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Key PlayersNVIDIA, AWS, CoreWeave

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OFSS Shares Tumble 5% After Oracle Issues Force Majeure Notice for New Mexico AI Data Centre

Oracle Financial Services Software shares fell over 5% to Rs 10,332 after parent Oracle issued a force majeure notice for Project Jupiter, a massive AI data centre in New Mexico designed to support OpenAI. The notice cites potential power delays, triggering fresh concerns about AI infrastructure financing and pushing OFSS to its worst week since January 2025.

Business2 sources

OFSS Shares Tumble 5% After Oracle Issues Force Majeure Notice for New Mexico AI Data Centre

Business2 sources

Data center IPO hopefuls navigate tougher market as investor scrutiny intensifies

Singapore-based DayOne plans a November IPO targeting $5 billion at a $20 billion valuation, even as SoftBank-backed SB Energy postpones its $60 billion offering. Higher interest rates and mounting investor scrutiny are reshaping the data center IPO landscape, favoring operators with diversified customers and secured power supply over single-customer projects.

Business4 sources

Data center IPO hopefuls navigate tougher market as investor scrutiny intensifies

Business4 sources

Airtel Flags 98.4 Billion Spam Calls in Two Years as Digital Fraud Cases Surge Across India

Airtel's AI-powered Safe Network has identified 98.4 billion spam calls and 4.4 billion spam messages since its 2024 rollout. The network-level AI protection system also blocked over 1.62 million malicious links as India faces mounting cyber fraud losses exceeding ₹52,976 crore over six years.

Technology2 sources

Airtel Flags 98.4 Billion Spam Calls in Two Years as Digital Fraud Cases Surge Across India

Technology2 sources

India Proposes Rs 20,000 Crore Fund to Power Frontier AI and Compute Ecosystem

India is exploring an anchor investment of Rs 15,000-20,000 crore for a proposed fund to provide long-term risk capital to frontier AI companies and finance GPU clusters, specialized data centers and other AI infrastructure. The National Frontier AI & Compute Fund under the IndiaAI Mission is still under consultation with stakeholders including VC firms and AI startups.

Policy3 sources

India Proposes Rs 20,000 Crore Fund to Power Frontier AI and Compute Ecosystem

Policy3 sources

Anthropic Signs $11.6 Billion Cloud Deal with Akamai, Potentially Reaching $20 Billion

Anthropic has committed $11.6 billion over seven years to Akamai's cloud infrastructure in the largest deal in Akamai's history. The agreement could expand by $9 billion to reach $20 billion total. Akamai issued Anthropic a warrant for up to 5% of its common stock, marking the first time the company has attached equity to a cloud deal.

Business18 sources

Anthropic Signs $11.6 Billion Cloud Deal with Akamai, Potentially Reaching $20 Billion

Business18 sources

BlackRock and IFM Investors in Exclusive Talks for $25 Billion Stack Infrastructure Data Center Deal

A BlackRock and IFM Investors consortium has entered exclusive negotiations to acquire Stack Infrastructure's Asia Pacific data center portfolio for up to $25 billion. The deal, involving the Artificial Intelligence Infrastructure Partnership, targets facilities across Tokyo, Osaka, Sydney, Melbourne and Johor Bahru as global investors rush into AI-related infrastructure amid surging demand for cloud computing and AI services.

Business2 sources

BlackRock and IFM Investors in Exclusive Talks for $25 Billion Stack Infrastructure Data Center Deal

Business2 sources

CoreWeave Gains on UBS Buy Rating Despite $35.6 Billion Debt Load as AI Computing Demand Surges

UBS analyst Karl Keirstead initiated coverage of CoreWeave with a Buy rating and $120 price target, citing persistent strong demand for AI computing power and rising revenue per gigawatt. The move comes as the AI cloud provider grapples with $35.6 billion in debt while securing new partnerships like Harell Data for biotech AI workloads.

Business4 sources

CoreWeave Gains on UBS Buy Rating Despite $35.6 Billion Debt Load as AI Computing Demand Surges

Business4 sources

Banks Deploy AI at Scale But 88% Lack Governance to Control It, Creating Hidden Operational Risks

Financial institutions are racing to deploy AI in banking across credit decisions, fraud detection, and customer service. But a critical gap has emerged: 54% now run live AI models while only 12% have mature AI governance systems in place. Industry experts warn banks risk automating misdiagnosed problems at scale, turning flawed assumptions into optimized failures across financial services.

