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CPP Investments commits $741M to CtrlS Datacenters in India's AI infrastructure race

Canada Pension Plan Investment Board has committed up to $741 million to Indian data center operator CtrlS through a strategic partnership that includes an 8.2% stake acquisition and a joint venture to develop hyperscale data center campuses. The investment positions India as a critical hub in the global AI infrastructure buildout, with CPP Investments joining tech giants and institutional investors racing to meet surging computing demand.

Business2 sources

CPP Investments commits $741M to CtrlS Datacenters in India's AI infrastructure race

Business2 sources

Coherent breaks ground on Texas facility to scale optical backbone for NVIDIA AI infrastructure

Coherent has broken ground on an expanded manufacturing facility in Sherman, Texas, scaling production of indium phosphide wafers that power optical connections in AI data centers. NVIDIA CEO Jensen Huang joined the ceremony, highlighting a $2 billion partnership and $50 million CHIPS Act grant. The facility addresses a critical bottleneck as AI systems grow beyond copper's capabilities, requiring silicon photonics to connect hundreds of thousands of processors across massive data centers.

Technology3 sources

Coherent breaks ground on Texas facility to scale optical backbone for NVIDIA AI infrastructure

Technology3 sources

Nokia expands chip packaging in Pennsylvania, targeting AI infrastructure with $500M impact

Nokia announced a $30 million expansion of its advanced test and packaging operations in Allentown, Pennsylvania, nearly doubling its workforce to over 500 employees. The move aims to increase domestic production capacity for photonic chips used in AI infrastructure, with an estimated economic impact exceeding $500 million over the next five years.

Business2 sources

Nokia expands chip packaging in Pennsylvania, targeting AI infrastructure with $500M impact

Business2 sources

Rackspace Technology stock surges 30% as AMD partnership brings 30 MW of AI compute power

Rackspace Technology shares soared 30% following a definitive agreement with AMD to deploy 30 megawatts of AI-dedicated compute power across its global data centers. The strategic partnership, running from late 2026 through 2028, will incorporate AMD Instinct GPUs and EPYC CPUs to serve regulated industries like healthcare, marking a significant expansion of managed enterprise AI infrastructure for enterprises moving from AI experiments to production-scale agentic workflows.

Business2 sources

Rackspace Technology stock surges 30% as AMD partnership brings 30 MW of AI compute power

Business2 sources

Genpact research finds $18 trillion AI opportunity trapped behind enterprise debt

New Genpact research reveals that global enterprises are leaving nearly $18 trillion on the table due to foundational weaknesses in data, processes, technology, and talent. Despite directing 13% of functional spending toward AI, 85% of leaders admit their fragmented data, ungoverned processes, aging systems, and undertrained talent are actively undermining AI investments.

Business3 sources

Genpact research finds $18 trillion AI opportunity trapped behind enterprise debt

Business3 sources

Sarvam AI becomes unicorn with $234M funding as India pushes for AI sovereignty

Sarvam AI raised $234 million in Series B funding led by HCLTech, achieving unicorn status with a $1.5 billion valuation. The move signals India's push toward AI sovereignty, with HCLTech acquiring a 10.5% stake for $150.7 million. Meanwhile, Zoho launched Nathu La, its AI-ready server platform, cutting infrastructure costs by up to 30% while reducing power consumption by 12-18%.

Startups2 sources

Sarvam AI becomes unicorn with $234M funding as India pushes for AI sovereignty

Startups2 sources

HPE expands AI infrastructure portfolio with NVIDIA to power next-generation autonomous agents

HPE unveiled sweeping updates to its AI infrastructure at Discover Las Vegas, integrating NVIDIA's Vera CPU and Agent Toolkit into its Private Cloud AI platform. The company is positioning itself as a full-stack supplier for enterprises deploying AI agents at scale, with new self-driving networking capabilities, confidential computing protections, and enhanced data management tools designed specifically for agentic AI workloads.

