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Key Facts

Key PlayersAWS, Azure, Google Cloud

AI AdoptionAdvanced

Use CasesAI-as-a-Service, Auto-scaling, MLOps

Top News

Arista Networks raises revenue forecast as AI demand fuels data center networking growth

Arista Networks posted fourth-quarter revenue of $2.49 billion, beating Wall Street estimates of $2.38 billion, and forecast first-quarter revenue of $2.6 billion above analyst expectations. The networking equipment provider raised its 2026 revenue outlook to $11.25 billion with a 25% growth target, driven by surging demand from cloud and AI companies investing heavily in infrastructure. Shares jumped more than 17% in after-hours trading.

Business3 sources

Arista Networks raises revenue forecast as AI demand fuels data center networking growth

Business3 sources

Western Digital's 970% surge reveals AI's hidden storage crisis as hyperscalers lock in supply

Western Digital soared 970% in less than a year, becoming the second-best S&P 500 performer in 2025. The storage maker secured multi-year procurement agreements with AWS, Microsoft Azure, and Google Cloud as AI training demands overwhelm existing data storage infrastructure. With 215 exabytes shipped in Q2 2026 and margins hitting 46.1%, the company is betting on HAMR technology to deliver 100TB drives by 2029.

Technology2 sources

Western Digital's 970% surge reveals AI's hidden storage crisis as hyperscalers lock in supply

Technology2 sources

Nebius to build 240MW AI data centre in France, set to become one of Europe's largest facilities

Amsterdam-based Nebius is constructing a massive 240-megawatt data centre near Lille, France, transforming a former Bridgestone tyre plant into one of Europe's largest AI infrastructure facilities. The project will begin delivering capacity by late summer 2025, with half the site operational by end of 2026, as European companies increasingly adopt AI tools.

Technology2 sources

Nebius to build 240MW AI data centre in France, set to become one of Europe's largest facilities

Technology2 sources

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

Amsterdam-based Nebius Group reported capital expenditures of $2.1 billion in Q4, up from $416 million a year earlier, as the AI cloud firm races to meet surging demand. The company plans nine new data centers across the US, France, Israel and UK while serving tech giants Microsoft and Meta.

Business2 sources

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

Business2 sources

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

Indian space startup Agnikul Cosmos and cloud firm NeevCloud plan to launch an AI-powered data centre in Low Earth Orbit, with a proof-of-concept mission this year and commercial operations by 2027. The orbital AI data centre platform will host 500 high-performance AI chips on Agnikul's extended upper stage, processing up to 10 million AI-driven calls daily and serving 100,000 concurrent users.

Technology4 sources

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

Technology4 sources

Infosys and ExxonMobil expand partnership to tackle AI infrastructure cooling challenges

Infosys has expanded its collaboration with ExxonMobil to deploy advanced data center immersion fluids designed to cool energy-intensive AI and high-performance computing workloads. The partnership combines ExxonMobil's thermal management technology with Infosys' AI platforms to deliver scalable cooling solutions across industries, aiming to reduce data center energy costs and carbon emissions.

Technology2 sources

Infosys and ExxonMobil expand partnership to tackle AI infrastructure cooling challenges

Technology2 sources

Aurora triples driverless truck network with software update enabling 1,000-mile nonstop routes

Aurora announced a software update that will triple its driverless truck network to 10 routes across the Southern US. The expansion enables autonomous trucks to complete 1,000-mile trips like Fort Worth to Phoenix in 15 hours—surpassing the 11-hour legal limit for human drivers. The company expects 200 driverless trucks in operation by year-end.

Technology2 sources

Aurora triples driverless truck network with software update enabling 1,000-mile nonstop routes

Technology2 sources

Kakao forms strategic partnership with Google to advance on-device AI and XR integration

Korea's mobile platform giant Kakao has announced a strategic partnership with Google to collaborate on on-device AI services and embed its technologies into Google's extended reality devices including AI glasses. The partnership will focus on optimizing Kakao's Kanana chatbot for Android while exploring new interfaces for XR form factors.

