AI infrastructure

Vertiv's third-quarter sales rose 61% to $4.31bn and organic orders more than doubled. It now forecasts $14.45bn to $14.85bn of 2026 sales.

HIVE's BUZZ HPC unit has a $129m, 9% fixed-rate loan to buy 2,303 NVIDIA GB200 GPUs for a three-year Cohere contract, with no new shares issued.

Baker Hughes will supply 43 gas turbines and Chart dry coolers giving about 1.1GW of power for an unnamed US tech company's AI computing build.

BofA, Citi, Morgan Stanley and Blackstone have announced $63bn to buy Broadcom AI chips for lease to Anthropic, with Broadcom backing the first lien.

Bitcoin mining services firm Luxor has raised $16m in a round led by CMT Digital, with Canaan and MicroBT, to grow its AI hardware and compute trading.

Galaxy reported Q3 net income of $323m after a Q2 loss. Data centre adjusted gross profit rose to $79m and the board approved a new $200m buyback.

General Compute has raised a $100M Series A co-led by Blackbird and Abstract for a cloud that runs AI models on Cerebras, SambaNova and Positron chips.

AMD says it will put $1bn into Meta's equity offering and that its first Helios rack-scale systems are installed and being tested at Meta.

Corning's third-quarter core sales rose 19% to $5.08bn as optical sales jumped 44% and it says Gen AI product sales more than doubled year on year.

Acuity has agreed to buy Parameter Technologies, which makes leak detection for liquid-cooled data centres, for $675m, funded mostly with new borrowing.