Indian IT services firm Tata Consultancy Services (TCS) has secured a $1 billion investment from private‑equity firm TPG as part of a multi‑year, $2 billion plan to build a network of gigawatt‑scale AI data centers across India. Dubbed “HyperVault,” the project will use liquid‑cooled, high‑density designs to meet the soaring demand for AI compute power. The initiative arrives amid a stark supply‑demand gap in the country, where data generation is high but data‑center capacity remains low. TCS aims to partner with hyperscalers and AI firms to develop the infrastructure needed for advanced AI workloads. Leia mais →

Microsoft announced a multi‑year $15.2 billion investment in the United Arab Emirates, including the first shipment of advanced Nvidia GPUs to the region. The deal, backed by a U.S. export‑license, will fund data‑center expansion, equity stakes in the sovereign AI firm G42, and a broad AI ecosystem that leverages models from OpenAI, Anthropic and other providers. Microsoft also pledged extensive talent‑development programs, aiming to train a million residents by 2027 and position Abu Dhabi as a regional AI hub. Leia mais →

Oracle is reportedly preparing a $15 billion corporate bond offering that could include up to seven tranches, one of which may be a 40‑year bond. The move comes weeks after the cloud‑infrastructure giant signed a massive AI compute agreement with OpenAI valued at $300 billion and entered talks with Meta on a $20 billion deal. Oracle also announced a leadership transition, with CEO Safra Catz moving to executive vice‑chair and co‑CEOs Clay Magouyrk and Mike Sicilia taking the helm. Leia mais →