Moody’s: Hyperscaler capex forecasts marked up by $85bn, to close in on $1trn by 2027
Capex to reach $785bn in 2026, according to Moody’s forecasts
News - AI & Analytics (EN)
The latest news from the AI, data center, telco, chip, and cloud sector
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NHN launches 7,656-GPU cluster in Seoul, South Korea
Data center located in Yangpyeong-dong
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Oklo partners with Idaho National Lab to use AI for advanced reactor and fuel system design
Will support the development of Pluto reactor system
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Canada's Telus to expand Kamloops data center, lease two new sites in Vancouver
Company to take up Westbank's two data center projects in Vancouver
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Anthropic signs $1.8bn cloud contract with Akamai - report
Akamai announced major contract last week
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Cloudflare posts 34% revenue growth, celebrates by slashing 20% of its workforce
CEO wonders aloud how many lives Palo Alto Networks has left. Spoiler: he's counting
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CoreWeave surpasses 1GW of data center capacity, pushes more into self builds
Company is "firmly on track" for 1.7GW by end of 2026
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AMD debuts MI350 PCIe card to accelerate enterprise AI workloads
Chip giant extends accelerator peripheral lineup as it looks to meet bandwidth-booming workload demands
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Anthropic to use all of SpaceX-xAI's Colossus 1 data center compute
And "expresses interest" in multiple gigawatts of orbital AI compute capacity
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Cerebras signs on for 40MW of capacity at Digi Power X data center in Alabama
Initial 10-year contract valued at $1.1bn
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Argyll and SambaNova launch sovereign AI cloud in the UK
Plans for partnership first announced in October 2025
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Google launches second startup accelerator for AI and energy firms
Backed by more than 20 partner companies
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SP Energy Networks and Keen AI launch digital tool to cut UK grid connection wait times
Claim tool will could provide results in seconds not weeks
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Nebius, Lambda, and CoreWeave unlikely to buy Google TPUs any time soon
We love Nvidia chips, say Nvidia-backed firms
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Deep Green taps Zendo Energy for Manchester data center renewable energy deal
Zendo procures renewable energy supply from Engie to power facility
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Coatue sets up data center venture, partners with Fluidstack for 430MW campus in Indiana
Investment firm launches Next Frontier venture
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Nscale to deploy 66,000+ Rubin GPUs for Microsoft in Portugal
Two companies scale up agreement for Sines Data Campus
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Invenergy, Nvidia, Emerald AI partner on 'flexible AI factories'
Ranging from Edge to multi-gigawatt campuses
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OpenAI claims to have secured 10GW of AI infrastructure capacity ahead of 2029 target
3GW added in last 90 days alone
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SoftBank looks to form robotics unit focused on data center construction - report
Roze AI looks to speed data center construction
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Bell Canada to turn Winnipeg food processing plant into AI data center
Works expected to cost $23m
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Hut 8 selling $3.25bn in bonds to finance Google and Anthropic-backed River Bend AI data center campus
Development will act as the first leg in a 2.295GW partnership with Fluidstack and Anthropic
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Latitude.sh signs $25.1m three-year AI capacity agreement with unnamed customer
Will see US-based technology company using Latitude.sh's compute and storage solutions
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Welsh data center proposal rejected by local council
Anglesey County Council rejected planning for the former Octel Factory in Amlwch
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Singtel's RE:AI teams up with Mistral AI on sovereign offering in Singapore
Will use RE:AI's GPUs and Nxera data centers
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Celona deploys private 5G network for Mariana Minerals for mining operations
Sets out to support the future of data collection for mining industry
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TCS partners with Siemens Energy to develop AI-ready data center infrastructure in India
Continuation of two-decade relationship
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HPC cloud company Crunchbits rebrands as Synteq HPC
While AI cloud AlphaTon Capital rebrands to Alpha Compute Corp.