AI CapEx

Twitter

Facebook

Copy Link

Top News

Alibaba Secures $10.2bn in Record Hong Kong Share Placement to Fund AI Infrastructure Push

Alibaba raised $10.2bn through Hong Kong's largest primary follow-on offering, dedicating all proceeds to AI infrastructure and full stack AI capabilities. The move follows a 75% quarterly profit drop driven by aggressive AI spending, as cloud and AI revenue surged 45% to position the company against global competitors.

Business3 sources

Alibaba Secures $10.2bn in Record Hong Kong Share Placement to Fund AI Infrastructure Push

Business3 sources

Nvidia to raise AI server prices over 15% in early 2027 as memory costs soar

Nvidia has notified its largest customers including Microsoft, Google, and Oracle of price increases exceeding 15% on AI servers shipping from early 2027. The hikes affect systems with Vera Rubin and Grace Blackwell chips, driven by unprecedented memory chip costs that Nvidia is passing through rather than absorbing despite its 75% gross margin.

Business7 sources

Nvidia to raise AI server prices over 15% in early 2027 as memory costs soar

Business7 sources

Nscale Eyes $3B IPO Next Month as AI Data Center Demand Surges With $51B in Contracted Revenue

London-based Nscale Global Holdings Ltd is preparing to raise $3 billion in a U.S. IPO as soon as September, with Goldman Sachs and JPMorgan Chase managing the listing. The AI data center builder has secured $51 billion in contracted revenue and plans to expand capacity from 831 megawatts to 11 gigawatts across multiple global locations.

Business3 sources

Nscale Eyes $3B IPO Next Month as AI Data Center Demand Surges With $51B in Contracted Revenue

Business3 sources

Swiss National Bank warns AI may increase inflation short-term despite productivity gains

Swiss National Bank governing board member Petra Tschudin cautioned that artificial intelligence could push up inflation in the near term due to supply chain disruptions and chip shortages, even as the technology promises long-term productivity gains. Her warning aligns with recent IMF research questioning AI's deflationary potential.

Business2 sources

Swiss National Bank warns AI may increase inflation short-term despite productivity gains

Business2 sources

Taiwan's 11% GDP Growth Forecast Sparks Sustainability Concerns Amid AI Boom

Taiwan's government projects 11.05% GDP growth for 2026, driven by AI demand for semiconductors. But economists warn this AI-fueled forecast may not last, citing risks from potential slowdowns in capital expenditure, rising global interest rates, geopolitical tensions with China, and stagnant wage growth that questions economic sustainability.

Business2 sources

Taiwan's 11% GDP Growth Forecast Sparks Sustainability Concerns Amid AI Boom

Business2 sources

Micron CEO: AI Has Totally Changed the Boom-and-Bust Memory Industry

Micron Technology CEO Sanjay Mehrotra says AI has fundamentally transformed the memory industry's traditional boom-and-bust cycles. Data-center customers currently demand 50% more supply than Micron can produce, driving a $250 billion U.S. manufacturing expansion in Boise, Idaho.

Business2 sources

Micron CEO: AI Has Totally Changed the Boom-and-Bust Memory Industry

Business2 sources

AI Debt Surge Hits $220 Billion as Investor Fatigue Tests Corporate Borrowing Limits

AI-related debt issuance has exploded to $220 billion in 2026—up from just $12.5 billion last year—as tech giants fund massive infrastructure buildouts. But investors are demanding higher yields to absorb the flood, with Amazon's recent $25 billion bond sale pricing at double last year's spreads. Market indigestion is setting in.

Business3 sources

AI Debt Surge Hits $220 Billion as Investor Fatigue Tests Corporate Borrowing Limits

Business3 sources

Eagle Point Backs $1.3 Billion Loan for Anthropic's Texas AI Data Center in Major Infrastructure Deal

Eagle Point Credit Management is lending $1.3 billion toward a massive 2,900-acre AI data center in Hubbard, Texas, that will house Anthropic as its primary tenant. The mezzanine financing sits within a roughly $16 billion project-finance package, with Google guaranteeing the safer senior debt portions of the deal.

