Naver is dramatically accelerating its data center construction in Sejong, South Korea, moving phases two and three forward simultaneously. The expansion responds to surging AI infrastructure demands with advanced cooling systems and earthquake-resistant design. This strategic move positions Naver t
Texas is becoming ground zero for nuclear-powered AI infrastructure. A new partnership between Blue Energy and Crusoe aims to deliver 1.5GW of atomic energy to fuel massive AI datacenters, but the nuclear future won’t arrive until the next decade.
Federal Reserve Chair Jerome Powell believes AI investment operates in a different economic reality. With tech giants planning $3 trillion in spending through 2028, traditional monetary policy may no longer apply to the AI boom.
The 1GW Michigan data center project for OpenAI and Oracle represents a significant departure from traditional data center locations. This strategic move signals broader industry trends as AI compute demands reshape regional development priorities across the U.S.
While recent performance metrics favor Nvidia, the real investment story lies in fundamental business model differences. Understanding these strategic approaches reveals which company might dominate the AI era.
Nvidia’s strategic $1 billion investment in Nokia marks a pivotal moment in AI-driven networking. This partnership aims to fundamentally redesign network architecture for the 6G era. The move signals the convergence of computing and connectivity layers.
Nvidia’s billion-dollar investment in Nokia signals a major push into AI-powered wireless networks. The partnership aims to revolutionize 5G and 6G infrastructure with AI-native technology, potentially transforming how mobile networks handle AI workloads.
Qualcomm is expanding beyond mobile chips with new AI200 and AI250 accelerators for data centers. The company aims to compete with Nvidia and AMD in the booming AI infrastructure market, focusing specifically on inference workloads.
Oracle Corporation is closing in on a landmark $38 billion debt offering to accelerate its data center development across the United States. The financing would support major campus projects in Texas and Wisconsin as part of the company’s expanding AI infrastructure partnership with OpenAI. This represents the largest debt package ever associated with artificial intelligence infrastructure development.
Oracle is reportedly close to finalizing a $38 billion debt offering to fund its expanding data center operations in Texas and Wisconsin, according to sources familiar with the matter. The financing package, which would be the largest debt arrangement associated with AI infrastructure to date, signals Oracle’s aggressive push into the competitive cloud and artificial intelligence markets.
Intel has reportedly returned to profitability in Q3 2025, with revenue climbing to $13.7 billion. Company leaders indicated that AI-driven demand is expected to rejuvenate its server CPU segment and attract foundry clients once its 18A process matures.
Intel has reportedly swung back to profitability in the third quarter of fiscal 2025, posting $13.7 billion in revenue—a 3% year-over-year increase—and net income of $4.1 billion. This marks a significant recovery from the previous quarter’s $2.9 billion loss, according to the company’s earnings release. Despite this improvement, sources indicate that Intel’s data center product sales dipped by 1%, while its foundry business revenue declined by 4%.
