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AMD Q3 Results: Record $13.4bn as Data Center Sales Nearly Double

AMD Q3 results show record revenue of $13.4bn, up 45%, as Data Center sales nearly doubled. AMD guides fourth-quarter revenue to about $17bn.

Putin Orders Russia’s Private Data Centres to Hold 10% in Reserve

Putin's decree makes private Russia data centres reserve 10% of space and capacity, to be handed over within a day of a state subcommission decision.

Drax Teams With Brookfield on an AI Data Centre That Could Top £20bn

Drax, Brookfield and Radiant plan a Drax data centre in North Yorkshire, starting at 100MW in 2028, with total spend Brookfield says could top £20bn.

Marvell to Buy Lumentum in All-Stock Deal Valuing It at $115bn

Marvell's Lumentum acquisition is an all-stock deal with an implied enterprise value of $115bn, expected to close in the first half of 2028.

Google Pays US$160m for a Negeri Sembilan Reservoir and Water Plant

Google is funding a US$160m Negeri Sembilan water plant and reservoir for its Port Dickson data centre and public supply. The state will own both.

Aramco Closes Its Purchase of 49% of HUMAIN, With PIF Keeping 51%

Aramco has closed its deal for a 49% HUMAIN stake, adding AI assets and about $2.6bn in cash. PIF keeps 51% as HUMAIN plans 3GW of AI capacity by 2030.

Victoria’s SEC Signs 10-Year Deal for Planned Glenrowan Battery

Victoria's SEC has signed a 10-year offtake deal for a planned 102 MW, four-hour Glenrowan battery. Construction is due after financial close.

Anthropic in Talks to Lease Beacon’s Alberta Data Centre Campus

Anthropic is in talks to lease Beacon's planned Alberta data centre campus, the Globe reports. Its 920 MW gas plant won AUC approval on 23 October.

National Grid Agrees Teesside Substation Land Deal at Dorman Point

National Grid has agreed to buy land at Teesworks for a Teesside substation of over 1GW, beside a planned AI data centre. What is confirmed so far.

Perplexity Will Run Its AI Workloads on IREN’s Blackwell Ultra GPUs

The Perplexity IREN agreement puts Perplexity on NVIDIA Blackwell Ultra GPUs at an IREN campus, IREN says. No value, GPU count or site was given.

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