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SoftBank in talks to acquire DigitalBridge as AI infrastructure demand drives $6.7 trillion market

SoftBank is negotiating to acquire DigitalBridge, a digital infrastructure firm managing $108 billion in assets, to capitalize on booming demand for data centers. The deal could close by year-end, with DigitalBridge shares surging 35% on the news. McKinsey projects AI-linked infrastructure spending could reach $6.7 trillion by 2030.

Business3 sources

SoftBank in talks to acquire DigitalBridge as AI infrastructure demand drives $6.7 trillion market

Business3 sources

Netflix's $82.7 billion Warner Bros. deal is really an AI play to counter Google's chip dominance

Netflix's historic $82.7 billion acquisition of Warner Bros. Discovery isn't just about content—it's a strategic AI play. S&P analyst Melissa Otto reveals the deal targets Google's TPU chip advantage and control over the video corpus needed to train next-generation AI models, as Netflix builds a moat against YouTube's growing dominance in streaming.

Business3 sources

Netflix's $82.7 billion Warner Bros. deal is really an AI play to counter Google's chip dominance

Business3 sources

HPE misses revenue targets as AI server sales slide on customer delays and supply chain snags

Hewlett Packard Enterprise reported Q4 revenue of $9.68 billion, missing Wall Street's $9.93 billion target, as AI server sales declined 5% to $4.46 billion. The company cuts its guidance for Q1 2026, citing customer delays in AI projects and supply chain issues affecting delivery schedules. Despite booking $2 billion in new AI server orders, HPE's stock fell over 9% as larger government and enterprise customers postpone deployments.

Business2 sources

HPE misses revenue targets as AI server sales slide on customer delays and supply chain snags

Business2 sources

Arm to launch chip design school in South Korea, training 1,400 specialists for AI push

SoftBank's Arm signed a deal with South Korea to establish a chip design school that will train 1,400 specialists by 2030. The initiative aims to strengthen the country's semiconductor and AI industries as South Korea positions itself among the world's top three AI powers.

Business3 sources

Arm to launch chip design school in South Korea, training 1,400 specialists for AI push

Business3 sources

Microsoft and LG explore partnership for AI data center infrastructure, but no deal signed yet

LG Electronics has confirmed that Microsoft and LG group companies are exploring collaboration on data center technology. The statement came after media reports suggested LG affiliates would supply cooling and energy systems for Microsoft's AI facilities. However, the South Korean tech giant clarified that no specific agreement has been reached.

Business2 sources

Microsoft and LG explore partnership for AI data center infrastructure, but no deal signed yet

Business2 sources

OpenAI NextDC strike $4.6 billion deal to build massive AI data centre in Sydney

ChatGPT maker OpenAI and Australian data centre operator NextDC have signed a memorandum of understanding to develop a $7 billion AI campus in western Sydney. The hyperscale facility will house a GPU supercluster, run entirely on renewable energy, and create thousands of jobs during construction and operation.

Business4 sources

OpenAI NextDC strike $4.6 billion deal to build massive AI data centre in Sydney

Business4 sources

AMD confirms it will pay 15% tax to resume AI chip shipments to China under Trump deal

AMD CEO Lisa Su announced the company has secured U.S. export licenses to ship MI308 AI chips to China and is prepared to pay a 15% tax on these exports. The move follows a Trump administration deal with AMD and Nvidia, though China is simultaneously pushing state-funded data centers to adopt domestically produced AI chips instead of foreign silicon.

Business3 sources

AMD confirms it will pay 15% tax to resume AI chip shipments to China under Trump deal

Business3 sources

Sam Altman explored buying rocket startup to challenge SpaceX on space-based AI data centers

OpenAI CEO Sam Altman held talks to invest billions in Stoke Space, a Seattle-based reusable rocket startup, with plans to deploy AI data centers in orbit. The discussions, which began in summer 2024 and intensified in fall, would have positioned Altman to rival Elon Musk's SpaceX in the space launch sector. Though negotiations ended without a deal, the move reflects growing interest in orbital infrastructure as AI computing needs surge.

