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GPU

  • Microsoft swerves multibillion-dollar Nscale data centre expansion

    Tech

    Microsoft has opted against expanding a major data centre deal with British AI dealing Nscale that could have been worth tens of billions of dollars, in fresh sign of the challenges facing the industry’s vast infrastructure spending plans. The US tech giant decided not to take up an option to more than double the computing [...]

    AI data center with rows of servers and cooling systems, showcasing advanced technology and infrastructure innovation
  • Healey’s grid pledge faces test as data centre pipeline stalls

    Tech

    John Healey’s Budget pledge to fast-track electricity connections for British data centres faces an immediate test, as new research shows only 13 per cent of planned capacity is under construction. The Chancellor announced a new Data Centre Covenant on Wednesday, offering strategically important projects priority access to Britain’s electricity grid in exchange for commitments on [...]

    Sir Keir Starmer's government has prioritised investment data centres as a major pillar of its plans to boost economic growth.
  • Data centre builders could face new demands for priority grid access

    Tech

    The UK government is considering forcing data centre developers to invest in local communities and meet sustainability targets in exchange for priority access to the grid, as ministers miss their own deadline for introducing new planning rules. Under proposals being examined ahead of Wednesday’s Budget, developers could be required to make financial contributions to local [...]

    AI data center with rows of servers and cooling systems, showcasing advanced technology and infrastructure innovation
  • Fuse takes on UK AI power crisis with bet on ‘faster’ data centres

    October 21, 2026

    British energy unicorn Fuse is moving into AI infrastructure, betting that its control over electricity supply will allow it to build data centres faster than rivals struggling with lengthy grid delays. The London-based company, founded by former Revolut executives Alan Chang and Charles Orr, has launched Fuse Compute, offering businesses access to Nvidia chips hosted [...]

  • Broadcom tightens grip on AI infrastructure with Anthropic, Google deal

    April 7, 2026

    Broadcom’s latest agreement with Anthropic and Google strengthens the chipmaker’s position as one of the key firms sitting underneath the AI boom, as AI firms race to lock in even larger amounts of compute. Under the new arrangement, Anthropic will have access to multiple gigawatts of Google tensor processing unit (TPU) capacity from 2027, while [...]

  • Arm moves into chips as boss says firm will deliver silicon

    March 25, 2026

    Arm boss Rene Haas said the company will begin delivering its own chips as it unveiled its first in-house processor, marking a major shift for the UK tech firm. “With today’s announcement, we’re expanding the Arm compute platform to include delivery of production silicon with our Arm AGI CPU,” Haas said. The Cambridge-based company revealed [...]

  • Half of AI’s most expensive chips are sitting idle, says tech expert

    March 23, 2026

    The artificial intelligence boom, so far, has been defined by a single instinct: build more. More chips, more data centres, more power. Capital expenditure from the world’s largest tech firms is running into the hundreds of billions as they race to scale AI systems. Analysts expect global data centre investment to continue rising sharply, with [...]

  • 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 [...]

  • Meta strikes AMD chip deal as AI spend continues to boom

    February 24, 2026

    Meta has agreed a multiyear deal to buy up to six gigawatts of AI computing power from AMD, in an agreement valued at more than $100bn (£74.5bn) that could see the social media group take a stake of up to 10 per cent in the US chip giant. The companies said on Tuesday that Meta [...]

  • 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 [...]

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