{"generated":"2026-11-09","months":["2024-11","2024-12","2025-01","2025-02","2025-03","2025-04","2025-05","2025-06","2025-07","2025-08","2025-09","2025-10","2025-11","2025-12","2026-01","2026-02","2026-03","2026-04","2026-05","2026-06","2026-07","2026-08","2026-09","2026-10","2026-11"],"deals":[{"date":"2023-01-23","from":"Microsoft","to":"OpenAI","type":"investment","amount_bn":13.0,"amount_note":"cumulativo 2019-2023","title_it":"Microsoft investe circa 13 mld $ in OpenAI","detail_it":"Investimenti cumulativi di Microsoft in OpenAI dal 2019 al 2023 (inclusa la tranche multi-miliardaria di gennaio 2023), in gran parte sotto forma di crediti Azure.","status":"completed","sources":[{"name":"Wikipedia (OpenAI)","url":"https://en.wikipedia.org/wiki/OpenAI"}],"pre_window":true,"id":"8518be7d77","title_en":"Microsoft invests about $13 billion in OpenAI","detail_en":"Microsoft's cumulative investments in OpenAI from 2019 to 2023 (including the multibillion-dollar tranche of January 2023), largely in the form of Azure credits.","note_en":"cumulative 2019-2023","slug":"microsoft-openai-microsoft-invests-about-13-billion-in-openai"},{"date":"2023-09-25","from":"Amazon","to":"Anthropic","type":"investment","amount_bn":4.0,"amount_note":"fino a 4 mld (1,25 + 2,75 a mar 2024)","title_it":"Amazon investe i primi 4 miliardi in Anthropic","detail_it":"Primo investimento di Amazon in Anthropic: 1,25 mld subito e 2,75 mld completati a marzo 2024. AWS diventa cloud primario.","status":"completed","sources":[{"name":"Anthropic","url":"https://www.anthropic.com/news/anthropic-amazon"}],"pre_window":true,"id":"de179b9416","title_en":"Amazon makes first $4 billion investment in Anthropic","detail_en":"Amazon's first investment in Anthropic: $1.25 billion upfront and $2.75 billion completed in March 2024. AWS becomes primary cloud provider.","note_en":"up to $4 billion ($1.25 billion + $2.75 billion in Mar 2024)","slug":"amazon-anthropic-amazon-makes-first-4-billion-investment-in-anthropic"},{"date":"2023-10-27","from":"Google","to":"Anthropic","type":"investment","amount_bn":2.0,"amount_note":"fino a 2 mld (0,5 subito + 1,5 dopo)","title_it":"Google investe fino a 2 miliardi in Anthropic","detail_it":"Google si impegna a investire fino a 2 miliardi in Anthropic, 500 milioni subito e il resto nel tempo.","status":"completed","sources":[{"name":"Reuters","url":"https://www.reuters.com/technology/google-agrees-invest-up-2-bln-openai-rival-anthropic-wsj-2023-10-27/"}],"pre_window":true,"id":"5266f10d11","title_en":"Google invests up to $2 billion in Anthropic","detail_en":"Google commits to invest up to $2 billion in Anthropic, $500 million upfront and the rest over time.","note_en":"up to $2 billion ($0.5 billion upfront + $1.5 billion later)","slug":"google-anthropic-google-invests-up-to-2-billion-in-anthropic"},{"date":"2024-04-15","from":"Microsoft","to":"G42","type":"investment","amount_bn":1.5,"amount_note":"quota di minoranza","title_it":"Microsoft investe 1,5 miliardi in G42 (Abu Dhabi)","detail_it":"Microsoft prende una quota di minoranza in G42; G42 usa Azure per i suoi servizi AI.","status":"completed","sources":[{"name":"Microsoft","url":"https://blogs.microsoft.com/blog/2024/04/15/microsoft-invests-1-5-billion-in-abu-dhabis-g42-to-accelerate-ai-development-and-global-expansion/"}],"pre_window":true,"id":"9649a5bb4a","title_en":"Microsoft invests $1.5 billion in G42 (Abu Dhabi)","detail_en":"Microsoft takes a minority stake in G42; G42 uses Azure for its AI services.","note_en":"minority stake","slug":"microsoft-g42-microsoft-invests-1-5-billion-in-g42-abu-dhabi"},{"date":"2024-08-02","from":"Google","to":"Character.AI","type":"acquisition","amount_bn":2.7,"amount_note":"licenza + rientro di Noam Shazeer (stima WSJ)","title_it":"Google paga circa 2,7 miliardi a Character.AI","detail_it":"Accordo di licenza non esclusiva e rientro in Google dei fondatori Noam Shazeer e Daniel De Freitas; valore riportato circa 2,7 miliardi.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2024/08/02/character-ai-ceo-noam-shazeer-returns-to-google/"}],"pre_window":true,"id":"c397b9cee2","title_en":"Google pays about $2.7 billion to Character.AI","detail_en":"Non-exclusive licensing deal and return of founders Noam Shazeer and Daniel De Freitas to Google; reported value about $2.7 billion.","note_en":"license + return of Noam Shazeer (WSJ estimate)","slug":"google-character-ai-google-pays-about-2-7-billion-to-character-ai"},{"date":"2024-10-02","from":"Thrive Capital","to":"OpenAI","type":"vc","amount_bn":6.6,"amount_note":"round totale, guidato da Thrive","title_it":"Round da 6,6 mld $ a 157 mld $ guidato da Thrive","detail_it":"Round da 6,6 mld $ a una valutazione post-money di 157 mld $, guidato da Thrive Capital con Microsoft, Nvidia e SoftBank tra i partecipanti.","status":"completed","sources":[{"name":"Wikipedia (OpenAI)","url":"https://en.wikipedia.org/wiki/OpenAI"}],"pre_window":true,"id":"2fdc78c5ee","title_en":"$6.6 billion round at $157 billion valuation led by Thrive","detail_en":"$6.6 billion round at a $157 billion post-money valuation, led by Thrive Capital with Microsoft, Nvidia and SoftBank among participants.","note_en":"total round, led by Thrive","slug":"thrive-capital-openai-6-6-billion-round-at-157-billion-valuation-led-by"},{"date":"2024-11-15","from":"US Government","to":"TSMC","type":"investment","amount_bn":6.6,"amount_note":"sussidio CHIPS Act + 5 mld $ di prestiti","title_it":"CHIPS Act: 6,6 miliardi a TSMC Arizona","detail_it":"Il Dipartimento del Commercio finalizza 6,6 mld $ di contributi diretti (più fino a 5 mld $ di prestiti) per le fabbriche TSMC in Arizona, dove nasceranno anche i chip a 2 nm.","bubble_it":"Governo USA paga le fab TSMC","status":"completed","sources":[{"name":"Reuters (via Korea Times)","url":"https://www.koreatimes.co.kr/world/20241115/us-finalizes-66-billion-chips-award-for-tsmc-ahead-of-trump-return"},{"name":"Tom's Hardware","url":"https://www.tomshardware.com/tech-industry/u-s-department-of-commerce-finalizes-usd6-6-billion-chips-act-funding-for-tsmc-fab-21-arizona-site"}],"pre_window":false,"id":"413d9ccf23","title_en":"CHIPS Act: $6.6 billion for TSMC Arizona","detail_en":"The Commerce Department finalizes $6.6 billion in direct grants (plus up to $5 billion in loans) for TSMC's fabs in Arizona, where 2 nm chips will also be made.","bubble_en":"US government funds TSMC fabs","note_en":"CHIPS Act subsidy + $5 billion in loans","slug":"us-government-tsmc-chips-act-6-6-billion-for-tsmc-arizona"},{"date":"2024-11-22","from":"Amazon","to":"Anthropic","type":"investment","amount_bn":4.0,"amount_note":"porta il totale Amazon a 8 mld","title_it":"Amazon aggiunge 4 miliardi: totale 8 in Anthropic","detail_it":"Secondo investimento da 4 miliardi; Anthropic sceglie AWS come partner primario di addestramento e i chip Trainium.","status":"completed","sources":[{"name":"Anthropic","url":"https://www.anthropic.com/news/anthropic-amazon-trainium"}],"pre_window":false,"id":"95d731b8ed","title_en":"Amazon adds $4 billion: $8 billion total in Anthropic","detail_en":"Second $4 billion investment; Anthropic picks AWS as primary training partner and Trainium chips.","note_en":"brings Amazon's total to $8 billion","slug":"amazon-anthropic-amazon-adds-4-billion-8-billion-total-in-anthropic"},{"date":"2024-11-26","from":"US Government","to":"Intel","type":"investment","amount_bn":7.86,"amount_note":"sussidio CHIPS Act finalizzato","title_it":"CHIPS Act: 7,86 miliardi a Intel","detail_it":"Il governo USA finalizza 7,86 mld $ di contributi per le fabbriche Intel in Arizona, New Mexico, Ohio e Oregon; nel 2025 parte di questi fondi diventerà la quota del 10%.","bubble_it":"Sussidio pubblico per le fab Intel","status":"completed","sources":[{"name":"Intel","url":"https://www.intel.com/content/www/us/en/newsroom/news/intel-chips-act.html"},{"name":"Reuters (via The Star)","url":"https://thestar.com.my/tech/tech-news/2024/11/26/us-finalizes-786-billion-chips-manufacturing-award-for-intel"}],"pre_window":false,"id":"7380fe3f8e","title_en":"CHIPS Act: $7.86 billion for Intel","detail_en":"The US government finalizes $7.86 billion in grants for Intel fabs in Arizona, New Mexico, Ohio and Oregon; in 2025 part of these funds will become the 10% stake.","bubble_en":"Public subsidy for Intel fabs","note_en":"CHIPS Act subsidy finalized","slug":"us-government-intel-chips-act-7-86-billion-for-intel"},{"date":"2024-12-01","from":"OpenAI","to":"io","type":"investment","amount_bn":1.5,"amount_note":"quota del 23%, fine 2024 (data approssimativa)","title_it":"OpenAI compra il 23% di io per 1,5 mld $","detail_it":"A fine 2024 OpenAI ha acquistato una quota del 23% in io, la startup hardware di Jony Ive, per circa 1,5 mld $, prima dell'acquisizione totale.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2025/05/21/jony-ive-to-lead-openais-design-work-following-6-5b-acquisition-of-his-company/"}],"pre_window":false,"id":"a74ec024ad","title_en":"OpenAI buys 23% of io for $1.5 billion","detail_en":"In late 2024 OpenAI bought a 23% stake in io, Jony Ive's hardware startup, for about $1.5 billion, ahead of the full acquisition.","note_en":"23% stake, late 2024 (approximate date)","slug":"openai-io-openai-buys-23-of-io-for-1-5-billion"},{"date":"2024-12-02","from":"Nvidia","to":"Nebius","type":"investment","amount_bn":null,"amount_note":"round da $700M, quota Nvidia ~0,5% non divulgata","title_it":"Nvidia entra in Nebius","detail_it":"Nvidia partecipa al round privato da 700 milioni di dollari di Nebius, prendendo circa lo 0,5% della società.","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-01-16/arkady-volozh-russia-tech-exile-and-yandex-co-founder-sees-profit-in-ai"},{"name":"Wikipedia","url":"https://en.wikipedia.org/wiki/Nebius_Group"}],"pre_window":false,"id":"a7717904f8","title_en":"Nvidia invests in Nebius","detail_en":"Nvidia takes part in Nebius's $700 million private round, taking about a 0.5% stake in the company.","note_en":"$700M round, Nvidia stake ~0.5% undisclosed","slug":"nvidia-nebius-nvidia-invests-in-nebius"},{"date":"2024-12-03","from":"Amazon","to":"Marvell","type":"hardware","amount_bn":null,"amount_note":"non divulgato, accordo quinquennale","title_it":"Amazon-Marvell: accordo di 5 anni sui chip AWS","detail_it":"Accordo pluriennale e multi-generazione: Marvell fornisce ad AWS i chip custom Trainium 2, DSP ottici, moduli di interconnessione e switch Ethernet.","bubble_it":"Marvell disegna i chip di AWS","status":"announced","sources":[{"name":"Photonics.com","url":"https://photonics.com/Articles/Marvell_Expands_Collaboration_with_Amazon_Web/a70543"},{"name":"Benzinga","url":"https://www.benzinga.com/analyst-ratings/price-target/24/12/42300462/amazon-web-services-mix-of-marvell-and-trainium-still-trails-nvidia-analyst"}],"pre_window":false,"id":"46e90d61b9","title_en":"Amazon-Marvell: 5-year deal on AWS chips","detail_en":"Multi-year, multi-generation agreement: Marvell supplies AWS with custom Trainium 2 chips, optical DSPs, interconnect modules and Ethernet switches.","bubble_en":"Marvell designs AWS chips","note_en":"undisclosed, five-year agreement","slug":"amazon-marvell-amazon-marvell-5-year-deal-on-aws-chips"},{"date":"2024-12-10","from":"US Government","to":"Micron","type":"investment","amount_bn":6.165,"amount_note":"sussidio CHIPS Act","title_it":"CHIPS Act: 6,1 miliardi a Micron","detail_it":"Il Dipartimento del Commercio finalizza oltre 6,1 mld $ per le fabbriche di memorie Micron a New York e in Idaho, base della futura produzione USA di HBM.","bubble_it":"Memorie americane pagate dallo Stato","status":"completed","sources":[{"name":"Reuters (via The Star)","url":"https://www.thestar.com.my/tech/tech-news/2024/12/10/factbox-us-finalizes-more-than-61-billion-funding-for-micron-under-chips-act"},{"name":"TTNews/Bloomberg","url":"https://www.ttnews.com/articles/micron-chips-award"}],"pre_window":false,"id":"398d37ea44","title_en":"CHIPS Act: $6.1 billion for Micron","detail_en":"The Commerce Department finalizes more than $6.1 billion for Micron memory fabs in New York and Idaho, the basis of future US HBM production.","bubble_en":"US memory chips paid by the state","note_en":"CHIPS Act subsidy","slug":"us-government-micron-chips-act-6-1-billion-for-micron"},{"date":"2024-12-17","from":"Thrive Capital","to":"Databricks","type":"vc","amount_bn":10.0,"amount_note":"Series J @ $62B valuation","title_it":"Databricks: Series J da 10 mld $ guidata da Thrive","detail_it":"Series J da 10 mld $ a 62 mld $, guidata da Thrive Capital; co-lead Andreessen Horowitz, DST Global, GIC, Insight Partners e WCM. Entrano ICONIQ, MGX, Sands Capital e Wellington.","status":"completed","sources":[{"name":"Databricks","url":"https://www.databricks.com/company/newsroom/press-releases/databricks-raising-10b-series-j-investment-62b-valuation"}],"pre_window":false,"id":"0c888ea24a","title_en":"Databricks: $10 billion Series J led by Thrive","detail_en":"$10 billion Series J at $62 billion, led by Thrive Capital; co-led by Andreessen Horowitz, DST Global, GIC, Insight Partners and WCM. ICONIQ, MGX, Sands Capital and Wellington join.","note_en":"Series J @ $62B valuation","slug":"thrive-capital-databricks-databricks-10-billion-series-j-led-by-thrive"},{"date":"2024-12-20","from":"US Government","to":"Samsung","type":"investment","amount_bn":4.745,"amount_note":"sussidio CHIPS Act, ridotto dai 6,4 preliminari","title_it":"CHIPS Act: 4,7 miliardi a Samsung in Texas","detail_it":"Il governo USA finalizza 4,745 mld $ per gli impianti Samsung di Taylor (Texas), il 26% in meno dell'accordo preliminare; è lo stabilimento che produrrà i chip AI di Tesla.","bubble_it":"Sussidio USA alla fab Samsung","status":"completed","sources":[{"name":"DatacenterDynamics","url":"https://datacenterdynamics.com/en/news/samsung-texas-instruments-and-amkor-finalize-chips-act-funding-agreements"},{"name":"TrendForce","url":"https://www.trendforce.com/news/2024/12/23/news-chips-act-funding-highlights-before-trump-takes-office-tsmc-intel-samsung-and-more/"}],"pre_window":false,"id":"08334b89b7","title_en":"CHIPS Act: $4.7 billion for Samsung in Texas","detail_en":"The US government finalizes $4.745 billion for Samsung's Taylor (Texas) plants, 26% less than the preliminary deal; it is the plant that will make Tesla's AI chips.","bubble_en":"US subsidy for Samsung fab","note_en":"CHIPS Act subsidy, cut from the preliminary $6.4 billion","slug":"us-government-samsung-chips-act-4-7-billion-for-samsung-in-texas"},{"date":"2024-12-23","from":"Consorzi VC","to":"xAI","type":"vc","amount_bn":6.0,"amount_note":"Series C, valutazione ~45-50 mld","title_it":"xAI chiude la Series C da 6 miliardi","detail_it":"Round con a16z, BlackRock, Fidelity, Kingdom Holdings, Lightspeed, MGX, Morgan Stanley, QIA, Sequoia, Valor e Vy; Nvidia e AMD come investitori strategici.","status":"completed","sources":[{"name":"xAI","url":"https://x.ai/news/series-c"},{"name":"GuruFocus","url":"https://www.gurufocus.com/news/2640496/xai-secures-6-billion-in-series-c-funding-with-strategic-support-from-nvidia-and-amd"}],"pre_window":false,"id":"68649916cb","title_en":"xAI closes $6 billion Series C","detail_en":"Round with a16z, BlackRock, Fidelity, Kingdom Holdings, Lightspeed, MGX, Morgan Stanley, QIA, Sequoia, Valor and Vy; Nvidia and AMD as strategic investors.","note_en":"Series C, valuation ~$45-50 billion","slug":"consorzi-vc-xai-xai-closes-6-billion-series-c"},{"date":"2024-12-23","from":"AMD","to":"xAI","type":"investment","amount_bn":null,"amount_note":"quota nella Series C non resa nota","title_it":"AMD investitore strategico in xAI","detail_it":"AMD partecipa alla Series C di xAI come investitore strategico, accanto a Nvidia.","status":"completed","sources":[{"name":"xAI","url":"https://x.ai/news/series-c"}],"pre_window":false,"id":"3e03d177f2","title_en":"AMD becomes strategic investor in xAI","detail_en":"AMD takes part in xAI's Series C as a strategic investor, alongside Nvidia.","note_en":"stake in Series C undisclosed","slug":"amd-xai-amd-becomes-strategic-investor-in-xai"},{"date":"2025-01-07","from":"Microsoft","to":"India","type":"investment","amount_bn":3.0,"amount_note":"3 mld $ in due anni","title_it":"Microsoft: 3 miliardi per cloud e AI in India","detail_it":"A Bengaluru Satya Nadella annuncia 3 mld $ in due anni per ampliare la capacità Azure e AI in India, la più grande espansione della società nel paese fino ad allora.","bubble_it":"Microsoft mette 3 mld in India","title_en":"Microsoft's $3B India AI expansion","detail_en":"In Bengaluru Satya Nadella announced $3B over two years to expand Azure and AI capacity in India.","bubble_en":"Microsoft puts $3B into India","note_en":"$3B over two years","status":"announced","sources":[{"name":"Business Day (Reuters)","url":"https://www.businessday.co.za/bd/companies/2025-01-07-microsoft-to-invest-3bn-on-ai-cloud-capacity-in-india/"},{"name":"Khaleej Times","url":"https://www.khaleejtimes.com/business/microsoft-to-invest-3-billion-in-india-to-expand-ai-and-cloud-capacity"}],"pre_window":false,"id":"9c6ccb11a5","slug":"microsoft-india-microsoft-s-3b-india-ai-expansion"},{"date":"2025-01-11","from":"X","to":"HPE","type":"hardware","amount_bn":1.0,"amount_note":"oltre 1 mld $ (Bloomberg)","title_it":"Server AI da HPE per X/xAI: oltre 1 miliardo","detail_it":"Bloomberg: HPE batte Dell e Supermicro e vince un contratto da oltre 1 mld $ di server AI per le società di Musk (X, destinati a xAI). HPE non commenta.","bubble_it":"Musk compra server HPE","status":"reported","sources":[{"name":"Reuters (via The Star)","url":"https://www.thestar.com.my/tech/tech-news/2025/01/11/hpe-secures-1-billion-ai-server-deal-for-elon-musk039s-x-bloomberg-news-reports"},{"name":"The Register","url":"https://www.theregister.com/2025/01/14/hpe_x_ai/"}],"pre_window":false,"id":"2d5ddcebf6","title_en":"HPE AI servers for X/xAI: over $1 billion","detail_en":"Bloomberg: HPE beats Dell and Supermicro to win a contract worth over $1 billion for AI servers for Musk's companies (X, destined for xAI). HPE declines to comment.","bubble_en":"Musk buys HPE servers","note_en":"over $1 billion (Bloomberg)","slug":"x-hpe-hpe-ai-servers-for-x-xai-over-1-billion"},{"date":"2025-01-15","from":"JPMorgan","to":"Crusoe","type":"vc","amount_bn":2.3,"amount_note":"prestito di costruzione fase 1 (data di gennaio 2025 approssimata)","title_it":"JPMorgan finanzia Abilene, fase 1","detail_it":"JPMorgan concede 2,3 mld $ di prestito di costruzione alla JV Blue Owl-Crusoe-Primary Digital per il primo campus di Abilene affittato a Oracle.","bubble_it":"JPMorgan presta 2,3 mld ad Abilene","status":"completed","sources":[{"name":"Commercial Observer","url":"https://commercialobserver.com/2025/01/j-p-morgan-chase-loan-texas-data-center-oracle/"}],"pre_window":false,"id":"f2841059e2","title_en":"JPMorgan finances Abilene, phase 1","detail_en":"JPMorgan provides a $2.3 billion construction loan to the Blue Owl-Crusoe-Primary Digital JV for the first Abilene campus leased to Oracle.","bubble_en":"JPMorgan lends $2.3 billion to Abilene","note_en":"phase 1 construction loan (January 2025 date approximate)","slug":"jpmorgan-crusoe-jpmorgan-finances-abilene-phase-1"},{"date":"2025-01-21","from":"SoftBank","to":"Stargate","type":"vc","amount_bn":19.0,"amount_note":"impegno iniziale, quota ~40%","title_it":"SoftBank nel JV Stargate (fino a 500 mld $)","detail_it":"Lancio alla Casa Bianca di Stargate: fino a 500 mld $ di infrastruttura IA USA entro il 2029, 100 mld $ subito. Secondo The Information SoftBank si impegna per 19 mld $ (~40%); Masayoshi Son presidente.","status":"reported","sources":[{"name":"OpenAI","url":"https://openai.com/index/announcing-the-stargate-project/"},{"name":"Wikipedia (Stargate LLC)","url":"https://en.wikipedia.org/wiki/Stargate_LLC"}],"pre_window":false,"id":"812f068c06","title_en":"SoftBank in the Stargate JV (up to $500 billion)","detail_en":"Stargate launched at the White House: up to $500 billion of US AI infrastructure by 2029, $100 billion immediately. According to The Information, SoftBank commits $19 billion (~40%); Masayoshi Son chairman.","note_en":"initial commitment, ~40% stake","slug":"softbank-stargate-softbank-in-the-stargate-jv-up-to-500-billion"},{"date":"2025-01-21","from":"OpenAI","to":"Stargate","type":"investment","amount_bn":19.0,"amount_note":"impegno iniziale, quota ~40%","title_it":"OpenAI nel JV Stargate","detail_it":"OpenAI si impegna per circa 19 mld $ nel JV Stargate (quota ~40%) e ne ha la responsabilità operativa, secondo The Information.","status":"reported","sources":[{"name":"OpenAI","url":"https://openai.com/index/announcing-the-stargate-project/"},{"name":"Wikipedia (Stargate LLC)","url":"https://en.wikipedia.org/wiki/Stargate_LLC"}],"pre_window":false,"id":"d6a39f0f0d","title_en":"OpenAI in the Stargate JV","detail_en":"OpenAI commits about $19 billion to the Stargate JV (~40% stake) and has operational responsibility for it, according to The Information.","note_en":"initial commitment, ~40% stake","slug":"openai-stargate-openai-in-the-stargate-jv"},{"date":"2025-01-21","from":"Oracle","to":"Stargate","type":"investment","amount_bn":7.0,"amount_note":"impegno iniziale","title_it":"Oracle socio tecnologico e finanziario di Stargate","detail_it":"Oracle contribuisce circa 7 mld $ al JV Stargate e ne costruisce/gestisce i data center (Abilene e altri siti).","status":"reported","sources":[{"name":"OpenAI","url":"https://openai.com/index/announcing-the-stargate-project/"},{"name":"Wikipedia (Stargate LLC)","url":"https://en.wikipedia.org/wiki/Stargate_LLC"}],"pre_window":false,"id":"20785ca921","title_en":"Oracle is technology and financial partner in Stargate","detail_en":"Oracle contributes about $7 billion to the Stargate JV and builds/operates its data centers (Abilene and other sites).","note_en":"initial commitment","slug":"oracle-stargate-oracle-is-technology-and-financial-partner-in-stargate"},{"date":"2025-01-21","from":"MGX","to":"Stargate","type":"vc","amount_bn":7.0,"amount_note":"impegno iniziale","title_it":"MGX (Abu Dhabi) investitore di Stargate","detail_it":"Il fondo emiratino MGX contribuisce circa 7 mld $ al JV Stargate, secondo The Information.","status":"reported","sources":[{"name":"OpenAI","url":"https://openai.com/index/announcing-the-stargate-project/"},{"name":"Wikipedia (Stargate LLC)","url":"https://en.wikipedia.org/wiki/Stargate_LLC"}],"pre_window":false,"id":"703aea8899","title_en":"MGX (Abu Dhabi) is a Stargate investor","detail_en":"The Emirati fund MGX contributes about $7 billion to the Stargate JV, according to The Information.","note_en":"initial commitment","slug":"mgx-stargate-mgx-abu-dhabi-is-a-stargate-investor"},{"date":"2025-01-22","from":"Google","to":"Anthropic","type":"investment","amount_bn":1.0,"amount_note":"nuovo investimento","title_it":"Google investe un altro miliardo in Anthropic","detail_it":"Google aggiunge circa 1 miliardo alla sua partecipazione in Anthropic, oltre ai 2 miliardi precedenti.","status":"completed","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2025/01/22/google-agrees-to-new-1-billion-investment-in-anthropic.html"}],"pre_window":false,"id":"4a9c6c5753","title_en":"Google