Saudi Arabia and Microsoft Make Major AI Moves Amid Market Caution
Saudi Arabia's Humain announces multi-gigawatt data center deals with US tech giants, while Microsoft invests $5B in Anthropic. Analysts warn on hyperscaler economics.
Saudi Arabia's Humain announces multi-gigawatt data center deals with US tech giants, while Microsoft invests $5B in Anthropic. Analysts warn on hyperscaler economics.
Nebius announces $3 billion AI infrastructure deal with Meta, its second major hyperscaler partnership. Revenue surges 355% as Dutch AI cloud provider targets $7-9B run-rate by 2026.
CoreWeave Q3: $1.36B revenue, $55.6B backlog, margins drop to 4%. 2025 outlook cut to $5.05–$5.15B on supply delays, high AI demand.
Nebius Group NV introduces Token Factory, a new AI cloud service that lets users run open source models like Llama and DeepSeek, competing with Amazon and Microsoft in the growing AI infrastructure market.
IAC signs an AI content licensing deal with Microsoft’s Copilot after a challenging Q3 2025. People Inc. drives digital growth as the media giant seeks stability amid industry disruption.
AWS signed a $38 billion deal to power OpenAI. Amazon will provide massive computing resources (like Nvidia GPUs) over seven years for AI development.