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Kingsoft Cloud reported second-quarter FY2026 revenue of 3.072 billion yuan, up 30.8% year over year and above market expectations. AI-related customers drove growth, while the company recorded its first GAAP operating profit and continued investing heavily in AI computing capacity.
Europe’s data centre capacity is projected to reach 13 gigawatts by the end of 2026, up roughly 20% year over year. In the second quarter, 63% of approximately 700 megawatts of new capacity went outside Frankfurt, London, Amsterdam, Paris, and Dublin.
OpenAI’s Q2 2026 revenue reportedly rose to $6.7 billion, but quarterly growth slowed to 18% while operating losses expanded to $12.3 billion. Ahead of a potential trillion-dollar IPO, the company faces pressure from consumer ARPU limits, enterprise competition, falling API prices, and massive compute commitments.
Xiaomi stabilized in Q2 2026 while expanding its AI strategy across models, chips, and robotics. Its MiMo-V2.5 model led OpenRouter call charts, the Xuanjie chip passed mass verification, and a humanoid robot began factory operations with a reported 98% success rate.
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。
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.
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.