16 stories · “ai-infrastructure”.
Microsoft priced $25bn of bonds on 29 October, its first US dollar sale since 2017. Orders reached $115bn as the AI buildout moved onto credit markets.
Microsoft beat estimates with $92.28bn revenue and 48% Azure growth, then guided calendar 2027 capex to $170bn as free cash flow fell 27% year on year.
Nvidia will invest $3 billion in Meta's $95 billion equity offering and widen their Muse partnership, with AMD adding $1 billion to the same share sale.
SK Hyper is in talks with big tech and investors to fund a 15-gigawatt AI data centre plan in South Korea, starting with 5 gigawatts at about $350 billion.
Nvidia's DSX POD packages a Vera Rubin AI factory into partner-built containers that install in 14 days. What ships inside, and what the number leaves out.
Oracle sent a force majeure notice to the developer of Project Jupiter, an $18 billion Stargate AI data center campus in New Mexico, citing power delays.
Ten banks are reportedly arranging a $22 billion loan for Crux AI, the Google-Blackstone TPU cloud venture, as AI infrastructure shifts deeper into debt.
Z.ai says an AI agent built the production inference stack for GLM-5.3-Flash on more than 100,000 Chinese accelerators, tripling throughput in under two weeks.
Crusoe closed a $3.9 billion Series F at a $30.9 billion valuation, betting power-first campuses and truck-ready AI factories can turn contracts into compute.
Anthropic leased the first stage of Western Downs Digital Park, a planned 2.16-gigawatt data centre campus near Dalby, Queensland, reported to cost about A$32 billion.
Bell Canada and Saskatchewan signed an MOU to grow the Bell AI Fabric site near Regina into a 1.2-gigawatt hub with more than $50 billion in planned investment.
SK Group's chairman says the Ulsan AI data center it is building with AWS is nearing 900 megawatts, far above the 103-megawatt site it first announced.
Bloomberg reports Microsoft wants to grow from about 12GW to more than 38GW of data-centre capacity by 2032, a buildout larger than New York State's peak power draw.
Google's largest-ever European investment adds three Finnish data centres and a 22-year deal for up to half the output of the Loviisa nuclear plant.
JD Cloud and Moore Threads will build a 100,000-GPU cluster on Chinese silicon, the first at that scale from a major domestic cloud. The catch is the software gap.
Stripe agreed to acquire AI model router OpenRouter, reportedly for about $7.5 billion, betting that routing and billing tokens is the next payment rail.
