AI infrastructure - Page 2
Coverage of AI infrastructure: data centres, GPU clouds, power and energy supply, chip supply chains and the financing behind the build-out.
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Naver Signs $9bn Brookfield Compute Deal, Clearing Way for Nvidia
Naver has signed a $9bn compute deal with a Brookfield fund and guaranteed up to KRW 18.74tn of its cloud unit's payments, meeting Nvidia's condition.
CoreWeave Opens Copenhagen AI Site and Extends Its Network Into Asia
CoreWeave has switched on most of a 22.5 MW AI site in Copenhagen and plans network links to seven Asia-Pacific and Middle East markets by mid-2027.
NVIDIA to Invest $3bn in Meta’s Share Sale as Muse Partnership Grows
NVIDIA will invest $3bn in Meta's equity offering and widen work on Muse, as Meta prices an upsized $25bn share sale at $625 plus $12.5bn of preferred.
Meta’s Louisiana AI Campus Is Planned at About 1,800 Football Pitches
Meta's Louisiana campus is planned at 3,200 acres and 5 GW, with seven new gas plants. How big an AI data centre is and what it costs in power and water.
Rambus Reports Record Q3 Revenue of $218.3m, Up 22% Year on Year
Rambus posted record Q3 2026 revenue of $218.3m, up 22%, as memory interface chip sales hit a record. It guides Q4 revenue to $227m-$233m.
Anthropic Files to List on Nasdaq as ANT, With $16.3bn H1 Revenue
Anthropic's public S-1 shows $16.3bn of revenue in the first half of 2026 and an $80.7bn net loss, $72.4bn of it a fair-value charge. No price range yet.
Meta Launches $35bn of Share Offerings and Plans a $60bn ATM Sale
Meta launched about $35bn of stock offerings on 26 October and plans a $60bn at-the-market sale of Class C shares from early 2027.
TCEQ Shuts STEERS Permit Portal to Screen Data-Centre Applications
Texas's environmental regulator has shut its STEERS automatic-permit portal so staff can check whether applications are linked to data centres.
Jassy Says AWS Capacity Is Sold Out for 2026 Despite $220bn Spend
Amazon's Andy Jassy told an a16z podcast that AWS capacity for 2026 is sold out, 2027 largely sold out and a good chunk of 2028 already committed.
Dell Packs 256 NVIDIA Vera CPUs Into One Rack, Adds Groq 3 Inference
Dell has unveiled NVIDIA Vera CPU servers, including a 48U rack with 256 Vera chips, and its first Groq 3 rack for AI inference, both due in Q1 2027.
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