Markets
AMD gains after Strong Buy upgrade highlights agentic AI server demand
Raymond James raised its target to $641 as it forecast a $201 billion server CPU market by 2030, while warning that efficiency could limit shipments.
Etiqueta: <span>Data Centers</span>
Markets
Marvell jumps as Google custom-chip deal carries $12.2 billion warrant
Marvell rose 9.9% after expanding its custom-silicon partnership with Google. The warrant covers nearly 59 million shares, but most vesting depends on product revenue and does not equal an immediate investment.
Finance
Bank of America sets $250 billion infrastructure finance target through July 2027
The 18-month initiative counts eligible lending, investing, capital-markets and advisory activity across digital, energy and core infrastructure, making the headline amount a mobilization target rather than a dedicated cash fund.
Tech
DeepSeek seeks nearly USD 8 billion at USD 74 billion valuation after funding pause
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.
Tech
BlackRock-Backed Consortium Closes Record $40B Aligned Data Centers Deal
A consortium comprising AIP, MGX and BlackRock's GIP has closed the $40 billion acquisition of Aligned Data Centers, the largest data center deal in history. The group has also committed an additional $5 billion in growth capital to expand AI-ready capacity across Aligned's 51-campus global portfolio.
Mergers & Acquisitions
Next Capital Acquires Fujitsu's Australian Data Centre Business
Australian private equity firm Next Capital has signed an agreement to acquire Fujitsu's Australian data centre business, comprising five operational facilities across New South Wales, Victoria, Queensland and Western Australia. The transaction, expected to close later this year, will establish an independent Australian-managed platform with expansion plans.
Mergers & Acquisitions
Segro Rejects Third Prologis Takeover Bid as $18.2 Billion Offer Falls Short
Britain's Segro has rejected a third takeover bid from U.S. warehousing giant Prologis, valued at £13.5 billion ($18.2 billion). The board insists the offer undervalues the company's portfolio and growth prospects, while Prologis urges shareholders to push for a deal ahead of a July 22 deadline.