invests another $1 billion in Anthropic","detail_en":"Google adds about $1 billion to its stake in Anthropic, on top of the earlier $2 billion.","note_en":"new investment","slug":"google-anthropic-google-invests-another-1-billion-in-anthropic"},{"date":"2025-01-22","from":"Amazon","to":"India","type":"investment","amount_bn":8.3,"amount_note":"8,3 mld $ entro il 2030 in Maharashtra (parte dei 12,7 mld annunciati nel 2023)","title_it":"AWS: 8,3 miliardi in Maharashtra","detail_it":"A Davos AWS firma col Maharashtra un MoU per 8,3 mld $ entro il 2030 per espandere la regione cloud di Mumbai con nuovi data center e servizi AI.","bubble_it":"AWS rafforza Mumbai","title_en":"AWS's $8.3B Maharashtra cloud plan","detail_en":"At Davos AWS signed an MOU with Maharashtra for $8.3B by 2030 to expand its Mumbai cloud region with new data centres and AI services.","bubble_en":"AWS bulks up Mumbai","note_en":"$8.3B by 2030 (part of the $12.7B announced in 2023)","status":"announced","sources":[{"name":"Amazon India","url":"https://www.aboutamazon.in/news/aws/aws-invests-8-billion-in-maharashtra"},{"name":"CRN Asia","url":"https://crnasia.com/news/2025/cloud/aws-invests-us-8-3-billion-to-boost-cloud-infrastructure-in-india"}],"pre_window":false,"id":"4777c408e7","slug":"amazon-india-aws-s-8-3b-maharashtra-cloud-plan"},{"date":"2025-02-03","from":"SoftBank","to":"OpenAI","type":"services","amount_bn":3.0,"amount_note":"all'anno","title_it":"SoftBank spende 3 mld $/anno in prodotti OpenAI (Crystal Intelligence)","detail_it":"SoftBank si impegna a spendere 3 mld $ l'anno per usare le soluzioni OpenAI nelle sue società; nasce la JV SB OpenAI Japan per vendere 'Crystal Intelligence' alle imprese giapponesi.","status":"announced","sources":[{"name":"SoftBank Group","url":"https://group.softbank/en/news/press/20250203"}],"pre_window":false,"id":"18dd63accd","title_en":"SoftBank to spend $3 billion a year on OpenAI products (Crystal Intelligence)","detail_en":"SoftBank commits to spend $3 billion a year to use OpenAI solutions across its companies; the SB OpenAI Japan JV is created to sell 'Crystal Intelligence' to Japanese businesses.","note_en":"per year","slug":"softbank-openai-softbank-to-spend-3-billion-a-year-on-openai-products-cr"},{"date":"2025-02-06","from":"MGX","to":"Campus IA","type":"investment","amount_bn":52.0,"amount_note":"fino a 50 mld € (~52 mld $), stime tra 30 e 50 mld €","title_it":"Emirati: fino a 50 miliardi di euro per un campus AI in Francia","detail_it":"Francia ed Emirati annunciano un campus AI da 1 GW finanziato tramite il fondo MGX per 30-50 mld €. A maggio il progetto diventa una joint venture con Bpifrance, Mistral e Nvidia.","bubble_it":"MGX: campus da 50 mld € in Francia","title_en":"UAE's up to €50B French AI campus","detail_en":"France and the UAE announced a 1 GW AI campus funded via MGX with €30-50B; in May it became a joint venture with Bpifrance, Mistral and Nvidia.","bubble_en":"MGX plans €50B French campus","note_en":"Up to €50B (~$52B); estimates range €30-50B","status":"announced","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2025/02/09/investments-in-french-ai-ecosystem-reach-85b-as-brookfield-commits-20b"}],"pre_window":false,"id":"8bdd6aab51","slug":"mgx-campus-ia-uae-s-up-to-50b-french-ai-campus"},{"date":"2025-02-09","from":"Brookfield","to":"Data4","type":"investment","amount_bn":20.6,"amount_note":"20 mld € (~20,6 mld $) entro il 2030; fino a 15 mld € ai data center Data4","title_it":"Brookfield: 20 miliardi di euro per l'AI in Francia","detail_it":"Al vertice AI di Parigi Brookfield annuncia 20 mld € in infrastrutture AI francesi entro il 2030: fino a 15 mld € ai data center della controllata Data4 (incluso un campus da 1 GW a Cambrai) e 5 mld € in energia e reti.","bubble_it":"Brookfield porta 20 mld € in Francia","title_en":"Brookfield's €20B for French AI infrastructure","detail_en":"At the Paris AI Action Summit Brookfield pledged €20B for French AI infrastructure by 2030: up to €15B for its Data4 data centres (including a reported 1 GW Cambrai campus) and €5B for energy and networks.","bubble_en":"Brookfield brings €20B to France","note_en":"€20B (~$20.6B) through 2030; up to €15B for Data4 data centres","status":"announced","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2025/02/09/investments-in-french-ai-ecosystem-reach-85b-as-brookfield-commits-20b"},{"name":"BNN Bloomberg","url":"https://bnnbloomberg.ca/business/technology/2025/02/10/brookfield-to-spend-20-billion-on-frances-ai-infrastructure"}],"pre_window":false,"id":"f753a7e853","slug":"brookfield-data4-brookfield-s-20b-for-french-ai-infrastructure"},{"date":"2025-02-10","from":"Saudi Government","to":"Groq","type":"investment","amount_bn":1.5,"amount_note":"impegno, erogato nel 2025","title_it":"Arabia Saudita: 1,5 miliardi a Groq","detail_it":"L'Arabia Saudita si impegna a versare 1,5 mld $ a Groq per espandere il data center di inferenza di Dammam con Aramco Digital.","bubble_it":"Riad finanzia i chip Groq","status":"announced","sources":[{"name":"Groq","url":"https://groq.com/news/saudi-arabia-announces-1-5-billion-expansion-to-fuel-ai-powered-economy-with-ai-tech-leader-groq"},{"name":"Techzine","url":"https://www.techzine.eu/news/applications/128622/nvidia-challenger-groq-receives-1-5-billion-from-saudi-arabia"}],"pre_window":false,"id":"8970b554c9","title_en":"Saudi Arabia: $1.5 billion to Groq","detail_en":"Saudi Arabia commits $1.5 billion to Groq to expand the Dammam inference data center with Aramco Digital.","bubble_en":"Riyadh funds Groq chips","note_en":"commitment, paid out in 2025","slug":"saudi-government-groq-saudi-arabia-1-5-billion-to-groq"},{"date":"2025-02-10","from":"Fluidstack","to":"France","type":"investment","amount_bn":10.3,"amount_note":"10 mld € (~10,3 mld $) per la prima fase, memorandum col governo francese","title_it":"Fluidstack: supercomputer AI da 1 GW in Francia","detail_it":"Fluidstack firma con il governo francese un memorandum per un supercomputer AI da 1 GW alimentato a nucleare: prima fase da 10 mld €, fino a circa 500.000 chip, operativa dal 2026.","bubble_it":"Fluidstack: 10 mld € in Francia","title_en":"Fluidstack's €10B 1 GW French supercomputer","detail_en":"Fluidstack signed an MOU with the French government for a nuclear-powered 1 GW AI supercomputer: a €10B first phase hosting up to ~500,000 chips, from 2026.","bubble_en":"Fluidstack's €10B French build","note_en":"€10B (~$10.3B) first phase, MOU with the French government","status":"announced","sources":[{"name":"Fluidstack","url":"https://www.fluidstack.io/post/1gw-ai-supercomputer-france"},{"name":"Business Wire","url":"https://www.businesswire.com/news/home/20250210579531/en"}],"pre_window":false,"id":"b3ef9c063e","slug":"fluidstack-france-fluidstack-s-10b-1-gw-french-supercomputer"},{"date":"2025-02-14","from":"xAI","to":"Dell","type":"hardware","amount_bn":5.0,"amount_note":">5 mld di server GB200 (indiscrezione)","title_it":"xAI vicina a un ordine da 5 miliardi di server Dell","detail_it":"Bloomberg riporta che Dell è vicina a vendere a xAI oltre 5 miliardi di server con chip Nvidia GB200 per il supercomputer Colossus di Memphis.","status":"reported","sources":[{"name":"Bloomberg via The Star","url":"https://www.thestar.com.my/tech/tech-news/2025/02/15/dell-nears-deal-to-sell-5-billion-in-ai-servers-to-xai-bloomberg-news-reports"},{"name":"SiliconANGLE","url":"https://siliconangle.com/2025/02/14/report-dell-close-inking-5b-ai-server-deal-xai/"}],"pre_window":false,"id":"6b7964f248","title_en":"xAI close to $5 billion Dell server order","detail_en":"Bloomberg reports Dell is close to selling xAI more than $5 billion of servers with Nvidia GB200 chips for the Colossus supercomputer in Memphis.","note_en":">$5 billion of GB200 servers (report)","slug":"xai-dell-xai-close-to-5-billion-dell-server-order"},{"date":"2025-02-24","from":"Alibaba","to":"Alibaba Cloud","type":"investment","amount_bn":53.0,"amount_note":"Almeno 380 mld di yuan in 3 anni (≈53 mld $)","title_it":"Alibaba: 53 miliardi in cloud e IA","detail_it":"Alibaba annuncia almeno 380 mld di yuan in tre anni per cloud e infrastruttura IA; a gennaio 2026 LatePost riporta che valuta di salire a 480 mld.","bubble_it":"380 mld di yuan in IA","title_en":"Alibaba commits $53bn to AI and cloud","detail_en":"Alibaba will invest at least 380bn yuan over three years in cloud and AI infrastructure; LatePost reported in Jan 2026 it may raise this to 480bn.","bubble_en":"380bn yuan for AI","note_en":"At least 380bn yuan over 3 years (≈$53bn)","status":"announced","sources":[{"name":"RTHK","url":"https://news.rthk.hk/rthk/en/component/k2/1792919-20250224.htm"},{"name":"Seeking Alpha","url":"https://seekingalpha.com/news/4412242-alibaba-to-invest-over-52-billion-in-ai-and-cloud-infrastructure-over-next-three-years"}],"pre_window":false,"id":"c158c859f4","slug":"alibaba-alibaba-cloud-alibaba-commits-53bn-to-ai-and-cloud"},{"date":"2025-02-25","from":"G42","to":"e&","type":"acquisition","amount_bn":2.2,"amount_note":"2,2 mld $ per il 40% di Khazna (con MGX e Silver Lake)","title_it":"G42 compra il 40% di Khazna da e&","detail_it":"G42, con MGX e Silver Lake, rileva da e& il 40% di Khazna, il costruttore di data center che sviluppa Stargate UAE.","bubble_it":"G42 prende tutta Khazna","title_en":"G42 buys 40% of Khazna from e&","detail_en":"G42, with MGX and Silver Lake, buys e&'s 40% of Khazna, the data centre builder behind Stargate UAE.","bubble_en":"G42 takes full Khazna control","note_en":"$2.2B for 40% of Khazna (with MGX and Silver Lake)","status":"completed","sources":[{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/uae-telco-e-to-sell-its-stake-in-khazna-data-centers-for-22-billion"},{"name":"AGBI","url":"https://agbi.com/telecoms/2025/02/uae-telco-e-earns-1-4bn-from-khazna-stake-sale"}],"pre_window":false,"id":"0d79fae281","slug":"g42-e-g42-buys-40-of-khazna-from-e"},{"date":"2025-03-03","from":"Lightspeed","to":"Anthropic","type":"vc","amount_bn":3.5,"amount_note":"Serie E, valutazione 61,5 mld post-money","title_it":"Serie E di Anthropic: 3,5 miliardi a 61,5","detail_it":"Round guidato da Lightspeed Venture Partners a 61,5 miliardi post-money.","status":"completed","sources":[{"name":"Anthropic","url":"https://www.anthropic.com/news/anthropic-raises-series-e-at-usd61-5b-post-money-valuation"}],"pre_window":false,"id":"85b30babea","title_en":"Anthropic Series E: $3.5 billion at $61.5 billion","detail_en":"Round led by Lightspeed Venture Partners at $61.5 billion post-money.","note_en":"Series E, $61.5 billion post-money valuation","slug":"lightspeed-anthropic-anthropic-series-e-3-5-billion-at-61-5-billion"},{"date":"2025-03-04","from":"CoreWeave","to":"Weights & Biases","type":"acquisition","amount_bn":1.7,"amount_note":"prezzo riportato, non ufficiale","title_it":"CoreWeave compra Weights & Biases","detail_it":"CoreWeave acquisisce la piattaforma di sviluppo IA Weights & Biases; prezzo riportato intorno a 1,7 miliardi.","status":"completed","sources":[{"name":"CoreWeave","url":"https://www.coreweave.com/blog/coreweave-completes-acquisition-of-weights-biases"}],"pre_window":false,"id":"1e5103175e","title_en":"CoreWeave buys Weights & Biases","detail_en":"CoreWeave acquires the AI development platform Weights & Biases; reported price around $1.7 billion.","note_en":"reported price, not official","slug":"coreweave-weights-biases-coreweave-buys-weights-biases"},{"date":"2025-03-10","from":"OpenAI","to":"CoreWeave","type":"services","amount_bn":11.9,"amount_note":"su 5 anni","title_it":"OpenAI firma con CoreWeave per 11,9 mld $","detail_it":"Contratto quinquennale da 11,9 mld $ per capacità GPU CoreWeave, firmato poco prima dell'IPO di CoreWeave.","status":"completed","sources":[{"name":"Reuters","url":"https://www.reuters.com/technology/artificial-intelligence/coreweave-strikes-12-billion-contract-with-openai-ahead-ipo-sources-say-2025-03-10/"},{"name":"CoreWeave","url":"https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/"}],"pre_window":false,"id":"1e2d99d3dc","title_en":"OpenAI signs $11.9 billion deal with CoreWeave","detail_en":"Five-year, $11.9 billion contract for CoreWeave GPU capacity, signed shortly before CoreWeave's IPO.","note_en":"over 5 years","slug":"openai-coreweave-openai-signs-11-9-billion-deal-with-coreweave"},{"date":"2025-03-18","from":"Google","to":"Wiz","type":"acquisition","amount_bn":32.0,"amount_note":"tutto cash, chiuso a marzo 2026","title_it":"Google compra Wiz per 32 miliardi","detail_it":"La più grande acquisizione della storia di Alphabet (sicurezza cloud), annunciata a marzo 2025 e chiusa a marzo 2026.","status":"completed","sources":[{"name":"Semafor","url":"https://www.semafor.com/article/03/18/2025/google-makes-32b-bid-for-cloud-security-startup-wiz"},{"name":"UNILAD Tech","url":"https://www.uniladtech.com/news/tech-news/google-32-billion-wiz-startup-acquisition-427457-20260313"}],"pre_window":false,"id":"96fbb535ea","title_en":"Google buys Wiz for $32 billion","detail_en":"Alphabet's largest acquisition ever (cloud security), announced in March 2025 and closed in March 2026.","note_en":"all cash, closed in March 2026","slug":"google-wiz-google-buys-wiz-for-32-billion"},{"date":"2025-03-19","from":"SoftBank","to":"Ampere","type":"acquisition","amount_bn":6.5,"amount_note":"tutto in contanti; chiuso 25-26/11/2025","title_it":"SoftBank compra Ampere per 6,5 miliardi","detail_it":"SoftBank acquisisce il progettista di CPU Arm per server Ampere Computing, ora sua controllata al 100%.","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-11-26/softbank-completes-acquisition-of-chipmaker-ampere-computing"},{"name":"Techzine","url":"https://www.techzine.eu/news/infrastructure/136717/softbank-completes-acquisition-of-ampere-computing"}],"pre_window":false,"id":"6740be8d81","title_en":"SoftBank buys Ampere for $6.5 billion","detail_en":"SoftBank acquires Arm-based server CPU designer Ampere Computing, now a wholly owned subsidiary.","note_en":"all cash; closed 25-26/11/2025","slug":"softbank-ampere-softbank-buys-ampere-for-6-5-billion"},{"date":"2025-03-27","from":"Banche e mercato","to":"CoreWeave","type":"vc","amount_bn":1.5,"amount_note":"IPO a 40 $, 37,5 mln azioni","title_it":"CoreWeave si quota al Nasdaq","detail_it":"IPO prezzata a 40 dollari, sotto la forchetta attesa di 47-55, per circa 1,5 miliardi raccolti.","status":"completed","sources":[{"name":"CoreWeave","url":"https://wf.coreweave.com/blog/coreweave-announces-pricing-of-initial-public-offering"},{"name":"Yahoo Finance","url":"https://finance.yahoo.com/news/coreweave-goes-public-40-per-000805457.html"}],"pre_window":false,"id":"d97f638916","title_en":"CoreWeave lists on Nasdaq","detail_en":"IPO priced at $40, below the expected range of $47-55, raising about $1.5 billion.","note_en":"IPO at $40, 37.5 million shares","slug":"banche-e-mercato-coreweave-coreweave-lists-on-nasdaq"},{"date":"2025-03-28","from":"xAI","to":"X","type":"acquisition","amount_bn":33.0,"amount_note":"tutto in azioni; 45 mld incluso debito","title_it":"xAI compra X per 33 miliardi","detail_it":"Fusione tutta in azioni: X valutata 33 miliardi (45 con il debito), l'entità combinata 80 miliardi.","status":"completed","sources":[{"name":"Reuters via Jakarta Post","url":"https://www.thejakartapost.com/business/2025/03/29/musks-xai-buys-musks-x-social-media-platform-for-33-billion"},{"name":"Bloomberg Gov","url":"https://news.bgov.com/mergers-and-acquisitions/musk-says-that-his-xai-startup-has-acquired-x-for-33-billion"}],"pre_window":false,"id":"7a3389b4dc","title_en":"xAI buys X for $33 billion","detail_en":"All-stock merger: X valued at $33 billion ($45 billion including debt), the combined entity at $80 billion.","note_en":"all stock; $45 billion including debt","slug":"xai-x-xai-buys-x-for-33-billion"},{"date":"2025-03-31","from":"AMD","to":"ZT Systems","type":"acquisition","amount_bn":4.9,"amount_note":"contanti e azioni, incl. 0,4 mld condizionati","title_it":"AMD completa l'acquisto di ZT Systems","detail_it":"AMD chiude l'acquisizione del costruttore di server IA ZT Systems, annunciata ad agosto 2024.","status":"completed","sources":[{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/sanmina-acquires-us-data-center-manufacturing-arm-of-zt-systems-from-amd-for-3bn/"}],"pre_window":false,"id":"00b02673b1","title_en":"AMD completes ZT Systems purchase","detail_en":"AMD closes the acquisition of AI server maker ZT Systems, announced in August 2024.","note_en":"cash and stock, incl. $0.4 billion contingent","slug":"amd-zt-systems-amd-completes-zt-systems-purchase"},{"date":"2025-03-31","from":"SoftBank","to":"OpenAI","type":"vc","amount_bn":30.0,"amount_note":"7,5 mld $ apr 2025 + 22,5 mld $ dic 2025","title_it":"SoftBank guida il round da 40 mld $ a 300 mld $","detail_it":"SoftBank (via Vision Fund 2) impegna fino a 30 mld $ del round da 40 mld $ a 300 mld $ post-money; seconda chiusura da 22,5 mld $ completata il 26/12/2025, quota ~11%.","status":"completed","sources":[{"name":"SoftBank Group","url":"https://group.softbank/en/news/press/20251231"},{"name":"Wikipedia (OpenAI)","url":"https://en.wikipedia.org/wiki/OpenAI"}],"pre_window":false,"id":"a8e88b7915","title_en":"SoftBank leads $40 billion round at $300 billion","detail_en":"SoftBank (via Vision Fund 2) commits up to $30 billion of the $40 billion round at a $300 billion post-money valuation; second closing of $22.5 billion completed on 26/12/2025, ~11% stake.","note_en":"$7.5 billion in Apr 2025 + $22.5 billion in Dec 2025","slug":"softbank-openai-softbank-leads-40-billion-round-at-300-billion"},{"date":"2025-03-31","from":"Japanese Government","to":"Rapidus","type":"investment","amount_bn":5.4,"amount_note":"¥802,5 mld (≈5,4 mld $ al cambio del giorno)","title_it":"Tokyo: altri 802 mld di yen a Rapidus","detail_it":"Il ministero dell'Industria giapponese approva fino a ¥802,5 mld di sussidi per l'anno fiscale 2025 a Rapidus, che avvia la linea pilota a 2 nm a Chitose. Il sostegno pubblico totale sale a ¥1.720 mld.","bubble_it":"Sussidio da 5,4 mld $ a Rapidus","title_en":"Japan adds ¥802.5bn for Rapidus","detail_en":"Japan's industry ministry approved up to ¥802.5bn in FY2025 subsidies for Rapidus as it starts its 2nm pilot line in Chitose. Total state support rises to ¥1.72tn.","bubble_en":"$5.4bn subsidy for Rapidus","note_en":"¥802.5bn (≈$5.4bn at the day's rate)","status":"announced","sources":[{"name":"Japan Times","url":"https://www.japantimes.co.jp/business/2025/03/31/companies/japan-chip-startup-rapidus-more-aid"},{"name":"SemiMedia","url":"https://www.semimedia.cc/japan-allocates-additional-5-4-billion-to-boost-rapidus-semiconductor-ambitions/"}],"pre_window":false,"id":"063ed41fec","slug":"japanese-government-rapidus-japan-adds-802-5bn-for-rapidus"},{"date":"2025-04-02","from":"Chinese Big Tech","to":"Nvidia","type":"hardware","amount_bn":16.0,"amount_note":"Ordini H20 nel 1° trimestre 2025 (The Information)","title_it":"ByteDance, Alibaba e Tencent: 16 miliardi di H20","detail_it":"Dopo DeepSeek, ByteDance, Alibaba e Tencent ordinano almeno 16 mld $ di chip Nvidia H20 nel primo trimestre 2025, prima del blocco USA di aprile.","bubble_it":"16 mld di H20 dalla Cina","title_en":"Chinese giants order $16bn of Nvidia H20s","detail_en":"After DeepSeek, ByteDance, Alibaba and Tencent ordered at least $16bn of Nvidia H20 chips in Q1 2025, before the April US ban.","bubble_en":"$16bn of H20s for China","note_en":"H20 orders in Q1 2025 (The Information)","status":"reported","sources":[{"name":"Benzinga","url":"https://www.benzinga.com/25/04/44621102/bytedance-alibaba-and-tencent-order-16-billion-worth-of-nvidias-h20-chips-following-the-surge-in-demand-deepseeks"}],"pre_window":false,"id":"147d71fcd9","slug":"chinese-big-tech-nvidia-chinese-giants-order-16bn-of-nvidia-h20s"},{"date":"2025-04-09","from":"Google","to":"Safe Superintelligence","type":"investment","amount_bn":null,"amount_note":"quota non dichiarata + TPU","title_it":"Google investe in Safe Superintelligence","detail_it":"Alphabet entra nel capitale di SSI di Ilya Sutskever, che usa Google Cloud e le TPU come fornitore primario.