Capex plans, strategic stakes and sovereign funds placing bets on AI infrastructure and labs.
288 articles
SoftBank Group reported a record-breaking net profit of over 5 trillion yen. CFO Yoshimitsu Goto emphasized that the company's investment strategy is diversified beyond its significant OpenAI holdings.
ITmedia AI+ (日本) · 127d ago
SoftBank Group Corp. reported a surprise quarterly profit rise.
Bloomberg Technology · 128d ago
Elon Musk's Terafab project plans $55B SpaceX investment in a Texas semiconductor fab, potentially expanding to $119B total. This could majorly benefit Intel and chip equipment firms.
36氪 · 129d ago
SoftBank founder Masayoshi Son is in talks for a major AI data center project in France. He plans to unveil it with President Macron soon.
Bloomberg Technology · 129d ago
Rumors indicate Alibaba's investment talks with AI firm DeepSeek collapsed over financing terms. This reflects Alibaba's selective approach to AI investments amid intensifying competition.
钛媒体 · 131d ago
Tianyang Technology invests 4 billion yuan in computing power rental despite million-level adjusted net profit and massive 2025 losses. High-end compute faces shortages while low-end is oversupplied.
钛媒体 · 131d ago
Court files from Musk's lawsuit against Altman expose Microsoft's early OpenAI investment concerns: fear of overcommitting funds and OpenAI defecting to Amazon. In 2017, after OpenAI's robot beat Dota 2 pros, Altman pitched expanded funding to Nadella.
cnBeta (Full RSS) · 132d ago
Dongtu Tech and partners established Hubei Intelligent Robot Industry Development Co. with 350 million RMB capital.
36氪 · 132d ago
TikTok is investing US$25 billion in data infrastructure in Thailand, its largest ever in Southeast Asia. Funds will add servers and expand storage/processing in Bangkok, Samut Prakan, and Chachoengsao.
SCMP Technology · 134d ago
Eldridge CEO Tony Minella affirms that AI-driven data center demand is not going away. He positions AI as a key enabler and highlights the strength of equity markets.
Bloomberg Technology · 134d ago
Thailand's Board of Investment approved six major projects totaling 9580亿泰铢 (~$29B USD) on May 6. Three are data center and hosting services worth 9130亿泰铢 (~$27B USD).
36氪 · 135d ago
Thailand approved 958 billion baht ($29 billion) in investment projects. These are led by TikTok System (Thailand) Co.'s data infrastructure expansion.
Bloomberg Technology · 135d ago
Amazon plans over €15B investment in France from 2026-2028, creating 7,000+ permanent jobs. Funds will build logistics centers, expand networks, and boost cloud computing and AI capabilities.
36氪 · 135d ago
Volkswagen has become Rivian's largest investor, targeting the EV software its engineers couldn't develop. The investment underscores Rivian's software edge over hardware.
The Next Web (TNW) · 135d ago
US antitrust regulators approved Intel's investment in AI chip startup SambaNova, removing hurdles. Intel raised its stake from 6.8% to 8.2% with $35M in February funding.
36氪 · 139d ago
Momenta co-founder Cao Xudong states that scaling L4 autonomous driving requires over $10 billion in investment. Cash flow-positive businesses are positioned as the entry ticket to physical AI.
量子位 · 144d ago
BlackRock's chief global investment strategist Wei Li expresses an overweight stance on semiconductors and hardware amid positive AI outlook. This positioning highlights expectations for strong capital expenditure and earnings in AI-related sectors.
Bloomberg Technology · 147d ago
Zoho announced a 3.5 billion yuan investment plan for China in 2026, targeting data center builds, AI computing upgrades, and local R&D acceleration. After 24 years rooted in China, Zoho's 'in-situ' philosophy uses steady, long-term efforts to dominate the market.
钛媒体 · 147d ago
Google announces its first data center in Kronstorf, Austria, expanding its European presence. The facility will generate 100 direct jobs.
Google AI Blog · 148d ago
ByteDance is actively forgoing profits, indicating preparation for a major competitive battle. This shift suggests heavy investments in high-stakes areas like AI.
钛媒体 · 150d ago
Alibaba is wagering $100 billion on a 'little horse' project to reshape its landscape. The bet centers on identity confirmation technologies and a bold valuation gamble.
钛媒体 · 154d ago
Digital Realty Trust plans €2 billion investment in Italy over five years. This expands their Mediterranean data center build-out in Europe.
Bloomberg Technology · 157d ago
CATL invests 4.1 billion RMB in Zhongheng Electric's controlling shareholder to advance compute-electricity synergy. This strengthens deep ties with top clients including ByteDance and Huawei.
钛媒体 · 161d ago
Samsung Electronics plans to invest about $4 billion in northern Vietnam to build a new chip packaging and testing factory. The project in Thai Nguyen Province will proceed in phases, starting with $2 billion.
cnBeta (Full RSS) · 161d ago
Samsung Electronics plans to invest $4 billion in a new chip packaging plant in northern Vietnam. This move expands the company's footprint as Vietnam's largest foreign investor.
Bloomberg Technology · 161d ago
Investors are channeling funds into British atomic and fusion startups to power the UK's booming AI datacenters. This surge is driven by massive energy demands from datacenter expansions.
The Register - AI/ML · 162d ago
TikTok announces €1 billion investment for a second data center in Lahti, Finland. This is part of the €12 billion Project Clover to handle data for over 200 million European users.
36氪 · 163d ago
TikTok plans to invest $1.16 billion in building a second data center in Finland, according to media reports. This expansion strengthens its European infrastructure amid growing data needs.
36氪 · 163d ago
Suzhou Linghou Robotics added shareholders like NIO Capital's Hefei affiliate, Shanghai Lingang Guotai Junan tech fund, and Xiamen Ya Heng venture fund. Registered capital rose from 1.26 billion RMB to 1.41 billion RMB.
36氪 · 163d ago
Intel plans to invest another $15M in SambaNova, chaired by CEO Pat Gelsinger, raising its stake to 9% pending approval. This follows a $35M investment in February amid strategic partnership.
IT之家 · 169d ago