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Key PlayersNVIDIA, AWS, CoreWeave

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OpenAI Locks in Malaysian Compute Capacity Through Multi-Year Deal with Firmus

OpenAI has signed a multi-year deal with Australian AI infrastructure firm Firmus to secure dedicated compute capacity from two Malaysia data centers. The partnership makes OpenAI an anchor customer and pushes Firmus past 900MW of contracted capacity as the company prepares for a $15.5 billion ASX listing.

Technology4 sources

OpenAI Locks in Malaysian Compute Capacity Through Multi-Year Deal with Firmus

Technology4 sources

Oracle's AI Infrastructure Boom Faces New Risk: Heavy Dependence on OpenAI Partnership

Oracle heads into earnings with explosive AI cloud business growth of 58-64% and a massive $638 billion backlog, but investor scrutiny has shifted from capital expenditure concerns to a new challenge: roughly 50% of its AI future depends on OpenAI. The company's $20 billion funding plan and negative free cash flow add pressure as analysts question whether Oracle can monetize its AI infrastructure investments.

Business2 sources

Oracle's AI Infrastructure Boom Faces New Risk: Heavy Dependence on OpenAI Partnership

Business2 sources

Scientists Develop Ultrafast Magnetic-Field Pulses to Slash Computer Memory Energy Use by 100x

Researchers at the University of Edinburgh have developed a breakthrough method using ultrafast magnetic-field pulses that could reduce memory energy use by up to 100 times. The approach addresses the sustainability challenges of AI infrastructure by moving magnetic memory closer to fundamental thermodynamic limits, potentially transforming how data centers operate.

Science2 sources

Scientists Develop Ultrafast Magnetic-Field Pulses to Slash Computer Memory Energy Use by 100x

Science2 sources

Blue Machines AI Launches Aurora Speech-to-Text Model for India's BFSI Sector with Low Error Rates

Blue Machines AI launched Aurora, a multilingual speech-to-text model designed specifically for India's banking, financial services, and insurance sector. The model achieves 1.51% error rate for English and 2.43% for Hindi BFSI conversations while handling code-mixed languages and low-bandwidth telephone connections.

Technology2 sources

Blue Machines AI Launches Aurora Speech-to-Text Model for India's BFSI Sector with Low Error Rates

Technology2 sources

Nvidia Equity Investments Surge to $99bn as AI Chip Giant Finances Its Own Customers

Nvidia equity investments reached $99bn in July 2024, up from just $2.2bn two years earlier. Roughly half sits in private AI companies that buy its chips, including a $30bn stake in OpenAI. While Nvidia calls it a growth flywheel, critics like Michael Burry warn the chip giant is overreaching by financing its own customers.

Business2 sources

Nvidia Equity Investments Surge to $99bn as AI Chip Giant Finances Its Own Customers

Business2 sources

AI Backlash Unites Divided America as 69% Oppose Data Centers in Their Communities

A rare bipartisan consensus is emerging against Big Tech as 69% of Americans oppose AI data centers near their homes, marking a sharp decline from 2025. The growing public backlash spans surveillance concerns, environmental impact, and job losses, forcing governors like Greg Abbott and Kathy Hochul to freeze projects despite Trump's pushback.

Policy3 sources

AI Backlash Unites Divided America as 69% Oppose Data Centers in Their Communities

Policy3 sources

IQE Swings to £6M Profit as AI Infrastructure Demand Drives 43% Revenue Growth

British semiconductor materials manufacturer IQE posted a £6 million half-year profit compared to a £0.4 million loss last year, fueled by surging AI infrastructure demand and data center expansion. The Wales-based company reported 43% revenue growth to £64.6 million and plans to expand indium phosphide capacity to meet accelerating demand from AI and data center markets.

Business3 sources

IQE Swings to £6M Profit as AI Infrastructure Demand Drives 43% Revenue Growth

Business3 sources

Tech Giants Deploy New Cooling Systems to Cut AI Data Centers' Water Consumption

AI data centers consumed 222 billion liters of water globally in 2025 for cooling systems, but tech companies claim new technologies can drastically reduce this footprint. Nvidia's DSX system and closed-loop cooling methods promise near-zero water use, though trade-offs with electricity consumption remain a concern as public opposition grows.

