CoreWeave’s stock plunged 16% after trimming its revenue forecast due to data center delays. This small miss triggered outsized investor punishment. The real story? Power and infrastructure, not chips, are now AI’s biggest bottleneck.
The renewed collaboration between Cell C Business and Huawei Cloud marks a strategic shift from traditional connectivity to comprehensive digital solutions. The partnership will focus on developing industry-specific applications for healthcare, education, and government sectors across South Africa.
DayOne is significantly expanding its Thailand data center operations, growing CTP1 to 300MW and planning CTP2. The company aims to eventually reach 1GW capacity at the Chonburi campus. Renewable energy partnerships will power the expansion starting in 2027.
Microsoft is pouring $10 billion into building an AI data center hub in Sines, Portugal. The project partners with Start Campus and Nscale and will feature 12,600 next-generation NVIDIA GPUs. This marks one of Microsoft’s largest European investments as it races to meet AI capacity demands.
India’s data center expansion is no longer driven by national policy alone. Progressive states are competing with massive subsidies and faster approvals to attract hyperscale investments. The winners are rewriting the rules of site selection.
Saudi Arabia’s AI venture Humain is partnering with data center developer DataVolt to build a massive data center pipeline. The collaboration aims to support the kingdom’s ambitions to become a major player in AI infrastructure. Humain plans to deliver 6.4GW of data center capacity over the next dec
Sony has officially launched cloud streaming for the PlayStation Portal, expanding beyond just Remote Play from a local PS5. The update supports both PlayStation Plus games and purchased digital titles, but requires a premium subscription.
OpenAI has committed to $1.4 trillion in computing infrastructure spending through agreements with Microsoft, Amazon, and Oracle. The company currently generates just $13 billion annually, creating a massive funding gap. This concentration risk could trigger a market crash if OpenAI can’t secure the
Sony is dramatically expanding what the PlayStation Portal can do by adding cloud streaming for thousands of games. The feature officially launches today after nearly a year in beta testing. Premium subscribers can now access major titles directly through streaming.
Google is researching putting AI data centers in low-earth orbit through Project Suncatcher. The company plans to launch prototype satellites by 2027 to test whether space-based computing could solve AI’s massive energy demands.
