Tag
#ai infrastructure
Meta-Anthropic AI compute lease talks could hit $10bn
Meta-Anthropic AI compute lease talks could reach $10 billion over two years, showing how scarce large-scale AI infrastructure has become.
Meta's $50bn Louisiana buildout shows AI's bottleneck is power
Meta's Louisiana AI data centre is heading to 5GW and more than $US50 billion, making power, subsidies and capex the next AI battleground.
Nvidia tips $720m into Firmus as Australian cloud startup lines up mega-float
Nvidia has reportedly committed about A$720 million to Firmus Technologies, giving the Australian cloud infrastructure startup heavyweight backing as it raises roughly A$2.9 billion ahead of a possible market debut.
Samsung's AI windfall is opening a labour fault line
Samsung AI bonus fight has widened into a dispute over who shares the chip boom, exposing cost, morale and margin pressure across the company.
Meta turns spare AI capacity into a cloud challenge
Meta cloud business plans would turn vast AI infrastructure spend into a revenue line, while giving AWS, Azure and Google Cloud a new rival.
Qualcomm AI server chip wins Meta as first customer
Qualcomm AI server chip wins Meta as an early customer, with Dragonfly production slated for 2028 as the company pushes deeper into data centres.
Nvidia bond sale hits $US25b as AI buildout leans on debt
Nvidia bond sale demand reached $US85b as the chipmaker raised $US25b, signalling that AI infrastructure is moving deeper into credit markets.
AI infrastructure spend hits $US765b capital test
AI infrastructure spending is pulling Alphabet, SpaceX and Oracle into fresh equity and debt as investors test a $US765b build-out.
AirTrunk India investment: $US30b AI data-centre push
AirTrunk India investment plans put $US30 billion into data centres by 2030 as the Sydney-founded operator chases AI demand.
SpaceX Google deal: $US920m a month for AI compute
SpaceX Google deal puts a $US920m-a-month price on AI compute as Gemini demand pushes cloud buyers to lock in scarce GPU capacity.
Google Telstra AI deal links fibre and subsea cables
Google Telstra AI deal links subsea systems and 8,000km of Telstra fibre as Australia's cloud and data-centre demand rises.
CDC $1b hybrid raise follows 555MW AI data-centre deal
CDC’s $1 billion hybrid raise follows a 555MW customer contract, showing how AI data-centre demand is reshaping infrastructure finance in Australia.
Nvidia earnings show the AI chip boom is still accelerating
Nvidia earnings showed AI chip demand is still rising, with $US81.6 billion in revenue and $US91 billion guidance despite fresh competition risks.
Kioxia Rides AI NAND Boom to Record ¥870.4B Profit, Plans US Listing
Kioxia Holdings Corp. reported record full-year operating profit of ¥870.4 billion and confirmed plans to list American depositary shares on a US exchange, as AI-driven demand for NAND flash storage propelled the Japanese memory maker to its strongest performance since being carved out of Toshiba.
Anthropic locks in SpaceX Colossus 1 for 300MW of new Claude compute
Anthropic will take all available capacity at SpaceX's Colossus 1 data centre in Memphis, adding more than 300 megawatts and 220,000 NVIDIA GPUs within a month. The Claude maker also lifted rate limits on its paid plans the same day.
