Oracle’s Billion-Dollar AI Gamble
Oracle 創辦人 Larry Ellison 正把公司從高利潤軟體企業，轉型為重資產 AI 基礎設施供應商，押注 OpenAI 等客戶對 GPU 與資料中心算力的長期需求。文章分析，Oracle 已大幅增加資本支出、借款與長期租賃承諾，雖然雲基礎設施收入快速成長，但也面臨現金流、信用評級與客戶合約履行風險。
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Alibaba Cloud Expands South Korea AI Infrastructure
Alibaba Cloud has launched its third data center in South Korea, adding enterprise cloud capacity and six Agentic AI services. The expansion will contribute to a global network reaching 104 availability zones.
AI巨頭開始與美國財政部搶錢
Microsoft、Alphabet、Amazon、Meta與Oracle的AI資料中心資本支出快速上升，可能迫使它們透過公司債與結構化融資籌集資金。文章認為，AI債券供給正在擠壓美國國債需求，推高長期利率並對高估值AI公司的估值模型造成壓力。
AI Data Centers Trigger BBU Cell Rush
Rising AI server power density is turning cabinet-level Battery Backup Units from an optional component into a required part of data-center power architecture. Global BBU cell shipments reportedly reached about 276 million units in the first half of 2026, intensifying shortages and competition among Asian battery suppliers.
Skanska Wins $1.2B US Data Centre Deal
Skanska has signed a $1.2 billion contract to build four data centres for an unnamed existing customer in the southeastern United States. The facilities will cover approximately 75,000 square metres, or 808,000 square feet.
MiniMax Design Turns Video AI Into a Workflow
MiniMax launched MiniMax Design, a production workflow built around its H3 video model. The platform organizes professional video capabilities into executable nodes for continuous editing, collaboration, and delivery across video, image, music, and voice generation.
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Stecon Targets $1.5 Billion Thailand Data Center Bids
Stecon Group Pcl plans to bid for three data-center construction projects valued at a combined 49.8 billion baht, or about $1.5 billion. The company expects Thailand’s accelerating technology investment to drive further growth.
MIT Study Challenges How AI Learns From Images
An MIT study finds that AI-generated images often cannot be traced to individual training images. As datasets grow larger, the influence of any specific example tends to fade.
Silicon Data Brings Pricing to AI Compute
Silicon Data is a startup building tools to help Wall Street assign prices to AI compute. Its goal is to make compute costs easier to value and give firms ways to hedge against price changes as data center and GPU spending expands.
China Moves AI Data Centers West for Cheaper Power
Chinese technology companies are building large AI data center complexes in rural provinces to use surplus land and energy. Huawei and Tencent are reportedly developing infrastructure in Guizhou under China's “Eastern Data, Western Computing” strategy.