Deutsche Bank is exploring ways to hedge its massive exposure to data centers after lending billions to the AI infrastructure sector. The bank is considering shorting AI stocks and buying default protection as concerns grow about a potential bubble.
Google is taking AI compute to the final frontier with Project Suncatcher. The company plans to launch prototype satellites with TPUs by early 2027, betting that space-based solar power and falling launch costs could make orbiting data centers economical by the mid-2030s.
Cisco is betting big that AI will dominate partner business within 3-5 years. The company just rolled out several new platforms including Cisco Unified Edge, Cisco IQ, and enhanced security controls for MSPs. Most offerings ship between December 2025 and fiscal 2026.
The three cloud hyperscalers reported staggering combined revenue of $79 billion last quarter. AI capabilities are now deeply embedded across all major platforms, fueling continued enterprise spending despite economic pressures.
Amazon is building a massive new transatlantic subsea cable called Fastnet that will connect County Cork in Ireland to Maryland in the United States. The 320 terabit per second cable is scheduled to be operational by 2028 and will support AI, cloud computing, and business applications.
Broadcom could rally another 32% thanks to accelerating AI chip demand from hyperscalers, according to Jefferies. The bank raised its price target to $480 and sees $60 billion revenue upside by 2027 driven by Google, Meta, and OpenAI custom chips.
OpenAI’s $38 billion deal with Amazon Web Services represents a seismic shift in AI infrastructure strategy. This move beyond Microsoft exclusivity signals the beginning of a new competitive landscape for cloud AI dominance.
Microsoft’s $9.7 billion deal with IREN highlights the severe AI infrastructure shortage. Even cloud giants are now scrambling for external capacity as demand overwhelms their own data center buildouts.
OpenAI’s $38 billion cloud computing deal with AWS represents more than just infrastructure scaling—it marks a fundamental shift in how AI companies approach computational resources. This partnership could reshape the competitive landscape for years to come.
Amazon CEO Andy Jassy reveals unprecedented AI infrastructure spending plans, with capacity set to double by 2027. The cloud giant’s $125 billion 2025 capital expenditure signals a massive bet on AI demand acceleration.