Business3 sources

Sam Altman explored buying rocket startup to challenge SpaceX on space-based AI data centers

Business3 sources

RAM Prices Explode 240% as AI Data Centers Drain Global DRAM Supply

RAM prices have surged over 240% as AI data centers consume global DRAM supply, leaving consumer electronics starved for memory. The three major manufacturers—Samsung, SK Hynix, and Micron—control 95% of production and are pivoting to high-margin AI contracts. Micron's Crucial brand is exiting consumer markets entirely, while analysts predict the supply shortage could extend into 2028.

Business4 sources

RAM Prices Explode 240% as AI Data Centers Drain Global DRAM Supply

Business4 sources

Palantir launches Chain Reaction with Nvidia to solve AI's energy crisis and power crunch

Palantir unveiled Chain Reaction, an AI-powered software platform designed to eliminate energy bottlenecks threatening AI growth. Partnering with Nvidia and CenterPoint Energy, the company aims to modernize power generation, stabilize electric grids, and accelerate AI data center construction as demand for compute power outpaces energy infrastructure capacity.

Technology5 sources

Palantir launches Chain Reaction with Nvidia to solve AI's energy crisis and power crunch

Technology5 sources

IBM's CEO says AI industry isn't a bubble, but a race for 7.5 billion subscribers worldwide

IBM CEO Arvind Krishna rejects fears of an AI bubble, arguing the industry mirrors social media's evolution where a few winners emerged from many competitors. Speaking on The Verge's Decoder podcast, he explains that success depends on capturing subscribers at scale, though he acknowledges uncertainty about which companies will ultimately dominate the market.

Business2 sources

IBM's CEO says AI industry isn't a bubble, but a race for 7.5 billion subscribers worldwide

Business2 sources

OpenAI and TCS advance talks on HyperVault partnership to build AI compute infrastructure in India

OpenAI is negotiating a leasing agreement for at least 500 MW of data centre capacity from TCS' HyperVault subsidiary, positioning itself as the first anchor tenant. The partnership would launch OpenAI's Stargate India initiative and help TCS become a leading AI-led services company through co-developed agentic AI solutions for enterprises.

Business2 sources

OpenAI and TCS advance talks on HyperVault partnership to build AI compute infrastructure in India

Business2 sources

Nvidia caught between U.S. export controls and China's pushback as AI chip war intensifies

The U.S. approved exports of Nvidia's H200 AI chips to China, reversing restrictive policies, but Beijing is limiting access to favor domestic alternatives. A new Senate bill could halt shipments for 30 months, while evidence shows the People's Liberation Army uses Nvidia hardware for military applications. The escalating tensions highlight the complex geopolitical frictions reshaping the global semiconductor supply chain.

Policy8 sources

Nvidia caught between U.S. export controls and China's pushback as AI chip war intensifies

Policy8 sources

IBM CEO warns $8 trillion AI data center buildout can't turn a profit at current spending rates

IBM CEO Arvind Krishna questions whether the trillion-dollar AI infrastructure boom makes financial sense. He estimates that 100 gigawatts of planned AI data center capacity would cost $8 trillion and require $800 billion in annual profit just to service debt. With five-year hardware refresh cycles and accelerating depreciation, Krishna warns hyperscalers face unsustainable economics chasing AGI.

Business5 sources

IBM CEO warns $8 trillion AI data center buildout can't turn a profit at current spending rates

Business5 sources

Copper shortage threatens AI data centers as demand collides with declining mine output

A looming copper shortage threatens to bottleneck AI infrastructure expansion as hyperscale data centers compete for limited supplies. Wood Mackenzie forecasts a 304,000-tonne deficit in 2025, with the International Energy Agency warning existing mines will meet only 70% of 2035 demand. Decreasing ore grades and permitting battles compound the supply crisis.

Business2 sources

Copper shortage threatens AI data centers as demand collides with declining mine output

Business2 sources

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