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2025/04/09/ilya-sutskever-taps-google-cloud-to-power-his-ai-startups-research"}],"pre_window":false,"id":"8f4fbbd210","title_en":"Google invests in Safe Superintelligence","detail_en":"Alphabet takes a stake in Ilya Sutskever's SSI, which uses Google Cloud and TPUs as its primary supplier.","note_en":"stake undisclosed + TPUs","slug":"google-safe-superintelligence-google-invests-in-safe-superintelligence"},{"date":"2025-04-12","from":"Greenoaks","to":"Safe Superintelligence","type":"vc","amount_bn":2.0,"amount_note":"$2B @ $32B valuation","title_it":"SSI di Sutskever raccoglie 2 mld $ a 32 mld $","detail_it":"Safe Superintelligence raccoglie 2 mld $ a 32 mld $ in un round guidato da Greenoaks (riportato dal FT). Tra i soci Alphabet, Andreessen Horowitz, Lightspeed e Sequoia.","status":"reported","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2025/04/12/openai-co-founder-ilya-sutskevers-safe-superintelligence-reportedly-valued-at-32b/"},{"name":"TechCrunch","url":"https://techcrunch.com/2026/07/27/ilya-sutskevers-safe-superintelligence-partners-with-nvidia-to-scale-its-ai-research/"}],"pre_window":false,"id":"091e19f414","title_en":"Sutskever's SSI raises $2 billion at $32 billion","detail_en":"Safe Superintelligence raises $2 billion at $32 billion in a round led by Greenoaks (reported by the FT). Investors include Alphabet, Andreessen Horowitz, Lightspeed and Sequoia.","note_en":"$2B @ $32B valuation","slug":"greenoaks-safe-superintelligence-sutskever-s-ssi-raises-2-billion-at-32"},{"date":"2025-04-14","from":"Nvidia","to":"TSMC","type":"hardware","amount_bn":null,"amount_note":"piano complessivo fino a 500 mld $ con più partner; quota TSMC non indicata","title_it":"Nvidia: 500 miliardi di supercomputer made in USA","detail_it":"Nvidia produrrà negli USA fino a 500 mld $ di infrastruttura IA in quattro anni: Blackwell da TSMC in Arizona, packaging Amkor e SPIL, server Foxconn a Houston e Wistron a Dallas.","bubble_it":"500 mld $ con la filiera taiwanese","title_en":"Nvidia plans $500bn of US-made AI systems","detail_en":"Nvidia will produce up to $500bn of AI infrastructure in the US over four years: Blackwell wafers at TSMC Arizona, packaging by Amkor and SPIL, servers by Foxconn in Houston and Wistron in Dallas.","bubble_en":"$500bn via Taiwan supply chain","note_en":"overall plan up to $500B with several partners; TSMC share not disclosed","status":"announced","sources":[{"name":"Tom's Hardware","url":"https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-aims-to-build-usd500-billion-worth-of-ai-servers-in-the-usa-by-2029"},{"name":"TrendForce","url":"https://www.trendforce.com/news/2025/04/15/news-nvidia-plans-500-billion-ai-investment-in-u-s-with-taiwans-tsmc-foxconn-and-spil-leading-the-charge/"}],"pre_window":false,"id":"37b7525776","slug":"nvidia-tsmc-nvidia-plans-500bn-of-us-made-ai-systems"},{"date":"2025-05-07","from":"Amazon","to":"Chile","type":"investment","amount_bn":4.0,"amount_note":"4 mld $, prima regione AWS in Cile","title_it":"AWS: 4 miliardi per la prima regione cloud in Cile","detail_it":"AWS investirà 4 mld $ nei primi data center e nella prima regione cloud in Cile, operativi dal secondo semestre 2026.","bubble_it":"AWS apre in Cile","title_en":"AWS's $4B Chile cloud region","detail_en":"AWS will invest $4B in its first data centres and cloud region in Chile, operational from H2 2026.","bubble_en":"AWS opens in Chile","note_en":"$4B, first AWS region in Chile","status":"announced","sources":[{"name":"Yahoo (Reuters)","url":"https://tech.yahoo.com/computing/articles/amazon-spend-4-billion-cloud-131253610.html"},{"name":"Heise","url":"https://www.heise.de/en/news/Amazon-announces-billion-euro-investment-in-Chile-10375605.html?view=print"}],"pre_window":false,"id":"2eba2021af","slug":"amazon-chile-aws-s-4b-chile-cloud-region"},{"date":"2025-05-13","from":"HUMAIN","to":"AMD","type":"hardware","amount_bn":10.0,"amount_note":"500 MW entro il 2030","title_it":"HUMAIN e AMD: accordo da 10 miliardi","detail_it":"HUMAIN (Arabia Saudita) e AMD si impegnano a sviluppare 500 MW di infrastruttura IA entro il 2030.","status":"announced","sources":[{"name":"Bridge MENA","url":"https://bridgemena.com/12459"},{"name":"DCD","url":"https://datacenterdynamics.com/en/news/amd-cisco-and-humain-set-up-jv-for-1gw-of-ai-infrastructure-in-saudi-arabia/"}],"pre_window":false,"id":"aa8227204e","title_en":"HUMAIN and AMD: $10 billion deal","detail_en":"HUMAIN (Saudi Arabia) and AMD commit to developing 500 MW of AI infrastructure by 2030.","note_en":"500 MW by 2030","slug":"humain-amd-humain-and-amd-10-billion-deal"},{"date":"2025-05-13","from":"HUMAIN","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"prima fase 18.000 GB300, centinaia di migliaia di GPU in 5 anni","title_it":"HUMAIN compra GPU Nvidia per l'Arabia Saudita","detail_it":"Il veicolo AI del fondo PIF saudita annuncia AI factory fino a 500 MW con 'diverse centinaia di migliaia' di GPU Nvidia; nessun importo dichiarato.","status":"announced","sources":[{"name":"NVIDIA Newsroom","url":"https://nvidianews.nvidia.com/news/humain-and-nvidia-announce-strategic-partnership-to-build-ai-factories-of-the-future-in-saudi-arabia"}],"pre_window":false,"id":"4be036468e","title_en":"HUMAIN buys Nvidia GPUs for Saudi Arabia","detail_en":"The AI vehicle of Saudi fund PIF announces AI factories of up to 500 MW with 'several hundred thousand' Nvidia GPUs; no amount disclosed.","note_en":"first phase 18,000 GB300, hundreds of thousands of GPUs over 5 years","slug":"humain-nvidia-humain-buys-nvidia-gpus-for-saudi-arabia"},{"date":"2025-05-13","from":"HUMAIN","to":"Amazon","type":"services","amount_bn":5.0,"amount_note":"oltre 5 mld $ di investimento congiunto","title_it":"AWS e HUMAIN: AI Zone da 5 miliardi","detail_it":"AWS e HUMAIN investono insieme oltre 5 miliardi in una 'AI Zone' in Arabia Saudita con infrastruttura AWS dedicata, UltraCluster e servizi Bedrock.","bubble_it":"AI Zone saudita su AWS","title_en":"AWS and HUMAIN: $5B AI Zone","detail_en":"AWS and HUMAIN jointly invest more than $5B in a Saudi 'AI Zone' with dedicated AWS infrastructure, UltraClusters and Bedrock.","bubble_en":"Saudi AI Zone on AWS","note_en":"more than $5B joint investment","status":"announced","sources":[{"name":"Amazon","url":"https://press.aboutamazon.com/2025/5/aws-and-humain-announce-groundbreaking-ai-zone-to-accelerate-ai-adoption-in-saudi-arabia-and-globally"}],"pre_window":false,"id":"e83cf709a2","slug":"humain-amazon-aws-and-humain-5b-ai-zone"},{"date":"2025-05-13","from":"PIF","to":"Google","type":"services","amount_bn":10.0,"amount_note":"10 mld $ di investimento congiunto Google Cloud-PIF","title_it":"Google Cloud e PIF: hub IA da 10 miliardi","detail_it":"Google Cloud e il PIF finanziano con 10 miliardi un hub IA globale a Dammam, lanciato con HUMAIN, con Gemini, GPU e TPU nel Regno.","bubble_it":"Hub IA saudita su Google Cloud","title_en":"Google Cloud and PIF: $10B AI hub","detail_en":"Google Cloud and PIF fund a $10B global AI hub in Dammam, launched with HUMAIN, bringing Gemini, GPUs and TPUs to the Kingdom.","bubble_en":"Saudi AI hub on Google Cloud","note_en":"$10B joint Google Cloud-PIF investment","status":"announced","sources":[{"name":"Google Cloud","url":"https://www.googlecloudpresscorner.com/2025-05-13-Google-Cloud-and-PIF-Advance-AI-Hub-in-Saudi-Arabia"}],"pre_window":false,"id":"3701562c53","slug":"pif-google-google-cloud-and-pif-10b-ai-hub"},{"date":"2025-05-14","from":"OpenAI","to":"CoreWeave","type":"services","amount_bn":4.0,"amount_note":"espansione, data approssimativa (mag 2025)","title_it":"OpenAI amplia CoreWeave di 4 mld $","detail_it":"Seconda espansione del contratto con CoreWeave fino a 4 mld $ (maggio 2025).","status":"completed","sources":[{"name":"CoreWeave","url":"https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/"}],"pre_window":false,"id":"319301a960","title_en":"OpenAI expands CoreWeave deal by $4 billion","detail_en":"Second expansion of the CoreWeave contract, up to $4 billion (May 2025).","note_en":"expansion, approximate date (May 2025)","slug":"openai-coreweave-openai-expands-coreweave-deal-by-4-billion"},{"date":"2025-05-14","from":"G42","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"quota 100.000 chip/anno su 500.000","title_it":"UAE: fino a 500.000 chip Nvidia l'anno, 100.000 a G42","detail_it":"Accordo preliminare USA-Emirati: fino a 500.000 chip Nvidia avanzati all'anno, il 20% a G42 e il resto a Microsoft, Oracle e altri gruppi USA.","bubble_it":"G42 compra GPU Nvidia","status":"reported","sources":[{"name":"Reuters (via Yahoo Finance)","url":"https://finance.yahoo.com/news/us-close-letting-uae-import-204750738.html"},{"name":"Reuters (via Tiger)","url":"https://www.itiger.com/news/2535000064"}],"pre_window":false,"id":"27767eed97","title_en":"UAE: up to 500,000 Nvidia chips a year, 100,000 to G42","detail_en":"Preliminary US-UAE deal: up to 500,000 advanced Nvidia chips a year, 20% to G42 and the rest to Microsoft, Oracle and other US groups.","bubble_en":"G42 buys Nvidia GPUs","note_en":"100,000 chips/year share out of 500,000","slug":"g42-nvidia-uae-up-to-500-000-nvidia-chips-a-year-100-000-to-g42"},{"date":"2025-05-14","from":"Samsung","to":"FläktGroup","type":"acquisition","amount_bn":1.7,"amount_note":"1,5 mld € (≈1,7 mld $)","title_it":"Samsung compra FläktGroup per il raffreddamento dei data center","detail_it":"Samsung acquista dal fondo Triton la tedesca FläktGroup, specialista di raffreddamento ad aria e a liquido per data center: è la sua più grande acquisizione dal 2017.","bubble_it":"Samsung punta sul freddo IA","title_en":"Samsung buys FläktGroup for data-center cooling","detail_en":"Samsung bought Germany's FläktGroup, a data-center air and liquid cooling specialist, from Triton — its biggest deal since 2017.","bubble_en":"Samsung bets on AI cooling","note_en":"€1.5bn (≈$1.7bn)","status":"completed","sources":[{"name":"KED Global","url":"https://www.kedglobal.com/mergers-acquisitions/newsView/ked202505140002"},{"name":"Manufacturing Dive","url":"https://www.manufacturingdive.com/news/samsung-acquire-cooling-systems-provider-FlaktGroup-data-center-demand-Q1/748432/"}],"pre_window":false,"id":"c677c14e60","slug":"samsung-fl-ktgroup-samsung-buys-fl-ktgroup-for-data-center-cooling"},{"date":"2025-05-19","from":"Nvidia","to":"Campus IA","type":"investment","amount_bn":null,"amount_note":"quote non divulgate; JV MGX-Bpifrance-Mistral-Nvidia, 1,4 GW","title_it":"Nvidia e Mistral nella JV del campus AI di Parigi","detail_it":"Al vertice Choose France nasce la joint venture tra MGX, Bpifrance, Mistral AI e Nvidia per costruire in Île-de-France il più grande campus AI d'Europa (1,4 GW), con cantiere dal secondo semestre 2026.","bubble_it":"Nvidia e Mistral nel campus da 1,4 GW","title_en":"Nvidia and Mistral join Paris AI campus JV","detail_en":"At Choose France, MGX, Bpifrance, Mistral AI and Nvidia formed a JV to build Europe's largest AI campus (1.4 GW) near Paris, with construction from H2 2026.","bubble_en":"Nvidia joins 1.4 GW Paris campus","note_en":"Stakes undisclosed; MGX-Bpifrance-Mistral-Nvidia JV, 1.4 GW","status":"announced","sources":[{"name":"WAM","url":"https://www.wam.ae/en/article/bjr4hhb-mgx-bpifrance-mistral-ai-nvidia-launch-joint"},{"name":"Bloomberg Law","url":"https://news.bloomberglaw.com/tech-and-telecom-law/mgx-bpifrance-mistral-nvidia-create-jv-for-french-ai-campus"}],"pre_window":false,"id":"79f81e0db8","slug":"nvidia-campus-ia-nvidia-and-mistral-join-paris-ai-campus-jv"},{"date":"2025-05-19","from":"MGX","to":"Campus IA","type":"investment","amount_bn":null,"amount_note":"quota MGX non divulgata; campus stimato ~8,5 mld €","title_it":"MGX co-fonda il Campus IA in Francia","detail_it":"MGX, Bpifrance, Mistral AI e Nvidia lanciano una joint venture per il più grande campus IA d'Europa, 1,4 GW nella regione di Parigi.","bubble_it":"Abu Dhabi costruisce a Parigi","title_en":"MGX co-founds France's AI campus","detail_en":"MGX, Bpifrance, Mistral AI and Nvidia launch a JV for Europe's largest AI campus, 1.4 GW near Paris.","bubble_en":"Abu Dhabi builds near Paris","note_en":"MGX share undisclosed; campus est. ~€8.5B","status":"announced","sources":[{"name":"WAM","url":"https://www.wam.ae/en/article/bjr4hhb-mgx-bpifrance-mistral-ai-nvidia-launch-joint"},{"name":"DCD","url":"https://datacenterdynamics.com/en/news/mgx-bpifrance-nvidia-and-mistral-ai-plan-14gw-paris-data-center-campus"}],"pre_window":false,"id":"679f44c9a9","slug":"mgx-campus-ia-mgx-co-founds-france-s-ai-campus"},{"date":"2025-05-21","from":"Blue Owl","to":"Crusoe","type":"investment","amount_bn":15.0,"amount_note":"JV di progetto Abilene (1,2 GW), non equity in Crusoe","title_it":"Crusoe, Blue Owl e Primary Digital: 15 miliardi per Abilene","detail_it":"Seconda fase della JV per il campus da 1,2 GW di Abilene affittato da Oracle; JPMorgan guida un prestito di costruzione da 7,1 miliardi.","status":"announced","sources":[{"name":"Crusoe","url":"https://www.crusoe.ai/resources/newsroom/crusoe-blue-owl-capital-and-primary-digital-infrastructure-enter-joint-venture"},{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-05-22/jpmorgan-leads-7-1-billion-loan-for-blue-owl-tied-data-center"}],"pre_window":false,"id":"e1320a9eed","title_en":"Crusoe, Blue Owl and Primary Digital: $15 billion for Abilene","detail_en":"Second phase of the JV for the 1.2 GW Abilene campus leased by Oracle; JPMorgan leads a $7.1 billion construction loan.","note_en":"Abilene (1.2 GW) project JV, not equity in Crusoe","slug":"blue-owl-crusoe-crusoe-blue-owl-and-primary-digital-15-billion-for-abile"},{"date":"2025-05-21","from":"OpenAI","to":"io","type":"acquisition","amount_bn":6.5,"amount_note":"in azioni, chiuso 09/07/2025","title_it":"OpenAI acquisisce io di Jony Ive per 6,5 mld $","detail_it":"Acquisizione totale di io (dispositivi IA) per circa 6,5 mld $, la più grande della storia di OpenAI; Jony Ive guida il design. Chiusura il 09/07/2025.","status":"completed","sources":[{"name":"NYT","url":"https://www.nytimes.com/2025/05/21/technology/openai-jony-ive-deal.html"},{"name":"The Verge","url":"https://www.theverge.com/news/703114/openai-io-jony-ive-sam-altman-ai-hardware"}],"pre_window":false,"id":"21cd560d19","title_en":"OpenAI acquires Jony Ive's io for $6.5 billion","detail_en":"Full acquisition of io (AI devices) for about $6.5 billion, the largest in OpenAI's history; Jony Ive leads design. Closed on 09/07/2025.","note_en":"in stock, closed 09/07/2025","slug":"openai-io-openai-acquires-jony-ive-s-io-for-6-5-billion"},{"date":"2025-05-22","from":"G42","to":"Stargate","type":"investment","amount_bn":null,"amount_note":"cluster 1 GW, primi 200 MW nel 2026","title_it":"Stargate UAE con G42 ad Abu Dhabi","detail_it":"G42 costruisce un cluster da 1 GW ad Abu Dhabi per OpenAI, con Oracle, Nvidia, Cisco e SoftBank; primi 200 MW attesi nel 2026. Importi non comunicati.","status":"announced","sources":[{"name":"OpenAI","url":"https://openai.com/index/introducing-stargate-uae/"},{"name":"Wikipedia (Stargate LLC)","url":"https://en.wikipedia.org/wiki/Stargate_LLC"}],"pre_window":false,"id":"9176d09a7e","title_en":"Stargate UAE with G42 in Abu Dhabi","detail_en":"G42 builds a 1 GW cluster in Abu Dhabi for OpenAI, with Oracle, Nvidia, Cisco and SoftBank; first 200 MW expected in 2026. Amounts not disclosed.","note_en":"1 GW cluster, first 200 MW in 2026","slug":"g42-stargate-stargate-uae-with-g42-in-abu-dhabi"},{"date":"2025-05-22","from":"JPMorgan","to":"Crusoe","type":"vc","amount_bn":7.1,"amount_note":"prestito di costruzione fase 2","title_it":"JPMorgan: 7,1 mld per Stargate Abilene","detail_it":"Un consorzio guidato da JPMorgan presta 7,1 mld $ per la seconda fase del campus da 1,2 GW di Abilene (JV Blue Owl, Crusoe, Primary Digital), affittato a Oracle per OpenAI.","bubble_it":"JPMorgan presta 7,1 mld ad Abilene","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-05-22/jpmorgan-leads-7-1-billion-loan-for-blue-owl-tied-data-center"},{"name":"ROIC","url":"https://www.roic.ai/news/jpmorgan-commits-over-7-billion-to-fund-openais-stargate-data-center-project-05-22-2025"}],"pre_window":false,"id":"3084d27e12","title_en":"JPMorgan: $7.1 billion for Stargate Abilene","detail_en":"A JPMorgan-led consortium lends $7.1 billion for the second phase of the 1.2 GW Abilene campus (Blue Owl, Crusoe, Primary Digital JV), leased to Oracle for OpenAI.","bubble_en":"JPMorgan lends $7.1 billion to Abilene","note_en":"phase 2 construction loan","slug":"jpmorgan-crusoe-jpmorgan-7-1-billion-for-stargate-abilene"},{"date":"2025-05-23","from":"Oracle","to":"Nvidia","type":"hardware","amount_bn":40.0,"amount_note":"circa $40 mld di chip GB200 (FT)","title_it":"Oracle compra $40 mld di chip Nvidia per Stargate Abilene","detail_it":"Secondo il Financial Times Oracle acquista circa 400.000 GB200 per il data center di Abilene (Texas) destinato a OpenAI.","status":"reported","sources":[{"name":"Reuters (FT)","url":"https://www.reuters.com/technology/oracle-buy-40-billion-nvidia-chips-openais-us-data-center-ft-reports-2025-05-23/"}],"pre_window":false,"id":"297440d6ae","title_en":"Oracle buys $40 billion of Nvidia chips for Stargate Abilene","detail_en":"According to the Financial Times, Oracle is buying about 400,000 GB200 chips for the Abilene (Texas) data center destined for OpenAI.","note_en":"about $40 billion of GB200 chips (FT)","slug":"oracle-nvidia-oracle-buys-40-billion-of-nvidia-chips-for-stargate-abilen"},{"date":"2025-06-02","from":"CoreWeave","to":"Applied Digital","type":"services","amount_bn":11.0,"amount_note":"7 mld iniziali + ~4 mld espansione 150 MW","title_it":"CoreWeave affitta Polaris Forge 1","detail_it":"CoreWeave affitta 400 MW nel campus Polaris Forge 1 (North Dakota) di Applied Digital con contratti di circa 15 anni: 7 mld $ iniziali, saliti a circa 11 mld $ con l'espansione.","bubble_it":"CoreWeave affitta 11 mld da Applied Digital","status":"announced","sources":[{"name":"Applied Digital","url":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-25-000068/apldq126earningsrelease.htm"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/coreweave-signs-on-for-another-150mw-of-capacity-at-applied-digital-data-center-campus/"}],"pre_window":false,"id":"511748847b","title_en":"CoreWeave leases Polaris Forge 1","detail_en":"CoreWeave leases 400 MW at Applied Digital's Polaris Forge 1 campus (North Dakota) under contracts of about 15 years: $7 billion initially, rising to about $11 billion with the expansion.","bubble_en":"CoreWeave leases $11 billion from Applied Digital","note_en":"$7 billion initial + ~$4 billion for 150 MW expansion","slug":"coreweave-applied-digital-coreweave-leases-polaris-forge-1"},{"date":"2025-06-03","from":"Meta","to":"Constellation","type":"services","amount_bn":null,"amount_note":"PPA 20 anni, 1.121 MW","title_it":"Meta compra il nucleare di Clinton","detail_it":"Meta firma un contratto ventennale per l'energia della centrale nucleare di Clinton (Illinois) di Constellation, dal 2027: è il primo accordo nucleare di Meta.","bubble_it":"Meta compra nucleare da Constellation","status":"announced","sources":[{"name":"Constellation","url":"https://www.constellationenergy.com/newsroom/2025/constellation-meta-sign-20-year-deal-for-clean-reliable-nuclear-energy-in-illinois.html"}],"pre_window":false,"id":"5ca90fb865","title_en":"Meta buys Clinton nuclear power","detail_en":"Meta signs a 20-year contract for power from Constellation's Clinton nuclear plant (Illinois), starting 2027: Meta's first nuclear deal.","bubble_en":"Meta buys nuclear from Constellation","note_en":"20-year PPA, 1,121 MW","slug":"meta-constellation-meta-buys-clinton-nuclear-power"},{"date":"2025-06-04","from":"Brookfield","to":"Sweden","type":"investment","amount_bn":9.9,"amount_note":"95 mld SEK (~9,9 mld $ secondo Reuters)","title_it":"Brookfield: 95 miliardi di corone per l'AI in Svezia","detail_it":"Brookfield investirà fino a 95 mld SEK in un data center AI a Strängnäs, a ovest di Stoccolma, portando il progetto da 300 a 750 MW in 10-15 anni.","bubble_it":"Brookfield: 10 mld $ in Svezia","title_en":"Brookfield's SEK 95B Swedish AI data centre","detail_en":"Brookfield will invest up to SEK 95B in an AI data centre at Strängnäs near Stockholm, growing the project from 300 to 750 MW over 10-15 years.","bubble_en":"Brookfield's $10B Swedish build","note_en":"SEK 95B (~$9.9B per Reuters)","status":"announced","sources":[{"name":"Globe and Mail","url":"https://www.theglobeandmail.com/business/article-brookfield-sweden-ai-data-centre-strangnas"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/brookfield-plans-to-spend-10bn-on-a-swedish-ai-data-center/"}],"pre_window":false,"id":"67f165f038","slug":"brookfield-sweden-brookfield-s-sek-95b-swedish-ai-data-centre"},{"date":"2025-06-05","from":"Amazon","to":"AWS Taiwan","type":"investment","amount_bn":5.0,"amount_note":"Oltre 5 mld $ in più anni","title_it":"AWS apre a Taiwan con 5 miliardi","detail_it":"AWS lancia la regione cloud di Taipei e promette oltre 5 mld $ per costruire e gestire i data center; tra i clienti TSMC.","bubble_it":"5 mld $ AWS a Taiwan","title_en":"AWS opens Taiwan region with $5bn pledge","detail_en":"AWS launched its Taipei cloud region and pledged over $5bn to build and run data centers; customers include TSMC.","bubble_en":"AWS $5bn into Taiwan","note_en":"Over $5bn over several years","status":"announced","sources":[{"name":"Reuters via The Star","url":"https://www.thestar.com.my/tech/tech-news/2025/06/06/amazon-to-invest-over-5-billion-in-new-aws-region-in-taiwan"},{"name":"Light 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quarter early; Alphawave's CEO heads Qualcomm's data center business.","note_en":"closed in December 2025","slug":"qualcomm-alphawave-qualcomm-buys-alphawave-to-enter-data-centers"},{"date":"2025-06-11","from":"Amazon","to":"Talen","type":"services","amount_bn":18.0,"amount_note":"PPA 17 anni, fino a 1,92 GW","title_it":"Amazon compra energia nucleare da Talen per 18 miliardi","detail_it":"Contratto di 17 anni per l'energia della centrale di Susquehanna destinata ai data center AWS in Pennsylvania.","status":"announced","sources":[{"name":"Power Magazine","url":"https://www.powermag.com/talen-amazon-launch-18b-nuclear-ppa/"},{"name":"Utility Dive","url":"https://www.utilitydive.com/news/talen-amazon-aws-susquehanna-nuclear-data-centert/750440/?.tsrc=rss"}],"pre_window":false,"id":"da87004fbc","title_en":"Amazon buys nuclear power from Talen for $18 billion","detail_en":"17-year contract for power from the Susquehanna plant, destined for AWS data centers in Pennsylvania.","note_en":"17-year PPA, up to 1.92 GW","slug":"amazon-talen-amazon-buys-nuclear-power-from-talen-for-18-billion"},{"date":"2025-06-11","from":"Mistral","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"18.000 superchip Grace Blackwell; valore non divulgato","title_it":"Mistral Compute: 18.000 chip Nvidia","detail_it":"A VivaTech Mistral e Nvidia lanciano Mistral Compute, cloud AI europeo con 18.000 sistemi Grace Blackwell nella prima fase (sito in Essonne) e piani di espansione su più siti nel 2026.","bubble_it":"Mistral compra 18.000 chip Nvidia","title_en":"Mistral Compute: 18,000 Nvidia chips","detail_en":"At VivaTech Mistral and Nvidia launched Mistral Compute, a European AI cloud with 18,000 Grace Blackwell systems in phase one (Essonne) and multi-site expansion planned for 2026.","bubble_en":"Mistral buys 18,000 Nvidia chips","note_en":"18,000 Grace Blackwell superchips; value 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I proventi vanno distribuiti ad azionisti e dipendenti.","status":"completed","sources":[{"name":"Scale AI","url":"https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution"},{"name":"TechCrunch","url":"https://techcrunch.com/2025/06/13/new-details-emerge-on-metas-14-3b-deal-for-scale/"},{"name":"CNBC","url":"https://www.cnbc.com/2025/06/12/scale-ai-founder-wang-announces-exit-for-meta-part-of-14-billion-deal.html"}],"pre_window":false,"id":"45bd87608d","title_en":"Meta invests $14.3 billion in Scale AI","detail_en":"Meta takes a 49% non-voting stake in Scale AI for $14.3 billion (valuation above $29 billion); founder Alexandr Wang moves to Meta. 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L'entità della quota non è nota.","bubble_it":"Quota nel fondo di Gross e Friedman","status":"reported","sources":[{"name":"DatacenterDynamics","url":"https://datacenterdynamics.com/en/news/meta-in-talks-to-partially-acquire-vc-fund-nfdg-hire-nat-friedman-and-daniel-gross-for-ai-shakeup/"}],"pre_window":false,"id":"014ebf0854","title_en":"Meta takes stake in NFDG fund","detail_en":"Meta acquires a stake in Nat Friedman and Daniel Gross's venture fund NFDG and hires both for Meta Superintelligence Labs. The size of the stake is not known.","bubble_en":"Stake in Gross and Friedman's fund","note_en":"stake undisclosed","slug":"meta-nfdg-meta-takes-stake-in-nfdg-fund"},{"date":"2025-06-27","from":"OpenAI","to":"Google","type":"services","amount_bn":null,"amount_note":"noleggio TPU e capacità Google Cloud","title_it":"OpenAI inizia a usare Google Cloud e le TPU","detail_it":"OpenAI aggiunge Google Cloud tra i fornitori di calcolo e inizia a noleggiare TPU Google per i suoi prodotti. Importo non comunicato.","status":"reported","sources":[{"name":"Reuters","url":"https://www.reuters.com/business/openai-turns-googles-ai-chips-power-its-products-information-reports-2025-06-27/"}],"pre_window":false,"id":"fc3ce52e88","title_en":"OpenAI starts using Google Cloud and TPUs","detail_en":"OpenAI adds Google Cloud among its compute providers and begins renting Google TPUs for its products. Amount not disclosed.","note_en":"TPU rental and Google Cloud capacity","slug":"openai-google-openai-starts-using-google-cloud-and-tpus"},{"date":"2025-07-01","from":"Banche e mercato","to":"xAI","type":"vc","amount_bn":5.0,"amount_note":"debito: secured notes e term loan","title_it":"xAI raccoglie 5 miliardi di debito con Morgan Stanley","detail_it":"Morgan Stanley annuncia la chiusura di 5 miliardi di debito (notes garantite e prestiti) per xAI, affiancati da 5 miliardi di equity strategico.