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Delta Electronics Warns AI Boom Is Driving Costs Higher

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Taiwan’s Delta Electronics, a major supplier of power and cooling systems for AI data centres, has warned that surging artificial intelligence infrastructure demand is pushing operating costs higher. The company expects rising oil prices, material shortages, and broader inflation linked to AI expansion to increase pressure in the coming quarters.

Delta, whose customers include Nvidia, Google, and Meta, said production capacity remains tight as global AI datacentre construction accelerates. To meet demand, the company is expanding operations across China, Thailand, the United States, and Taiwan.

The firm previously announced capital expenditure of T$46.1 billion ($1.46 billion) in 2025 and now says spending will rise even further this year. This reflects how critical energy management, cooling systems, and infrastructure have become as hyperscale cloud providers and AI companies scale hardware deployments.

Despite cost concerns, Delta posted strong first-quarter results. Revenue climbed 34% year-over-year to T$159.35 billion ($5.02 billion), while gross profit surged 56% to T$59 billion ($1.86 billion), largely fueled by AI datacentre growth.

Delta Electronics’ stock has risen nearly 125% this year, significantly outperforming Taiwan’s broader market. The company’s outlook suggests that while AI remains a massive growth driver, supply chain constraints and inflation may increasingly shape profitability across the sector.

Morocco Aims for $10 Billion AI Boost to GDP by 2030

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Morocco has set an ambitious target to add 100 billion dirhams—around $10 billion—to its gross domestic product through artificial intelligence by 2030, as part of a broader push to modernize its digital economy. Speaking at a conference in Rabat, Digital Transition Minister Amal El Fallah Seghrouchni outlined a strategy focused on infrastructure, talent development, and regulatory reform.

With current GDP estimated at roughly $170 billion, Morocco sees AI as a key growth lever. The plan centers on expanding domestic data-processing capacity through sovereign data centres, scaling up cloud services and fibre-optic networks, and embedding AI solutions across public administration and industry. According to the minister, these efforts are expected to generate 50,000 AI-related jobs and equip 200,000 graduates with AI skills by the end of the decade.

A core pillar of the strategy is investment in AI centres connected to universities and private-sector partners, designed to accelerate research, innovation, and commercial deployment. As part of this push, Morocco signed a partnership agreement with France-based Mistral AI to support the development of generative AI tools tailored to local needs.

The government is also preparing a legal framework to govern artificial intelligence, signaling an effort to balance innovation with oversight. For the near term, Morocco has earmarked 11 billion dirhams ($1.2 billion) for its digital transformation strategy covering 2024–2026, which includes AI initiatives and nationwide fibre-optic expansion.

Separately, Rabat plans to build a 500-megawatt data centre powered by renewable energy in Dakhla, aimed at strengthening data security and national digital sovereignty. Officials say the project underscores Morocco’s ambition to position itself as a regional hub for AI and data science in Africa.

Google Plans Secretive AI Data Centre on Strategic Christmas Island

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Google is planning to build a powerful artificial intelligence data centre on Australia’s remote Christmas Island in the Indian Ocean, according to documents and local officials cited by Reuters — a move that could transform the tiny outpost into a crucial node for both digital infrastructure and defence strategy.

The project, not previously disclosed, follows Google’s cloud deal with Australia’s Department of Defence signed earlier this year. While the exact cost, size, and purpose of the facility remain undisclosed, military analysts say such a data hub could be pivotal for monitoring Chinese naval operations in the Indian Ocean and supporting AI-driven defence systems.

Located about 350 kilometers south of Indonesia, Christmas Island has increasingly drawn attention from defence planners. Former U.S. Navy strategist Bryan Clark said the proposed facility could serve as a “command and control” hub in any regional crisis, especially for managing AI-enabled uncrewed systems used in surveillance or targeting.

“Subsea cables offer more reliability than satellites,” Clark explained. “If you’ve got a data centre on Christmas Island, you can do a lot of that through cloud infrastructure.”

Google has reportedly applied for environmental approval to install a subsea cable linking Christmas Island to Darwin, where U.S. Marines are stationed, with U.S. firm SubCom handling the installation. The link mirrors other military cable projects connecting strategic outposts like Diego Garcia.

Christmas Island Shire President Steve Pereira said local officials are assessing the project’s potential community impact before giving final approval. The island, home to just 1,600 people, has long faced limited job opportunities and weak communications infrastructure.

“There is support for it, provided it brings local employment and real benefits to the community,” Pereira said.

While some residents fear greater militarization could harm tourism, others welcome the economic boost. Analysts note that the location offers unique advantages for both commercial and strategic uses, sitting at the crossroads of Asia, Africa, and Australia.