Meta plots a $600B U.S. data-centre spree by 2028, marking one of the largest private infrastructure builds in history and underscoring how AI compute demand is reshaping U.S. energy and land policy.

EU to grant a one-year grace period under the AI Act, softening high-risk and transparency enforcement to give enterprises breathing room as Brussels balances regulation with adoption.

SoftBank sells its entire $5.8B Nvidia stake to fund massive OpenAI investments, signalling a pivot from chips to AI services as Vision Fund readies a new wave of deployments.

Washington intensifies scrutiny of AI power use, linking grid strain and rising electricity prices to hyperscaler expansion — power planning is now central to AI strategy.

Deep Green expands to the U.S. with a 24 MW Michigan data centre powered by heat-recycling systems, showcasing how sustainable compute is becoming a competitive differentiator.

Google rolls out Private AI Compute (on-device–grade privacy with cloud assist) alongside a Pixel drop of AI features and notification summaries.
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Google Maps adds an agentic builder for interactive projects; Gemini lands on Google TV Streamer for natural-voice content access.
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CoreWeave: revenue more than doubled but outlook hit by a DC provider delay; capex reshuffled and shares fell.
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Silicon Valley DCs sitting idle waiting for power interconnects (grid bottlenecks rising).
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Google to invest €5.5bn into German DCs/offices; Switch deploys Oxide racks for its internal cloud
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Google unveiled Private AI Compute (its “private cloud for AI” architecture) to keep sensitive Pixel/Gemini workloads on hardened, enclave-style cloud infra with on-device–level privacy guarantees.
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CoreWeave reported revenue more than doubling on AI demand (but issued a softer outlook amid DC delays)—a useful barometer for third-party GPU capacity markets.
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The global data-centre & AI build-out is projected to cost >$5–7 trillion, marking a massive ongoing capital-markets event.
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NTT Data Group eyes building data centres in Saudi Arabia to ride the AI momentum in the Gulf region.
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Analysts estimate hyperscalers will need ~$1.5 trillion in investment-grade bonds just over the next five years to fund DC build-out.
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Intel CTO/AI chief departs for OpenAI; CEO now directly oversees AI—talent reshuffle amid hyperscale chip race.
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AMD guides for 60% DC revenue growth over 3–5 years; CEO sees a $1T DC chip market by 2030.
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Foxconn profit +17% on AI demand; U.S. restrictions continue to bite China’s chip market.
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Tsavorite (AI chip start-up) secures $100m+ in pre-orders for its “OPU”.
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Researchers separate memorisation vs reasoning circuits in neural nets—implications for model design and eval.
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Yann LeCun is reportedly set to leave Meta to start an AI venture focused on world-model research—an R&D brain-drain signal that could reshuffle frontier model roadmaps.
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