectivity and growth.
Federal immigration raids targeted construction workers at Meta's $27 billion Louisiana data center site, causing potential delays and reputational risks amid ongoing ICE enforcement actions.
Meta appoints Dina Powell McCormick as president and vice chair to lead strategic growth, leveraging her Wall Street and government experience for successful multibillion-dollar investments.
Malaysia progresses in AI sovereignty via an NVIDIA-powered data center, signaling strong demand for advanced AI infrastructure and potential growth opportunities for NVIDIA.
Adani Group will invest up to $5bn in a Google-backed AI data center project in Andhra Pradesh as part of Google's $15bn India investment over five years.
Amazon commits $600 billion to data centers by 2026 amid debt concerns and competition, while planning $12.7 billion cloud investment in India by 2030, along with a favorable legal ruling on labor ov…
Microsoft invests heavily in AI infrastructure despite regulatory challenges and rising power costs; close reliance on CoreWeave raises counterparty risk concerns.
Firmus raised A$500M to accelerate its AI infrastructure Project Southgate in partnership with Nvidia, boosting AI data center capacity to 1.6GW by 2028 amid rising AI service demand.
Microsoft secured a $9.7 billion AI processor deal, increased its OpenAI stake to 26%, and plans over $15 billion UAE investment, boosting shares and AI/cloud growth outlook.
Infratil confirms new AI data centre contract involving a strategic partnership with Firmus Technologies and Nvidia, signaling growth potential in AI infrastructure.
A consortium led by BlackRock's GIP is acquiring Aligned Data Centers for $40B, with major AI infrastructure investment involving Microsoft and Nvidia, highlighting strong growth in AI-related data c…
BlackRock, Nvidia, Microsoft, and xAI join forces to acquire Aligned Data Centers for $40 billion, aiming to expand data center capacity and cloud infrastructure by 2026.