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。
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Nvidia Pushes CPO Into AI Factories
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.
AI Finds Value in Dead Companies’ Data
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.
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Marvell and Google Expand AI Chip Partnership
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.
Nebius Plans $4.5B AI Data Centre Expansion
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.
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Anthropic-Linked Data Center Secures $1.3B Loan
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.
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Nebius Seeks $4.5B for AI Data Centers
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’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。
AMACO’s HERCULES Reimagines AI Data-Centre Power
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.
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.