Technology4 sources

Tech Giants Deploy New Cooling Systems to Cut AI Data Centers' Water Consumption

Technology4 sources

TCS Commits $7.4 Billion to Build One-Gigawatt AI Data Centre Campus in Hyderabad

TCS' HyperVault announces Rs 70,000 crore investment to develop a one-gigawatt AI data centre campus on 264 acres in Hyderabad. The facility will support frontier AI companies and hyperscalers with high-density liquid-cooled infrastructure, creating 7,000 jobs while claiming green energy and water-neutral design.

Business5 sources

TCS Commits $7.4 Billion to Build One-Gigawatt AI Data Centre Campus in Hyderabad

Business5 sources

Japan Signals AI and Chips Will Dominate Next Phase of $550B US Investment Pact

Japan's trade minister Ryosei Akazawa confirmed that artificial intelligence and semiconductor projects will carry "very significant weight" in the upcoming third tranche of the $550B US-Japan investment pact. With $109B already committed to energy and minerals, the strategic investment is now pivoting toward high-tech industrial policy as both nations deepen technology-driven economic collaboration.

Business2 sources

Japan Signals AI and Chips Will Dominate Next Phase of $550B US Investment Pact

Business2 sources

Foxconn Posts Record $29.15B August Revenue as AI Demand Drives 52% Growth

Foxconn reported August revenue of $29.15 billion, up 52% year-over-year, marking its second-highest monthly total ever. The contract electronics manufacturer and Nvidia partner expects third quarter performance to outperform market expectations as AI server demand accelerates and ICT products enter peak season.

Business7 sources

Foxconn Posts Record $29.15B August Revenue as AI Demand Drives 52% Growth

Business7 sources

Gimlet Labs Raises $300M to Solve AI's Growing Power Crisis with Multi-Silicon Inference Cloud

Gimlet Labs secured $300 million in Series B funding led by Andreessen Horowitz at a $3 billion valuation. The startup addresses AI inference bottlenecks with its disaggregated inference platform that orchestrates heterogeneous compute systems, delivering up to 10X throughput gains while optimizing intelligence per watt across GPUs and specialized accelerators.

Startups2 sources

Gimlet Labs Raises $300M to Solve AI's Growing Power Crisis with Multi-Silicon Inference Cloud

Startups2 sources

Figure Secures 100,000 Nvidia GPUs in $3.5bn Deal to Scale Humanoid Robotics Training

Figure AI signed a strategic partnership with Nscale to deploy up to 100,000 Nvidia GPUs based on the Vera Rubin platform. The $3.5 billion initial commitment, scaling beyond $6 billion, will power training for Helix robotics foundation model starting in 2027. Nscale also took an equity stake in Figure, mirroring Nvidia's investment playbook.

Technology3 sources

Figure Secures 100,000 Nvidia GPUs in $3.5bn Deal to Scale Humanoid Robotics Training

Technology3 sources

DeepSeek Orders 160,000 Huawei AI Chips for Inner Mongolia Data Centre, Shifting From Nvidia

DeepSeek plans to deploy at least 160,000 Huawei Ascend 950DT chips at its new 1-gigawatt data centre in Ulanqab, Inner Mongolia. The $2.56 billion order marks a significant shift toward domestic AI hardware as US export restrictions limit access to Nvidia's accelerators, advancing China's AI infrastructure independence.

Technology3 sources

DeepSeek Orders 160,000 Huawei AI Chips for Inner Mongolia Data Centre, Shifting From Nvidia

Technology3 sources

G42 Considers US Ownership to Guarantee AI Chip Access Past April 2027 Deadline

Abu Dhabi-based AI firm G42 is in exploratory talks to sell a majority stake to American companies, seeking to secure access to advanced Nvidia AI chips beyond April 2027. The move follows escalating US export controls that now prioritize corporate ownership over geography, marking a shift in how Washington manages technology access to strategic partners.

Business2 sources

G42 Considers US Ownership to Guarantee AI Chip Access Past April 2027 Deadline

Business2 sources

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