Timeline
AEP plans $4 billion fuel cell plant to power Google
Scaleway builds its first AI supercomputer outside France
Google DeepMind opens frontier science models to European researchers
ASML beats on margins as backlog signals point to capacity crunch
London Stock Exchange cuts market data analysis time with Nvidia tie-up
Microsoft closes land deal for Woodward data center
BT deepens Microsoft tie-up to bolster cyber defences
Amazon weighs $7 billion deal for AI startup Decart
China and the war of a hundred models. Consolidation may be inevitable, experts says
Microsoft builds decision-making rival to Jev on a Chinese open-weight AI model
AI evaluation platform Arena nearly doubles valuation to $3.1 billion
Oxide raises $445 million to close cloud hardware supply gap
Lumentum says AI optics demand outstrips capacity through 2029
AI data center buildout fuels steady construction hiring
GlobalFoundries shares jump 4% as $2bn TSMC deal creates first US source of advanced AI packaging components
Goldman Sachs upgrades Palantir as sovereign AI demand reshapes its growth outlook
Nous Research raises $90 million for open-source Hermes
Zscaler teams up with IBM and Red Hat to close the window between vulnerability and patch
Constellation shares surge 14% as Google seals landmark nuclear power deal
AI's funding squeeze and the leaky plumbing
CoreWeave's Forge launch and life beyond renting out GPUs
Bots now outnumber people online, and Cloudflare wants them to pay
Cloudflare moves AI Search to general availability with image retrieval
Micron's bumper quarter shows memory is now AI's choke point
AI chatbots are leaking private conversations to advertisers, study finds
What Oracle's Fusion Claw actually does, and why investors liked it
Why Monzo is worth more to a Brazilian bank than a British one
DeepSeek's annualised revenue tops $1 billion as it lines up a $7.5 billion raise
Oracle invokes force majeure over New Mexico Project Jupiter
Nvidia's Jensen Huang rejects new AI laws - again
IREN has Microsoft and $14 billion of funding. Now it has to build
Ema raises $77m to turn AI into completed work
IBM bets its operating model on generative AI
Cloudflare jumps 7% as AI crawler controls win over investors
Salesforce opens its AI stack to rival clouds and outside models
Cloudflare flips the default on AI crawlers...and the burden of consent with it
Sony patents an AI system that fixes its devices before users notice faults
Claude Docs: What Anthropic's move into documents means for Microsoft
OpenAI and hyperscalers face a trillion‑dollar data‑center bet that may demand outsized productivity gains
Cornelis raises $205m to challenge Nvidia
Hyperscalers face $1.1 trillion test on AI data-centre spending
Multilogin repositions as cloud-phone platform with free plan
Microsoft plans to more than triple data-center capacity to 38 gigawatts by 2032
S&P warns AI spending spree is quietly eroding hyperscalers' credit quality
Palantir expands Fujitsu, Nvidia and Nebius alliances for sovereign AI
JD.com to build 100,000‑card domestic GPU cluster as logistics automation ramps
Dell and Nvidia unveil six-agent AI healthcare system that fits under a desk
Amazon borrows in pounds for the first time to fund its AI spending spree
Six engineers rebuilt AWS's Bedrock engine in 76 days
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