Cerebras, a US-based AI chip maker, announced plans to launch its first European data centre by the end of 2026, followed by rapid expansion across France and the Nordics by 2027. The initiative aims to boost AI computing capacity in Europe, addressing demand for local, low-latency infrastructure and offering an alternative to US and Asian compute capacity.
AI lab Anthropic is rapidly expanding its compute capacity in the Asia-Pacific region, hiring for multiple data center roles in Australia and Japan to meet surging demand for its products. The expansion is driven by increasing usage of its enterprise and consumer offerings, despite ongoing tensions with the U.S. administration.
Google will pay SpaceX $920 million/month until June 2029 for 110,000 NVIDIA GPUs and components to support its Gemini Enterprise AI platform, in a deal worth almost $30 billion.
Nvidia gains rights to invest up to $2.1 billion in IREN as companies race to lock down massive AI compute capacity.
Google plans to invest up to $40 billion in AI startup Anthropic, committing $10 billion now at a $350 billion valuation with another $30 billion contingent on performance targets. The deal expands Anthropic's access to Google Cloud's TPUs while the company also secured $5 billion from Amazon and deals with CoreWeave. Anthropic released its powerful Mythos model this month with cybersecurity applications but restricted access due to misuse concerns.