Technology7 sources

HPE expands AI infrastructure portfolio with NVIDIA to power next-generation autonomous agents

Technology7 sources

One Stop Systems wins $8.4M defense contract to deliver AI-enabled servers for intelligence ops

One Stop Systems has secured an $8.4 million defense contract with the U.S. Department of Defense to deliver 91 high-performance servers for signal surveillance and real-time AI analysis. The agreement carries potential expansion to $44 million and marks the latest addition to a growing relationship with a prime defense customer, with first shipments expected in 2026.

Business2 sources

One Stop Systems wins $8.4M defense contract to deliver AI-enabled servers for intelligence ops

Business2 sources

Databricks unveils LTAP architecture to eliminate data pipelines slowing AI agents

Databricks announced two products at its Data + AI Summit that aim to solve a decades-old infrastructure challenge. The company's LTAP architecture and Lakehouse//RT engine eliminate the need for separate data pipelines between operational and analytical systems, delivering millisecond query latency directly on Delta Lake and Apache Iceberg tables. The move addresses a critical bottleneck as enterprises scale AI agents that need to reason and act on live data without delays.

Technology3 sources

Databricks unveils LTAP architecture to eliminate data pipelines slowing AI agents

Technology3 sources

Equinix expands Cisco Nvidia partnership to accelerate enterprise AI infrastructure deployment

Equinix has expanded its collaboration with Cisco and Nvidia to deploy standardized AI infrastructure across its 280 global data centers. The partnership includes Presidio's PATH Lab to help enterprises move AI from pilots to production, addressing power and cooling challenges that prevent many companies from scaling generative AI workloads.

Technology2 sources

Equinix expands Cisco Nvidia partnership to accelerate enterprise AI infrastructure deployment

Technology2 sources

Hydra Host raises $100M as Nvidia backs GPU marketplace tackling AI compute capacity crunch

Hydra Host has closed a $100 million Series A funding round led by Kindred Ventures, with Nvidia, ARK Invest, and others backing its GPU marketplace model. The startup operates an asset-light platform connecting AI firms to compute resources across 50+ global data centers, betting that GPU scarcity is ending and compute will become a commodity traded on price and availability.

Startups3 sources

Hydra Host raises $100M as Nvidia backs GPU marketplace tackling AI compute capacity crunch

Startups3 sources

AMD Stock Hits Record High After MEXT Acquisition and Wave of Bullish Analyst Upgrades

Advanced Micro Devices stock surged 7.3% to a new all-time high of $558.37 following its acquisition of MEXT, a developer of AI-driven memory optimization technology. The rally was fueled by Citigroup upgrading AMD to Buy with a $575 price target, citing undervaluation as a GPU company. Wolfe Research echoed optimism about upside potential driven by AMD's deepening ties with Meta Platforms and Microsoft.

Business2 sources

AMD Stock Hits Record High After MEXT Acquisition and Wave of Bullish Analyst Upgrades

Business2 sources

France commits €655 million to AI, building sovereign chatbot for a million civil servants

French Prime Minister Sebastien Lecornu announced €655 million in AI funding, with plans for a unified sovereign AI chatbot serving roughly a million state employees. The initiative prioritizes French-controlled infrastructure over US providers, with a dedicated public health chatbot for Ameli and investments in computing capacity and research.

Policy2 sources

France commits €655 million to AI, building sovereign chatbot for a million civil servants

Policy2 sources

Dell and AMD expand on-premises AI platform with next-generation MI350P GPU support

Dell and AMD are expanding their collaboration to deliver enterprise-grade on-premises AI infrastructure. Starting July 2026, Dell PowerEdge XE7745 and R7725 servers will support AMD Instinct MI350P PCIe GPUs, enabling organizations to scale generative and agentic AI workloads within existing data center infrastructure without costly redesigns.

Technology2 sources

Dell and AMD expand on-premises AI platform with next-generation MI350P GPU support

Technology2 sources

OpenAI spent $34 billion in 2025, revealing massive losses ahead of planned IPO

Leaked financial documents show OpenAI spent $34 billion last year—nearly three times its $13 billion revenue—as it prepares for one of the largest public listings ever. The ChatGPT maker posted losses of up to $39 billion, raising questions about whether its rapid revenue growth can keep pace with astronomical spending on AI model training and infrastructure.

Business3 sources

OpenAI spent $34 billion in 2025, revealing massive losses ahead of planned IPO

Business3 sources

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