Nvidia and Broadcom's AI Financing Tools Shift Compute Control Away From Hyperscalers
Technology

Nvidia and Broadcom's AI Financing Tools Shift Compute Control Away From Hyperscalers

Barclays says $500bn and $35bn financing platforms let large AI buyers fund compute capacity outside big cloud providers...

Eitan Shapiro 👁 64 💬 0
Lodha Developers Puts ₹24,000 Crore Launch Pipeline Behind FY27 Sales Target
Real Estate

Lodha Developers Puts ₹24,000 Crore Launch Pipeline Behind FY27 Sales Target

The Mumbai-based developer plans 21 housing launches across MMR, Delhi-NCR, Pune and Bengaluru by March, including its f...

Cormac Doyle 👁 48 💬 0
Nvidia’s $500 Billion Bet: Making AI Compute Wall Street’s Next Asset Class
Technology

Nvidia’s $500 Billion Bet: Making AI Compute Wall Street’s Next Asset Class

Nvidia and six asset managers want to turn AI data centres into investable infrastructure. The real test is whether the ...

Eitan Shapiro 👁 54 💬 0
Vertiv Plans Letterkenny Expansion and Up to 300 Jobs as AI Data Centre Demand Climbs
Companies

Vertiv Plans Letterkenny Expansion and Up to 300 Jobs as AI Data Centre Demand Climbs

The critical digital infrastructure maker will seek approval for 7,000 sq m more manufacturing and testing space in Done...

Declan Byrne 👁 48 💬 0
NSW Regulator Demands Goodman Prove Renewables for $5.5bn Project Atlas AI Campus
Energy

NSW Regulator Demands Goodman Prove Renewables for $5.5bn Project Atlas AI Campus

NSW energy officials want Goodman to show how the 500MW Western Sydney campus will secure firmed green power, warning th...

Aoife Keane 👁 41 💬 0
Robotics Industry Could Consume 363 TWh of Power by 2035, Matching France's Nuclear Output
Energy

Robotics Industry Could Consume 363 TWh of Power by 2035, Matching France's Nuclear Output

Wood Mackenzie sees industrial and humanoid robots becoming a second major strain on global power grids after AI data ce...

Aoife Keane 👁 45 💬 0
USG to Unveil Solution Targeting Data Centre Rework at DICE South
Real Estate

USG to Unveil Solution Targeting Data Centre Rework at DICE South

Building materials specialist USG will debut a new product designed to cut repair and rework time in data halls during t...

Cormac Doyle 👁 46 💬 0
Big Tech has a herding problem
Companies

Big Tech has a herding problem

Meta, Tesla and SpaceX are pouring billions into AI data centres with little clarity on returns, following the herd rath...

Declan Byrne 👁 42 💬 0
Zuckerberg Defends Open-Source Superintelligence, Pledges $1B Community Fund
Technology

Zuckerberg Defends Open-Source Superintelligence, Pledges $1B Community Fund

Mark Zuckerberg outlines Meta’s vision of widespread superintelligence access, proposes government collaboration on AI s...

Eitan Shapiro 👁 29 💬 0
Rio Tinto Profit Jumps 43% on Data Centre-Fuelled Copper, Aluminium Boom
Companies

Rio Tinto Profit Jumps 43% on Data Centre-Fuelled Copper, Aluminium Boom

Half-year profit hits $6.85bn, driven by surging copper and aluminum demand from hyperscale data centres, while iron ore...

Declan Byrne 👁 33 💬 0
Texas Orders Audits of Data Centre Construction, Clouding Google and Microsoft Expansion
Energy

Texas Orders Audits of Data Centre Construction, Clouding Google and Microsoft Expansion

Governor Greg Abbott has directed the state’s utility regulator and grid operator to audit new data centre projects, a m...

Aoife Keane 👁 41 💬 0
US Hyperscalers Set to Top $700 Billion in AI Infrastructure Spending for 2026
Technology

US Hyperscalers Set to Top $700 Billion in AI Infrastructure Spending for 2026

Amazon, Microsoft, Google, Meta and Oracle are on track to nearly double their data centre investments, reshaping energy...

