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Nvidia Invests Billions to Expand AI Infrastructure Supply Chain Amid Surging Demand

Nvidia announced major supply chain investments at GTC Berlin to expand manufacturing capacity 2.5x over three years. The company signed deals with Samsung Electro-Mechanics, IBIDEN, Amkor, and others, including a $1.1 billion advance to KYEC for U.S. testing facilities, addressing capacity constraints in substrates, advanced packaging, and optical connectors.

Business2 sources

Nvidia Invests Billions to Expand AI Infrastructure Supply Chain Amid Surging Demand

Business2 sources

Meta Creates New Class of Stock to Fund Ambitious AI Spending as Muse Agent Hits 10 Million Users

Meta unveiled a new class of non-voting shares to finance its aggressive AI expansion while protecting Mark Zuckerberg's voting control. The move comes as the company raises its capital expenditure forecast to $135-145 billion and reports strong Q3 earnings with revenue jumping 26% to $64.6 billion. The company's Muse AI agent reached 10 million users in just 45 days.

Business20 sources

Meta Creates New Class of Stock to Fund Ambitious AI Spending as Muse Agent Hits 10 Million Users

Business20 sources

AI Trust Issues and Data Center Opposition Shake Up 2026 Midterm Elections

A Washington Post-ABC News-Ipsos poll reveals 57% of Americans view AI negatively and 66% oppose new data centers. The backlash crosses party lines, with candidates in tight races distancing themselves from pro-AI positions as voters prioritize electricity costs and job security over economic promises.

Policy5 sources

AI Trust Issues and Data Center Opposition Shake Up 2026 Midterm Elections

Policy5 sources

Cisco Report: 55% of IT Leaders Struggle to Control Agentic AI Costs as Agent Adoption Accelerates

Cisco's State of Observability 2026 report surveyed 2,050 ITOps and engineering professionals across 10 countries, revealing a critical disconnect: 55% cannot accurately control AI costs while 83% fear unintended consequences of AI agents. The research shows organizations are deploying agentic AI faster than they can monitor it, creating unprecedented financial and operational risks.

Technology3 sources

Cisco Report: 55% of IT Leaders Struggle to Control Agentic AI Costs as Agent Adoption Accelerates

Technology3 sources

SpaceX Revenue Jumps 161% to $14.6B as AI Business Overtakes Starlink in Q3 Earnings

SpaceX reported third-quarter revenue of $14.6 billion, up 161% year-over-year, beating Wall Street estimates as its AI business overtook Starlink for the first time. The company's Super Intelligence segment generated $7.6 billion, primarily from renting data-center computing capacity to firms like Anthropic and Google, while capital expenditures reached $19.6 billion.

Business9 sources

SpaceX Revenue Jumps 161% to $14.6B as AI Business Overtakes Starlink in Q3 Earnings

Business9 sources

HSBC CEO Warns AI Boom Won't Make Every Data Center a Good Bet as Spending Nears $7 Trillion

HSBC CEO Georges Elhedery cautioned investors to be selective when financing data centers despite calling AI transformational. He emphasized the importance of evaluating contract pricing and tenant quality as global data center spending could reach $7 trillion by 2030, while hyperscalers raise trillions in debt.

Business2 sources

HSBC CEO Warns AI Boom Won't Make Every Data Center a Good Bet as Spending Nears $7 Trillion

Business2 sources

OVHcloud to Launch First AI Model in 2027 With 110 MW of Available Cloud Capacity

French cloud computing company OVHcloud announced plans to launch its first AI model in early 2027, built using a mixture-of-experts design on Jupiter supercomputer. CEO Octave Klaba revealed that 110 MW of the company's 250 MW connected capacity remains available for new clients, positioning OVHcloud as a potential European challenger to Mistral AI.

Business2 sources

OVHcloud to Launch First AI Model in 2027 With 110 MW of Available Cloud Capacity

Business2 sources

AI Power Demand Collides With Grid Reality as $7.6 Trillion Investment Faces Energy Bottleneck

Goldman Sachs identifies power infrastructure bottleneck as the biggest threat to AI expansion, with global data center power demand expected to surge 170% by 2030. Microsoft's withdrawal from a UK project and 5-year grid connection delays highlight how electricity supply now determines where AI compute gets built.

