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Stories from Nebius come first, newest first, then stories from connected topics (Debt, Data Centres & Energy, Sovereign AI, AI infrastructure, data centres, Meta), each labelled with where it comes from. This view is not indexed by search engines.

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STMicro Expects $1.3bn of AI Data-Centre Revenue as Q3 Sales Rise 18%

STMicroelectronics' Q3 revenue rose 17.9% to $3.76bn. It now expects about $1.3bn from AI data centres this year and well above $2bn in 2027.

Tata Communications to Lay 10,000km of AI-Ready Fibre Across India

Tata Communications plans to spend up to about $450m on 10,000km of new long-haul fibre linking India's data centre hubs, starting with Mumbai to Chennai.

Fortescue Signs PLS as First Green Grid Customer in 20-Year Deal

Fortescue will supply at least 325GWh a year to PLS's Pilgangoora lithium mine from 2029 under a 20-year deal, its first sale of Green Grid power.

Malaysia Approves a 30% Renewable Energy Minimum for Data Centres

Malaysia's government has approved a rule that data centres use at least 30% renewable energy. The Energy Commission is now writing the guidelines.

Alphabet Revenue Rises 25% to $127.6bn; Google Cloud Sales Jump 103%

Google Cloud revenue more than doubled to $30.7bn, but capital spending of $51.4bn left Alphabet with negative free cash flow of $9.1bn for the quarter.

Microsoft Revenue Rises 19% to $92.3bn; Azure Grows 48% to $33.2bn

Microsoft's first results under its new segments show Azure revenue of $33.2bn, up 48%, while spending on property and equipment doubled to $39.4bn.

UK Sets Five Tests Data Centres Must Pass for Faster Grid Connections

The UK's new Data Centre Covenant sets five tests on bills, communities, water, jobs and security that strategic sites must meet to get faster grid access.

Altera Unveils Agilex 2X FPGAs, With Agilex 27 Samples Due in 2027

Altera's Agilex 2X spans four FPGA families for AI, networking and robotics. Agilex 27 comes first, with engineering samples due in 2H 2027.

Meta Gives Five US Universities $2m and Its AI Models for Research

Meta is granting $2m across Caltech, Ohio State, LSU, Indiana and UTHealth Houston for research using its AI models, from infant care to heart failure.

PsiQuantum Turns Its Quantum Photonics Into an Optical Switch for AI

PsiQuantum has shown an 8x8 optical circuit switch for AI data centres, built on its quantum photonics, and is sharing samples with customers.

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