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JERA, Dell and RHAELM plan $15bn Japan AI data centre beside power plant
JERA, Dell Technologies and RHAELM are planning a more than $15 billion, 400 MW artificial intelligence infrastructure project beside JERA’s Chiba Thermal Power Station, using behind-the-meter electricity to compress one of the longest delays in data-centre development: securing power.
Why would Broadcom finance $42bn of Anthropic’s own AI compute bill?
Anthropic could access up to $42 billion of conditional Broadcom financing against a $125.2 billion five-year TPU compute commitment, revealing how chip suppliers, private capital and AI labs are becoming financially intertwined as infrastructure costs surge.
Why Amazon may shift $8bn of NVIDIA chips to investors as AI costs surge
Amazon is reportedly discussing a structure that could place about $8 billion of NVIDIA Grace Blackwell chips into an investor-backed vehicle and lease the hardware back, testing whether outside capital can shoulder more of the extraordinary cost of the AI infrastructure boom.
Accenture shares surge 16% as fiscal 2027 outlook challenges the AI disruption thesis
Accenture closed nearly 16% higher after fourth-quarter revenue beat guidance, bookings reached $22.17bn and management forecast another year of growth despite persistent fears that artificial intelligence will compress the traditional IT services model.
Samsung commits $1bn to KKR’s Helix as AI data centres become a group-wide bet
Six Samsung companies are investing alongside KKR, Nvidia, Kuwait Investment Authority and Vistra in an infrastructure platform spanning data centres, power grids and fibre networks.
AMD to buy Fei-Fei Li’s World Labs for $8.2bn in biggest push beyond AI chips
The all-stock acquisition gives AMD direct ownership of spatial-intelligence and world-model research as Lisa Su attempts to narrow Nvidia’s advantage in software, robotics and full-stack AI.
FTC opens OpenAI and Anthropic probe as rogue AI agents trigger scrutiny
The United States Federal Trade Commission has opened an industry-wide inquiry involving OpenAI, Anthropic and other frontier artificial intelligence organisations as regulators examine consumer risks and legal responsibility created by increasingly autonomous AI agents.
nVent Electric expands data center power portfolio with $1.75bn Maverick Power acquisition
nVent acquired Maverick Power for $1.75 billion to expand its data center power business. Find out how the deal could reshape growth and earnings.
HPE lands $1.2bn Vultr AI order as Juniper synergies climb to $800m
Hewlett Packard Enterprise has secured its first order for AMD Helios AI Rack systems in a $1.2 billion deal with Vultr while sharply increasing its networking growth forecast and raising expected Juniper Networks cost synergies to $800 million.
Inseego closes Nokia wireless acquisition as revenue scale and global carrier reach expand dramatically
Inseego completed its Nokia fixed wireless acquisition, a deal expected to double revenue. Find out what the global expansion means for investors