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infrastructure

  • 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 [...]

  • Why the AI boom can’t be compared to the dotcom bubble

    March 30, 2026

    Fears that the AI boom is heading for a dotcom-esque crash have been simmering for quite some time now, as tech stocks wobble and valuations reset. But new data suggests the comparison is flawed, and risks missing what is actually happening in the market. According to Redpoint Ventures’ 2026 market update, today’s AI cycle is [...]

  • S4 Capital sales fall as tech clients divert cash to AI build-out

    March 24, 2026

    Sir Martin Sorrell’s S4 Capital has been hit with sliding sales as its biggest clients spend less on advertising and more on building AI. The digital advertising group behind Monks reported revenue of £754.8m for 2025, down 11 per cent from £848.2m a year earlier. Net revenue fell 10.8 per cent to £673m, reflecting weaker [...]

  • Labour’s housebuilding target ‘impossible the day it was announced’ says construction boss

    March 11, 2026

    Labour’s housebuilding target was impossible the day it was announced, the boss of a leading construction materials firm has warned.  Rob Wood, chief executive of materials specialist Breedon Group, told City AM the government’s plans to build 1.5m homes by the next general election will fail because Labour is not backing its construction industries.  Wood [...]

  • Balfour Beatty shares soar as firm bets on UK energy and defence

    March 11, 2026

    Balfour Beatty shares jumped after the construction firm posted surging profit as it doubles down on bets on UK energy, transport and defence infrastructure.  Profit at the FTSE 250 firm grew 51 per cent to £323m in the year to December 2025, as revenue climbed 7.5 per cent to £10.8bn and its order book reached [...]

  • Construction recovery remains fragile amid high costs

    March 3, 2026

    The construction sector is recovering but its growth remains fragile as developers contend with high wages, planning delays and labour shortages.  The industry will grow over the next year due to major infrastructure projects but confidence in the housebuilding and commercial sectors remains shaken, according to a report by construction firm McBains shared exclusively with [...]

  • 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 [...]

  • To rebuild Britain we should start with Hammersmith Bridge

    January 28, 2026

    Handsome, historic but functionally broken, Hammersmith Bridge has come to symbolise Britain's problems, writes Felix Pivcevic.

  • Google DeepMind partners with the government on AI innovation

    December 11, 2025

    The government has struck a major deal with Google DeepMind which will see UK scientists gain priority access to its AI technologies.  The Alphabet-owned AI giant will also create a new AI system aimed to cut government bureaucracy, and develop a version of Gemini – Google’s largest AI model – to be integrated into schools. [...]

  • Rival Heathrow bidder vows to plough on despite proposal snub

    November 26, 2025

    The hotel billionaire behind a rival bid to develop Heathrow’s third runway has vowed to continue his pursuit to oversee the expansion despite ministers favouring a proposal submitted by the hub’s current owner that involves rerouting the M25. Transport secretary Heidi Alexander confirmed on her decision to proceed with the £49bn vision from Heathrow Airport [...]

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