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2025/07/01/xai-raises-10b-in-debt-and-equity/"},{"name":"Reuters via The Star","url":"https://www.thestar.com.my/tech/tech-news/2025/07/01/musk039s-xai-raises-5-billion-each-in-fresh-debt-and-equity-morgan-stanley-says"}],"pre_window":false,"id":"145b2b5384","title_en":"xAI raises $5 billion of debt with Morgan Stanley","detail_en":"Morgan Stanley announces the close of $5 billion of debt (secured notes and loans) for xAI, alongside $5 billion of strategic equity.","note_en":"debt: secured notes and term loan","slug":"banche-e-mercato-xai-xai-raises-5-billion-of-debt-with-morgan-stanley"},{"date":"2025-07-07","from":"CoreWeave","to":"Core Scientific","type":"acquisition","amount_bn":9.0,"amount_note":"tutto in azioni; bocciato dagli azionisti","title_it":"CoreWeave-Core Scientific: acquisizione da 9 miliardi saltata","detail_it":"Accordo tutto in azioni annunciato a luglio 2025; il 30/10/2025 gli azionisti di Core Scientific lo bocciano e l'intesa viene chiusa.","status":"cancelled","sources":[{"name":"Law360","url":"https://law360.com/articles/2405970"},{"name":"CoreWeave (Business Wire)","url":"https://www.businesswire.com/news/home/20251030245341/en/coreweave-comments-on-core-scientific-stockholder-vote"}],"pre_window":false,"id":"6d75fa2f5c","title_en":"CoreWeave-Core Scientific: $9 billion acquisition collapses","detail_en":"All-stock deal announced in July 2025; on 30/10/2025 Core Scientific shareholders vote it down and the agreement is terminated.","note_en":"all stock; rejected by shareholders","slug":"coreweave-core-scientific-coreweave-core-scientific-9-billion-acquisitio"},{"date":"2025-07-11","from":"Google","to":"Windsurf","type":"acquisition","amount_bn":2.4,"amount_note":"licenza + assunzioni","title_it":"Google paga 2,4 miliardi per il team di Windsurf","detail_it":"Google paga 2,4 mld $ per licenza della tecnologia e l'assunzione del CEO Varun Mohan e dei ricercatori, poche ore dopo la scadenza dell'offerta di OpenAI da 3 mld $.","status":"completed","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2025/07/11/google-windsurf-ceo-varun-mohan-latest-ai-talent-deal-.html"},{"name":"TechCrunch","url":"https://techcrunch.com/2025/07/11/windsurfs-ceo-goes-to-google-openais-acquisition-falls-apart/"},{"name":"CNBC","url":"https://www.cnbc.com/2025/07/14/cognition-to-buy-ai-startup-windsurf-days-after-google-poached-ceo.html"}],"pre_window":false,"id":"5969c01720","title_en":"Google pays $2.4 billion for Windsurf team","detail_en":"Google pays $2.4 billion to license the technology and hire CEO Varun Mohan and researchers, hours after OpenAI's $3 billion offer expired.","note_en":"license + hires","slug":"google-windsurf-google-pays-2-4-billion-for-windsurf-team"},{"date":"2025-07-11","from":"OpenAI","to":"Windsurf","type":"acquisition","amount_bn":3.0,"amount_note":"offerta da ~3 mld $","title_it":"Salta l'acquisizione di Windsurf da 3 mld $","detail_it":"L'accordo da circa 3 mld $ per comprare Windsurf è scaduto; Google ha assunto il CEO e licenziato la tecnologia (~2,4 mld $), il resto è andato a Cognition.","status":"cancelled","sources":[{"name":"The Verge","url":"https://www.theverge.com/openai/705999/google-windsurf-ceo-openai"}],"pre_window":false,"id":"bc353cbf69","title_en":"$3 billion Windsurf acquisition falls through","detail_en":"The roughly $3 billion deal to buy Windsurf expired; Google hired the CEO and licensed the technology (~$2.4 billion), the rest went to Cognition.","note_en":"~$3 billion offer","slug":"openai-windsurf-3-billion-windsurf-acquisition-falls-through"},{"date":"2025-07-12","from":"SpaceX","to":"xAI","type":"investment","amount_bn":2.0,"amount_note":"parte del round equity da 5 mld","title_it":"SpaceX investe 2 miliardi in xAI","detail_it":"Secondo il WSJ SpaceX mette 2 miliardi nel round equity da 5 miliardi di xAI, valutata 113 miliardi dopo la fusione con X.","status":"reported","sources":[{"name":"Reuters via Al Arabiya","url":"https://english.alarabiya.net/business/markets/2025/07/13/spacex-to-invest-2-billion-in-musk-s-xai-startup-wsj-reports"},{"name":"Benzinga","url":"https://www.benzinga.com/news/topics/25/07/46453450/elon-musks-spacex-commits-2-billion-to-xai-in-5-billion-round-as-ai-startup-hits-113-billion-valuatio"}],"pre_window":false,"id":"a38074b865","title_en":"SpaceX invests $2 billion in xAI","detail_en":"According to the WSJ, SpaceX puts $2 billion into xAI's $5 billion equity round, which values it at $113 billion after the merger with X.","note_en":"part of the $5 billion equity round","slug":"spacex-xai-spacex-invests-2-billion-in-xai"},{"date":"2025-07-15","from":"Google","to":"Brookfield","type":"services","amount_bn":3.0,"amount_note":"primi contratti 670 MW; quadro fino a 3.000 MW","title_it":"Google compra idroelettrico da Brookfield","detail_it":"Google firma un accordo quadro fino a 3.000 MW di energia idroelettrica con Brookfield; i primi contratti ventennali (Holtwood e Safe Harbor) valgono oltre 3 mld $.","bubble_it":"Google compra 3 mld di idroelettrico","status":"announced","sources":[{"name":"Brookfield","url":"https://bam.brookfield.com/press-releases/brookfield-and-google-sign-hydro-framework-agreement-deliver-3000-mw-homegrown"},{"name":"Power Engineering","url":"https://www.power-eng.com/?p=132068"}],"pre_window":false,"id":"c67ea09a63","title_en":"Google buys hydropower from Brookfield","detail_en":"Google signs a framework agreement for up to 3,000 MW of hydroelectric power with Brookfield; the first 20-year contracts (Holtwood and Safe Harbor) are worth over $3 billion.","bubble_en":"Google buys $3 billion of hydropower","note_en":"first contracts 670 MW; framework up to 3,000 MW","slug":"google-brookfield-google-buys-hydropower-from-brookfield"},{"date":"2025-07-15","from":"Andreessen Horowitz","to":"Thinking Machines Lab","type":"vc","amount_bn":2.0,"amount_note":"Seed @ $12B valuation","title_it":"Seed record da 2 mld $ per Thinking Machines di Murati","detail_it":"Seed da 2 mld $ a 12 mld $ guidato da Andreessen Horowitz; partecipano Nvidia, Accel, ServiceNow, Cisco, AMD e Jane Street.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2025/07/15/mira-muratis-thinking-machines-lab-is-worth-12b-in-seed-round/"},{"name":"CNBC","url":"https://www.cnbc.com/2025/07/15/openai-mira-murati-thinking-machines-lab.html"}],"pre_window":false,"id":"4bef4feb74","title_en":"Record $2 billion seed for Murati's Thinking Machines","detail_en":"$2 billion seed at $12 billion led by Andreessen Horowitz; Nvidia, Accel, ServiceNow, Cisco, AMD and Jane Street participate.","note_en":"Seed @ $12B valuation","slug":"andreessen-horowitz-thinking-machines-lab-record-2-billion-seed-for-mura"},{"date":"2025-07-28","from":"Tesla","to":"Samsung","type":"hardware","amount_bn":16.5,"amount_note":"contratto foundry fino al 31/12/2033","title_it":"Tesla affida a Samsung i chip AI6 per 16,5 miliardi","detail_it":"Il più grande contratto foundry di Samsung: chip AI6 prodotti nella fabbrica di Taylor (Texas). Musk: 16,5 è il minimo.","status":"announced","sources":[{"name":"Maginative","url":"https://www.maginative.com/article/tesla-just-handed-samsung-its-biggest-foundry-win-ever-with-a-16-5-billion-ai-chip-deal/"},{"name":"Nairametrics","url":"https://nairametrics.com/2025/07/28/samsung-secures-16-5-billion-agreement-to-produce-ai-chips-for-tesla/"}],"pre_window":false,"id":"8e60224587","title_en":"Tesla gives Samsung $16.5 billion AI6 chip deal","detail_en":"Samsung's largest foundry contract: AI6 chips made at the Taylor (Texas) plant. Musk: $16.5 billion is the minimum.","note_en":"foundry contract through 31/12/2033","slug":"tesla-samsung-tesla-gives-samsung-16-5-billion-ai6-chip-deal"},{"date":"2025-07-28","from":"Banche e mercato","to":"CoreWeave","type":"vc","amount_bn":1.75,"amount_note":"bond senior","title_it":"CoreWeave colloca 1,75 mld di bond","detail_it":"CoreWeave chiude un'emissione di obbligazioni senior da 1,75 mld $ per finanziare la crescita dei data center.","bubble_it":"CoreWeave emette 1,75 mld di bond","status":"completed","sources":[{"name":"CoreWeave","url":"https://investors.coreweave.com/news/news-details/2025/CoreWeave-Closes-2-6-Billion-Secured-Debt-Financing-Facility-Strengthening-Market-Position-as-AI-Cloud-Leader/default.aspx"}],"pre_window":false,"id":"b6df46d7ef","title_en":"CoreWeave places $1.75 billion of bonds","detail_en":"CoreWeave closes a $1.75 billion senior notes offering to fund data center growth.","bubble_en":"CoreWeave issues $1.75 billion of bonds","note_en":"senior bonds","slug":"banche-e-mercato-coreweave-coreweave-places-1-75-billion-of-bonds"},{"date":"2025-07-31","from":"OpenAI","to":"Nscale","type":"services","amount_bn":null,"amount_note":"230 MW, 100.000 GPU entro fine 2026","title_it":"Stargate Norway con Nscale e Aker","detail_it":"Data center a Narvik (JV Nscale-Aker) con 230 MW iniziali e 100.000 GPU Nvidia entro fine 2026; OpenAI è cliente principale (offtaker).","status":"announced","sources":[{"name":"OpenAI","url":"https://openai.com/index/introducing-stargate-norway/"}],"pre_window":false,"id":"eb901c8c1c","title_en":"Stargate Norway with Nscale and Aker","detail_en":"Data center in Narvik (Nscale-Aker JV) with 230 MW initially and 100,000 Nvidia GPUs by end-2026; OpenAI is the main customer (offtaker).","note_en":"230 MW, 100,000 GPUs by end-2026","slug":"openai-nscale-stargate-norway-with-nscale-and-aker"},{"date":"2025-07-31","from":"Banche e mercato","to":"CoreWeave","type":"vc","amount_bn":2.6,"amount_note":"DDTL 3.0, SOFR+4%","title_it":"CoreWeave: 2,6 mld per il contratto OpenAI","detail_it":"CoreWeave chiude un prestito garantito da 2,6 mld $ (Morgan Stanley e MUFG) per finanziare GPU e infrastruttura del contratto con OpenAI.","bubble_it":"CoreWeave prende 2,6 mld per OpenAI","status":"completed","sources":[{"name":"CoreWeave","url":"https://investors.coreweave.com/news/news-details/2025/CoreWeave-Closes-2-6-Billion-Secured-Debt-Financing-Facility-Strengthening-Market-Position-as-AI-Cloud-Leader/default.aspx"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/coreweave-closes-26bn-in-secured-debt-financing-facility/"}],"pre_window":false,"id":"a43323ef52","title_en":"CoreWeave: $2.6 billion for the OpenAI contract","detail_en":"CoreWeave closes a $2.6 billion secured loan (Morgan Stanley and MUFG) to fund GPUs and infrastructure for the OpenAI contract.","bubble_en":"CoreWeave raises $2.6 billion for OpenAI","note_en":"DDTL 3.0, SOFR+4%","slug":"banche-e-mercato-coreweave-coreweave-2-6-billion-for-the-openai-contract"},{"date":"2025-08-11","from":"Nvidia","to":"US Government","type":"services","amount_bn":null,"amount_note":"15% dei ricavi H20 in Cina; stima CFRA ~5 mld $/anno con AMD","title_it":"Nvidia paga allo Stato USA il 15% delle vendite in Cina","detail_it":"In cambio delle licenze d'esportazione, Nvidia versa al governo USA il 15% dei ricavi dei chip H20 venduti in Cina.","bubble_it":"15% della Cina a Washington","title_en":"Nvidia gives US 15% of China H20 sales","detail_en":"In exchange for export licences, Nvidia pays the US government 15% of revenue from H20 chip sales in China.","bubble_en":"15% China cut to Washington","note_en":"15% of H20 China revenue; CFRA est. ~$5bn/yr incl. 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Google non ha venduto.","bubble_it":"Offerta per Chrome, Google rifiuta","status":"cancelled","sources":[{"name":"Axios","url":"https://axios.com/2025/08/12/ai-perplexity-google-chrome-deal"},{"name":"The Register","url":"https://www.theregister.com/2025/08/12/perplexity_takes_shine_to_chrome/"}],"pre_window":false,"id":"627f9d66c1","title_en":"Perplexity bids $34.5 billion for Chrome","detail_en":"Perplexity made an unsolicited all-cash bid of $34.5 billion for Google's Chrome browser during the antitrust case. Google did not sell.","bubble_en":"Bid for Chrome, Google refuses","note_en":"non-binding offer, all cash","slug":"perplexity-google-perplexity-bids-34-5-billion-for-chrome"},{"date":"2025-08-14","from":"Fluidstack","to":"TeraWulf","type":"services","amount_bn":3.7,"amount_note":"10 anni; ~8,7 mld con estensioni","title_it":"Fluidstack affitta Lake Mariner","detail_it":"Fluidstack firma due contratti decennali di hosting IA nel campus Lake Mariner (New York) di TeraWulf, per circa 3,7 mld $ di ricavi.","bubble_it":"Fluidstack affitta 3,7 mld da TeraWulf","status":"announced","sources":[{"name":"The Block","url":"https://www.theblock.co/amp/post/366959/bitcoin-miner-terawulf-shares-jump-50-after-google-secures-8-stake-as-part-of-3-7-billion-10-year-ai-compute-deal"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/cryptominer-terawulf-secures-200mw-lease-with-fluidstack-google-to-take-stake-in-company/"}],"pre_window":false,"id":"be4636e1e2","title_en":"Fluidstack leases Lake Mariner","detail_en":"Fluidstack signs two ten-year AI hosting contracts at TeraWulf's Lake Mariner campus (New York), for about $3.7 billion in revenue.","bubble_en":"Fluidstack leases $3.7 billion from TeraWulf","note_en":"10 years; ~$8.7 billion with extensions","slug":"fluidstack-terawulf-fluidstack-leases-lake-mariner"},{"date":"2025-08-14","from":"Google","to":"TeraWulf","type":"investment","amount_bn":3.2,"amount_note":"garanzia totale dopo espansione CB-5; warrant ~14%","title_it":"Google garantisce TeraWulf e sale al 14%","detail_it":"Google fa da garante ai canoni di Fluidstack verso TeraWulf: 1,8 mld $ iniziali, saliti a circa 3,2 mld $ con l'espansione CB-5, in cambio di warrant fino a circa il 14% di TeraWulf.","bubble_it":"Google garantisce 3,2 mld a TeraWulf","status":"announced","sources":[{"name":"The Block","url":"https://www.theblock.co/post/367257/googles-pro-forma-stake-in-fifth-largest-bitcoin-miner-terawulf-grows-to-14-as-the-miner-plans-400-million-fundraising-plan"},{"name":"ConvergeDigest","url":"https://convergedigest.com/from-mining-to-ai-terawulf-secures-billions-in-contracts-plots-400-mw-growth/"}],"pre_window":false,"id":"192895f10e","title_en":"Google backstops TeraWulf and rises to 14%","detail_en":"Google guarantees Fluidstack's lease payments to TeraWulf: $1.8 billion initially, rising to about $3.2 billion with the CB-5 expansion, in exchange for warrants for up to about 14% of TeraWulf.","bubble_en":"Google backstops $3.2 billion for TeraWulf","note_en":"total guarantee after CB-5 expansion; 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Galaxy estimates over $1 billion in revenue a year for 15 years.","bubble_en":"CoreWeave leases Helios from Galaxy","note_en":"estimate: over $1 billion/year for 15 years","slug":"coreweave-galaxy-digital-coreweave-takes-all-800-mw-of-helios"},{"date":"2025-08-17","from":"Banche e mercato","to":"Galaxy Digital","type":"vc","amount_bn":1.4,"amount_note":"project financing (data di agosto 2025 approssimata)","title_it":"Galaxy: 1,4 mld per Helios","detail_it":"Galaxy chiude un finanziamento di progetto da 1,4 mld $ per convertire Helios da miniera bitcoin a data center IA per CoreWeave.","bubble_it":"Galaxy prende 1,4 mld di debito","status":"completed","sources":[{"name":"Galaxy","url":"https://www.galaxy.com/newsroom/galaxy-closes-helios-project-financing"},{"name":"The Block","url":"https://www.theblock.co/amp/post/367127/galaxy-closes-1-4-billion-debt-facility-to-retrofit-its-helios-bitcoin-mining-center-for-coreweave-ai-deal"}],"pre_window":false,"id":"7bedd79c3b","title_en":"Galaxy: $1.4 billion for Helios","detail_en":"Galaxy closes $1.4 billion in project financing to convert Helios from a bitcoin mine to an AI data center for CoreWeave.","bubble_en":"Galaxy raises $1.4 billion of debt","note_en":"project financing (August 2025 date approximate)","slug":"banche-e-mercato-galaxy-digital-galaxy-1-4-billion-for-helios"},{"date":"2025-08-18","from":"SoftBank","to":"Intel","type":"investment","amount_bn":2.0,"amount_note":"azioni ordinarie a 23 $","title_it":"SoftBank investe 2 miliardi in Intel","detail_it":"SoftBank compra azioni Intel per 2 miliardi a 23 dollari l'una.","status":"completed","sources":[{"name":"SoftBank Group","url":"https://group.softbank/en/news/press/20250819"}],"pre_window":false,"id":"db41ab584d","title_en":"SoftBank invests $2 billion in Intel","detail_en":"SoftBank buys $2 billion of Intel shares at $23 each.","note_en":"common stock at $23","slug":"softbank-intel-softbank-invests-2-billion-in-intel"},{"date":"2025-08-19","from":"Oracle","to":"Vantage Data Centers","type":"services","amount_bn":null,"amount_note":"campus da 25 mld; valore affitto non divulgato","title_it":"Frontier: il campus da 25 mld in Texas","detail_it":"Vantage annuncia Frontier, campus da 1,4 GW e oltre 25 mld $ a Shackelford County (Texas), parte dell'espansione Stargate di Oracle e OpenAI.","bubble_it":"Vantage costruisce 25 mld per Oracle","status":"announced","sources":[{"name":"Business Wire","url":"https://www.businesswire.com/news/home/20250819333311/en/Vantage-Data-Centers-Unveils-Plans-for-%E2%80%9CFrontier%E2%80%9D-a-25B-Mega-campus-in-Texas-to-Meet-Unprecedented-AI-Demand"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/vantage-breaks-ground-on-texas-gigawatt-data-center-campus-for-openai/"}],"pre_window":false,"id":"2cdf96cdcf","title_en":"Frontier: the $25 billion campus in Texas","detail_en":"Vantage announces Frontier, a 1.4 GW campus worth over $25 billion in Shackelford County (Texas), part of Oracle and OpenAI's Stargate expansion.","bubble_en":"Vantage builds $25 billion for Oracle","note_en":"$25 billion campus; lease value undisclosed","slug":"oracle-vantage-data-centers-frontier-the-25-billion-campus-in-texas"},{"date":"2025-08-19","from":"Thrive Capital","to":"Databricks","type":"vc","amount_bn":1.0,"amount_note":"Series K @ >$100B valuation","title_it":"Databricks supera i 100 mld $ con la Series K","detail_it":"Series K da circa 1 mld $ a oltre 100 mld $, co-guidata da Andreessen Horowitz, Insight Partners, MGX, Thrive Capital e WCM.","status":"completed","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2025/08/19/databricks-valuation-over-100-billion.html"},{"name":"TechCrunch","url":"https://techcrunch.com/2025/09/08/databricks-confirms-new-100b-valuation-on-4b-arr/"}],"pre_window":false,"id":"d820c6dee0","title_en":"Databricks tops $100 billion with Series K","detail_en":"Series K of about $1 billion at over $100 billion, co-led by Andreessen Horowitz, Insight Partners, MGX, Thrive Capital and WCM.","note_en":"Series K @ >$100B valuation","slug":"thrive-capital-databricks-databricks-tops-100-billion-with-series-k"},{"date":"2025-08-21","from":"Meta","to":"Google","type":"services","amount_bn":10.0,"amount_note":"oltre 10 mld in 6 anni","title_it":"Meta firma oltre 10 miliardi con Google Cloud","detail_it":"Contratto di sei anni per server, storage e rete di Google Cloud a supporto dell'AI di Meta.","status":"announced","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2025/08/21/google-scores-six-year-meta-cloud-deal-worth-over-10-billion.html"}],"pre_window":false,"id":"75b8ee47dd","title_en":"Meta signs over $10 billion with Google Cloud","detail_en":"Six-year contract for Google Cloud servers, storage and networking to support Meta's AI.","note_en":"over $10 billion over 6 years","slug":"meta-google-meta-signs-over-10-billion-with-google-cloud"},{"date":"2025-08-22","from":"US Government","to":"Intel","type":"investment","amount_bn":8.9,"amount_note":"433,3 mln di azioni a 20,47 $ (9,9%)","title_it":"Il governo USA prende il 10% di Intel","detail_it":"8,9 miliardi di sovvenzioni CHIPS Act e Secure Enclave convertiti in una quota del 9,9%, più un warrant su un altro 5%. Il governo non ha posti nel consiglio.","status":"completed","sources":[{"name":"Manufacturing Dive","url":"https://www.manufacturingdive.com/news/us-government-10-percent-stake-intel-chips-funding-8-9-billion/758518/"},{"name":"The National","url":"https://www.thenationalnews.com/future/technology/2025/08/23/us-to-take-10-equity-stake-in-struggling-chipmaker-intel-trump-announces"}],"pre_window":false,"id":"66ed661432","title_en":"US government takes 10% of Intel","detail_en":"$8.9 billion of CHIPS Act and Secure Enclave grants converted into a 9.9% stake, plus a warrant for another 5%. The government gets no board seats.","note_en":"433.3 million shares at $20.47 (9.9%)","slug":"us-government-intel-us-government-takes-10-of-intel"},{"date":"2025-08-22","from":"Meta","to":"Midjourney","type":"services","amount_bn":null,"amount_note":"licenza, termini non divulgati","title_it":"Meta licenzia la tecnologia di Midjourney","detail_it":"Meta Superintelligence Labs firma una licenza sulla tecnologia estetica di Midjourney per i futuri modelli di immagini e video, con collaborazione tra i team di ricerca. Non è un'acquisizione.","bubble_it":"Licenza immagini e video","status":"announced","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-08-22/meta-to-license-ai-lab-midjourney-s-tech-in-new-partnership"}],"pre_window":false,"id":"c619d742de","title_en":"Meta licenses Midjourney technology","detail_en":"Meta Superintelligence Labs signs a license for Midjourney's aesthetic technology for future image and video models, with collaboration between research teams. It is not an acquisition.","bubble_en":"Image and video license","note_en":"license, terms undisclosed","slug":"meta-midjourney-meta-licenses-midjourney-technology"},{"date":"2025-09-02","from":"Consorzi VC","to":"Anthropic","type":"vc","amount_bn":13.0,"amount_note":"Serie F, valutazione 183 mld post-money","title_it":"Serie F di Anthropic: 13 miliardi a 183","detail_it":"Guidata da ICONIQ, co-guidata da Fidelity e Lightspeed Venture Partners. Valutazione 183 miliardi post-money.","status":"completed","sources":[{"name":"Anthropic","url":"https://www.anthropic.com/news/anthropic-raises-series-f-at-usd183b-post-money-valuation"}],"pre_window":false,"id":"36c366dc4a","title_en":"Anthropic Series F: $13 billion at $183 billion","detail_en":"Led by ICONIQ, co-led by Fidelity and Lightspeed Venture Partners. Valuation $183 billion post-money.","note_en":"Series F, $183 billion post-money valuation","slug":"consorzi-vc-anthropic-anthropic-series-f-13-billion-at-183-billion"},{"date":"2025-09-02","from":"OpenAI","to":"Statsig","type":"acquisition","amount_bn":1.1,"amount_note":"tutto in azioni","title_it":"OpenAI compra Statsig per 1,1 mld $","detail_it":"Acquisizione della piattaforma di sperimentazione prodotto Statsig per 1,1 mld $ in azioni; il fondatore Vijaye Raji diventa CTO of Applications.","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-09-02/openai-to-buy-product-testing-startup-statsig-for-1-1-billion"}],"pre_window":false,"id":"b639f9befe","title_en":"OpenAI buys Statsig for $1.1 billion","detail_en":"Acquisition of product experimentation platform Statsig for $1.1 billion in stock; founder Vijaye Raji becomes CTO of Applications.","note_en":"all stock","slug":"openai-statsig-openai-buys-statsig-for-1-1-billion"},{"date":"2025-09-08","from":"Microsoft","to":"Nebius","type":"services","amount_bn":17.4,"amount_note":"fino