AWS plans to deploy another two million Nvidia GPUs across its global infrastructure in 2027 and 2028, adding to an earlier commitment for more than one million GPUs. The additional deployment will include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs. The agreement also covers Nvidia CPUs, networking, and interconnect technology that AWS plans to […]
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Tencent Cloud plans to establish its first cloud region in Malaysia, while Alibaba Cloud has launched a third data centre in South Korea, adding capacity in two Asian markets as global cloud infrastructure spending continues to rise. Both announcements were made on August 18. Tencent’s planned Malaysia region will comprise up to three availability zones […]
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AI infrastructure startup Volta has emerged from stealth with a $2.4 billion valuation and a $10 billion agreement to provide cloud computing capacity in Europe alongside Bitdeer Technologies. The seven-month-old company said the six-year agreement will support an unnamed AI company through infrastructure at a Bitdeer-operated data centre in Norway. Bloomberg reported that the customer […]
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Meta is in early discussions to lease computing capacity to Anthropic under a two-year agreement worth up to $10 billion, according to The New York Times. The proposed arrangement would give Anthropic access to computing infrastructure supplied by Meta while creating a potential external revenue stream for the company. The reports did not identify the […]
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Large data centre projects intended to support AI and cloud workloads are facing power shortages and grid delays. Some are also facing planning disputes, land-use concerns, and rising construction costs. A report by The Guardian, citing data from the Uptime Institute, said 250 data centre projects requiring more than 100MW of power each were announced […]
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South Korea is moving to expand its AI infrastructure base through a series of projects covering data centres, semiconductors, and robotics. SK Telecom plans to build up to 15GW of AI data centre capacity. The plan follows a set of South Korean “mega projects” covering semiconductors, physical AI, and AI data centres. Samsung Electronics, SK […]
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Meta Platforms is developing plans for a cloud infrastructure business that would sell access to AI computing power and models, Bloomberg reported, citing people familiar with the matter. CNBC later reported that Meta plans to sell excess computing power to outside customers. The business would compete with Amazon Web Services, Microsoft Azure, Google Cloud, and […]
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Microsoft has signed a 20-year power agreement with Chevron for a planned AI data centre in West Texas. Chevron’s wholly owned subsidiary, Energy Forge One LLC, signed the power purchase agreement with Microsoft. The agreement covers dedicated electricity for a Microsoft-operated data centre through Project Kilby, a co-located power facility and data centre complex. Chevron […]
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AI is now a driver of data centre expansion everywhere in the world—across Europe, the Middle East, and Africa. In Europe, the supplied projection puts data centre capacity growth at a compound rate of 25% to 2030, ahead of the effect produced by the shift to public cloud infrastructure over the past decade. AI workloads […]
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Google and Blackstone plan to create a US-based AI cloud venture that will provide access to data centre capacity and Google’s custom AI chips. Blackstone will make an initial equity investment of US$5 billion to support the venture. The firm will be the majority owner of the new business. The companies said the investment will […]
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