Capital Spending

The capex race between the largest cloud buyers.

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@ElectronicsNews
electronicsweekly.com > news > business > datacentre-semiconductor-market-to-hit-1-5trn-by-2031-says-yole-2026-09

Datacentre performance now sold by the rack not the chip ⋆ Electronics Weekly

1+ hour, 4+ min ago   (464+ words) The value in datacentres is shifting from the chip to the rack, says Yole, with hyperscalers and AI labs co-designing their own AI ASICs and with advanced packaging, HBM4, co-packaged optics, and power (1 MW racks, 800 V, liquid cooling) setting the direction....

Google News
energetica-india.net-india.net

SECI, HyperVault AI Data Center Ink MoU for Clean Energy Supply to Data Centres in Telangana - Asia Pacific

57+ min ago   (110+ words) Solar Energy Corporation of India has signed an MoU with HyperVault AI Data Center to explore the development of captive renewable energy projects for supplying power to the latter’s upcoming data centre facilities in Telangana. September 14, 2026. By Mrinmoy Dey Renewables,…...

TradingView
tradingview.com > news > reuters.com,2026:newsml_SPN45600F:0-singapore-to-push-for-asean-agreement-on-subsea-cables-framework-in-2027

Singapore to push for ASEAN agreement on subsea cables framework in 2027

1+ hour, 58+ min ago   (25+ words) TradingView Singapore to push for ASEAN agreement on subsea cables framework in 2027...

Inspenet
inspenet.com > en > news > google-will-invest-13-m-in-ai-in-finland

Google will invest €13 million in AI in Finland

8+ hour, 21+ min ago   (1017+ words) Google will allocate at least 13 billion euros to artificial intelligence infrastructure in Finland and will support part of that expansion with nuclear electricity from the Loviisa power plant. The company is preparing one of its largest investments in artificial intelligence…...

messenger.com.ge
messenger.com.ge > issues > 6226_september_14_2026 > 6226_kopala.html

Google Set to Boost Finland's AI Infrastructure

7+ hour, 34+ min ago   (15+ words) messenger.com.ge Google Set to Boost Finland's AI Infrastructure...

Environmental Defenders Office
edo.org.au > edo-principles-for-responsible-data-centre-development

Data centres, done right

3+ hour, 24+ min ago   (502+ words) Australia has an opportunity to get data centre development right. They’re the defining development of the decade and the decisions made today could inform environmental outcomes for a generation or more. Data centres can deliver economic and technological benefits, but…...

DIGITIMES
digitimes.com > news > a20/26/0914PD207 > nuclear-taiwan-worldwide-data-demand.html

AI's energy demand ignites global nuclear rush, straining Taiwan's restart

3+ hour, 49+ min ago   (139+ words) digitimes AI's energy demand ignites global nuclear rush, straining Taiwan's restart A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting idle reactors. Keep me…...

36 Kr
eu.36kr.com > en > p > 3981080429918980

Da Vinci Achieves AI-Powered Monetization with Record $906 Million Quarterly Service Revenue

3+ hour, 39+ min ago   (691+ words) Global medical device giants are quietly making profits with AI. Meanwhile, Medtronic also mentioned at its earnings exchange meeting that its cardiovascular AI products and gastrointestinal AI diagnostic products have both achieved double-digit growth, driving the overall growth of its…...

United States Studies Centre
ussc.edu.au > data-centres-have-existed-for-decades-so-why-are-they-so-controversial-now

Data centres have existed for decades. So why are they so controversial now?

5+ hour, 10+ min ago   (1076+ words) Analysis of America. Insight for Australia.
 Solutions for the Alliance. Join us this November to experience the US midterm elections in Washington, DC and Philadelphia This report lays out a case and provides a menu of policy options for how…...

The Energy Mix Weekender
energymixweekender.substack.com > p > book-review-prospectus-for-carneys

Book Review: Prospectus for Carney’s Investment Summit Contains Legit Projects, Major Landmines, Epic Head-Scratchers

1+ hour, 33+ min ago   (1031+ words) With Prime Minister Mark Carney set to convene 250 of the world’s biggest financial institutions and investment houses this week, the 67-page dealbook for his Canada Investment Summit has been the talk of the virtual town since it began circulating late…...