Technology2 sources

Kakao forms strategic partnership with Google to advance on-device AI and XR integration

Technology2 sources

Cisco Raises Revenue Forecast as Hyperscaler AI Demand Drives $2.1B in Infrastructure Orders

Cisco reported record Q2 revenue of $15.3 billion, up 10% year-over-year, fueled by explosive AI infrastructure demand from hyperscalers. The networking giant raised its full-year revenue forecast to $61.2-$61.7 billion and secured $2.1 billion in AI infrastructure orders from hyperscalers alone, reflecting triple-digit order growth. CEO Chuck Robbins highlighted momentum in Silicon One architecture and sovereign AI solutions as enterprises modernize networks for AI-era workloads.

Business4 sources

Cisco Raises Revenue Forecast as Hyperscaler AI Demand Drives $2.1B in Infrastructure Orders

Business4 sources

Meta breaks ground on $10 billion Indiana data center to accelerate AI infrastructure buildout

Meta has started construction on a $10 billion data center campus in Lebanon, Indiana, designed to deliver 1 gigawatt of power capacity. The facility marks one of Meta's largest AI infrastructure investments as CEO Mark Zuckerberg prioritizes securing massive computing power to compete in the AI race. The project will support over 4,000 construction jobs and create 300 permanent positions when operational in late 2027 or early 2028.

Technology4 sources

Meta breaks ground on $10 billion Indiana data center to accelerate AI infrastructure buildout

Technology4 sources

Cloudflare stock surges 10% as AI agents fuel networking and security demand

Cloudflare's stock rallied 10% after the company reported Q4 earnings that beat Wall Street estimates, driven by surging demand from AI agents. CEO Matthew Prince highlighted a fundamental re-platforming of the internet as AI agentic tools increasingly rely on Cloudflare's infrastructure. The company raised its 2026 revenue forecast to $2.79-$2.80 billion.

Business4 sources

Cloudflare stock surges 10% as AI agents fuel networking and security demand

Business4 sources

Mistral AI commits $1.4 billion to build data centers in Sweden, marking Europe's AI autonomy push

French AI startup Mistral is investing 1.2 billion euros ($1.4 billion) in new data centers in Sweden, marking its first infrastructure investment outside France. The move signals a major step toward building independent AI capabilities in Europe as the continent races to establish tech sovereignty and reduce reliance on U.S. competitors like OpenAI.

Business6 sources

Mistral AI commits $1.4 billion to build data centers in Sweden, marking Europe's AI autonomy push

Business6 sources

Pennsylvania rezoning request denied as local resistance halts Talen Energy data center plans

Montour County commissioners in Pennsylvania rejected Talen Energy's rezoning request for hundreds of acres intended for data center development. The decision follows months of community opposition over concerns about rising power bills and environmental damage. The project was expected to serve Amazon's AI infrastructure needs, but joins a growing list of Big Tech projects halted by local pushback.

Policy2 sources

Pennsylvania rezoning request denied as local resistance halts Talen Energy data center plans

Policy2 sources

Vega Security raises $120M Series B to transform enterprise cyber threat detection with AI

AI-powered cybersecurity startup Vega Security raised $120 million in Series B funding led by Accel to scale its Security Analytics Mesh platform. The company challenges legacy SIEM tools like Splunk by enabling cyber threat detection directly where data lives—across cloud environments, data lakes, and existing storage—without costly centralization. With a $700 million valuation, Vega has already secured multi-million-dollar contracts with Fortune 500 firms.

Startups2 sources

Vega Security raises $120M Series B to transform enterprise cyber threat detection with AI

Startups2 sources

Microsoft tests superconductors to shrink data centers and tackle AI power demands

Microsoft is exploring high-temperature superconductors to rewire its data centers, aiming to slash space requirements and energy waste. The zero-resistance cables could deliver the same power with a 10x reduction in size compared to traditional copper wires. This move comes as AI power demands strain aging electrical grids and delay data center construction across the U.S.

Technology3 sources

Microsoft tests superconductors to shrink data centers and tackle AI power demands

Technology3 sources

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