Amazon Web Services launched the AWS European Sovereign Cloud, a fully independent EU-based cloud designed to meet strict data sovereignty and regulatory requirements.
The Trump administration approved China-bound sales of Nvidia’s H200 AI chips under new restrictions. The move sets review and allocation limits aimed at balancing trade and security concerns.
Microsoft outlined a community-first strategy for expanding AI data centers, promising to cover electricity costs and reduce local environmental impact. The move comes amid rising public opposition to large-scale AI infrastructure projects.
Meta has introduced a new top-level initiative, Meta Compute, to expand its AI infrastructure and energy capacity at large scale. The effort signals a long-term push to support advanced AI development and global data center growth.
Meta signed 20-year agreements to purchase nuclear power from three Vistra plants and develop small modular reactors with Oklo and TerraPower, aiming to meet growing AI-related electricity demand.
Nvidia is requiring Chinese customers to pay in full upfront for its H200 AI chips amid regulatory uncertainty. The move reflects rising political and export risks tied to advanced semiconductor sales.
Snowflake agreed to acquire observability platform Observe to strengthen telemetry monitoring and AI-scale data operations. The deal would mark Snowflake’s largest acquisition to date.
Anthropic is preparing to raise $10 billion at a $350 billion valuation, nearly doubling its recent value. Major backers include GIC, Coatue, Microsoft, and Nvidia, supporting cloud expansion and AI model development.
xAI closed a $20 billion Series E round, exceeding its original target and adding strategic backing from NVIDIA and Cisco. The funding supports expanded data center capacity, large-scale GPU deployment, and continued development of the Grok model family.
DeepSeek publishes a new AI framework to boost scalability and efficiency, highlighting China’s efforts to advance large-scale AI under semiconductor restrictions.
Baidu’s AI chip division, Kunlunxin, has confidentially filed for a Hong Kong IPO. The move aims to highlight the unit’s value and attract investors focused on AI hardware and software.
Goldman Sachs and Newmark Group are raising capital to develop private power sites for AI data centers in Texas. The effort reflects growing Wall Street focus on AI-driven energy infrastructure.
Nvidia has signed a non-exclusive licensing deal with AI chip developer Groq and will hire its founder and senior executives. The agreement highlights Nvidia’s push to expand AI computing capabilities amid rising competition.
Goodman Group and CPP Investments have formed a AUD 14 billion joint venture to develop large-scale data centers across major European markets. The partnership targets rising demand driven by cloud computing and AI workloads.
Alphabet announced plans to acquire Intersect for $4.75 billion, aiming to expand data center capacity and accelerate energy innovation. The acquisition includes in-development projects and Intersect’s technical team.