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Marvell and Google are deepening their partnership on custom AI chip development. Marvell is giving Google the right to purchase up to $12.2 billion in Marvell stock, strengthening their long-term alignment in the AI hardware race.
Marvell Technology and Google expanded their chip-development partnership. The agreement includes a warrant allowing Google to purchase up to $12.2 billion worth of Marvell shares.
Nvidia announced full-scale production of its Spectrum-X Ethernet Photonics co-packaged optical switch for AI factories, using 200G-per-lane links. SK hynix simultaneously published a CPO technology roadmap targeting over 100 Tb/s per node, sub-1 pJ/bit energy consumption, and sub-10 ns chip-to-chip latency.
Google reportedly bid $10 million for Spirit Airlines’ internal enterprise data, including approximately 100 million emails and 500 million Microsoft Teams messages, in a bankruptcy asset auction. The deal signals the emergence of a market for acquiring sanitized corporate communications and work records to train AI systems and enterprise agents.
Nebius Group plans to raise $4.5 billion through convertible bonds to build artificial intelligence data centres. The offering includes $2.75 billion of notes maturing in 2030, with the remainder issued in a second tranche.
Eagle Point Credit Management is providing roughly $1.3 billion in private credit for a large Texas data center tied to Anthropic. The financing gives the investment firm a significant role in a major AI infrastructure project.
Nebius Group is seeking to raise $4.5 billion through convertible bonds. The company plans to use the capital as it builds data centers to meet demand for artificial intelligence services.
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。
AMACO’s $1.5 billion HERCULES project in Kenya combines electricity generation, cooling, and AI data-centre infrastructure. Its initial design uses liquefied natural gas to reduce reliance on the national grid, with future support for renewable energy and hydrogen.
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。