Business2 sources

Eagle Point Backs $1.3 Billion Loan for Anthropic's Texas AI Data Center in Major Infrastructure Deal

Business2 sources

AI Data Centers Become Political Liability as Voter Opposition Threatens $1 Trillion Infrastructure Boom

Opposition to AI data centers has emerged as a defining issue in the 2026 midterms, with voters rejecting facilities over rising electricity bills and environmental concerns. Republican strategists warn the backlash threatens America's AI infrastructure buildout, while Morgan Stanley cautions that capital alone can no longer secure development sites.

Policy9 sources

AI Data Centers Become Political Liability as Voter Opposition Threatens $1 Trillion Infrastructure Boom

Policy9 sources

Nebius Group upsizes convertible bonds to $5bn to expand AI data centers and GPU infrastructure

Amsterdam-based Nebius Group increased its convertible debt offering from $4.5 billion to $5 billion to accelerate investments in AI data centers and computing capacity. The AI cloud provider plans to issue $3 billion in 2030 notes and $2 billion in 2034 notes, with shares dropping nearly 10% following the announcement despite a 197% surge earlier this year.

Business3 sources

Nebius Group upsizes convertible bonds to $5bn to expand AI data centers and GPU infrastructure

Business3 sources

DataVita Secures £300 Million to Expand Scotland's AI Infrastructure Hub in Lanarkshire

DataVita has secured £300 million in financing to expand its datacenter campus in Scotland's Lanarkshire AI Growth Zone, adding 80 megawatts of capacity across two facilities. The project will create 600 construction jobs and 100 permanent roles, with CoreWeave leasing the entire capacity for 15 years as the region positions itself as a major AI infrastructure hub.

Business2 sources

DataVita Secures £300 Million to Expand Scotland's AI Infrastructure Hub in Lanarkshire

Business2 sources

Kingsoft Cloud Stock Surges 9% as AI Cloud Billings Jump 82% in Second-Quarter Earnings Beat

Kingsoft Cloud Holdings reported second-quarter earnings that exceeded analyst estimates, driven by surging demand for AI-related cloud services. The company's AI cloud business grew 82% year over year, now representing 56% of public cloud revenue. Shares jumped over 8% following the announcement as the company posted its first positive GAAP operating margin.

Business2 sources

Kingsoft Cloud Stock Surges 9% as AI Cloud Billings Jump 82% in Second-Quarter Earnings Beat

Business2 sources

AI Data Center Boom Drives Massive Factory Expansions Across US Manufacturing

The AI data center boom is transforming US manufacturing as companies like Generac invest $250 million in new factories while Caterpillar's engine sales surpass construction equipment revenue for the first time. The surge is creating thousands of jobs and pushing manufacturing output to its highest level since 2021-22.

Business2 sources

AI Data Center Boom Drives Massive Factory Expansions Across US Manufacturing

Business2 sources

Josh Shapiro Signs Executive Order Imposing Nation's Strictest Rules on AI Data Centers in Pennsylvania

Pennsylvania Governor Josh Shapiro signed an executive order Tuesday that establishes the nation's strictest regulations on AI data centers. The order removes data centers from the state's Fast Track permit program, bars nondisclosure agreements, and requires developers to pay full electricity costs without shifting them to households. The move marks a reversal from Shapiro's earlier support for Amazon's $20 billion data center investment.

Policy6 sources

Josh Shapiro Signs Executive Order Imposing Nation's Strictest Rules on AI Data Centers in Pennsylvania

Policy6 sources

F5 AI Gateway Cuts Enterprise AI Costs by 60% with Unified Control Plane

F5 integrated its enhanced AI Gateway into the F5 AI Security Platform, delivering a unified control plane for AI governance across models, agents, and tools. The solution combines Model Gateway, MCP Gateway, and AI Guardrails to reduce token spend by up to 60% while enforcing policies on every AI request and protecting sensitive data in real-time.

Technology3 sources

F5 AI Gateway Cuts Enterprise AI Costs by 60% with Unified Control Plane

Technology3 sources

Prev12 3 4…24 Next