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Anthropic has reportedly committed to spending $200 billion on Google Cloud services over five years, underscoring the massive infrastructure demands of advanced AI development.
Intel stock surges to record as Apple explores U.S. chip production, highlighting AI-driven demand and renewed momentum in the semiconductor sector.
Toto Ltd. shares jumped after strong semiconductor growth tied to AI demand. The shift highlights how legacy manufacturers are benefiting from the global AI infrastructure boom.
Former Oracle employees say they were asked to help train internal AI systems before being laid off, as the company shifts resources toward data centers and AI infrastructure.
Microsoft says its revised OpenAI partnership strengthens flexibility while maintaining key advantages. The company reported AI revenue surpassing $37 billion amid growing multi-model demand.
SoftBank is preparing a new AI and robotics company to automate data center construction, with plans for a potential $100 billion IPO. The move targets growing demand for AI infrastructure.
OpenAI is deepening ties with Amazon while restructuring its long-standing partnership with Microsoft. The shift reflects growing demand for flexible cloud access and AI infrastructure.
Meta has signed a deal with Overview Energy to beam solar power from space to Earth. The project aims to supply constant energy for AI data centers, even at night.
OpenAI and Microsoft have revised their partnership to cap revenue sharing and allow broader cloud distribution. The changes reflect growing competition and OpenAI’s push for flexibility.
Google plans to invest up to $40 billion in Anthropic while expanding cloud and chip support. The deal underscores the growing importance of compute capacity in the AI race.
Strong CPU demand in Intel’s earnings report has lifted chip stocks, with AMD surging on expectations of broader AI-driven growth. Analysts say CPUs are becoming critical again.
Meta will deploy tens of millions of AWS Graviton cores to power its next generation of AI systems. The deal highlights rising demand for CPU-driven infrastructure alongside GPUs.
Microsoft will invest A$25 billion in Australia to expand cloud, AI, and cybersecurity capabilities while training millions of workers. The move strengthens the country’s position as a global AI infrastructure hub.
Anthropic is actively recruiting a senior executive to source and negotiate data center deals across Europe, signaling the company’s intent to expand its AI compute infrastructure beyond the United States.
Nvidia and Google Cloud unveiled new AI infrastructure and agentic AI capabilities at Google Cloud Next, targeting large-scale enterprise and industrial deployments.