Yazılar

OpenAI and Nvidia to Back Billions in UK Data Center Investments – Bloomberg

/in /tarafından

OpenAI and Nvidia plan to announce major support for billions of dollars in UK data center projects next week, according to a Bloomberg report citing people familiar with the matter. The initiative will be carried out in partnership with London-based Nscale Global Holdings.

High-Profile Visit

  • Sam Altman (OpenAI CEO) and Jensen Huang (Nvidia CEO) are expected to be in the UK as part of a U.S. tech delegation coinciding with President Donald Trump’s visit.

  • Several other U.S. firms are also preparing to unveil tens of billions of dollars in UK investments during the trip.

Strategic Importance

The planned data center buildout reflects soaring demand for AI and cloud infrastructure, as companies worldwide race to secure computing power for advanced machine learning applications.

Silence From Stakeholders

  • Nvidia declined to comment.

  • OpenAI, Nscale Global, the White House, and Downing Street did not immediately respond to Reuters requests for comment.

If confirmed, the pledge would mark one of the largest U.S. tech investments in the UK’s digital infrastructure, reinforcing Britain’s bid to position itself as a hub for AI innovation and cloud expansion.

U.S. Data Center Construction Hits Record $40 Billion Amid AI Boom

/in /tarafından

Construction spending on U.S. data centers hit a record $40 billion at a seasonally adjusted annual rate in June, according to a new report from the Bank of America Institute. The surge reflects the massive capital pouring into AI infrastructure by major technology companies.

By the Numbers

The $40 billion figure represents a 30% jump from last year, following an even steeper 50% surge in 2024, based on U.S. Census Bureau data.

Why It Matters

The explosive growth of generative AI and machine learning has triggered an unprecedented demand for computing power. Tech giants including Microsoft, Alphabet, and Amazon are investing billions to expand their hyperscale data centers, enabling them to run AI workloads at scale. This infrastructure boom has also fueled record sales for Nvidia, whose GPUs power much of the AI ecosystem and now account for the bulk of its revenue.

Key Quotes

“Hyperscalers are a big part of the increased demand for power, but they’re not the whole picture,” Bank of America Institute economists led by Liz Everett Krisberg noted.
They emphasized that much of the projected growth in U.S. electricity demand through 2030 will also come from EV adoption, industrial reshoring, building electrification, and heating systems — highlighting how AI-driven infrastructure is just one force in a broader energy transformation.

Nebius to Raise $3 Billion Following Landmark Microsoft Deal

/in /tarafından

AI infrastructure company Nebius Group announced Wednesday it will raise $3 billion to accelerate growth in its artificial intelligence cloud business, just days after striking a $17.4 billion deal with Microsoft.

The funding package includes a $2 billion private offering of convertible senior notes and a $1 billion underwritten public offering of class A shares. Goldman Sachs will serve as the lead book-running manager, joined by Morgan Stanley, BofA Securities, and Citigroup.

Nebius said the funds will be used to expand its compute and hardware capacity, secure land from reliable providers, and grow its data center footprint.

The announcement follows Monday’s news that Nebius will provide Microsoft with GPU infrastructure capacity for five years, a contract worth up to $19.4 billion if additional services are included. The deal sent Nebius’ Nasdaq-listed shares soaring 49% to a record high on Tuesday, though they slipped 5.6% in pre-market trading Wednesday. Year to date, shares have climbed an impressive 245%.

Nebius was formed after splitting assets from Russian tech company Yandex. Its rise highlights the surging demand for data center capacity worldwide, driven by the explosive growth of generative AI technologies.