# data centres
Latest news and articles about data centres
Total: 23 articles found
Nvidia and Meta Forge Multi‑Year AI Partnership as Meta Orders Millions of Chips
Nvidia and Meta have signed a multi‑year partnership that will see Meta deploy millions of Nvidia chips across on‑premises and cloud infrastructure. The deal secures compute supply for Meta's AI ambitions while reinforcing Nvidia's dominant position in AI hardware, with wide implications for competitors, cloud providers and energy use.
India Pledges $200 Billion for Data‑Centre Buildout to Power an AI Push
India has signalled plans to marshal about $200 billion to build data centres that will underpin a national AI push, a package that reportedly includes commitments from Google, Microsoft and Amazon. The pledge underscores New Delhi’s ambition to secure compute capacity and foster a domestic AI ecosystem, but faces major logistical, fiscal and regulatory hurdles before it can deliver results.
Token Tsunami and Power Limits Propel a Boom in Liquid‑Cooled AI Servers
Exploding AI token consumption and rising hardware costs are driving a surge in rented AI compute and accelerating adoption of liquid‑cooled, high‑density servers. Policy limits on data‑centre energy efficiency and the shift from training to widespread inference are making immersion cooling and edge deployment central to scaling AI affordably and sustainably.
China’s Small‑Cap Growth Board Rallies on a Wave of AI Compute Stocks as Consumption Lags
China’s ChiNext and tech‑heavy STAR board outperformed as investors poured money into stocks tied to AI computing power and data‑centre infrastructure, lifting several mid‑caps to multi‑day gains. The rally was narrow: overall market breadth was weak with more than 3,200 decliners, and consumer sectors registered significant losses.
AI Build‑out Exposes Power‑Equipment Bottleneck — Chinese Suppliers Poised to Fill a Global Gap
Rapid AI deployment is straining power‑equipment and critical materials markets, widening a global supply gap that benefits capable Chinese suppliers. The crunch has knock‑on effects for grid policy, commodity prices (notably indium), cybersecurity demand and the commercialisation of AI content.
ByteDance’s Seedance 2.0 Tests Ignite Demand for GPUs and Data‑Center Capacity
ByteDance is testing Seedance 2.0, an AI model that automates short video production end‑to‑end and could dramatically increase demand for cloud compute, storage and CDN capacity. Analysts say the model lowers production barriers but intensifies hardware needs and raises quality, copyright and moderation challenges.
Blackstone Backs Australian AI Play with $10bn Debt Package — A Bet on Data‑centre Nation
Firmus Technologies secured a US$10 billion debt package led by Blackstone to speed construction of AI‑focused data centres across Australia, including Project Southgate which targets up to 1.6GW of capacity by 2028. The deal underscores strong institutional demand for AI infrastructure while spotlighting operational, energy and market‑demand risks inherent in debt‑financed expansion.
Google Goes All‑In on AI: $180bn Capex Bet Turns Search Giant into Infrastructure Warfighter
Alphabet reported strong 2025 results, with revenue growth and rising search and cloud momentum, yet surprised markets by guiding roughly $180 billion of capital expenditure for 2026 to accelerate AI infrastructure. The plan deepens Google’s hardware‑and‑energy play, raises barriers to competition and creates short‑term pressures on earnings through higher depreciation and cash burn.
China Orders Network of National 'Compute' Hubs to Accelerate AI and Industrial Digitisation
China's MIIT has instructed the construction of regional and industry interconnection nodes to standardise and accelerate the sharing of computing power across the country. The policy sets capital and licensing thresholds that channel build-and-operate roles to well‑funded construction entities and licenced telecom or cloud operators, shaping which firms will supply national AI and industrial compute services.
Musk Warns of an AI Power Crunch — and Suggests Moving GPU Farms to Space
Elon Musk warned that skyrocketing GPU production could outpace electricity supply, potentially leaving large AI clusters unable to power up. He suggested that space-based data centres might become economically attractive if terrestrial power capacity fails to keep pace, a claim that highlights broader tensions between AI compute demand and grid capabilities.
Shanghai Bets on AI: Tencent Executive Says the City Has ‘All‑Round’ Advantages for an AI Boom
Tencent vice‑president and Shanghai political adviser Li Qiang says the city has comprehensive advantages in AI — spanning chips, compute, data and talent — and is a welcoming place for AI startups and professionals. Shanghai’s mix of universities, capital markets and corporate R&D positions it to translate research into commercial AI products, even as chip supply constraints and regulatory issues temper prospects.
Oracle Doubles Down on AI: Plans Up to $50bn Raise to Build Massive Cloud Capacity for OpenAI and Others
Oracle intends to raise $45–50 billion in 2026 through equity-linked securities, common stock and a senior bond to expand cloud capacity for large AI customers including OpenAI. The move highlights the enormous capital required for AI-scale data centres and has intensified investor concerns about returns, credit risk and the feasibility of the company’s expansion plans.