a 19,4 mld con opzioni, fino al 2031","title_it":"Microsoft firma 17,4 miliardi con Nebius","detail_it":"Capacità GPU dal data center Nebius di Vineland (New Jersey), oltre 100mila GB300; fino a 19,4 mld con servizi aggiuntivi.","status":"announced","sources":[{"name":"Nebius","url":"https://nebius.com/newsroom/nebius-announces-multi-billion-dollar-agreement-with-microsoft-for-ai-infrastructure"},{"name":"FourWeekMBA","url":"https://fourweekmba.com/ai-how-microsoft-rents-ai-capacity-3-neocloud-deals-70-9b/"}],"pre_window":false,"id":"8c694a9eb8","title_en":"Microsoft signs $17.4 billion with Nebius","detail_en":"GPU capacity from Nebius's data center in Vineland (New Jersey), over 100,000 GB300; up to $19.4 billion with additional services.","note_en":"up to $19.4 billion with options, through 2031","slug":"microsoft-nebius-microsoft-signs-17-4-billion-with-nebius"},{"date":"2025-09-08","from":"Nvidia","to":"Lambda","type":"services","amount_bn":1.5,"amount_note":"leasing 4 anni di ~18.000 server GPU","title_it":"Nvidia riaffitta le proprie GPU da Lambda","detail_it":"Nvidia noleggia per 1,5 miliardi di dollari circa 18.000 server GPU (con chip Nvidia) da Lambda, di cui è anche investitore, diventandone il primo cliente.","status":"reported","sources":[{"name":"Tom's Hardware","url":"https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-signs-usd1-5-billion-deal-with-cloud-startup-lambda-to-rent-back-its-own-ai-chips-18-000-gpus-will-be-leased-over-4-years-as-lambda-gears-up-for-its-ipo"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/nvidia-signs-15bn-deal-to-lease-its-gpus-back-from-lambda-report/"}],"pre_window":false,"id":"a95f322189","title_en":"Nvidia rents back its own GPUs from Lambda","detail_en":"Nvidia leases about 18,000 GPU servers (with Nvidia chips) from Lambda for $1.5 billion; it is also an investor in Lambda and becomes its first customer.","note_en":"4-year lease of ~18,000 GPU servers","slug":"nvidia-lambda-nvidia-rents-back-its-own-gpus-from-lambda"},{"date":"2025-09-09","from":"Nvidia","to":"Mistral","type":"investment","amount_bn":null,"amount_note":"Serie C da €1,7 mld guidata da ASML; quota Nvidia non divulgata","title_it":"Nvidia nel round Serie C di Mistral","detail_it":"Nvidia partecipa al round guidato da ASML che valuta Mistral circa 14 miliardi di dollari.","status":"completed","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2025/09/09/ai-firm-mistral-valued-at-14-billion-as-asml-takes-major-stake.html"},{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-09-03/mistral-set-for-14-billion-valuation-with-new-funding-round"}],"pre_window":false,"id":"79660b4975","title_en":"Nvidia in Mistral's Series C round","detail_en":"Nvidia takes part in the ASML-led round valuing Mistral at about $14 billion.","note_en":"EUR1.7B Series C led by ASML; Nvidia stake undisclosed","slug":"nvidia-mistral-nvidia-in-mistral-s-series-c-round"},{"date":"2025-09-09","from":"ASML","to":"Mistral","type":"investment","amount_bn":2.0,"amount_note":"Series C EUR1.7B (~$2B) @ EUR11.7B; ASML EUR1.3B","title_it":"ASML guida la Series C di Mistral","detail_it":"Mistral raccoglie 1,7 mld € a 11,7 mld € post-money; ASML guida con 1,3 mld €. Partecipano DST Global, Andreessen Horowitz, Bpifrance, General Catalyst, Index Ventures, Lightspeed e Nvidia.","status":"completed","sources":[{"name":"Mistral AI","url":"https://mistral.ai/news/mistral-ai-raises-1-7-b-to-accelerate-technological-progress-with-ai"}],"pre_window":false,"id":"0bbe8808e7","title_en":"ASML leads Mistral's Series C","detail_en":"Mistral raises EUR1.7 billion at EUR11.7 billion post-money; ASML leads with EUR1.3 billion. DST Global, Andreessen Horowitz, Bpifrance, General Catalyst, Index Ventures, Lightspeed and Nvidia participate.","note_en":"Series C EUR1.7B (~$2B) @ EUR11.7B; ASML EUR1.3B","slug":"asml-mistral-asml-leads-mistral-s-series-c"},{"date":"2025-09-10","from":"OpenAI","to":"Oracle","type":"services","amount_bn":300.0,"amount_note":"circa 5 anni, 4,5 GW","title_it":"OpenAI-Oracle: 300 mld $ di cloud","detail_it":"Contratto da circa 300 mld $ in ~5 anni (dal 2027) per 4,5 GW di capacità Stargate, dopo l'accordo da 4,5 GW di luglio 2025.","status":"announced","sources":[{"name":"WSJ","url":"https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe"},{"name":"Built In","url":"https://builtin.com/articles/openai-oracle-stargate-data-center-partnership-20250722"}],"pre_window":false,"id":"64b61181d0","title_en":"OpenAI-Oracle: $300 billion cloud deal","detail_en":"Contract worth about $300 billion over ~5 years (from 2027) for 4.5 GW of Stargate capacity, following the 4.5 GW deal of July 2025.","note_en":"about 5 years, 4.5 GW","slug":"openai-oracle-openai-oracle-300-billion-cloud-deal"},{"date":"2025-09-10","from":"GIC","to":"Vantage Data Centers","type":"vc","amount_bn":1.6,"amount_note":"1,6 mld $ in totale con ADIA","title_it":"GIC e ADIA: 1,6 miliardi a Vantage Asia","detail_it":"GIC guida con ADIA un investimento da 1,6 miliardi nella piattaforma Asia-Pacifico di Vantage, che compra il campus da 300 MW di Johor.","bubble_it":"Singapore e Abu Dhabi su Vantage","title_en":"GIC and ADIA: $1.6B for Vantage APAC","detail_en":"GIC leads, with ADIA, a $1.6B investment in Vantage's Asia-Pacific platform, funding the 300 MW Johor campus purchase.","bubble_en":"Singapore, Abu Dhabi back Vantage","note_en":"$1.6B total with ADIA","status":"announced","sources":[{"name":"GIC","url":"https://www.gic.com.sg/newsroom/all/vantage-data-centers-secures-1-6b-investment-in-apac-platform-from-gic-and-adia/"}],"pre_window":false,"id":"14dfa2b058","slug":"gic-vantage-data-centers-gic-and-adia-1-6b-for-vantage-apac"},{"date":"2025-09-15","from":"Nvidia","to":"CoreWeave","type":"services","amount_bn":6.3,"amount_note":"ordine iniziale; capacità invenduta fino al 13/04/2032","title_it":"Nvidia garantisce $6,3 mld di capacità CoreWeave","detail_it":"Nvidia si impegna a comprare tutta la capacità cloud che i clienti di CoreWeave non usano fino al 2032: una rete di sicurezza per il neocloud di cui è azionista.","status":"announced","sources":[{"name":"The Star (Reuters)","url":"https://www.thestar.com.my/tech/tech-news/2025/09/15/coreweave-nvidia-sign-new-63-billion-deal-for-cloud-computing-capacity"},{"name":"RCR Wireless","url":"https://www.rcrwireless.com/?p=424411"}],"pre_window":false,"id":"fc6821da4d","title_en":"Nvidia backstops $6.3 billion of CoreWeave capacity","detail_en":"Nvidia commits to buy all cloud capacity that CoreWeave's customers do not use through 2032: a safety net for the neocloud in which it is a shareholder.","note_en":"initial order; unsold capacity through 13/04/2032","slug":"nvidia-coreweave-nvidia-backstops-6-3-billion-of-coreweave-capacity"},{"date":"2025-09-15","from":"Banche e mercato","to":"Nebius","type":"vc","amount_bn":4.2,"amount_note":"circa 4,2 mld $ lordi: 1 mld in azioni + convertibili 2030/2032","title_it":"Nebius raccoglie 4,2 miliardi dopo il contratto Microsoft","detail_it":"Dopo il contratto con Microsoft, Nebius chiude un aumento di capitale da circa 1 mld $ e convertibili per oltre 3 mld $ (2030 e 2032), per un totale lordo di circa 4,2 mld $.","bubble_it":"Nebius incassa 4,2 mld","title_en":"Nebius raises $4.2B after Microsoft deal","detail_en":"Following its Microsoft contract, Nebius closed a ~$1B share sale plus over $3B of 2030/2032 convertible notes, about $4.2B gross.","bubble_en":"Nebius banks $4.2B","note_en":"About $4.2B gross: ~$1B equity plus 2030/2032 converts","status":"completed","sources":[{"name":"Business Wire","url":"https://www.businesswire.com/news/home/20250915531515/en"},{"name":"Nebius","url":"https://nebius.com/newsroom/nebius-group-announces-pricing-of-upsized-private-offering-of-2-75-billion-of-convertible-senior-notes"}],"pre_window":false,"id":"4304f2fc94","slug":"banche-e-mercato-nebius-nebius-raises-4-2b-after-microsoft-deal"},{"date":"2025-09-16","from":"Nvidia","to":"Figure AI","type":"investment","amount_bn":null,"amount_note":"round Serie C >$1 mld a $39 mld; quota non divulgata","title_it":"Nvidia nella Serie C di Figure AI","detail_it":"Nvidia è tra gli investitori del round da oltre 1 miliardo che valuta il produttore di robot umanoidi 39 miliardi post-money.","status":"completed","sources":[{"name":"Figure AI","url":"https://www.figure.ai/news/series-c"},{"name":"TechCrunch","url":"https://techcrunch.com/2025/09/16/figure-reaches-39b-valuation-in-latest-funding-round/"}],"pre_window":false,"id":"8240cb4577","title_en":"Nvidia in Figure AI's Series C","detail_en":"Nvidia is among investors in the round of over $1 billion that values the humanoid robot maker at $39 billion post-money.","note_en":"Series C round >$1 billion at $39 billion; stake undisclosed","slug":"nvidia-figure-ai-nvidia-in-figure-ai-s-series-c"},{"date":"2025-09-16","from":"OpenAI","to":"Nscale","type":"services","amount_bn":null,"amount_note":"fino a 8.000 GPU, scalabili a 31.000","title_it":"Stargate UK con Nscale","detail_it":"OpenAI esplora l'offtake di fino a 8.000 GPU Nvidia nel Regno Unito (scalabili a 31.000) su siti Nscale, nell'ambito del patto tecnologico USA-UK.","status":"announced","sources":[{"name":"OpenAI","url":"https://openai.com/index/introducing-stargate-uk/"}],"pre_window":false,"id":"496111e72c","title_en":"Stargate UK with Nscale","detail_en":"OpenAI is exploring offtake of up to 8,000 Nvidia GPUs in the UK (scalable to 31,000) at Nscale sites, under the US-UK technology pact.","note_en":"up to 8,000 GPUs, scalable to 31,000","slug":"openai-nscale-stargate-uk-with-nscale"},{"date":"2025-09-16","from":"Google","to":"United Kingdom","type":"investment","amount_bn":6.8,"amount_note":"£5 mld in due anni (~6,8 mld $ al cambio di settembre 2025); include capex, R&D e DeepMind","title_it":"Google: 5 miliardi di sterline nel Regno Unito","detail_it":"Google apre il data center di Waltham Cross (Hertfordshire) dentro un piano biennale da 5 mld £ nel Regno Unito, che comprende capex, ricerca e le attività di Google DeepMind.","bubble_it":"Google mette 5 mld £ nel Regno Unito","title_en":"Google commits £5B to the UK","detail_en":"Google opened its Waltham Cross data centre as part of a two-year £5B UK plan covering capex, R&D and Google DeepMind research.","bubble_en":"Google's £5B UK AI push","note_en":"£5B over two years (~$6.8B at Sept 2025 rates); includes capex, R&D and DeepMind","status":"announced","sources":[{"name":"Google Cloud Press Corner","url":"https://www.googlecloudpresscorner.com/2025-09-16-Google-Opens-Waltham-Cross-Data-Centre-as-Part-of-Two-year-GBP5-Billion-Investment-in-the-UK-to-Help-Power-its-AI-Economy"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/google-opens-hertfordshire-data-center-as-part-of-5bn-uk-investment/"}],"pre_window":false,"id":"feedec9e8e","slug":"google-united-kingdom-google-commits-5b-to-the-uk"},{"date":"2025-09-16","from":"CoreWeave","to":"DataVita","type":"services","amount_bn":2.0,"amount_note":"£1,5 mld (~2 mld $); totale CoreWeave nel Regno Unito 2,5 mld £","title_it":"CoreWeave: 1,5 miliardi di sterline in Scozia con DataVita","detail_it":"CoreWeave aggiunge 1,5 mld £ al suo impegno nel Regno Unito (totale 2,5 mld £), con un data center AI nel campus DataVita in Lanarkshire su GPU Nvidia Grace Blackwell Ultra.","bubble_it":"CoreWeave sbarca in Scozia","title_en":"CoreWeave's £1.5B Scotland build with DataVita","detail_en":"CoreWeave added £1.5B to its UK commitment (£2.5B total), deploying Nvidia Grace Blackwell Ultra GPUs at DataVita's Lanarkshire campus.","bubble_en":"CoreWeave lands in Scotland","note_en":"£1.5B (~$2B); CoreWeave UK total £2.5B","status":"announced","sources":[{"name":"CoreWeave","url":"https://investors.coreweave.com/news/news-details/2025/CoreWeave-Announces-1-5-Billion-Commitment-to-Power-UK-AI-Innovation-and-Growth-Through-Sustainable-Computing/default.aspx"},{"name":"Data Centre Magazine","url":"https://datacentremagazine.com/news/why-is-coreweave-committing-1-5bn-to-uk-ai-data-centres"}],"pre_window":false,"id":"e096dd38de","slug":"coreweave-datavita-coreweave-s-1-5b-scotland-build-with-datavita"},{"date":"2025-09-16","from":"Parkway Venture Capital","to":"Figure AI","type":"vc","amount_bn":1.0,"amount_note":"Series C >$1B @ $39B post-money","title_it":"Figure AI oltre 1 mld $ a 39 mld $","detail_it":"Series C da oltre 1 mld $ a 39 mld $ post-money guidata da Parkway Venture Capital; partecipano Brookfield, Nvidia, Macquarie Capital e Intel Capital.","status":"completed","sources":[{"name":"Figure","url":"https://www.figure.ai/news/series-c"},{"name":"TechCrunch","url":"https://techcrunch.com/2025/09/16/figure-reaches-39b-valuation-in-latest-funding-round/"}],"pre_window":false,"id":"5f23cb9113","title_en":"Figure AI: over $1 billion at $39 billion","detail_en":"Series C of over $1 billion at $39 billion post-money led by Parkway Venture Capital; Brookfield, Nvidia, Macquarie Capital and Intel Capital participate.","note_en":"Series C >$1B @ $39B post-money","slug":"parkway-venture-capital-figure-ai-figure-ai-over-1-billion-at-39-billion"},{"date":"2025-09-17","from":"Microsoft","to":"United Kingdom","type":"investment","amount_bn":30.0,"amount_note":"£22 mld (~30 mld $) nel 2025-2028; metà capex, include il supercomputer Nscale di Loughton","title_it":"Microsoft: 30 miliardi di dollari nel Regno Unito","detail_it":"Durante la visita di Trump, Microsoft annuncia 22 mld £ (circa 30 mld $) nel Regno Unito tra 2025 e 2028. Circa metà è capex per infrastruttura AI, incluso il supercomputer costruito con Nscale a Loughton (23.040 GPU Nvidia GB300).","bubble_it":"30 mld $ di Microsoft nel Regno Unito","title_en":"Microsoft pledges $30B in the UK","detail_en":"During Trump's state visit Microsoft pledged £22B (about $30B) in the UK for 2025-2028. Roughly half is capex for AI infrastructure, including the Nscale-built supercomputer at Loughton (23,040 Nvidia GB300 GPUs).","bubble_en":"Microsoft's record $30B UK pledge","note_en":"£22B (~$30B) over 2025-2028; half capex, includes the Nscale Loughton supercomputer","status":"announced","sources":[{"name":"ITPro","url":"https://www.itpro.com/business/microsoft-ceo-satya-nadella-says-uk-ties-are-stronger-than-ever-as-tech-giant-pledges-usd30bn-investment"},{"name":"Construction Wave","url":"https://constructionwave.co.uk/2025/09/17/microsoft-invests-22bn-to-drive-data-centre-construction-and-ai-growth-across-the-uk/"}],"pre_window":false,"id":"5399e35932","slug":"microsoft-united-kingdom-microsoft-pledges-30b-in-the-uk"},{"date":"2025-09-18","from":"Nvidia","to":"Intel","type":"investment","amount_bn":5.0,"amount_note":"214,8 mln azioni a $23,28; chiuso 26/12/2025","title_it":"Nvidia investe $5 mld in Intel","detail_it":"Nvidia compra circa il 4% di Intel e avvia lo sviluppo congiunto di CPU x86 per data center e PC con NVLink. Closing il 26/12/2025 dopo l'ok FTC; a giugno 2026 la quota valeva circa 30 miliardi.","status":"completed","sources":[{"name":"NVIDIA Newsroom","url":"https://nvidianews.nvidia.com/news/nvidia-and-intel-to-develop-ai-infrastructure-and-personal-computing-products"},{"name":"WSJ","url":"https://www.wsj.com/tech/ai/nvidia-intel-5-billion-investment-ad940533"},{"name":"Fortune","url":"https://fortune.com/2026/08/15/nvidia-21-billion-spacex-stake-30-billion-intel-shares/"}],"pre_window":false,"id":"7913c977a8","title_en":"Nvidia invests $5 billion in Intel","detail_en":"Nvidia buys about 4% of Intel and starts joint development of x86 CPUs for data centers and PCs with NVLink. Closed on 26/12/2025 after FTC approval; in June 2026 the stake was worth about $30 billion.","note_en":"214.8 million shares at $23.28; closed 26/12/2025","slug":"nvidia-intel-nvidia-invests-5-billion-in-intel"},{"date":"2025-09-18","from":"Nvidia","to":"United Kingdom","type":"vc","amount_bn":2.7,"amount_note":"£2 mld (~2,7 mld $ secondo Bloomberg) per startup britanniche, con Accel, Balderton e altri","title_it":"Nvidia: 2 miliardi di sterline nelle startup AI britanniche","detail_it":"Nvidia annuncia 2 mld £ per l'ecosistema di startup AI del Regno Unito insieme a fondi come Accel, Air Street e Balderton. Tra i possibili beneficiari citati Synthesia, Revolut, PolyAI e Latent Labs.","bubble_it":"Nvidia semina 2 mld £ nel Regno Unito","title_en":"Nvidia's £2B for UK AI startups","detail_en":"Nvidia announced £2B to catalyse the UK AI startup ecosystem alongside Accel, Air Street, Balderton and others; reported recipients include Synthesia, Revolut, PolyAI and Latent Labs.","bubble_en":"Nvidia seeds £2B into UK startups","note_en":"£2B (~$2.7B per Bloomberg) for UK startups, with VC partners","status":"announced","sources":[{"name":"Nvidia","url":"https://investor.nvidia.com/news/press-release-details/2025/NVIDIA-Announces-2-Billion-Investment-in-the-United-Kingdom-AI-Startup-Ecosystem"},{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-09-18/nvidia-to-invest-2-billion-to-boost-uk-s-ai-startups"}],"pre_window":false,"id":"0eeb1a6480","slug":"nvidia-united-kingdom-nvidia-s-2b-for-uk-ai-startups"},{"date":"2025-09-19","from":"Meta","to":"Oracle","type":"services","amount_bn":20.0,"amount_note":"~20 mld (trattativa riportata)","title_it":"Meta tratta circa 20 miliardi di cloud con Oracle","detail_it":"Oracle negozia un accordo pluriennale da circa 20 miliardi per fornire calcolo a Meta per addestrare e servire i modelli.","status":"reported","sources":[{"name":"IT Reseller (Reuters/Bloomberg)","url":"https://www.itreseller.ch/Artikel/104009/Oracle_vor_20-Milliarden-Deal_mit_Meta.html"}],"pre_window":false,"id":"19c519b72c","title_en":"Meta negotiates about $20 billion cloud deal with Oracle","detail_en":"Oracle is negotiating a multi-year deal worth about $20 billion to provide compute to Meta to train and serve its models.","note_en":"~$20 billion (reported negotiation)","slug":"meta-oracle-meta-negotiates-about-20-billion-cloud-deal-with-oracle"},{"date":"2025-09-19","from":"Consorzi VC","to":"xAI","type":"vc","amount_bn":10.0,"amount_note":"5 debito + 5 equity, a 200 mld $ (riportato)","title_it":"xAI raccoglie 10 mld $ a 200 mld $","detail_it":"CNBC e Bloomberg riportano un round da 10 miliardi a 200 mld $ di valutazione con Valor, QIA e Kingdom Holding. Musk ha smentito di essere in raccolta.","bubble_it":"10 mld a 200 mld (smentito)","status":"reported","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-09-19/musk-s-xai-raises-10-billion-at-200-billion-valuation"}],"pre_window":false,"id":"82bd190287","title_en":"xAI raises $10 billion at $200 billion","detail_en":"CNBC and Bloomberg report a $10 billion round at a $200 billion valuation with Valor, QIA and Kingdom Holding. Musk denied it is raising.","bubble_en":"$10 billion at $200 billion (denied)","note_en":"$5 billion debt + $5 billion equity, at $200 billion (reported)","slug":"consorzi-vc-xai-xai-raises-10-billion-at-200-billion"},{"date":"2025-09-22","from":"Nvidia","to":"OpenAI","type":"investment","amount_bn":100.0,"amount_note":"fino a, in 10 tranche da 10 mld $","title_it":"Nvidia: fino a 100 mld $ in OpenAI (lettera d'intenti)","detail_it":"Lettera d'intenti: Nvidia avrebbe investito fino a 100 mld $ man mano che OpenAI installava 10 GW di sistemi Nvidia. Mai formalizzata; a febbraio 2026 sostituita da un investimento azionario da 30 mld $.","status":"cancelled","sources":[{"name":"OpenAI","url":"https://openai.com/index/openai-nvidia-systems-partnership/"},{"name":"WSJ","url":"https://www.wsj.com/tech/nvidia-openai-100-billion-deal-data-centers-d2f85cae"},{"name":"WSJ","url":"https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3"}],"pre_window":false,"id":"5727e7b5c5","title_en":"Nvidia: up to $100 billion in OpenAI (letter of intent)","detail_en":"Letter of intent: Nvidia would have invested up to $100 billion as OpenAI deployed 10 GW of Nvidia systems. Never formalized; in February 2026 replaced by a $30 billion equity investment.","note_en":"up to, in 10 tranches of $10 billion","slug":"nvidia-openai-nvidia-up-to-100-billion-in-openai-letter-of-intent"},{"date":"2025-09-22","from":"OpenAI","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"almeno 10 GW","title_it":"OpenAI: 10 GW di sistemi Nvidia","detail_it":"Parte hardware della lettera d'intenti: almeno 10 GW di sistemi Nvidia (piattaforma Vera Rubin, primo GW nel 2H 2026). Ridimensionata a febbraio 2026 in impegni da 3 GW + 2 GW.","status":"announced","sources":[{"name":"OpenAI","url":"https://openai.com/index/openai-nvidia-systems-partnership/"},{"name":"WSJ","url":"https://www.wsj.com/tech/nvidia-openai-100-billion-deal-data-centers-d2f85cae"}],"pre_window":false,"id":"24707e6df3","title_en":"OpenAI: 10 GW of Nvidia systems","detail_en":"Hardware part of the letter of intent: at least 10 GW of Nvidia systems (Vera Rubin platform, first GW in 2H 2026). Scaled back in February 2026 to commitments of 3 GW + 2 GW.","note_en":"at least 10 GW","slug":"openai-nvidia-openai-10-gw-of-nvidia-systems"},{"date":"2025-09-24","from":"Banche e mercato","to":"Oracle","type":"vc","amount_bn":18.0,"amount_note":"debito: bond investment grade in 6 tranche","title_it":"Oracle colloca 18 miliardi di bond","detail_it":"Seconda emissione più grande del 2025, con ordini vicini a 88 miliardi, per finanziare i data center IA.","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-09-24/oracle-looks-to-raise-15-billion-from-corporate-bond-sale"},{"name":"Reuters via The Star","url":"https://www.thestar.com.my/tech/tech-news/2025/09/24/oracle-looks-to-raise-15-billion-in-bond-sales-bloomberg-news-reports"}],"pre_window":false,"id":"d3d9fd5962","title_en":"Oracle places $18 billion of bonds","detail_en":"Second-largest issuance of 2025, with orders near $88 billion, to fund AI data centers.","note_en":"debt: investment-grade bonds in 6 tranches","slug":"banche-e-mercato-oracle-oracle-places-18-billion-of-bonds"},{"date":"2025-09-24","from":"SAP","to":"OpenAI","type":"services","amount_bn":null,"amount_note":"valore non divulgato; SAP porta Delos Cloud a 4.000 GPU","title_it":"SAP e OpenAI: OpenAI for Germany","detail_it":"SAP e OpenAI lanciano 'OpenAI for Germany' per la pubblica amministrazione tedesca sul Delos Cloud di SAP (basato su Azure), con lancio nel 2026; SAP porta l'infrastruttura a 4.000 GPU.","bubble_it":"OpenAI sovrana per la Germania","title_en":"SAP and OpenAI launch OpenAI for Germany","detail_en":"SAP and OpenAI announced 'OpenAI for Germany' for the German public sector on SAP's Azure-based Delos Cloud, launching 2026; SAP is expanding it to 4,000 GPUs.","bubble_en":"Sovereign OpenAI for Germany","note_en":"Value undisclosed; Delos Cloud expanding to 4,000 GPUs","status":"announced","sources":[{"name":"OpenAI","url":"https://openai.com/global-affairs/openai-for-germany"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/openai-partners-with-sap-and-microsoft-in-germany/"}],"pre_window":false,"id":"61d7ae87d1","slug":"sap-openai-sap-and-openai-launch-openai-for-germany"},{"date":"2025-09-25","from":"Nvidia","to":"Nscale","type":"investment","amount_bn":null,"amount_note":"Serie B da $1,1 mld guidata da Aker; quota non divulgata","title_it":"Nvidia nella Serie B di Nscale","detail_it":"Il