Technology5 sources

Banks Deploy AI at Scale But 88% Lack Governance to Control It, Creating Hidden Operational Risks

Technology5 sources

Enterprise AI Adoption Stumbles as Companies Automate Tasks Without Redesigning Workflows

Companies investing in enterprise AI are seeing faster outputs but unchanged operating models. Industry leaders warn that AI implementation fails when organizations automate individual tasks without redesigning decision-making paths, leaving approval chains and escalation processes intact while adding new costs.

Business9 sources

Enterprise AI Adoption Stumbles as Companies Automate Tasks Without Redesigning Workflows

Business9 sources

Nvidia AI Emissions Surge 725% Since 2020, Now Match Russian Coal Giant's Output

Nvidia's supply chain emissions have skyrocketed 725% since 2020, reaching 10.7 million tonnes of CO2 equivalent in 2026. A new report estimates that operating Nvidia chips sold since 2022 could generate between 4 and 21 million tonnes of carbon dioxide annually, comparable to emissions from a Russian state-owned coal producer. Environmental groups challenge the company's claims that AI will deliver net climate benefits.

Policy2 sources

Nvidia AI Emissions Surge 725% Since 2020, Now Match Russian Coal Giant's Output

Policy2 sources

Quanome Technologies Commits $18.8M to NVIDIA GPUs for First US AI Cloud Hub Launch

Quanome Technologies signed an $18.8 million purchase agreement for NVIDIA GPU-powered computing infrastructure to develop its AI cloud business through subsidiary XDT Infrastructure I, LLC. The company plans to launch its first US AI infrastructure hub by Q4 2026, offering managed AI computing capacity to businesses without requiring them to build their own infrastructure.

Business2 sources

Quanome Technologies Commits $18.8M to NVIDIA GPUs for First US AI Cloud Hub Launch

Business2 sources

Microsoft commits $10 billion Gulf investment for cloud and AI infrastructure amid regional tensions

Microsoft announced plans to invest over $10 billion across the United Arab Emirates, Saudi Arabia, Qatar, and Kuwait by 2030, focusing on cloud and AI infrastructure. Vice Chair Brad Smith confirmed the aggressive spending schedule continues despite ongoing geopolitical tensions, with digital resilience becoming a central pillar of the company's regional strategy.

Business4 sources

Microsoft commits $10 billion Gulf investment for cloud and AI infrastructure amid regional tensions

Business4 sources

Super Micro Computer Ships Nvidia Vera Rubin Racks With Liquid Cooling for AI Workloads

Super Micro Computer has started shipping Nvidia Vera Rubin NVL72 racks featuring 72 Rubin GPUs and 36 Vera CPUs with direct liquid cooling technology. Each rack delivers 20.7 TB of HBM4 memory in a single liquid-cooled unit, marking a significant step in scalable AI infrastructure deployments for data centers.

Technology2 sources

Super Micro Computer Ships Nvidia Vera Rubin Racks With Liquid Cooling for AI Workloads

Technology2 sources

Rain Enhancement Technologies and Tensor Networks Sign Binding LOI for Business Combination

Rain Enhancement Technologies and Tensor Networks have signed a binding letter of intent for a business combination that would bring AI infrastructure security technology to RAIN's publicly traded holding company. The all-stock transaction values Tensor Networks at approximately 90% of the combined entity and is expected to close in Q1 2027.

Business2 sources

Rain Enhancement Technologies and Tensor Networks Sign Binding LOI for Business Combination

Business2 sources

Amazon Rehires Former Employees for AI and Cloud Roles After Cutting 30,000 Jobs

Amazon is reaching out to former employees, including laid-off workers, to fill AI and cloud computing positions through its Boomerang Reengagement Initiative. The tech giant cut 30,000 jobs in the past year but continues hiring for strategic AI roles as it competes with Google, OpenAI, Meta, and Anthropic for talent.

Business5 sources

Amazon Rehires Former Employees for AI and Cloud Roles After Cutting 30,000 Jobs

Business5 sources

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