AI infrastructure

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Marvell reportedly in advanced talks to acquire Lumentum

DP News TeamOct 28, 2026

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Microsoft reports 48% Azure growth as quarterly cloud revenue rises

Oct 28, 2026

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Alphabet revenue misses estimates as Google Cloud growth accelerates

Oct 28, 2026

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Oracle limits additional funding through fiscal 2030 to $20 billion
Oracle expects to split up to $20 billion in additional funding evenly between equity and gross debt as it expands AI data centers and targets…
DP News Team · 16h ago
News
UK links strategic data-centre support to jobs and local investment
Britain's Data Centre Covenant offers qualifying strategic projects power and planning help if they meet local, environmental and security…
DP News Team · 19h ago
News
Oracle and Google to bring TPUs to OCI in 2027
Oracle and Google said Google's Tensor Processing Units will become available on Oracle Cloud Infrastructure starting in 2027, making OCI the first…
DP News Team · 1d ago
News
AMD says Helios systems are under test at Meta, commits $1 billion
AMD says initial Helios rack-scale systems are installed and being tested by Meta, while the chipmaker has committed $1 billion to Meta’s equity…
DP News Team · 2d ago
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Infineon plans €1.1 billion Villach GaN chip factory
Infineon plans to invest around €1.1 billion at its Villach site by 2034 for high-volume production of 300 mm gallium nitride power chips, with…
DP News Team · 2d ago
News
NVIDIA and Meta deepen Muse collaboration on training and inference
NVIDIA and Meta are broadening their Muse engineering work, but infrastructure deployments are still planned and claimed performance benefits remain…
DP News Team · 2d ago
News
Meta launches $35 billion equity offerings, outlines contingent $60 billion program
Meta launched about $35 billion of preferred and Class A stock offerings, while a separate $60 billion Class C at-the-market program remains…
DP News Team · 3d ago
News
Tata Communications plans up to $450 million AI fiber network in India
Tata Communications plans to invest $400 million to $450 million in a three-phase, 10,000-kilometer AI-ready fiber network across India.
DP News Team · 3d ago
News
Jassy says AWS capacity is largely committed into 2028
Amazon CEO Andy Jassy said AWS capacity is sold out for 2026 and largely sold out for 2027, with a substantial portion of 2028 already committed.
DP News Team · 5d ago
News
NVIDIA says Kazakhtelecom deployed 880 GPUs, plans more than 2,000
NVIDIA says Kazakhtelecom has deployed 400 H200 and 480 B300 GPUs in Kazakhstan and plans two separate 2027 additions, each exceeding 1,000 GPUs.
DP News Team · 6d ago
News
Nokia AI and cloud sales rise 123% as network business grows
Nokia's sales to AI and cloud customers more than doubled in the third quarter as demand for IP and optical networking equipment lifted its Network…
DP News Team · 1w ago
News
Meta lifts 2026 capex floor, approves non-voting Class C shares
Meta lifted the floor of its 2026 capital-spending outlook to $135 billion and approved non-voting Class C shares that could support future financing.
DP News Team · 1w ago

Featured

Marvell reportedly in advanced talks to acquire Lumentum

Microsoft reports 48% Azure growth as quarterly cloud revenue rises

Alphabet revenue misses estimates as Google Cloud growth accelerates

Latest

Oracle limits additional funding through fiscal 2030 to $20 billion

UK links strategic data-centre support to jobs and local investment

Oracle and Google to bring TPUs to OCI in 2027

AMD says Helios systems are under test at Meta, commits $1 billion

Infineon plans €1.1 billion Villach GaN chip factory

NVIDIA and Meta deepen Muse collaboration on training and inference

Meta launches $35 billion equity offerings, outlines contingent $60 billion program

Tata Communications plans up to $450 million AI fiber network in India

Jassy says AWS capacity is largely committed into 2028

NVIDIA says Kazakhtelecom deployed 880 GPUs, plans more than 2,000

Nokia AI and cloud sales rise 123% as network business grows

Meta lifts 2026 capex floor, approves non-voting Class C shares