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  • Nvidia takes $2.1bn stake option in IREN as pair target 5GW AI infrastructure buildout

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AI

The great displacement: How AI’s workforce cull is fuelling the infrastructure boom

16th Apr 2026

5 minutes

When Snap chief executive Evan Spiegel told staff this week that roughly 1,000 of them, 16% of the company’s global headcount would be leaving, he framed it in the language now familiar across Silicon Valley.

Agentic AI

Nvidia and Cadence promise ‘engineering reinvention’ with agentic AI

16th Apr 2026

3 minutes

Nvidia is expanding its partnership with Cadence to deliver accelerated solutions across agentic AI, physics-based simulation and digital twins.

AI

Fabric Intelligence: How Equinix plans to scale enterprise AI

15th Apr 2026

4 minutes

Equinix announces Equinix Fabric Intelligence, which includes an AI agent, in a bid to accelerate enterprise AI workloads.

AI

Microsoft takes over Stargate Norway data centre as OpenAI stalls investments

15th Apr 2026

3 minutes

Microsoft has agreed to rent data centre capacity at a site in Norway that was initially intended for OpenAI as part of its Stargate initiative.

AI TSMC.png

TSMC’s Q1 revenue climbs 35% as AI demand defies slowdown fears

10th Apr 2026

2 minutes

Taiwan Semiconductor Manufacturing Company has reported first-quarter revenue of $35.71 billion, a 35% year-on-year rise that beat analyst expectations and delivered a timely reminder that appetite for AI infrastructure remains firmly intact.

AI CM-Meta.png

CoreWeave & Meta $21bn deal expands AI infrastructure partnership

9th Apr 2026

2 minutes

CoreWeave signs a US$21 billion agreement to supply cloud capacity to Meta through until 2032 to expand their AI infrastructure agreement.

AI

OpenAI pauses Stargate UK, citing energy costs and regulation

9th Apr 2026

3 minutes

OpenAI pauses its Stargate UK AI data centre project, citing high energy costs, dealing a blow to the UK’s plans for digital growth.

AI Cybersecurity- CM.png

Anthropic launches cybersecurity partnership with Nvidia, Cisco and others

8th Apr 2026

3 minutes

Anthropic’s Project Glasswing plans to use its Mythos Preview AI model to detect critical cyber vulnerabilities online, backed by $104m in funding.

AI cm- samsung.png

Samsung profit jumps eightfold amid AI chip revolution

7th Apr 2026

3 minutes

Samsung’s Q1 profit forecast surpasses its full-year earnings, driven by soaring AI infrastructure demand and rising memory chip prices.

AI

Broadcom locks in long-term Google TPU deal through 2031

7th Apr 2026

2 minutes

Broadcom has signed a long-term agreement with Google to develop and supply future generations of the search giant’s custom AI chips, extending a partnership that has quietly underpinned Google’s AI ambitions for nearly a decade.

AI elon musk.png

Could SpaceX IPO pave way for one million space data centre satellites?

2nd Apr 2026

3 minutes

SpaceX’s landmark IPO could raise $75bn to finance orbital data centres, as AI power demands push executives to explore space-based alternatives to ground infrastructure.

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