Microsoft announced plans to expand its data center capacity from the current level to about 38 gigawatts by 2032, more than tripling its footprint to address computing shortages that have forced it to turn away AI and cloud business.
Australian data center operator Firmus Technologies signed a multi-year agreement with OpenAI to supply computing capacity from two Malaysian data centers, making ChatGPT maker an anchor customer as the company prepares for an IPO.
AI startup Anthropic has agreed to rent $45 billion in cloud computing power from Nscale's West Virginia data center campus as it prepares for a major initial public offering. The deal with the British AI infrastructure company, founded in 2024, represents a massive expansion of Anthropic's computing capacity.
China's major technology and telecommunications companies are heavily investing in AI infrastructure, with Alibaba reporting a 75% drop in quarterly profit due to increased AI capital expenditure, while state-owned telecoms focus on billable AI tokens as a key growth strategy amid accelerating AI adoption across the country.
Groq has raised $350 million to fund its transition from AI chipmaker to neocloud provider offering GPU and AI infrastructure services. The funding comes as the neocloud sector expands with companies like CoreWeave, Nebius, Lambda, and Crusoe competing in the AI infrastructure market.
Indian digital infrastructure services provider Black Box has secured a $131 million order from a U.S.-based Tier-1 hyperscaler for a major data centre project in the United States. The contract represents a significant international expansion for the India-based company.
AI company Anthropic has secured a six-year, $10 billion computing capacity contract with Volta Infra Holdings, a cloud infrastructure startup less than a year old that is backed by Nvidia and supported by a $1.3 billion JPMorgan credit facility. The deal will utilize a Norwegian data center powered by hydroelectric energy and equipped with Nvidia's Vera Rubin chips.
AMD unveiled its EPYC 9006 Series server processors at Advancing AI 2026, featuring up to 256 cores and 512 threads across SP7 and SP8 platforms. Major server manufacturers including ASUS, MSI, and Ace Computers announced systems based on the new chips, targeting agentic AI, cloud computing, HPC, and enterprise workloads.
Alphabet increased its full-year capex estimate to $195-205 billion, up from previous guidance, as it invests heavily in AI infrastructure. The company's cash flow turned negative despite strong cloud revenue growth, with investors expressing concern over mounting AI expenses.
OpenAI announced it will acquire Ona, a company specializing in secure cloud execution and orchestration technology, to integrate its capabilities into OpenAI's Codex ecosystem, which serves more than 5 million users.
