Adani Group plans to invest $100 billion over the next decade to build renewable-powered AI data centers in India, creating a $250 billion AI infrastructure ecosystem.
Cloudflare stock rose 10% after beating Q4 estimates and issuing strong guidance, as AI adoption boosts demand for its networking and security tools.
French AI startup Mistral plans to invest €1.2 billion in Sweden to build AI data centers and digital infrastructure, reinforcing Europe’s AI capabilities and tech sovereignty.
ByteDance is developing an in-house AI inference chip and is in talks with Samsung for manufacturing and memory supply. The effort aims to reduce reliance on foreign chip providers amid tighter U.S. export controls.
Elon Musk outlined a vision for moon-based AI manufacturing as xAI faces mounting leadership departures following its acquisition by SpaceX and ahead of a potential IPO.
Nebius has agreed to acquire agentic search provider Tavily, integrating real-time web search into its AI cloud platform as enterprise adoption of autonomous AI agents accelerates.
Cadence introduced ChipStack AI Super Agent to speed chip design by analyzing circuits and automating testing, currently in early use by Nvidia and other firms.
Cisco unveils Silicon One G300 chip and router for AI data centers, aiming to improve network efficiency and compete with Broadcom and Nvidia solutions.
Intel and AMD have warned Chinese customers of server CPU supply shortages, with extended delivery times and rising prices, amid surging AI infrastructure demand.
Amazon Web Services reported its strongest quarterly growth rate in more than three years, driven by enterprise cloud migration and rising AI workloads.
Intel said it will begin producing graphics processing units, signaling a strategic push into a market led by Nvidia and central to AI computing.
Nvidia stock fell after reports raised questions about the final amount of its planned $100 billion investment in OpenAI, despite CEO Jensen Huang reaffirming commitment.
Oracle aims to raise $50 billion via equity and debt to fund AI infrastructure and data-center growth, easing investor concerns about financing its OpenAI partnerships.
China has approved AI startup DeepSeek to purchase Nvidia H200 chips, with conditions still being finalized. The move follows U.S. export approval and comes amid scrutiny over potential military use.
Amazon is in early discussions to invest tens of billions of dollars in OpenAI, a move that could deepen its position in the global AI race and make it the startup’s largest new backer.