Microsoft is canceling AI data center investments, including 200MW of U.S. leases, while maintaining an $80B budget. Learn how this impacts the AI arms race and cloud computing.
libaba Group Holding announced a $53 billion investment in AI and cloud computing infrastructure over the next three years, marking China’s largest private computing project. The plan exceeds Alibaba’s total AI spending over the past decade and rivals the US Stargate initiative.
Apple’s $500 billion U.S. investment includes AI servers in Texas, a doubled $10B manufacturing fund, 20,000 R&D jobs, and $75B in tax payments. Partnerships with TSMC and Detroit academies aim to boost tech innovation.
Microsoft announced the Majorana 1 quantum chip, powered by a topological superconductor, aiming to scale to one million qubits. The innovation, validated in Nature, could solve industrial-scale problems like microplastic breakdown and self-healing materials.
The UAE and France have signed a €30-50 billion agreement to develop a 1 GW AI data center, supported by sustainable energy and strategic partnerships. This project positions Europe as a key player in the global AI race.
Reliance Industries plans to build a 3-gigawatt AI data center in Jamnagar, India, costing $20–30 billion. The facility will use renewable energy and Nvidia chips, positioning India as a global AI contender.
Meta plans to invest $65 billion in AI infrastructure by 2025, targeting 1.3 million GPUs and a Louisiana data center to power its Llama 4 model, as global competition intensifies with Trump’s $500B Project Stargate.
TSMC’s Q4 profit reached a record NT$374.68 billion, with high-performance computing and AI chip demand fueling a 57% annual growth.
Apple partners with Broadcom to develop Baltra, an AI server chip ready by 2026, while Siri integrates ChatGPT to revolutionize user interaction with AI