neocloud britannico raccoglie 1,1 miliardi con Aker, Nvidia, Nokia e Dell.","status":"completed","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2025/09/25/nvidia-backed-uk-ai-firm-nscale-raises-1point1-billion-funding-round.html"}],"pre_window":false,"id":"81bf065273","title_en":"Nvidia in Nscale's Series B","detail_en":"The British neocloud raises $1.1 billion with Aker, Nvidia, Nokia and Dell.","note_en":"$1.1 billion Series B led by Aker; stake undisclosed","slug":"nvidia-nscale-nvidia-in-nscale-s-series-b"},{"date":"2025-09-25","from":"OpenAI","to":"CoreWeave","type":"services","amount_bn":6.5,"amount_note":"fino a; totale contratti ~22,4 mld $","title_it":"OpenAI amplia CoreWeave di 6,5 mld $ (totale 22,4 mld $)","detail_it":"Terza espansione fino a 6,5 mld $ per l'addestramento dei modelli di nuova generazione; il valore complessivo dei contratti sale a circa 22,4 mld $.","status":"completed","sources":[{"name":"CoreWeave","url":"https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/"},{"name":"Reuters","url":"https://www.tradingview.com/news/reuters.com,2025:newsml_L6N3VC0OG:0-coreweave-expands-openai-pact-with-new-6-5-billion-contract"}],"pre_window":false,"id":"2c7d29f4e7","title_en":"OpenAI expands CoreWeave by $6.5 billion ($22.4 billion total)","detail_en":"Third expansion of up to $6.5 billion for training next-generation models; total contract value rises to about $22.4 billion.","note_en":"up to; total contracts ~$22.4 billion","slug":"openai-coreweave-openai-expands-coreweave-by-6-5-billion-22-4-billion-to"},{"date":"2025-09-25","from":"Fluidstack","to":"Cipher Mining","type":"services","amount_bn":3.0,"amount_note":"10 anni; ~7 mld con estensioni","title_it":"Fluidstack affitta Barber Lake da Cipher","detail_it":"Fluidstack firma 10 anni di colocation per 168 MW nel sito texano di Barber Lake di Cipher: circa 3 mld $ di ricavi contrattati.","bubble_it":"Fluidstack affitta 3 mld da Cipher","status":"announced","sources":[{"name":"SEC 8-K Cipher","url":"https://www.sec.gov/Archives/edgar/data/1819989/000095010325015073/dp237633_ex9901.htm"},{"name":"The Block","url":"https://www.theblock.co/post/372315/cipher-mining-google-backed-3-billion-usd-ai-hosting-deal"}],"pre_window":false,"id":"c711cba86f","title_en":"Fluidstack leases Barber Lake from Cipher","detail_en":"Fluidstack signs 10 years of colocation for 168 MW at Cipher's Barber Lake site in Texas: about $3 billion in contracted revenue.","bubble_en":"Fluidstack leases $3 billion from Cipher","note_en":"10 years; ~$7 billion with extensions","slug":"fluidstack-cipher-mining-fluidstack-leases-barber-lake-from-cipher"},{"date":"2025-09-25","from":"Google","to":"Cipher Mining","type":"investment","amount_bn":1.4,"amount_note":"garanzia sul canone + warrant 5,4%","title_it":"Google garantisce Fluidstack e entra in Cipher","detail_it":"Google fa da garante per 1,4 mld $ dei canoni di Fluidstack verso Cipher (poi saliti a 1,73 mld) e riceve warrant per circa il 5,4% di Cipher.","bubble_it":"Google garantisce 1,4 mld e entra in Cipher","status":"announced","sources":[{"name":"Fortune","url":"https://fortune.com/crypto/2025/09/25/google-fluidstack-cipher-mining-bitcoin-miner-ai-data-centers/"},{"name":"Decrypt","url":"https://decrypt.co/341339/google-dives-deeper-bitcoin-mining-backstopping-ai-hosting"}],"pre_window":false,"id":"11aeb03edf","title_en":"Google backstops Fluidstack and takes stake in Cipher","detail_en":"Google guarantees $1.4 billion of Fluidstack's lease payments to Cipher (later raised to $1.73 billion) and receives warrants for about 5.4% of Cipher.","bubble_en":"Google backstops $1.4 billion and enters Cipher","note_en":"lease guarantee + 5.4% warrants","slug":"google-cipher-mining-google-backstops-fluidstack-and-takes-stake-in-ciph"},{"date":"2025-09-25","from":"QIA","to":"Blue Owl","type":"vc","amount_bn":1.0,"amount_note":"~1 mld di equity; piattaforma da 3+ mld","title_it":"Qatar e Blue Owl: piattaforma data center","detail_it":"Il fondo sovrano del Qatar (QIA) crea con Blue Owl una piattaforma di data center per hyperscaler da oltre 3 mld $ di asset iniziali, mettendo circa 1 mld $ di equity.","bubble_it":"Il Qatar mette 1 mld con Blue Owl","status":"announced","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-09-25/ai-boom-blue-owl-and-qatar-s-qia-set-up-3-billion-data-center-venture"},{"name":"PR Newswire","url":"https://tools.prnewswire.com/en-us/live/20823/release/20250925EN81646"}],"pre_window":false,"id":"5e60594562","title_en":"Qatar and Blue Owl: data center platform","detail_en":"Qatar's sovereign wealth fund (QIA) creates with Blue Owl a data center platform for hyperscalers with over $3 billion of initial assets, putting in about $1 billion of equity.","bubble_en":"Qatar puts $1 billion in with Blue Owl","note_en":"~$1 billion of equity; $3+ billion platform","slug":"qia-blue-owl-qatar-and-blue-owl-data-center-platform"},{"date":"2025-09-30","from":"Meta","to":"CoreWeave","type":"services","amount_bn":14.2,"amount_note":"fino al 2031","title_it":"Meta firma 14,2 miliardi con CoreWeave","detail_it":"Contratto di capacità di calcolo AI fino a dicembre 2031, con opzione di espansione.","status":"announced","sources":[{"name":"Zacks","url":"https://www.zacks.com/stock/news/2763669/will-the-142b-meta-deal-give-coreweave-an-edge-over-competitors"}],"pre_window":false,"id":"a4748c0467","title_en":"Meta signs $14.2 billion with CoreWeave","detail_en":"AI compute capacity contract through December 2031, with an expansion option.","note_en":"through 2031","slug":"meta-coreweave-meta-signs-14-2-billion-with-coreweave"},{"date":"2025-09-30","from":"Consorzi VC","to":"Cerebras","type":"vc","amount_bn":1.1,"amount_note":"Series G, valutazione 8,1 mld","title_it":"Cerebras raccoglie 1,1 miliardi","detail_it":"Series G sottoscritta oltre l'offerta, valutazione 8,1 miliardi.","status":"completed","sources":[{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/cerebras-systems-raises-1bn-at-23bn-valuation/"}],"pre_window":false,"id":"b4835b13d7","title_en":"Cerebras raises $1.1 billion","detail_en":"Series G oversubscribed, valuation $8.1 billion.","note_en":"Series G, $8.1 billion valuation","slug":"consorzi-vc-cerebras-cerebras-raises-1-1-billion"},{"date":"2025-09-30","from":"Fidelity","to":"Cerebras","type":"vc","amount_bn":1.1,"amount_note":"Series G @ $8.1B valuation","title_it":"Cerebras raccoglie 1,1 mld $ a 8,1 mld $","detail_it":"Series G da 1,1 mld $ co-guidata da Fidelity e Atreides Management a 8,1 mld $; quotata in borsa nel secondo trimestre 2026.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/01/19/here-are-the-49-us-ai-startups-that-have-raised-100m-or-more-in-2025/"},{"name":"Crunchbase News","url":"https://news.crunchbase.com/venture/global-startup-exits-ipo-ma-soar-ai-q2-h1-2026/"}],"pre_window":false,"id":"37d212093b","title_en":"Cerebras raises $1.1 billion at $8.1 billion","detail_en":"$1.1 billion Series G co-led by Fidelity and Atreides Management at $8.1 billion; listed on the stock market in the second quarter of 2026.","note_en":"Series G @ $8.1B valuation","slug":"fidelity-cerebras-cerebras-raises-1-1-billion-at-8-1-billion"},{"date":"2025-10-01","from":"OpenAI","to":"Samsung","type":"hardware","amount_bn":null,"amount_note":"lettera d'intenti, memorie","title_it":"Samsung entra in Stargate (memorie)","detail_it":"Lettera d'intenti per forniture di DRAM/HBM a Stargate: insieme a SK Hynix fino a 900.000 wafer DRAM al mese.","status":"announced","sources":[{"name":"OpenAI","url":"https://openai.com/index/samsung-and-sk-join-stargate/"}],"pre_window":false,"id":"b6c7fb12c7","title_en":"Samsung joins Stargate (memory)","detail_en":"Letter of intent for DRAM/HBM supplies to Stargate: together with SK Hynix up to 900,000 DRAM wafers a month.","note_en":"letter of intent, memory","slug":"openai-samsung-samsung-joins-stargate-memory"},{"date":"2025-10-01","from":"OpenAI","to":"SK Hynix","type":"hardware","amount_bn":null,"amount_note":"lettera d'intenti, memorie","title_it":"SK Hynix entra in Stargate (memorie)","detail_it":"Lettera d'intenti per forniture di memoria HBM/DRAM a Stargate; obiettivo congiunto con Samsung fino a 900.000 wafer al mese.","status":"announced","sources":[{"name":"OpenAI","url":"https://openai.com/index/samsung-and-sk-join-stargate/"}],"pre_window":false,"id":"980b94742e","title_en":"SK Hynix joins Stargate (memory)","detail_en":"Letter of intent for HBM/DRAM memory supplies to Stargate; joint target with Samsung of up to 900,000 wafers a month.","note_en":"letter of intent, memory","slug":"openai-sk-hynix-sk-hynix-joins-stargate-memory"},{"date":"2025-10-02","from":"Thrive Capital","to":"OpenAI","type":"vc","amount_bn":6.6,"amount_note":"secondaria, a dipendenti","title_it":"Vendita secondaria da 6,6 mld $ a 500 mld $","detail_it":"Oltre 600 dipendenti ed ex dipendenti vendono 6,6 mld $ di azioni a investitori (Thrive, SoftBank, Dragoneer, MGX, T. Rowe Price) a una valutazione di 500 mld $; il denaro va ai dipendenti, non alla società.","status":"completed","sources":[{"name":"The Decoder (WSJ)","url":"https://the-decoder.com/openais-internal-share-sale-minted-roughly-75-multimillionaires-who-each-cashed-out-the-30-million-cap/?cmpscreencustom=1"},{"name":"Wikipedia (OpenAI)","url":"https://en.wikipedia.org/wiki/OpenAI"}],"pre_window":false,"id":"9fb10b4f8c","title_en":"$6.6 billion secondary sale at $500 billion","detail_en":"More than 600 current and former employees sell $6.6 billion of shares to investors (Thrive, SoftBank, Dragoneer, MGX, T. Rowe Price) at a $500 billion valuation; the money goes to the employees, not the company.","note_en":"secondary, to employees","slug":"thrive-capital-openai-6-6-billion-secondary-sale-at-500-billion"},{"date":"2025-10-06","from":"OpenAI","to":"AMD","type":"hardware","amount_bn":null,"amount_note":"6 GW, primo GW MI450 nel 2H 2026","title_it":"OpenAI-AMD: 6 GW di GPU Instinct","detail_it":"Accordo pluriennale per 6 GW di GPU AMD Instinct, a partire da 1 GW di MI450 nella seconda metà del 2026. Valore non comunicato (decine di miliardi secondo AMD).","status":"announced","sources":[{"name":"AMD","url":"https://newsroom.amd.com/news/amd-and-openai-announce-strategic-partnership-to-d/"},{"name":"OpenAI","url":"https://openai.com/index/openai-amd-strategic-partnership"}],"pre_window":false,"id":"124f340d79","title_en":"OpenAI-AMD: 6 GW of Instinct GPUs","detail_en":"Multi-year deal for 6 GW of AMD Instinct GPUs, starting with 1 GW of MI450 in the second half of 2026. Value not disclosed (tens of billions according to AMD).","note_en":"6 GW, first GW of MI450 in 2H 2026","slug":"openai-amd-openai-amd-6-gw-of-instinct-gpus"},{"date":"2025-10-06","from":"AMD","to":"OpenAI","type":"investment","amount_bn":null,"amount_note":"warrant fino a 160 mln azioni (~10%) a 0,01 $","title_it":"AMD dà a OpenAI warrant fino al 10%","detail_it":"Warrant su fino a 160 milioni di azioni AMD a 0,01 $, che maturano a tranche legate ai GW installati e a soglie di prezzo (l'ultima a 600 $); esercitabile fino al 05/10/2030.","status":"announced","sources":[{"name":"AMD","url":"https://newsroom.amd.com/news/amd-and-openai-announce-strategic-partnership-to-d/"},{"name":"OpenAI","url":"https://openai.com/index/openai-amd-strategic-partnership"}],"pre_window":false,"id":"ab1a1d914c","title_en":"AMD gives OpenAI warrants for up to 10%","detail_en":"Warrants for up to 160 million AMD shares at $0.01, vesting in tranches tied to installed GW and price thresholds (the last at $600); exercisable until 05/10/2030.","note_en":"warrants for up to 160 million shares (~10%) at $0.01","slug":"amd-openai-amd-gives-openai-warrants-for-up-to-10"},{"date":"2025-10-08","from":"SoftBank","to":"ABB Robotics","type":"acquisition","amount_bn":5.375,"amount_note":"chiusura prevista metà-fine 2026","title_it":"SoftBank compra la robotica di ABB","detail_it":"SoftBank rileva al 100% la divisione robotica di ABB (2,3 miliardi di ricavi), soggetta ad approvazioni in UE, Cina e USA.","status":"announced","sources":[{"name":"TechRepublic","url":"https://www.techrepublic.com/article/news-softbank-acquires-abb-robotics/"},{"name":"IndustryWeek","url":"https://industryweek.com/leadership/companies-executives/news/55322050/softbank-to-buy-abb-robotics-for-537-billion"}],"pre_window":false,"id":"b696832d4f","title_en":"SoftBank buys ABB's robotics","detail_en":"SoftBank acquires 100% of ABB's robotics division ($2.3 billion in revenue), subject to approvals in the EU, China and the US.","note_en":"closing expected mid-to-late 2026","slug":"softbank-abb-robotics-softbank-buys-abb-s-robotics"},{"date":"2025-10-08","from":"xAI","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"veicolo da ~20 mld $ (7,5 equity + 12,5 debito)","title_it":"xAI: veicolo da 20 miliardi per comprare chip Nvidia","detail_it":"Bloomberg: un veicolo dedicato compra GPU Nvidia per Colossus 2 e le affitta a xAI per 5 anni; Nvidia mette fino a 2 mld $ nella parte equity.","bubble_it":"Debito per comprare GPU Nvidia","status":"reported","sources":[{"name":"Bloomberg (via Bloomberg Law)","url":"https://news.bloomberglaw.com/private-equity/musks-xai-nears-20-billion-capital-raise-tied-to-nvidia-chips"},{"name":"Tom's Hardware","url":"https://www.tomshardware.com/pc-components/gpus/nvidia-backs-20-billion-xai-chip-deal"}],"pre_window":false,"id":"91534d1b16","title_en":"xAI: $20 billion vehicle to buy Nvidia chips","detail_en":"Bloomberg: a dedicated vehicle buys Nvidia GPUs for Colossus 2 and leases them to xAI for 5 years; Nvidia puts up to $2 billion into the equity portion.","bubble_en":"Debt to buy Nvidia GPUs","note_en":"~$20 billion vehicle ($7.5 billion equity + $12.5 billion debt)","slug":"xai-nvidia-xai-20-billion-vehicle-to-buy-nvidia-chips"},{"date":"2025-10-08","from":"Apollo","to":"xAI","type":"vc","amount_bn":12.5,"amount_note":"debito totale dell'SPV (Apollo e Diameter arranger)","title_it":"Debito GPU per Colossus 2","detail_it":"Apollo e Diameter Capital organizzano 12,5 mld $ di debito per un veicolo che compra GPU Nvidia e le affitta a xAI per 5 anni (Colossus 2, Memphis). Il debito è garantito dalle GPU.","bubble_it":"Apollo presta 12,5 mld per GPU xAI","status":"reported","sources":[{"name":"Business Standard","url":"https://www.business-standard.com/world-news/nvidia-elon-musk-xai-artificial-intelligence-startup-funding-125100800157_1.html"},{"name":"Dataconomy","url":"https://dataconomy.com/2025/10/08/elon-musks-xai-reportedly-raising-20-billion-in-deal-tied-to-nvidia-chips"}],"pre_window":false,"id":"b6c6569d3f","title_en":"GPU debt for Colossus 2","detail_en":"Apollo and Diameter Capital arrange $12.5 billion of debt for a vehicle that buys Nvidia GPUs and leases them to xAI for 5 years (Colossus 2, Memphis). The debt is secured by the GPUs.","bubble_en":"Apollo lends $12.5 billion for xAI GPUs","note_en":"SPV total debt (Apollo and Diameter arrangers)","slug":"apollo-xai-gpu-debt-for-colossus-2"},{"date":"2025-10-08","from":"Nvidia","to":"xAI","type":"investment","amount_bn":2.0,"amount_note":"fino a 2 mld di equity nell'SPV","title_it":"Nvidia nell'SPV di Colossus 2","detail_it":"Nvidia mette fino a 2 mld $ di equity nel veicolo da 20 mld $ che compra le sue GPU e le noleggia a xAI: i soldi tornano a Nvidia come vendite di chip.","bubble_it":"Nvidia finanzia l'acquisto delle sue GPU","status":"reported","sources":[{"name":"ConvergeDigest","url":"https://convergedigest.com/nvidia-reportedly-invests-up-to-2b-in-xai-to-power-colossus-2/"},{"name":"Tom's Hardware","url":"https://www.tomshardware.com/pc-components/gpus/nvidia-backs-20-billion-xai-chip-deal"},{"name":"Free Malaysia Today (Bloomberg)","url":"https://www.freemalaysiatoday.com/category/business/2025/10/08/nvidia-to-invest-in-musks-xai-as-part-of-us20bil-funding"}],"pre_window":false,"id":"86a265a228","title_en":"Nvidia in Colossus 2 SPV","detail_en":"Nvidia puts up to $2 billion of equity into the $20 billion vehicle that buys its GPUs and leases them to xAI: the money flows back to Nvidia as chip sales.","bubble_en":"Nvidia funds purchase of its own GPUs","note_en":"up to $2 billion of equity in the SPV","slug":"nvidia-xai-nvidia-in-colossus-2-spv"},{"date":"2025-10-08","from":"Valor Equity Partners","to":"xAI","type":"vc","amount_bn":7.5,"amount_note":"guida 7,5 mld di equity dell'SPV (incl. Nvidia)","title_it":"Valor guida l'equity di Colossus 2","detail_it":"Valor Equity Partners guida la parte equity (circa 7,5 mld $ in totale) del veicolo da 20 mld $ che noleggia GPU Nvidia a xAI.","bubble_it":"Valor guida 7,5 mld di equity","status":"reported","sources":[{"name":"Dataconomy","url":"https://dataconomy.com/2025/10/08/elon-musks-xai-reportedly-raising-20-billion-in-deal-tied-to-nvidia-chips"},{"name":"TechInformed","url":"https://techinformed.com/musks-xai-nears-20bn-raise-with-nvidia-to-fund-colossus-2-gpus/"}],"pre_window":false,"id":"e235a304c8","title_en":"Valor leads Colossus 2 equity","detail_en":"Valor Equity Partners leads the equity portion (about $7.5 billion in total) of the $20 billion vehicle that leases Nvidia GPUs to xAI.","bubble_en":"Valor leads $7.5B equity","note_en":"leads $7.5B of SPV equity (incl. Nvidia)","slug":"valor-equity-partners-xai-valor-leads-colossus-2-equity"},{"date":"2025-10-08","from":"Banche e mercato","to":"xAI","type":"vc","amount_bn":12.5,"amount_note":"fino a 12,5 mld $ di debito (Apollo, Diameter)","title_it":"Debito da 12,5 mld $ per le GPU di xAI","detail_it":"Fino a 12,5 miliardi di debito, con Apollo e Diameter, finanziano il veicolo che acquista GPU Nvidia e le noleggia a xAI per cinque anni.","bubble_it":"Debito garantito da GPU","status":"reported","sources":[{"name":"TechInformed","url":"https://techinformed.com/musks-xai-nears-20bn-raise-with-nvidia-to-fund-colossus-2-gpus/"}],"pre_window":false,"id":"10d2b059bf","title_en":"$12.5 billion debt for xAI GPUs","detail_en":"Up to $12.5 billion of debt, with Apollo and Diameter, funds the vehicle that buys Nvidia GPUs and leases them to xAI for five years.","bubble_en":"GPU-backed debt","note_en":"up to $12.5 billion of debt (Apollo, Diameter)","slug":"banche-e-mercato-xai-12-5-billion-debt-for-xai-gpus"},{"date":"2025-10-08","from":"Google","to":"Belgium","type":"investment","amount_bn":5.8,"amount_note":"5 mld € (~5,8 mld $) nel 2026-2027","title_it":"Google: 5 miliardi di euro in Belgio","detail_it":"Google investirà 5 mld € nel 2026-2027 per espandere il campus di data center di Saint-Ghislain, con nuovi contratti di energia eolica e 300 posti di lavoro.","bubble_it":"Google raddoppia in Belgio","title_en":"Google's €5B Belgian AI build","detail_en":"Google will invest €5B in 2026-2027 to expand its Saint-Ghislain data centre campus, with new wind power deals and 300 jobs.","bubble_en":"Google doubles down on Belgium","note_en":"€5B (~$5.8B) over 2026-2027","status":"announced","sources":[{"name":"Google","url":"https://www.googlecloudpresscorner.com/2025-10-07-Google-Announces-New-EUR5-Billion-AI-Infrastructure-Investment-in-Belgium-through-2027"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/google-to-invest-5bn-in-ai-infrastructure-in-belgium/"}],"pre_window":false,"id":"90fd14aeda","slug":"google-belgium-google-s-5b-belgian-ai-build"},{"date":"2025-10-10","from":"Sur Energy","to":"Stargate","type":"investment","amount_bn":25.0,"amount_note":"fino a, 500 MW, lettera d'intenti","title_it":"Stargate Argentina con Sur Energy","detail_it":"Lettera d'intenti per un data center in Patagonia fino a 25 mld $ e 500 MW. A maggio 2026 nessun progresso oltre la lettera.","status":"announced","sources":[{"name":"Wikipedia (Stargate LLC)","url":"https://en.wikipedia.org/wiki/Stargate_LLC"}],"pre_window":false,"id":"99c48bacd8","title_en":"Stargate Argentina with Sur Energy","detail_en":"Letter of intent for a data center in Patagonia of up to $25 billion and 500 MW. As of May 2026, no progress beyond the letter.","note_en":"up to, 500 MW, letter of intent","slug":"sur-energy-stargate-stargate-argentina-with-sur-energy"},{"date":"2025-10-10","from":"Banche e mercato","to":"SoftBank","type":"investment","amount_bn":5.0,"amount_note":"+5 mld $ al prestito su margine garantito da Arm (totale 18,5 mld $)","title_it":"SoftBank impegna Arm per 5 miliardi in più","detail_it":"SoftBank cerca altri 5 mld $ di prestito su margine con le azioni Arm a garanzia per finanziare OpenAI; la linea poi sale a 20 mld $ (8,5 utilizzati a novembre 2025).","bubble_it":"Arm in pegno per OpenAI","title_en":"SoftBank adds $5bn Arm-backed margin loan","detail_en":"SoftBank sought $5bn more in margin loans backed by Arm shares to fund OpenAI; the facility later reached $20bn ($8.5bn drawn by Nov 2025).","bubble_en":"Arm pledged to fund OpenAI","note_en":"+$5bn on Arm-backed margin loan (total $18.5bn)","status":"reported","sources":[{"name":"Tom's Hardware","url":"https://www.tomshardware.com/tech-industry/artificial-intelligence/softbank-is-seeking-usd5-billion-loan-to-invest-in-openai-plans-to-use-arm-shares-as-collateral-rapid-ai-expansion-continues-investment-could-top-usd30-billion"}],"pre_window":false,"id":"777cb964fd","slug":"banche-e-mercato-softbank-softbank-adds-5bn-arm-backed-margin-loan"},{"date":"2025-10-13","from":"OpenAI","to":"Broadcom","type":"hardware","amount_bn":null,"amount_note":"10 GW entro fine 2029","title_it":"OpenAI-Broadcom: 10 GW di chip custom","detail_it":"Co-sviluppo e installazione di 10 GW di acceleratori progettati da OpenAI con rack e networking Ethernet Broadcom, dal 2H 2026 a fine 2029. Il primo chip, 'Jalapeño' per l'inferenza, è stato presentato a giugno 2026.","status":"announced","sources":[{"name":"OpenAI","url":"https://openai.com/index/openai-and-broadcom-announce-strategic-collaboration/"},{"name":"Tom's Hardware","url":"https://www.tomshardware.com/openai-broadcom-to-co-develop-10gw-of-custom-ai-chips"},{"name":"OpenAI","url":"https://openai.com/index/openai-broadcom-jalapeno-inference-chip/"}],"pre_window":false,"id":"93df1f2914","title_en":"OpenAI-Broadcom: 10 GW of custom chips","detail_en":"Co-development and deployment of 10 GW of OpenAI-designed accelerators with Broadcom Ethernet racks and networking, from 2H 2026 to end-2029. The first chip, 'Jalapeño' for inference, was unveiled in June 2026.","note_en":"10 GW by end-2029","slug":"openai-broadcom-openai-broadcom-10-gw-of-custom-chips"},{"date":"2025-10-13","from":"Brookfield","to":"Bloom Energy","type":"investment","amount_bn":5.0,"amount_note":"fino a 5 mld","title_it":"Brookfield: 5 mld in celle Bloom","detail_it":"Brookfield investe fino a 5 mld $ per installare celle a combustibile Bloom Energy nelle sue fabbriche IA, energia prodotta sul posto senza rete elettrica.","bubble_it":"Brookfield investe 5 mld in Bloom","status":"announced","sources":[{"name":"Business Wire","url":"https://www.businesswire.com/news/home/20251013114760/en/Brookfield-and-Bloom-Energy-Announce-%245-Billion-Strategic-AI-Infrastructure-Partnership"},{"name":"Bloom Energy","url":"https://www.bloomenergy.com/news/brookfield-and-bloom-energy-announce-5-billion-strategic-ai-infrastructure-partnership/"}],"pre_window":false,"id":"240388ed3f","title_en":"Brookfield: $5 billion in Bloom fuel cells","detail_en":"Brookfield invests up to $5 billion to install Bloom Energy fuel cells at its AI factories, with power generated on site without the grid.","bubble_en":"Brookfield invests $5 billion in Bloom","note_en":"up to $5 billion","slug":"brookfield-bloom-energy-brookfield-5-billion-in-bloom-fuel-cells"},{"date":"2025-10-14","from":"Oracle","to":"AMD","type":"hardware","amount_bn":null,"amount_note":"50.000 GPU MI450, valore non reso noto","title_it":"Oracle ordina 50.000 GPU AMD MI450","detail_it":"Oracle sarà il primo hyperscaler a offrire un supercluster pubblico con 50.000 GPU MI450 (rack Helios) dal 3° trimestre 2026, con espansione dal 2027.","status":"announced","sources":[{"name":"Oracle","url":"https://oracle.com/news/announcement/ai-world-oracle-and-amd-expand-partnership-to-help-customers-achieve-next-generation-ai-scale-2025-10-14"},{"name":"AMD","url":"https://www.amd.com/en/newsroom/press-releases/oracle-and-amd-expand-partnership-to-help-customers-ach.html"}],"pre_window":false,"id":"8abb325375","title_en":"Oracle orders 50,000 AMD MI450 GPUs","detail_en":"Oracle will be the first hyperscaler to offer a public supercluster of 50,000 MI450 GPUs (Helios racks) from Q3 2026, with expansion from 2027.","note_en":"50,000 MI450 GPUs, value undisclosed","slug":"oracle-amd-oracle-orders-50-000-amd-mi450-gpus"},{"date":"2025-10-14","from":"Google","to":"AdaniConneX","type":"services","amount_bn":15.0,"amount_note":"15 mld $ nel 2026-2030: investimento complessivo di Google nell'hub","title_it":"Google: hub AI da 15 miliardi a Visakhapatnam","detail_it":"Google investirà 15 mld $ nel 2026-2030 in un hub AI da circa 1 GW a Visakhapatnam: AdaniConneX costruisce i data center, Airtel la rete e un nuovo approdo di cavi sottomarini.","bubble_it":"Google punta 15 mld su Vizag","title_en":"Google's $15B Visakhapatnam AI hub","detail_en":"Google will invest $15B over 2026-2030 in a ~1 GW AI hub in Visakhapatnam; AdaniConneX builds the data centres and Airtel the network and subsea landing.","bubble_en":"Google's $15B Vizag bet","note_en":"$15B over 2026-2030: Google's total hub investment","status":"announced","sources":[{"name":"Infrastructure Today","url":"https://infrastructuretoday.co.in/airtel-google-and-adaniconnex-to-build-indias-first-15-billion-ai-and-data-hub-in-visakhapatnam/"},{"name":"YourStory","url":"https://yourstory.com/2026/04/google-breaks-ground-on-ai-hub-in-visakhapatnam"},{"name":"MEA Tech Watch","url":"https://meatechwatch.com/2025/10/17/google-to-invest-15-billion-in-ai-data-centre-hub-in-visakhapatnam-anchoring-indias-digital-future/"}],"pre_window":false,"id":"d1be004dbb","slug":"google-adaniconnex-google-s-15b-visakhapatnam-ai-hub"},{"date":"2025-10-14","from":"Google","to":"Bharti Airtel","type":"services","amount_bn":null,"amount_note":"quota della rete non divulgata (dentro i 15 mld $)","title_it":"Airtel porta la rete all'hub Google","detail_it":"Bharti Airtel (con Nxtra) fornisce la rete in fibra e l'infrastruttura di connettività per l'hub AI di Google a Visakhapatnam.","bubble_it":"Airtel collega l'hub di Google","title_en":"Airtel wires Google's Vizag hub","detail_en":"Bharti Airtel (with Nxtra) supplies fibre and connectivity infrastructure for Google's Visakhapatnam AI hub.","bubble_en":"Airtel connects Google's hub","note_en":"Network share undisclosed (within the $15B)","status":"announced","sources":[{"name":"Free Press Journal","url":"https://www.freepressjournal.in/amp/tech/google-partners-with-adani-group-airtel-for-indias-largest-ai-data-center-in-visakhapatnam"}],"pre_window":false,"id":"548325b92f","slug":"google-bharti-airtel-airtel-wires-google-s-vizag-hub"},{"date":"2025-10-15","from":"Microsoft","to":"Nscale","type":"services","amount_bn":43.8,"amount_note":"fino a 43,8 mld (set 2025-apr 2026, dall'S-1)","title_it":"Microsoft impegna fino a 43,8 miliardi con Nscale","detail_it":"Ordini firmati tra settembre 2025 e aprile 2026 fino al 2033 (Texas, Portogallo, Regno Unito, Norvegia); all'inizio ~200mila GB300 per ~23 mld.","status":"announced","sources":[{"name":"SEC (Nscale S-1)","url":"https://www.sec.gov/Archives/edgar/data/0002110365/000119312526395475/ck0002110365-20260918.htm"},{"name":"Reuters","url":"https://www.reuters.com/world/europe/uks-nscale-signs-deal-with-microsoft-supply-200000-nvidia-ai-chips-2025-10-15/"}],"pre_window":false,"id":"cde50a2206","title_en":"Microsoft commits up to $43.8 billion with Nscale","detail_en":"Orders signed between September 2025 and April 2026 running to 2033 (Texas, Portugal, UK, Norway); initially ~200,000 GB300s for ~$23 billion.","note_en":"up to $43.8 billion (Sept 2025-Apr 2026, per S-1)","slug":"microsoft-nscale-microsoft-commits-up-to-43-8-billion-with-nscale"},{"date":"2025-10-15","from":"BlackRock/GIP","to":"Aligned Data Centers","type":"acquisition","amount_bn":40.0,"amount_note":"consorzio AIP+MGX+GIP; +5 mld di capitale","title_it":"AIP, MGX e GIP comprano Aligned per 40 miliardi","detail_it":"Primo investimento dell'AI Infrastructure Partnership (BlackRock, GIP, MGX, Microsoft, Nvidia): 100% di Aligned da Macquarie, chiuso il 21/07/2026.","status":"completed","sources":[{"name":"Aligned","url":"https://aligneddc.com/press-release/aip-mgx-and-blackrocks-gip-close-acquisition-of-aligned-data-centers/"},{"name":"WAM","url":"https://www.wam.ae/en/article/c1c097j-aip-mgx-blackrocks-gip-close-40-billion"}],"pre_window":false,"id":"e150a060d1","title_en":"AIP, MGX and GIP buy Aligned for $40 billion","detail_en":"First investment by the AI Infrastructure Partnership (BlackRock, GIP, MGX, Microsoft, Nvidia): 100% of Aligned from Macquarie, closed on 21/07/2026.","note_en":"AIP+MGX+GIP consortium; +$5 billion of capital","slug":"blackrock-gip-aligned-data-centers-aip-mgx-and-gip-buy-aligned-for-40-bi"},{"date":"2025-10-16","from":"PIMCO","to":"Meta","type":"vc","amount_bn":18.0,"amount_note":"quota stimata dei 27,3 mld di bond","title_it":"PIMCO compra i bond di Hyperion","detail_it":"PIMCO è l'investitore principale (circa 18 mld $) dei 27,3 mld $ di obbligazioni al 6,581% emesse da Beignet Investor, il veicolo fuori bilancio del data center Hyperion di Meta in Louisiana.","bubble_it":"PIMCO presta 18 mld a Hyperion","status":"completed","sources":[{"name":"IFR","url":"https://www.ifre.com/ifr-awards/2327933/financing-package-blue-owl-capitalbeignet-investors-us27.3bn-23.6-year-bond"},{"name":"FourWeekMBA","url":"https://fourweekmba.com/ai-hyperions-27-3b-bond-pays-6-581-above-every-meta-note/"}],"pre_window":false,"id":"01127b787c","title_en":"PIMCO buys Hyperion bonds","detail_en":"PIMCO is the lead investor (about $18 billion) in the $27.3 billion of 6.581% bonds issued by Beignet Investor, the off-balance-sheet vehicle for Meta's Hyperion data center in Louisiana.","bubble_en":"PIMCO lends $18 billion to Hyperion","note_en":"estimated share of the $27.3 billion of bonds","slug":"pimco-meta-pimco-buys-hyperion-bonds"},{"date":"2025-10-16","from":"BlackRock/GIP","to":"Meta","type":"vc","amount_bn":3.0,"amount_note":"oltre 3 mld (riportato)","title_it":"BlackRock nei bond di Hyperion","detail_it":"Fondi gestiti da BlackRock comprano oltre 3 mld $ dei bond Beignet Investor che finanziano Hyperion, il campus IA di Meta in Louisiana.","bubble_it":"BlackRock compra 3 mld di bond Hyperion","status":"reported","sources":[{"name":"IFR","url":"https://www.ifre.com/ifr-awards/2327933/financing-package-blue-owl-capitalbeignet-investors-us27.3bn-23.6-year-bond"}],"pre_window":false,"id":"3f23ff190c","title_en":"BlackRock in Hyperion bonds","detail_en":"BlackRock-managed funds buy over $3 billion of the Beignet Investor bonds financing Hyperion, Meta's AI campus in Louisiana.","bubble_en":"BlackRock buys $3 billion of Hyperion bonds","note_en":"over $3 billion (reported)","slug":"blackrock-gip-meta-blackrock-in-hyperion-bonds"},{"date":"2025-10-21","from":"Blue Owl","to":"Meta","type":"investment","amount_bn":27.0,"amount_note":"JV Hyperion: Blue Owl 80%, Meta 20%","title_it":"Hyperion: 27 miliardi con Blue Owl fuori bilancio","detail_it":"Joint venture per il campus Hyperion in Louisiana: Blue Owl 80%, Meta 20%. Debito venduto a Pimco e altri (rating A+, rendimento 6,58%); Meta riceve ~3 mld.","status":"completed","sources":[{"name":"StreetInsider","url":"https://www.streetinsider.com/Basic+Content/META+forms+%2427+billion+data+center+joint+venture+with+Blue+Owl+Capital/25482648.html"}],"pre_window":false,"id":"3bc542c9d9","title_en":"Hyperion: $27 billion off balance sheet with Blue Owl","detail_en":"Joint venture for the Hyperion campus in Louisiana: Blue Owl 80%, Meta 20%. Debt sold to Pimco and others (A+ rating, 6.58% yield); Meta receives ~$3 billion.","note_en":"Hyperion JV: Blue Owl 80%, Meta 20%","slug":"blue-owl-meta-hyperion-27-billion-off-balance-sheet-with-blue-owl"},{"date":"2025-10-22","from":"Banche e mercato","to":"TeraWulf","type":"vc","amount_bn":3.2,"amount_note":"bond senior secured 7,75% al 2030","title_it":"TeraWulf colloca 3,2 mld di bond","detail_it":"TeraWulf chiude 3,2 mld $ di obbligazioni garantite al 7,75% per costruire i data center affittati a Fluidstack con garanzia Google.","bubble_it":"TeraWulf raccoglie 3,2 mld di debito","status":"completed","sources":[{"name":"SEC 10-Q TeraWulf","url":"https://www.sec.gov/Archives/edgar/data/1083301/000108330125000099/wulf-20250930.htm"}],"pre_window":false,"id":"ed53b5c527","title_en":"TeraWulf places $3.2 billion of bonds","detail_en":"TeraWulf closes $3.2 billion of 7.75% secured notes to build the data centers leased to Fluidstack with a Google backstop.","bubble_en":"TeraWulf raises $3.2 billion of debt","note_en":"7.75% senior secured bonds due 2030","slug":"banche-e-mercato-terawulf-terawulf-places-3-2-billion-of-bonds"},{"date":"2025-10-22","from":"Oracle","to":"Vantage Data Centers","type":"services","amount_bn":null,"amount_note":"campus da oltre 15 mld; valore affitto non divulgato","title_it":"Stargate Lighthouse in Wisconsin","detail_it":"OpenAI, Oracle e Vantage annunciano Lighthouse a Port Washington (Wisconsin), un campus da circa 900 MW e oltre 15 mld $ che Vantage costruisce per Oracle.","bubble_it":"Oracle affitta Lighthouse da Vantage","status":"announced","sources":[{"name":"SiliconANGLE","url":"https://siliconangle.com/2025/10/23/openai-oracle-vantage-build-15b-data-center-campus-wisconsin"},{"name":"Data Center Frontier","url":"https://www.datacenterfrontier.com/hyperscale/article/55326357/vantage-data-centers-pours-15b-into-wisconsin-ai-campus-as-it-builds-global-giga-scale-footprint"}],"pre_window":false,"id":"d5750c514d","title_en":"Stargate Lighthouse in Wisconsin","detail_en":"OpenAI, Oracle and Vantage announce Lighthouse in Port Washington (Wisconsin), a campus of about 900 MW and over $15 billion that Vantage is building for Oracle.","bubble_en":"Oracle leases Lighthouse from Vantage","note_en":"campus of over $15 billion; lease value undisclosed","slug":"oracle-vantage-data-centers-stargate-lighthouse-in-wisconsin"},{"date":"2025-10-23","from":"Anthropic","to":"Google","type":"services","amount_bn":null,"amount_note":"\"decine di miliardi\", fino a 1 mln di TPU","title_it":"Anthropic compra fino a un milione di TPU Google","detail_it":"Espansione su Google Cloud con fino a 1 milione di TPU e oltre 1 GW di capacità nel 2026; valore indicato in decine di miliardi.","status":"announced","sources":[{"name":"Anthropic","url":"https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services"}],"pre_window":false,"id":"0c4003c155","title_en":"Anthropic buys up to a million Google TPUs","detail_en":"Expansion on Google Cloud with up to 1 million TPUs and over 1 GW of capacity in 2026; value put at tens of billions.","note_en":"\"tens of billions\", up to 1 million TPUs","slug":"anthropic-google-anthropic-buys-up-to-a-million-google-tpus"},{"date":"2025-10-24","from":"Banche e mercato","to":"Vantage Data Centers","type":"vc","amount_bn":38.0,"amount_note":"debito: 23,25 Texas + 14,75 Wisconsin","title_it":"Prestito record da 38 miliardi per i data center di Oracle","detail_it":"JPMorgan e MUFG guidano il prestito per due campus Vantage (Texas e Wisconsin) che Oracle usa per Stargate.","status":"completed","sources":[{"name":"Bloomberg via Tiger","url":"https://www.itiger.com/news/1137212418"},{"name":"DCD","url":"https://datacenterdynamics.com/en/news/oracle-set-to-receive-38bn-debt-package-for-data-center-projects-report"}],"pre_window":false,"id":"8bfc504986","title_en":"Record $38 billion loan for Oracle data centers","detail_en":"JPMorgan and MUFG lead the loan for two Vantage campuses (Texas and Wisconsin) that Oracle uses for Stargate.","note_en":"debt: $23.25 billion Texas + $14.75 billion Wisconsin","slug":"banche-e-mercato-vantage-data-centers-record-38-billion-loan-for-oracle"},{"date":"2025-10-27","from":"Sanmina","to":"ZT Systems","type":"acquisition","amount_bn":3.0,"amount_note":"fino a 3 mld incl. 0,45 condizionati","title_it":"Sanmina compra da AMD la manifattura di ZT Systems","detail_it":"AMD tiene il design dei sistemi IA e vende a Sanmina le fabbriche di ZT Systems; Sanmina resta partner produttivo di AMD.","status":"completed","sources":[{"name":"Converge Digest","url":"https://convergedigest.com/amd-finalizes-sale-of-zt-systems-manufacturing-operations-to-sanmina/"},{"name":"Yahoo Finance","url":"https://finance.yahoo.com/news/sanmina-buy-zt-systems-manufacturing-114450090.html"}],"pre_window":false,"id":"562605f1e7","title_en":"Sanmina buys AMD's ZT Systems manufacturing","detail_en":"AMD keeps the AI systems design and sells the ZT Systems factories to Sanmina; Sanmina remains AMD's manufacturing partner.","note_en":"up to $3 billion incl. $0.45 billion contingent","slug":"sanmina-zt-systems-sanmina-buys-amd-s-zt-systems-manufacturing"},{"date":"2025-10-27","from":"US Government","to":"AMD","type":"hardware","amount_bn":1.0,"amount_note":"Lux + Discovery, fondi pubblici e privati","title_it":"Il Dipartimento dell'Energia USA sceglie AMD per due supercomputer","detail_it":"Lux (2026) e Discovery (2028) a Oak Ridge con chip AMD, insieme a HPE e Oracle: investimento combinato di circa 1 miliardo.","status":"announced","sources":[{"name":"Nasdaq","url":"https://www.nasdaq.com/articles/amd-us-energy-department-partner-1-bln-ai-supercomputer-project-oak-ridge"},{"name":"ORNL","url":"https://www.ornl.gov/news/ornl-amd-and-hpe-deliver-does-newest-ai-supercomputers-discovery-and-lux"}],"pre_window":false,"id":"cf88d60d8c","title_en":"US Department of Energy picks AMD for two supercomputers","detail_en":"Lux (2026) and Discovery (2028) at Oak Ridge with AMD chips, together with HPE and Oracle: combined investment of about $1 billion.","note_en":"Lux + Discovery, public and private funds","slug":"us-government-amd-us-department-of-energy-picks-amd-for-two-supercompute"},{"date":"2025-10-27","from":"Google","to":"NextEra","type":"services","amount_bn":null,"amount_note":"PPA 25 anni, valore non reso noto","title_it":"Google fa riaccendere la centrale nucleare Duane Arnold","detail_it":"Contratto di 25 anni con NextEra per riavviare la centrale in Iowa (circa 615 MW) entro inizio 2029.","status":"announced","sources":[{"name":"World Nuclear News","url":"https://world-nuclear-news.org/articles/duane-arnold-restart-underpins-nextera-energy-and-google-collaboration"},{"name":"E&E News","url":"https://www.eenews.net/articles/google-nextera-strike-deal-to-restart-iowa-nuclear-plant/"}],"pre_window":false,"id":"ab54d96ba3","title_en":"Google to restart Duane Arnold nuclear plant","detail_en":"25-year contract with NextEra to restart the Iowa plant (about 615 MW) by early 2029.","note_en":"25-year PPA, value undisclosed","slug":"google-nextera-google-to-restart-duane-arnold-nuclear-plant"},{"date":"2025-10-27","from":"HUMAIN","to":"Qualcomm","type":"hardware","amount_bn":null,"amount_note":"200 MW; Morningstar stima ~2 mld $","title_it":"HUMAIN primo cliente dei chip AI di Qualcomm","detail_it":"HUMAIN installerà dal 2026 200 MW di rack Qualcomm AI200/AI250 per l'inferenza; il titolo Qualcomm sale del 22%.","bubble_it":"Qualcomm entra nei data center","status":"announced","sources":[{"name":"Reuters (via The National)","url":"https://thenational-the-national-prod.cdn.arcpublishing.com/future/technology/2025/10/27/qualcomm-joins-ai-data-centre-race-and-unveils-saudi-arabias-humain-as-first-major-buyer"},{"name":"Morningstar","url":"https://www.morningstar.com/stocks/qualcomm-humain-deal-provides-some-ai-upside"}],"pre_window":false,"id":"f6cb609f60","title_en":"HUMAIN first customer for Qualcomm AI chips","detail_en":"HUMAIN will deploy 200 MW of Qualcomm AI200/AI250 racks for inference from 2026; Qualcomm shares rise 22%.","bubble_en":"Qualcomm enters data centers","note_en":"200 MW; Morningstar estimates ~$2 billion","slug":"humain-qualcomm-humain-first-customer-for-qualcomm-ai-chips"},{"date":"2025-10-27","from":"Foxconn","to":"Nvidia","type":"hardware","amount_bn":1.37,"amount_note":"42 mld di NT$ (≈1,37 mld $)","title_it":"Foxconn: 1,4 miliardi per 10.000 GPU GB300","detail_it":"Il CdA di Hon Hai approva 42 mld di NT$ per un centro di supercalcolo con 10.000 chip Nvidia GB300 (27 MW nella prima fase), operativo nel primo semestre 2026.","bubble_it":"Foxconn compra 10.000 GB300","title_en":"Foxconn spends $1.37bn on Nvidia GB300 cluster","detail_en":"Hon Hai's board approved NT$42bn for a supercomputing center with 10,000 Nvidia GB300 chips (27MW first phase), online in H1 2026.","bubble_en":"Foxconn buys 10,000 GB300s","note_en":"NT$42bn (≈$1.37bn)","status":"announced","sources":[{"name":"Focus Taiwan","url":"https://focustaiwan.tw/business/202510280009"},{"name":"Benzinga","url":"https://benzinga.com/markets/tech/25/10/48454472/nvidia-supplier-foxconn-goes-all-in-on-ai-with-1-37-billion-supercomputing-investment"}],"pre_window":false,"id":"e8814ab7c7","slug":"foxconn-nvidia-foxconn-spends-1-37bn-on-nvidia-gb300-cluster"},{"date":"2025-10-28","from":"Nvidia","to":"Nokia","type":"investment","amount_bn":1.0,"amount_note":"166,39 mln azioni a $6,01 (~2,9%)","title_it":"Nvidia investe $1 mld in Nokia","detail_it":"Quota di circa il 2,9% legata alla partnership AI-RAN per reti 5G/6G basate su piattaforma Nvidia ARC-Pro.","status":"completed","sources":[{"name":"NVIDIA Newsroom","url":"https://nvidianews.nvidia.com/news/nvidia-nokia-ai-telecommunications"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/nvidia-to-invest-1bn-into-nokia/"}],"pre_window":false,"id":"8203360c83","title_en":"Nvidia invests $1 billion in Nokia","detail_en":"Stake of about 2.9% tied to the AI-RAN partnership for 5G/6G networks based on Nvidia's ARC-Pro platform.","note_en":"166.39 million shares at $6.01 (~2.9%)","slug":"nvidia-nokia-nvidia-invests-1-billion-in-nokia"},{"date":"2025-10-28","from":"OpenAI","to":"Microsoft","type":"services","amount_bn":250.0,"amount_note":"impegno incrementale Azure","title_it":"OpenAI si impegna a comprare 250 mld $ di Azure","detail_it":"Nella ricapitalizzazione di ottobre 2025 OpenAI si impegna ad acquistare ulteriori 250 mld $ di servizi Azure; Microsoft perde il diritto di prelazione sul calcolo.","status":"announced","sources":[{"name":"OpenAI","url":"https://openai.com/index/next-phase-of-microsoft-partnership"}],"pre_window":false,"id":"6fcdec632e","title_en":"OpenAI commits to buy $250 billion of Azure","detail_en":"In the October 2025 recapitalization OpenAI commits to purchase an additional $250 billion of Azure services; Microsoft loses its right of first refusal on compute.","note_en":"incremental Azure commitment","slug":"openai-microsoft-openai-commits-to-buy-250-billion-of-azure"},{"date":"2025-10-28","from":"Microsoft","to":"OpenAI","type":"investment","amount_bn":null,"amount_note":"quota ~27% (~135 mld $)","title_it":"Ricapitalizzazione: Microsoft al 27% di OpenAI Group PBC","detail_it":"OpenAI diventa public benefit corporation; Microsoft detiene circa il 27% su base diluita (valore ~135 mld $ allora), con diritti IP su modelli e prodotti fino al 2032.","status":"completed","sources":[{"name":"OpenAI","url":"https://openai.com/index/next-phase-of-microsoft-partnership"}],"pre_window":false,"id":"44a3744784","title_en":"Recapitalization: Microsoft at 27% of OpenAI Group PBC","detail_en":"OpenAI becomes a public benefit corporation; Microsoft holds about 27% on a diluted basis (worth ~$135 billion at the time), with IP rights to models and products through 2032.","note_en":"~27% stake (~$135 billion)","slug":"microsoft-openai-recapitalization-microsoft-at-27-of-openai-group-pbc"},{"date":"2025-10-28","from":"Fluidstack","to":"TeraWulf","type":"services","amount_bn":9.5,"amount_note":"25 anni, JV Abernathy 168 MW","title_it":"JV TeraWulf-Fluidstack ad Abernathy","detail_it":"Joint venture da 168 MW ad Abernathy (Texas) tra TeraWulf (51%) e Fluidstack, con circa 9,5 mld $ di ricavi contrattati in 25 anni.","bubble_it":"Fluidstack, 9,5 mld in Texas","status":"announced","sources":[{"name":"The Block","url":"https://www.theblock.co/post/376561/terawulf-expands-ai-push-9-5-billion-usd-google-backed-fluidstack-joint-venture-stock-jumps"},{"name":"SEC 8-K TeraWulf","url":"https://www.sec.gov/Archives/edgar/data/1083301/000110465925102858/tm2529509d1_8k.htm"}],"pre_window":false,"id":"4069b12364","title_en":"TeraWulf-Fluidstack JV at Abernathy","detail_en":"168 MW joint venture at Abernathy (Texas) between TeraWulf (51%) and Fluidstack, with about $9.5 billion of contracted revenue over 25 years.","bubble_en":"Fluidstack, $9.5 billion in Texas","note_en":"25 years, Abernathy JV 168 MW","slug":"fluidstack-terawulf-terawulf-fluidstack-jv-at-abernathy"},{"date":"2025-10-28","from":"Google","to":"TeraWulf","type":"investment","amount_bn":1.3,"amount_note":"garanzia sul canone, non esborso","title_it":"Google garantisce anche Abernathy","detail_it":"Google garantisce 1,3 mld $ degli obblighi di affitto di Fluidstack nella JV di Abernathy con TeraWulf.","bubble_it":"Google garantisce 1,3 mld ad Abernathy","status":"announced","sources":[{"name":"SEC 8-K TeraWulf","url":"https://www.sec.gov/Archives/edgar/data/1083301/000110465925102858/tm2529509d1_8k.htm"},{"name":"Morningstar","url":"https://www.morningstar.com/news/dow-jones/202510289099/terawulf-stock-soars-with-google-backed-joint-venture"}],"pre_window":false,"id":"1f7c1ff8f1","title_en":"Google backstops Abernathy too","detail_en":"Google guarantees $1.3 billion of Fluidstack's lease obligations in the Abernathy JV with TeraWulf.","bubble_en":"Google backs Abernathy with $1.3 billion","note_en":"guarantee on rent, not a cash outlay","slug":"google-terawulf-google-backstops-abernathy-too"},{"date":"2025-10-29","from":"Anthropic","to":"Amazon","type":"services","amount_bn":null,"amount_note":"Project Rainier, ~500mila chip Trainium2","title_it":"Project Rainier: il supercluster AWS per Claude","detail_it":"AWS attiva Project Rainier, cluster con circa 500mila chip Trainium2 dedicato ad Anthropic, che punta a oltre 1 milione di chip entro fine 2025.","status":"completed","sources":[{"name":"Amazon","url":"https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster"}],"pre_window":false,"id":"41cdab891e","title_en":"Project