AI infrastructure race confronts a multitrillion-dollar revenue test
Data-center spending could exceed $30 trillion by 2050, but estimates say AI companies need vast new revenue and unusually strong productivity growth to justify current investment.
Data-center spending could exceed $30 trillion by 2050, but estimates say AI companies need vast new revenue and unusually strong productivity growth to justify current investment.
Gates said AI oversight must extend beyond industry self-regulation and include mandatory safeguards shaped by lawmakers and law enforcement, but no bill has yet been enacted.
Sixty organizations aim to make AI more useful in underrepresented languages and reach more than 3 billion people over five years, with governance still being defined.
The definitive agreement adds power-conversion technology to Flex’s AI infrastructure unit, but closing, financing and the planned CPI spin-off remain pending.
Bull will deploy the AMD-based system in Finland for access in 2027, with funding split equally between EuroHPC JU and the six-country consortium.
The partners target Yokkaichi and Kitakami through 2032, but the investment plan is contingent on government support and lacks a capacity breakdown.
Nvidia reports Wednesday alongside key software names, July PCE inflation and a broad retail earnings slate, with bond-market stress still in focus.
The $10.2 billion sale of 710 million shares would fund full-stack AI capabilities and become Hong Kong’s largest primary follow-on offering.
The proprietary model adds a new layer to Apple’s planned Chinese AI stack, where Qwen integration and Baidu technology are also expected, but the companies have not explained how responsibilities will be divided.
Natixis CIB is acting as joint bookrunner, joint lead arranger and green loan coordinator on USD 510 million of project financing for CIP’s La Esperanza Solar in the Yucatan Peninsula. The 420 MWdc solar plant will be paired with a 150 MW, five-hour battery system, while key loan and construction terms remain undisclosed.
DeepSeek has reportedly resumed talks for a second funding round of nearly USD 8 billion at an estimated USD 74 billion valuation, only months after raising USD 7 billion at USD 52 billion. Discussions remain in progress and terms may change; the proposed capital is tied to data-centre and chip requirements as the Chinese AI developer expands paid access to its models.
JD.com’s helmet combines voice control, a camera, route guidance and safety functions. Full-time couriers will receive the first devices free before a broader rollout whose timing and scale remain undisclosed.