The Energy & Sustainability Supplement
A sustainable future for data centers
News - Investment / M&A / Financing, Microsoft
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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Microsoft thinks its data centers can last for 25 years, reports strong cloud earnings and lower capex
Extends useful life of facilities as it reports Azure revenue for the first time
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Microsoft pulls out of delayed Nscale data center in Loughton, Essex
Would have been Nscale's anchor tenant at the site
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Microsoft to invest $10bn into Gulf states by 2030
Earmarked for investments across the United Arab Emirates, Saudi Arabia, Qatar, and Kuwait
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Microsoft reveals Azure earnings for the first time, adjusts financial reporting practices
Previously Azure was included under "intelligent cloud" segment
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Lambda secures $1bn private debt to purchase Nvidia GPUs - report
Chips will be leased to Microsoft
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Former Microsoft researcher launches data center robotics startup
Exclaim Robotics secures $4.95m in pre-seed funding to build first bots
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National Grid Ventures invests $1.75bn in Joulent for construction of gas plant powering 2GW Microsoft data center in Texas
Joulent is a portfolio company of Engine No. 1
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SpaceX shares keep rising, company worth more than Microsoft and Amazon
Becomes the world’s fourth-largest publicly traded company
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Microsoft-backed fusion firm Helion raises $465m in Series G funding round
Company valued at $15.5bn
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OpenAI and Broadcom in discussions over financing of $18bn custom chip project – report
Broadcom’s investment in initial project phase reportedly tied to Microsoft purchase commitments
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Fleet Data Centers closes $4.6bn in senior secured notes for 230MW Storey County campus
Facility leased to an unnamed $3 trillion market cap company
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Microsoft brings 1GW of capacity online in latest quarter, again
On track to double footprint in two years
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Synergy Research: Cloud spending hits $129bn in Q1 2026, ninth consecutive quarter of growth
Highest growth rate since Q4 2021
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Microsoft loses IP exclusivity rights and sees revenue payments capped in updated OpenAI deal
Revenue share payments will also no longer be contingent on OpenAI achieving AGI
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Microsoft to invest $10bn in AI and cloud infrastructure in Japan through 2029
Will also cover investment in cybersecurity and workforce development
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Microsoft commits to $5.5bn AI and cloud investment in Singapore by 2029
Cloud giant has had a region in Singapore since 2010
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Nscale acquires 8GW Monarch Compute Campus, Microsoft signs on for 1.35GW of compute
Will comprise Vera Rubin NVL72 GPUs
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Anthropic raises $30bn from GIC, Coatue, D. E. Shaw Ventures, MGX, and others
Includes some of the previously promised investment from Microsoft and Nvidia
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Google-backed enhanced rock weathering firm Terradot acquires competitor Eion
Will include Eion's commitment to deliver 8,000 tons of carbon removal credits to Microsoft
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Microsoft brings 1GW of data center capacity online in Q2 2026
Capex reaches new high of $37.5bn
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BlackRock raises $12.5bn for AI partnership with Microsoft and MGX
Ultimately aims to raise $30bn in equity
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Moody’s predicts $3 trillion global data center investment over five years
The staggering sum is required to keep pace with AI-driven capacity growth
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Microsoft-backed quantum startup Photonic Inc. raises $131m
Round saw investment from the Royal Bank of Canada, Telus, and Microsoft
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Microsoft plans $17.5bn AI infrastructure investment in India
Also commits some $5.4bn to Canada over the next two years
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Bio-inspired in-chip cooling company Corintis raises $25m in round led by Applied Digital
AI-designed cooling routes look like butterfly wings
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Microsoft's head of AI infrastructure departs
Nidhi Chappell led the company's OpenAI data center buildout
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UK announces fourth AI Growth Zone in South Wales
But data centers were already planned at the site
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Constellation secures $1bn loan from US DOE to support restart of Three Mile Island nuclear plant - report
Plant is tied to 20-year PPA with Microsoft