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Microsoft to invest $10 bn in Japan to boost AI infrastructure and cyber defence
8+ hour, 50+ min ago (292+ words) The investment, equivalent to about "1.6 trillion, will focus on building advanced AI computing capacity, enhancing cyber defence collaboration with the Japanese government, and addressing the country's growing demand for digital infrastructure. A key component of the initiative is the development…...
Where AI Data Center Demand Growth Is Accelerating Globally: Country-Level Capacity Forecasts
2+ day, 5+ hour ago (717+ words) Artificial Intelligence is the dominant force shaping global data center expansion, with next-generation infrastructure increasingly optimized for high-density AI workloads. According to projections from ABI Research, AI will account for more than half of global data center capacity by the…...
Omdia: Cloud infrastructure services spending forecast to grow 27% in 2026
1+ week, 2+ day ago (393+ words) The Omdia report forecasts that global cloud infrastructure services spending will grow by 27 percent in 2026. Competitive differentiation among cloud vendors is expected to depend on infrastructure scale, capital efficiency, and the strength of AI agent-driven platform capabilities. Global investment in…...
Tencent Revenue Hits RMB751.8 bn as AI, Cloud, Gaming and Customer Ecosystem Fuel Growth and Investment
2+ week, 31+ min ago (821+ words) Tencent reported revenue of RMB751.8 billion in 2025, up 14 percent, and RMB194.4 billion in Q4, rising 13 percent, reflecting strong momentum across AI, cloud, gaming, and its customer ecosystem. The company's strategy highlights deeper integration of artificial intelligence, rising enterprise demand, and sustained investment to…...
Global AI Infrastructure Spending Set to Surpass $900 bn by 2029 as Hyperscalers Expand Data Center Capacity
2+ week, 5+ day ago (455+ words) Investment in artificial intelligence infrastructure is entering a new phase of structural expansion, driven by the rapid adoption of generative AI applications and the growing need to support increasingly complex workloads. According to a report from IDC, IT infrastructure is…...
CoreWeave Intros Flexible Capacity Plans to Optimize AI Cloud Workloads
3+ week, 3+ day ago (468+ words) Why Flexible Capacity Matters for AI AI applications place unique demands on cloud infrastructure. Training AI models typically follows predictable schedules, requiring large volumes of computing power over defined periods. However, real-world deployment " particularly inference workloads where AI models process…...
Global IT Spending Forecast to Reach $4.96 Trillion in 2026 Amid AI-Led Technology Expansion
1+ mon, 6+ day ago (264+ words) Global IT spending is on track to climb to $4.96 trillion in 2026, reflecting intensified enterprise digitization efforts and expanding adoption of AI technologies, according to the latest market forecast from HG Insights. AI Reshapes Enterprise IT Budgets Rohini Kasturi, CEO of…...
Knorr-Bremse accelerates Digital First AI transformation with AWS partnership to reshape industrial model
1+ mon, 1+ week ago (558+ words) Knorr-Bremse is undertaking a fundamental shift from traditional hardware manufacturing to a Digital First industrial model, placing artificial intelligence at the core of its long-term growth strategy. During its Q4 2025 earnings call and related updates, the German braking systems leader outlined…...
Palo Alto Networks boosts AI-driven cybersecurity as revenue reaches $2.6 billion in Q2-2026
1+ mon, 2+ week ago (621+ words) Palo Alto Networks reported strong fiscal second-quarter 2026 results, highlighting accelerating demand for AI-powered cybersecurity, platform consolidation, and major acquisitions aimed at reshaping security for the AI era. The company's performance reflects how enterprises are modernizing security stacks as AI adoption…...
NVIDIA and Meta Forge AI Infrastructure Partnership to Power Next-Generation Data Centers
1+ mon, 2+ week ago (371+ words) NVIDIA and Meta have announced a strategic partnership aimed at building hyperscale AI infrastructure spanning on-premises data centers, cloud deployments, and next-generation AI platforms. Meta plans to build hyperscale data centers optimized for both AI training and inference as part…...
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