Eitan Shapiro 👁 45 💬 0
Anthropic Said to Sign $10 Billion, Six-Year Data Centre Deal With Volta Infra
Technology

Anthropic Said to Sign $10 Billion, Six-Year Data Centre Deal With Volta Infra

Anthropic reportedly commits $10 billion over six years to data centre capacity run by startup Volta Infra, deepening th...

Eitan Shapiro 👁 37 💬 0
Angola's Digital Hub Ambitions Hinge on Institutions, Not Just Infrastructure
Technology

Angola's Digital Hub Ambitions Hinge on Institutions, Not Just Infrastructure

Angola wants to be a regional digital hub built on the Lobito Corridor and AI ambitions — but analysts argue strong inst...

Eitan Shapiro 👁 35 💬 0
Marsh to Provide Risk and Insurance Services for Meta's $10B Texas AI Data Centre
Insurance

Marsh to Provide Risk and Insurance Services for Meta's $10B Texas AI Data Centre

Marsh will handle project risk analysis and insurance for Meta and BlackRock's $10B, 1GW AI data centre campus in El Pas...

Tamar Rosen 👁 29 💬 0
ABB Launches Ultracapacitor Platform to Help Irish Data Centres Meet EirGrid's New Grid Rules
Energy

ABB Launches Ultracapacitor Platform to Help Irish Data Centres Meet EirGrid's New Grid Rules

EirGrid's tightening rules require Irish data centres to actively stabilise the power grid; ABB's new ultracapacitor pla...

Aoife Keane 👁 32 💬 0
Rolls-Royce Lifts Profit Outlook on Defence and AI Data Centre Boom
Companies

Rolls-Royce Lifts Profit Outlook on Defence and AI Data Centre Boom

The British engineering group raised full-year profit guidance after first-half earnings jumped 46%, driven by surging d...

Declan Byrne 👁 40 💬 0
Spain Unleashes Historic €35 Billion Grid Investment to End Power Network Gridlock
Energy

Spain Unleashes Historic €35 Billion Grid Investment to End Power Network Gridlock

Madrid has lifted investment caps on electricity networks, releasing up to €17.9 billion in fresh spending for distribut...

Aoife Keane 👁 63 💬 0
Inside Super Micro Computer's Server and AI Infrastructure Business
Companies

Inside Super Micro Computer's Server and AI Infrastructure Business

A look at the modular server maker's product range and role in powering data centres and AI workloads.

Declan Byrne 👁 45 💬 0
Willis Warns Data Centre Sector Over-Insuring: Urges Shift to Risk-Led Buying
Insurance

Willis Warns Data Centre Sector Over-Insuring: Urges Shift to Risk-Led Buying

Insurance broker Willis (WTW) says many data centre owners may be buying excessive capacity without understanding their ...

Tamar Rosen 👁 31 💬 0
Sterling & Wilson to Spin Off Generator Unit in ₹1,500-Crore IPO, Riding Data Centre Wave
Companies

Sterling & Wilson to Spin Off Generator Unit in ₹1,500-Crore IPO, Riding Data Centre Wave

Sterling & Wilson is forging ahead with a ₹1,500-crore IPO for its generator manufacturing arm, Sterling Green Power Sol...

Declan Byrne 👁 36 💬 0
Everllence Rolls Out 175D GenSet Targeting Data Centre Standby Power
Companies

Everllence Rolls Out 175D GenSet Targeting Data Centre Standby Power

The new 3 MVA high‑speed genset, built on proven engine technology, arrives as data centre construction accelerates glob...

Declan Byrne 👁 35 💬 0
Global data centre investment surges $235bn, outpacing oil, renewables and property — UNCTAD
Technology

Global data centre investment surges $235bn, outpacing oil, renewables and property — UNCTAD

New UNCTAD data shows foreign investment announcements for data centres jumped by $235 billion between 2024 and 2025, dw...

Eitan Shapiro 👁 42 💬 0