Comes a month after Meta unveiled next four generations of its AI training and inferencing chips

CoreWeave also raising another $4.25bn in convertible and senior notes

Reportedly backed by Meta deal signed last year

Project broke ground in 2025

Marks the first time Arm has produced a physical chip, rather than licensing the IP

Trials see 800 Gbps deployed on undersea optical link between Singapore and California

OCI-MSA looks to drive open 'plug-and-play ecosystem’ in the notoriously fierce optics market

Will span five years and include large-scale deployments of Nvidia Vera Rubin platform

Following previous delays in the Red Sea amid Houthi attacks

As Oracle also readies massive job cuts

Capex in 2026 will be six times larger than 2022

Brings overall future leases for hyperscalers to more than $700bn

Could lease hundreds of megawatts of capacity

Designed to support generative AI workloads, the MTIA 300, 400, 450, and 500 will all be deployed by 2027

Financing challenges and Stargate's changing scope end Texas data center expansion plans

Will see Google, Microsoft, Meta, Oracle, xAI, OpenAI, and Amazon commit to buy or build generation needed for their facilities

Project could come to 430 acres near Wisconsin-Illinois border

Cloud giant also scores a Meta deal

Project expected to be energized by the end of the year

First gigawatt scheduled for deployment later this year, with companies to align across silicon, systems, and software roadmaps

Facing opposition from the local council and community groups

Meta, Amazon, Google, and Microsoft dominate clean energy procurement, as overall PPA volumes fall by 10 percent

Agreement represents the first “large-scale” Nvidia Grace-only deployment

Company starts work in Lebanon