SoftBank needs to find $22.5 billion to fulfill its funding commitment to OpenAI for the Stargate AI data center project. The company is selling stakes in companies like Nvidia and T-Mobile and may borrow against Arm to raise the cash. The deadline is the end of 2025.
In a massive deal reportedly approaching $10 billion, Palo Alto Networks and Google Cloud are deepening their partnership to secure AI infrastructure. The move responds to a stark statistic: 99% of organizations faced an AI infrastructure attack last year.
The open-source virtualization stack is getting a significant speed boost. The new Linux 6.18 kernel and Cloud Hypervisor v50 release deliver major improvements for both AMD and Intel platforms.
The AI boom’s massive data center expansion is facing a grassroots revolt. According to Fast Company, Change.org has seen a significant surge in petitions aimed at blocking these projects in local communities.
Networking giant Cisco has signed a 15-year virtual Power Purchase Agreement (vPPA) with Polish renewable developer R.Power. The deal will supply approximately 486MWh of power to Cisco’s operations in Poland over the contract’s term.
OpenAI is in preliminary discussions to raise at least $10 billion from Amazon. The deal could value the AI company north of $500 billion and see it adopt Amazon’s custom Trainium chips.
The explosive growth of AI is hitting a literal wall: physics. New AI server racks are so heavy and power-hungry they’re breaking the floors of older data centers, making simple retrofits impossible. This physical limitation is a core driver behind the massive, global data center construction frenzy
Faced with years-long grid connection delays, data center operators are fundamentally rethinking their power strategy. On-site prime power is emerging as a critical tool to accelerate growth and ensure resilience in energy-constrained markets.
Oracle is pushing back the completion of key data centers for OpenAI from 2027 to 2028. The delay, blamed on labor and material shortages, triggered a sell-off in AI infrastructure stocks. It highlights the growing pressure on AI firms to turn massive investments into real revenue.
Oracle is forcefully denying a report that its data center build-out for OpenAI is being delayed until 2028. The company says all sites required to meet its commitments are on schedule.
