Anthropic’s Reported $45B Nscale Deal Shows AI Compute Is Now A Land Grab
Anthropic has reportedly agreed to a $45 billion Nscale cloud deal, securing future Nvidia Vera Rubin capacity in West Virginia.
Tag: data centres
Nvidia’s $96.2B Quarter Shows The AI Boom Has Not Slowed Yet
Nvidia reported $96.2 billion in Q2 FY27 revenue as data-centre sales more than doubled, giving the market another major signal ...
Nigeria’s Sovereign Cloud Taskforce Moves Data Control From Policy To Execution
NITDA has inaugurated a taskforce for Nigeria's National Sovereign Cloud Initiative, moving the country closer to practical control over critical ...
Nvidia Earnings Week Puts The Whole AI Boom On Trial
Nvidia's upcoming earnings will test whether AI chip demand, data-centre spending and investor expectations can keep supporting the broader AI ...
Velaura AI Raises $110M As Data-Centre Power Becomes The Next Chip Battle
Velaura AI has raised $110 million at a valuation above $1 billion to build lower-power AI compute infrastructure.
Microsoft’s AI Buildout Runs Into The Hard Math Of Chips And Power
A Guardian investigation questions whether Microsoft's installed AI chip capacity matches its huge infrastructure promises.
Cisco’s AI Orders Show Networking Is Now Part Of The Compute Boom
Cisco beat Q4 expectations and guided fiscal 2027 revenue above estimates as AI infrastructure orders reached $9.3B.
Foxconn’s AI Server Boom Is Now Bigger Than Its Apple Story
Foxconn posted record Q2 profit as cloud and networking products, including AI servers, crossed half of revenue.
Nvidia Turns AI Compute Into A $500B Wall Street Asset
Nvidia is working with major Wall Street firms to mobilize more than $500B for AI compute infrastructure.
Data-Centre Bans Turn AI Compute Into Local Politics in the U.S
More than 500 US towns and counties have reportedly restricted data-centre projects as AI compute demand hits local power, water ...