Business4 sources

AI Power Demand Collides With Grid Reality as $7.6 Trillion Investment Faces Energy Bottleneck

Business4 sources

ABB Posts Record $12 Billion Orders as AI Data Centre Boom Drives Power Distribution Demand

ABB reported record quarterly orders of $12 billion, driven by surging demand for power distribution and cooling systems in AI data centres. Despite strong results, shares fell 5.5% amid broader AI sector concerns. The Swiss engineering group announced a $495 million investment in a joint venture with Mitsubishi Electric to expand its low-voltage power distribution business in Asia-Pacific markets.

Business3 sources

ABB Posts Record $12 Billion Orders as AI Data Centre Boom Drives Power Distribution Demand

Business3 sources

Elice IPO Crashes 30% in Worst Debut for $100M+ Korean Listings as AI Sector Faces Reality Check

South Korean AI services firm Elice Group's shares plummeted 30% in their market debut despite raising 201.1 billion won ($150 million). The catastrophic launch marks the worst debut ever for a Korean IPO exceeding $100 million, reflecting mounting investor concerns about AI spending sustainability and whether massive infrastructure investments can deliver returns amid elevated borrowing costs.

Business7 sources

Elice IPO Crashes 30% in Worst Debut for $100M+ Korean Listings as AI Sector Faces Reality Check

Business7 sources

Anthropic Secures First Canadian Data Centre Deal with EverWind in Nova Scotia

Anthropic has signed its first Canadian data centre lease with EverWind at Point Tupper, Nova Scotia, as part of a C$10 billion investment combining AI computing infrastructure and renewable energy. The deal expands capacity for the Claude AI assistant while Anthropic spent $7.33 billion on infrastructure last year and prepares for a potential $2 trillion US public listing.

Business2 sources

Anthropic Secures First Canadian Data Centre Deal with EverWind in Nova Scotia

Business2 sources

Anthropic Co-Founder Says AI Could Boost US GDP to $44 Trillion by 2030

Anthropic co-founder Jack Clark predicts AI could expand US economic output from $30 trillion to $44 trillion by 2030, representing nearly 50% growth. Speaking at IMF and World Bank meetings in Bangkok, Clark warned that rapid AI advancement demands urgent global cooperation on regulations while raising questions about equitable access to AI tools and infrastructure.

Business3 sources

Anthropic Co-Founder Says AI Could Boost US GDP to $44 Trillion by 2030

Business3 sources

AI Boom Forces Central Bankers to Rethink Interest Rates as Inflation Pressures Mount

Central bankers worldwide are acknowledging that artificial intelligence investments are creating fresh inflation pressures and driving up borrowing costs. Federal Reserve Chair Kevin Warsh called AI a demand-side shock hitting economies before productivity gains materialize, while ECB policymakers warn of a global fight for money as AI-driven spending fuels higher interest rates.

Business5 sources

AI Boom Forces Central Bankers to Rethink Interest Rates as Inflation Pressures Mount

Business5 sources

AI Infrastructure Boom Hits Turbulence as Hidden Debt and Rising Costs Trigger Market Alarm

S&P Global warns that hyperscalers likely carry more AI-linked debt than disclosed as CoreWeave bonds plunge and investors scrutinize whether $7 trillion in AI spending can deliver profits. Rising borrowing costs and project delays expose vulnerabilities in the debt-fueled AI infrastructure boom.

Business16 sources

AI Infrastructure Boom Hits Turbulence as Hidden Debt and Rising Costs Trigger Market Alarm

Business16 sources

Schneider Electric Raises 2026 Targets Again as AI Data Centers Drive Triple-Digit Demand Growth

Schneider Electric has raised its 2026 profit and revenue targets for the second time this year, driven by booming data centre demand. The French industrial group now expects adjusted EBITDA growth of 18-21% and organic revenue growth of 12-14%, fueled by triple-digit demand growth from AI data centers and hyperscalers.

Business2 sources

Schneider Electric Raises 2026 Targets Again as AI Data Centers Drive Triple-Digit Demand Growth

Business2 sources

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