The scrutiny over the interrelationships of Nvidia, OpenAI, Oracle, CoreWeave, and other AI leaders continues, but the mammoth deals keep on coming.

Following its mammoth deal with OpenAI just last week, AMD announced another big deal to supply compute to Oracle’s cloud services.

Yesterday was another day of staggering dollar mounts and circular deals, with BlackRock’s GIP Consortium announcing a record-breaking $40 billion acquisition of Aligned Data Centers from Macquarie Group.

The Dutch government’s takeover this week of Chinese-owned Nexperia was an extraordinary move to “de-risk” and “decouple” for reasons of technological sovereignty and supply chain resilience, but the removal of …

The new U.S. approval for Nvidia chip exports to the UAE marks more than a policy exception. By greenlighting billions of dollars in AI hardware shipments to American firms operating …

The AI infrastructure boom is moving from a phase of expansion to one of definition. The rush to build compute capacity has revealed a more complex question: who controls intelligence …

The AI data center boom is entering a new and more complex phase — one defined by power constraints, regulatory pressures, and the need for sustainable design.

A new phase of the AI infrastructure boom is unfolding as OpenAI extends its reach deep into the global supply chain — from power systems to GPUs and data center …

The next phase of the AI infrastructure boom is being defined by record investment, strategic alliances, and the race for global compute capacity.

The global AI buildout is increasingly shaped by cross-border alliances and strategic delays that reveal the sector’s shifting power map.