Nvidia’s $1 trillion bet keeps bubble fears at bay March 17, 2026 Nvidia has raised its estimate of the potential market for its artificial intelligence chips to $1 trillion by 2027, in a move that helped steady investor concerns about the durability of the AI boom. Speaking at the company’s developer conference in California, chief executive Jensen Huang said demand for AI computing continues to expand as [...]
HPE leans on Juniper deal as AI drives demand for faster networks March 12, 2026 Hewlett Packard Enterprise (HPE) is trying to prove that its $14bn (£10.45bn) takeover of Juniper Networks is already translating into momentum in one of the most competitive corners of the AI infrastructure market. Speaking at Mobile World Congress (MWC) in Barcelona, Rami Rahim, the former Juniper chief executive who now runs HPE’s networking business, told [...]
From toilets to MSG: Four unlikely winners of the AI boom March 11, 2026 Believe it or not, Toto, the Japanese toilet and bidet maker, has become one of the more improbable stock success stories of the AI boom. The company produces electrostatic ‘chucks’, components critical to memory chip production, and when activist fund Palliser Capital took a stake last month and called it “the most undervalued and overlooked [...]
AI minister defends billions amid ‘phantom funding’ scrutiny March 10, 2026 Britain’s multi billion-pound push to build sovereign AI capacity will inevitably include projects that are still taking shape rather than fully deployed capital, the UK’s AI minister told City AM, as scrutiny intensifies over the government’s headline investment figures. Kanishka Narayan, who was appointed as AI and online safety minister last September, said the scale [...]
Nscale lands $2bn funding amid UK push to grow AI infrastructure March 9, 2026 London-based AI infrastructure firm Nscale has raised $2bn (£1.6bn) in funding, raising its valuation to $14.6bn as Britain seeks to get ahead of the global AI computing race. The series C round, led by Aker ASA and 8090 Industries, has been backed by heavyweight investors including Nvidia, Dell Technologies, Lenovo, Citadel and Point72. The funding [...]
Trump calls on Big Tech to protect households from AI power costs February 24, 2026 The White House has requested formal pledges from US tech giants that the swelling data centre boom will not drive up electricity bills for households, as concern mounts over AI’s energy demands. Donald Trump has approached behemoths like Microsoft and Alphabet, who have notoriously rallied behind his administration, about signing voluntary, non-binding agreements committing them [...]
Why US tech firms are circling Wales for AI investment February 24, 2026 With land, connectivity and an enabling regulatory ecosystem, Wales is now on the radar of AI investors, writes Phil Pugh.
Segro boss David Sleath: AI data centre roll out a matter of life and death February 20, 2026 The roll out of AI data centres in the UK’s urban hubs is a matter of life and death, warehouse magnate David Sleath has said. In an interview with City AM, the chief executive of industrial property group Segro said developing data centres in urban areas is “critical” for relying on developments such as saving [...]
Meta signs Nvidia deal as AI infrastructure bill soars February 18, 2026 Meta has announced a a multi-year partnership with Nvidia to expand its artificial intelligence (AI) infrastructure, as it continues to commit billions to data centres. The deal will grant the Facebook owner access to the chip giant’s latest processor, and covers deployments across Meta’s various branches. It will see the social media group roll out [...]
Court ruling tests Britain’s £1bn data centre power plans – and energy policy February 5, 2026 A High Court challenge to a £1bn data centre beside the M25 has exposed a glaring issue for Britain’s ambitious AI build out. Power hungry projects are effectively being approved before anyone is sure where the power will come from. The government has accepted that planning permission for a 90MW hyperscale facility at Iver in [...]