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News
Datacloud USA: $500bn Nvidia pact spotlights 20-year data centre financing gap
1+ week, 3+ day ago (303+ words) That is according to Jonathan Mauck, senior managing director at Digital Bridge Holdings. Speaking in a fireside interview at Datacloud USA x Metro Connect Fall 2026 in Austin, Mauck said data centres are built as 20-year industrial infrastructure, while the GPUs…...
Nvidia earnings will test the trillion-dollar data centre bet
2+ week, 4+ day ago (204+ words) Every quarter for the past two years has carried the label “the most important Nvidia earnings yet.” This one might actually deserve it. The scale of what is being asked of Nvidia traces back to comments CEO Jensen Huang made…...
Google's $12bn Marvell bet: what the chip supply shake-up means for data centre capital plans
3+ week, 3+ day ago (315+ words) Google has just given the clearest signal yet that the hyperscaler chip wars are entering a new phase, and it isn’t just about who builds the fastest silicon. It’s about who owns a piece of the company building it. Marvell’s…...
Nvidia halves Ohio OpenAI backstop to under $120bn: Why it happened, and why it matters
3+ week, 6+ day ago (247+ words) The chipmaker is now expected to backstop only the first phase of the 10-gigawatt campus, with a deal that could be signed as early as this weekend. The site, being developed by SoftBank subsidiary SB Energy, would be the largest…...