Rainier: AWS supercluster for Claude","detail_en":"AWS activates Project Rainier, a cluster of about 500,000 Trainium2 chips dedicated to Anthropic, which aims for over 1 million chips by end-2025.","note_en":"Project Rainier, ~500,000 Trainium2 chips","slug":"anthropic-amazon-project-rainier-aws-supercluster-for-claude"},{"date":"2025-10-29","from":"Amazon","to":"AWS Korea","type":"investment","amount_bn":5.0,"amount_note":"Oltre 5 mld $ entro il 2031","title_it":"AWS: altri 5 miliardi in data center coreani","detail_it":"All'APEC AWS annuncia oltre 5 mld $ entro il 2031 per nuovi data center IA a Incheon e Gyeonggi, oltre al campus di Ulsan con SK.","bubble_it":"5 mld $ AWS in Corea","title_en":"AWS pledges $5bn more for Korean AI data centers","detail_en":"At APEC, AWS pledged over $5bn by 2031 for new AI data centers in Incheon and Gyeonggi, on top of its Ulsan campus with SK.","bubble_en":"AWS $5bn into Korea","note_en":"Over $5bn by 2031","status":"announced","sources":[{"name":"Korea Times","url":"https://www.koreatimes.co.kr/business/apec2025/20251029/aws-pledges-record-breaking-5-bil-investment-for-new-ai-data-centers-in-korea"}],"pre_window":false,"id":"cbd4063631","slug":"amazon-aws-korea-aws-pledges-5bn-more-for-korean-ai-data-centers"},{"date":"2025-10-30","from":"Banche e mercato","to":"Meta","type":"investment","amount_bn":30.0,"amount_note":"emissione obbligazionaria","title_it":"Meta emette 30 miliardi di obbligazioni","detail_it":"Una delle più grandi emissioni corporate di sempre per finanziare i data center AI.","status":"completed","sources":[{"name":"TechEconomy","url":"https://techeconomy.ng/meta-15-billion-bond-sale-ai-expansion"}],"pre_window":false,"id":"4d7762eefc","title_en":"Meta issues $30 billion of bonds","detail_en":"One of the largest corporate issuances ever, to fund AI data centers.","note_en":"bond issuance","slug":"banche-e-mercato-meta-meta-issues-30-billion-of-bonds"},{"date":"2025-10-30","from":"Nvidia","to":"Poolside","type":"investment","amount_bn":1.0,"amount_note":"$500M iniziali fino a $1 mld; round da $2 mld non chiuso","title_it":"Nvidia pronta a investire fino a $1 mld in Poolside","detail_it":"Bloomberg riporta un investimento iniziale di 500 milioni, fino a 1 miliardo, in un round da 2 miliardi a 12 miliardi pre-money. Il round non si è chiuso e a gennaio 2026 Poolside ha perso il cluster GPU prenotato.","status":"cancelled","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-10-30/nvidia-to-invest-up-to-1-billion-in-ai-startup-poolside"},{"name":"Newcomer","url":"https://www.newcomer.co/p/sources-poolside-strikes-6-billion"}],"pre_window":false,"id":"f7eac8f30e","title_en":"Nvidia ready to invest up to $1 billion in Poolside","detail_en":"Bloomberg reports an initial investment of $500 million, up to $1 billion, in a $2 billion round at a $12 billion pre-money valuation. The round did not close and in January 2026 Poolside lost the GPU cluster it had reserved.","note_en":"$500M initial, up to $1 billion; $2 billion round not closed","slug":"nvidia-poolside-nvidia-ready-to-invest-up-to-1-billion-in-poolside"},{"date":"2025-10-31","from":"Samsung","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"50.000 GPU (su 260.000 alla Corea)","title_it":"Samsung: 50.000 GPU Nvidia per la megafabbrica AI","detail_it":"All'APEC Nvidia annuncia 260.000 GPU Blackwell per la Corea; 50.000 vanno a Samsung per una megafabbrica AI dei semiconduttori.","bubble_it":"Samsung compra 50.000 GPU","status":"announced","sources":[{"name":"Korea Times","url":"https://www.koreatimes.co.kr/amp/business/tech-science/20251031/nvidia-to-supply-260000-chips-to-korea-for-ai-factories-with-samsung-sk-hyundai"},{"name":"Korea JoongAng Daily","url":"https://www.koreajoongangdaily.com/business/korea-secures-260000-nvidia-blackwell-chips-to-power-national-ai-expansion/10445562"}],"pre_window":false,"id":"59e0bc8dd1","title_en":"Samsung: 50,000 Nvidia GPUs for AI megafactory","detail_en":"At APEC Nvidia announces 260,000 Blackwell GPUs for Korea; 50,000 go to Samsung for an AI semiconductor megafactory.","bubble_en":"Samsung buys 50,000 GPUs","note_en":"50,000 GPUs (of 260,000 for Korea)","slug":"samsung-nvidia-samsung-50-000-nvidia-gpus-for-ai-megafactory"},{"date":"2025-10-31","from":"SK Hynix","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"50.000 GPU al gruppo SK","title_it":"SK: 50.000 GPU Nvidia per un cloud industriale","detail_it":"Il gruppo SK (SK Hynix, SK Telecom) riceve 50.000 GPU Nvidia per un cloud AI per la manifattura e i gemelli digitali dei chip.","bubble_it":"SK compra 50.000 GPU","status":"announced","sources":[{"name":"Korea Times","url":"https://www.koreatimes.co.kr/amp/business/tech-science/20251031/nvidia-to-supply-260000-chips-to-korea-for-ai-factories-with-samsung-sk-hyundai"},{"name":"Korea JoongAng Daily","url":"https://www.koreajoongangdaily.com/business/korea-secures-260000-nvidia-blackwell-chips-to-power-national-ai-expansion/10445562"}],"pre_window":false,"id":"81d848f7a0","title_en":"SK: 50,000 Nvidia GPUs for an industrial cloud","detail_en":"The SK group (SK Hynix, SK Telecom) receives 50,000 Nvidia GPUs for an AI cloud for manufacturing and chip digital twins.","bubble_en":"SK buys 50,000 GPUs","note_en":"50,000 GPUs to the SK group","slug":"sk-hynix-nvidia-sk-50-000-nvidia-gpus-for-an-industrial-cloud"},{"date":"2025-10-31","from":"Hyundai","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"50.000 GPU; ~3 mld $ di investimento congiunto","title_it":"Hyundai: 50.000 GPU Nvidia per la physical AI","detail_it":"Hyundai Motor Group installa 50.000 GPU Blackwell per guida autonoma, robotica e fabbriche, con un investimento congiunto di circa 3 mld $ con Nvidia in Corea.","bubble_it":"Hyundai compra 50.000 GPU","status":"announced","sources":[{"name":"Korea Times","url":"https://www.koreatimes.co.kr/amp/business/tech-science/20251031/nvidia-to-supply-260000-chips-to-korea-for-ai-factories-with-samsung-sk-hyundai"},{"name":"Korea JoongAng Daily","url":"https://www.koreajoongangdaily.com/business/korea-secures-260000-nvidia-blackwell-chips-to-power-national-ai-expansion/10445562"}],"pre_window":false,"id":"9245b6f245","title_en":"Hyundai: 50,000 Nvidia GPUs for physical AI","detail_en":"Hyundai Motor Group deploys 50,000 Blackwell GPUs for autonomous driving, robotics and factories, with a joint investment of about $3 billion with Nvidia in Korea.","bubble_en":"Hyundai buys 50,000 GPUs","note_en":"50,000 GPUs; ~$3 billion joint investment","slug":"hyundai-nvidia-hyundai-50-000-nvidia-gpus-for-physical-ai"},{"date":"2025-10-31","from":"Naver","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"60.000 GPU","title_it":"Naver Cloud: 60.000 GPU Nvidia","detail_it":"Naver Cloud gestirà 60.000 GPU Nvidia per i suoi servizi AI e una piattaforma di physical AI.","bubble_it":"Naver compra 60.000 GPU","status":"announced","sources":[{"name":"Korea Times","url":"https://www.koreatimes.co.kr/amp/business/tech-science/20251031/nvidia-to-supply-260000-chips-to-korea-for-ai-factories-with-samsung-sk-hyundai"},{"name":"Korea JoongAng Daily","url":"https://www.koreajoongangdaily.com/business/korea-secures-260000-nvidia-blackwell-chips-to-power-national-ai-expansion/10445562"}],"pre_window":false,"id":"d50a2e20b7","title_en":"Naver Cloud: 60,000 Nvidia GPUs","detail_en":"Naver Cloud will operate 60,000 Nvidia GPUs for its AI services and a physical AI platform.","bubble_en":"Naver buys 60,000 GPUs","note_en":"60,000 GPUs","slug":"naver-nvidia-naver-cloud-60-000-nvidia-gpus"},{"date":"2025-10-31","from":"Korean Government","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"50.000 GPU","title_it":"Governo coreano: 50.000 GPU Nvidia","detail_it":"Il governo di Seul riceve 50.000 GPU per il centro nazionale di calcolo AI e i modelli sovrani.","bubble_it":"Seul compra 50.000 GPU","status":"announced","sources":[{"name":"Korea Times","url":"https://www.koreatimes.co.kr/amp/business/tech-science/20251031/nvidia-to-supply-260000-chips-to-korea-for-ai-factories-with-samsung-sk-hyundai"},{"name":"Korea JoongAng Daily","url":"https://www.koreajoongangdaily.com/business/korea-secures-260000-nvidia-blackwell-chips-to-power-national-ai-expansion/10445562"}],"pre_window":false,"id":"9cb0af9e8f","title_en":"Korean government: 50,000 Nvidia GPUs","detail_en":"The Seoul government receives 50,000 GPUs for the national AI computing center and sovereign models.","bubble_en":"Seoul buys 50,000 GPUs","note_en":"50,000 GPUs","slug":"korean-government-nvidia-korean-government-50-000-nvidia-gpus"},{"date":"2025-11-03","from":"Microsoft","to":"Iren","type":"services","amount_bn":9.7,"amount_note":"5 anni, GB300 in Texas","title_it":"Microsoft firma 9,7 miliardi con IREN","detail_it":"Contratto quinquennale di cloud AI nel campus IREN di Childress (Texas).","status":"announced","sources":[{"name":"Bloomberg Gov","url":"https://news.bgov.com/environment-and-energy/microsoft-signs-9-7-billion-ai-cloud-deal-with-iren-1"}],"pre_window":false,"id":"ece6380495","title_en":"Microsoft signs $9.7 billion with IREN","detail_en":"Five-year AI cloud contract at IREN's Childress campus (Texas).","note_en":"5 years, GB300s in Texas","slug":"microsoft-iren-microsoft-signs-9-7-billion-with-iren"},{"date":"2025-11-03","from":"Microsoft","to":"Lambda","type":"services","amount_bn":null,"amount_note":"\"multimiliardario\", decine di migliaia di GPU","title_it":"Microsoft firma un accordo multimiliardario con Lambda","detail_it":"Contratto pluriennale per infrastruttura AI con decine di migliaia di GPU (inclusi GB300 NVL72); importo non dichiarato.","status":"announced","sources":[{"name":"Lambda","url":"https://lambda.ai/blog/lambda-announces-multibillion-dollar-agreement-with-microsoft-to-deploy-ai-infrastructure-powered-by-tens-of-thousands-of-nvidia-gpus"},{"name":"TechCrunch","url":"https://www.techcrunch.com/2025/11/03/lambda-inks-multi-billion-dollar-ai-infrastructure-deal-with-microsoft"}],"pre_window":false,"id":"882219611a","title_en":"Microsoft signs multibillion-dollar deal with Lambda","detail_en":"Multiyear contract for AI infrastructure with tens of thousands of GPUs (including GB300 NVL72); amount undisclosed.","note_en":"\"multibillion-dollar\", tens of thousands of GPUs","slug":"microsoft-lambda-microsoft-signs-multibillion-dollar-deal-with-lambda"},{"date":"2025-11-03","from":"OpenAI","to":"Amazon","type":"services","amount_bn":38.0,"amount_note":"7 anni","title_it":"OpenAI-AWS: 38 mld $ in 7 anni","detail_it":"Primo grande contratto con AWS: 38 mld $ in sette anni per centinaia di migliaia di GPU Nvidia (GB200/GB300) su EC2 UltraServer.","status":"announced","sources":[{"name":"Reuters","url":"https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/"}],"pre_window":false,"id":"0f0ec35f5b","title_en":"OpenAI-AWS: $38 billion over 7 years","detail_en":"First major contract with AWS: $38 billion over seven years for hundreds of thousands of Nvidia GPUs (GB200/GB300) on EC2 UltraServers.","note_en":"7 years","slug":"openai-amazon-openai-aws-38-billion-over-7-years"},{"date":"2025-11-03","from":"Iren","to":"Dell","type":"hardware","amount_bn":5.8,"amount_note":"acquisto GPU GB300 e accessori","title_it":"IREN compra 5,8 miliardi di GPU da Dell per Microsoft","detail_it":"Per servire il contratto da 9,7 mld $ con Microsoft, IREN compra da Dell GPU Nvidia GB300 per circa 5,8 mld $, consegne a tranche da marzo 2026.","bubble_it":"GPU Dell per il cloud Microsoft","status":"announced","sources":[{"name":"SEC 8-K IREN","url":"https://www.sec.gov/Archives/edgar/data/1878848/000114036125040072/ef20058139_8k.htm"},{"name":"Capital Brief","url":"https://www.capitalbrief.com/briefing/microsoft-inks-usd97b-ai-cloud-contract-with-iren-20e589f0-36be-470d-b259-d250e3c8b368/"}],"pre_window":false,"id":"512f49d0b4","title_en":"IREN buys $5.8 billion of GPUs from Dell for Microsoft","detail_en":"To serve the $9.7 billion contract with Microsoft, IREN buys Nvidia GB300 GPUs from Dell for about $5.8 billion, delivered in tranches from March 2026.","bubble_en":"Dell GPUs for Microsoft cloud","note_en":"purchase of GB300 GPUs and accessories","slug":"iren-dell-iren-buys-5-8-billion-of-gpus-from-dell-for-microsoft"},{"date":"2025-11-03","from":"Amazon","to":"Cipher Mining","type":"services","amount_bn":5.5,"amount_note":"15 anni, 300 MW","title_it":"AWS affitta 300 MW da Cipher","detail_it":"Amazon Web Services firma un contratto di 15 anni da circa 5,5 mld $ per spazio ed energia per l'IA nei data center di Cipher, consegna nel 2026.","bubble_it":"AWS affitta 5,5 mld da Cipher","status":"announced","sources":[{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/aws-signs-300mw-hosting-deal-to-lease-capacity-from-cipher-mining/"},{"name":"StreetInsider","url":"https://www.streetinsider.com/Basic+Content/Cipher+Mining+signs+%245.5+billion+AI+lease+with+Amazon+Web+Services/25540857.html"}],"pre_window":false,"id":"c2898a2810","title_en":"AWS leases 300 MW from Cipher","detail_en":"Amazon Web Services signs a 15-year contract worth about $5.5 billion for AI space and power at Cipher's data centers, delivery in 2026.","bubble_en":"AWS leases $5.5 billion from Cipher","note_en":"15 years, 300 MW","slug":"amazon-cipher-mining-aws-leases-300-mw-from-cipher"},{"date":"2025-11-04","from":"Deutsche Telekom","to":"Nvidia","type":"hardware","amount_bn":1.15,"amount_note":"1 mld €","title_it":"Deutsche Telekom: AI factory da 1 miliardo di euro","detail_it":"Deutsche Telekom e Nvidia costruiscono a Monaco un cloud industriale con fino a 10.000 GPU Blackwell (DGX B200 e RTX PRO), +50% della potenza AI tedesca.","bubble_it":"AI factory tedesca su Nvidia","status":"announced","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2025/11/04/nvidia-deutsche-telekom-strike-e1b-partnership-for-a-data-center-in-munich"},{"name":"Telecoms.com","url":"https://www.telecoms.com/ai/deutsche-telekom-ploughs-1-billion-into-nvidia-powered-ai-factory"}],"pre_window":false,"id":"40b7d06e62","title_en":"Deutsche Telekom: €1 billion AI factory","detail_en":"Deutsche Telekom and Nvidia are building an industrial cloud in Munich with up to 10,000 Blackwell GPUs (DGX B200 and RTX PRO), +50% of German AI compute.","bubble_en":"German AI factory on Nvidia","note_en":"€1 billion","slug":"deutsche-telekom-nvidia-deutsche-telekom-1-billion-ai-factory"},{"date":"2025-11-05","from":"Microsoft","to":"Khazna","type":"services","amount_bn":null,"amount_note":"capex non divulgato; parte del piano UAE da 15,2 mld $","title_it":"Microsoft e G42: 200 MW in più negli Emirati","detail_it":"Microsoft e G42 aggiungono 200 MW di capacità tramite Khazna, controllata di G42, nel quadro dei 15,2 miliardi che Microsoft investe negli Emirati fino al 2029.","bubble_it":"200 MW emiratini per Azure","title_en":"Microsoft and G42 add 200 MW in UAE","detail_en":"Microsoft and G42 add 200 MW of capacity via G42 unit Khazna, part of Microsoft's $15.2B UAE investment through 2029.","bubble_en":"200 UAE megawatts for Azure","note_en":"capex undisclosed; part of $15.2B UAE plan","status":"announced","sources":[{"name":"Reuters via Yahoo Finance","url":"https://finance.yahoo.com/news/microsoft-g42-announce-200-mw-112347673.html"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/microsoft-and-g42-expand-data-center-capacity-plans-in-uae-by-200mw/"}],"pre_window":false,"id":"595046623a","slug":"microsoft-khazna-microsoft-and-g42-add-200-mw-in-uae"},{"date":"2025-11-07","from":"Banche e mercato","to":"Oracle","type":"vc","amount_bn":18.0,"amount_note":"prestito di progetto da ~20 banche","title_it":"18 mld di prestiti per Project Jupiter","detail_it":"Circa 20 banche (agenti SMBC, BNP Paribas, Goldman Sachs, MUFG) prestano circa 18 mld $ per il campus Stargate di Doña Ana (New Mexico) sviluppato da STACK e affittato a Oracle. Nel 2026 i prestiti scambiano a 89-91 centesimi.","bubble_it":"Banche prestano 18 mld per Oracle","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-11-07/banks-lend-18-billion-for-oracle-tied-data-center-in-new-mexico"},{"name":"The Star (FT)","url":"https://www.thestar.com.my/tech/tech-news/2026/09/19/oracle039s-18-billion-data-center-debt-under-pressure-ft-reports"}],"pre_window":false,"id":"0d58eb72c1","title_en":"$18 billion of loans for Project Jupiter","detail_en":"About 20 banks (agents SMBC, BNP Paribas, Goldman Sachs, MUFG) lend about $18 billion for the Stargate campus in Doña Ana (New Mexico) developed by STACK and leased to Oracle. In 2026 the loans trade at 89-91 cents.","bubble_en":"Banks lend $18 billion for Oracle","note_en":"project loan from ~20 banks","slug":"banche-e-mercato-oracle-18-billion-of-loans-for-project-jupiter"},{"date":"2025-11-11","from":"Meta","to":"Nebius","type":"services","amount_bn":3.0,"amount_note":"5 anni","title_it":"Meta firma 3 miliardi con Nebius","detail_it":"Primo contratto quinquennale di capacità AI tra Meta e Nebius.","status":"announced","sources":[{"name":"The Next Web","url":"https://thenextweb.com/news/meta-nebius-27-billion-ai-infrastructure-deal"}],"pre_window":false,"id":"19079f5e9b","title_en":"Meta signs $3 billion with Nebius","detail_en":"First five-year AI capacity contract between Meta and Nebius.","note_en":"5 years","slug":"meta-nebius-meta-signs-3-billion-with-nebius"},{"date":"2025-11-11","from":"Banche e mercato","to":"SoftBank","type":"investment","amount_bn":5.83,"amount_note":"32,1 mln di azioni Nvidia vendute a ottobre","title_it":"SoftBank vende tutta Nvidia per puntare su OpenAI","detail_it":"SoftBank cede l'intera quota in Nvidia per 5,83 mld $; con la vendita di T-Mobile e il prestito su Arm finanzia i 22,5 mld $ per OpenAI.","bubble_it":"Esce da Nvidia, entra in OpenAI","title_en":"SoftBank dumps Nvidia to fund OpenAI","detail_en":"SoftBank sold its entire Nvidia stake for $5.83bn; with T-Mobile share sales and the Arm margin loan it funds its $22.5bn OpenAI commitment.","bubble_en":"Sells Nvidia to buy OpenAI","note_en":"32.1m Nvidia shares sold in October","status":"completed","sources":[{"name":"Tom's Hardware","url":"https://www.tomshardware.com/tech-industry/softbank-exits-nvidia-with-5-83-billion-sale"},{"name":"Business Standard","url":"https://www.business-standard.com/amp/markets/news/softbank-sells-entire-nvidia-stake-5-8-billion-ai-investments-125111101018_1.html"}],"pre_window":false,"id":"aa928cb997","slug":"banche-e-mercato-softbank-softbank-dumps-nvidia-to-fund-openai"},{"date":"2025-11-11","from":"Microsoft","to":"Start Campus","type":"services","amount_bn":10.0,"amount_note":"~10 mld $ da inizio 2026; 12.600 GPU GB300 fornite da Nscale (in parte già nel contratto Microsoft-Nscale)","title_it":"Microsoft: 10 miliardi a Sines, Portogallo","detail_it":"Microsoft investirà circa 10 mld $ nel campus Start Campus di Sines con Nscale e Nvidia, installando 12.600 GPU GB300. Il campus punta a 1,2 GW su sei edifici.","bubble_it":"Microsoft porta 10 mld a Sines","title_en":"Microsoft's $10B AI hub in Sines, Portugal","detail_en":"Microsoft will invest about $10B at Start Campus in Sines with Nscale and Nvidia, deploying 12,600 GB300 GPUs at a campus planned for 1.2 GW.","bubble_en":"Microsoft's $10B Portuguese hub","note_en":"~$10B from early 2026; 12,600 GB300s via Nscale (partly within the Microsoft-Nscale deal)","status":"announced","sources":[{"name":"BNN Bloomberg","url":"https://www.bnnbloomberg.ca/business/2025/11/11/microsoft-plans-to-invest-us10-billion-in-portuguese-ai-data-hub/"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/microsoft-to-spend-10bn-on-ai-data-centers-in-portugal/"}],"pre_window":false,"id":"388aa092e6","slug":"microsoft-start-campus-microsoft-s-10b-ai-hub-in-sines-portugal"},{"date":"2025-11-11","from":"Google","to":"Germany","type":"investment","amount_bn":6.4,"amount_note":"5,5 mld € (~6,4 mld $) nel 2026-2029, data center e uffici","title_it":"Google: 5,5 miliardi di euro in Germania","detail_it":"Google annuncia 5,5 mld € in Germania fino al 2029: nuovo data center a Dietzenbach vicino a Francoforte e ampliamento di Hanau, oltre agli uffici. Nessun sussidio pubblico.","bubble_it":"Google investe 5,5 mld € in Germania","title_en":"Google's €5.5B for Germany","detail_en":"Google pledged €5.5B in Germany through 2029: a new Dietzenbach data centre near Frankfurt, Hanau expansion and offices, with no state subsidy.","bubble_en":"Google's €5.5B German push","note_en":"€5.5B (~$6.4B) over 2026-2029, data centres and offices","status":"announced","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-11-11/google-to-invest-5-5-billion-in-german-data-centers-operations"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/google-to-invest-55bn-in-data-centers-and-offices-in-germany/"}],"pre_window":false,"id":"0856cd420a","slug":"google-germany-google-s-5-5b-for-germany"},{"date":"2025-11-12","from":"Anthropic","to":"Fluidstack","type":"services","amount_bn":50.0,"amount_note":"piano data center USA","title_it":"Anthropic: 50 miliardi in data center USA con Fluidstack","detail_it":"Data center su misura in Texas e New York costruiti da Fluidstack, online nel corso del 2026; altri siti previsti.","status":"announced","sources":[{"name":"Anthropic","url":"https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure"},{"name":"DatacenterDynamics","url":"https://datacenterdynamics.com/en/news/anthropic-plans-50bn-us-data-center-spend-starting-with-fluidstack-sites-in-texas-and-new-york"}],"pre_window":false,"id":"28699082f5","title_en":"Anthropic: $50 billion in US data centers with Fluidstack","detail_en":"Custom data centers in Texas and New York built by Fluidstack, online during 2026; more sites planned.","note_en":"US data center plan","slug":"anthropic-fluidstack-anthropic-50-billion-in-us-data-centers-with-fluids"},{"date":"2025-11-13","from":"Accel","to":"Anysphere","type":"vc","amount_bn":2.3,"amount_note":"Series D @ $29.3B post-money","title_it":"Cursor raccoglie 2,3 mld $ a 29,3 mld $","detail_it":"Series D co-guidata da Accel e Coatue a 29,3 mld $ post-money, quasi il triplo di giugno. Partecipano Thrive Capital e, come strategici, Nvidia e Google.","status":"completed","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2025/11/13/cursor-ai-startup-funding-round-valuation.html"},{"name":"TechCrunch","url":"https://techcrunch.com/2025/11/13/coding-assistant-cursor-raises-2-3b-5-months-after-its-previous-round/"},{"name":"Cursor","url":"https://cursor.com/blog/series-d"}],"pre_window":false,"id":"a377ce0f06","title_en":"Cursor raises $2.3 billion at $29.3 billion","detail_en":"Series D co-led by Accel and Coatue at a $29.3 billion post-money valuation, nearly triple June's. Thrive Capital participates and, as strategic investors, Nvidia and Google.","note_en":"Series D @ $29.3B post-money","slug":"accel-anysphere-cursor-raises-2-3-billion-at-29-3-billion"},{"date":"2025-11-14","from":"Korean Government","to":"US Government","type":"investment","amount_bn":200.0,"amount_note":"200 mld $ in contanti (max 20 mld $/anno) su 350 totali; 150 per la cantieristica","title_it":"Corea-USA: 200 miliardi in settori strategici","detail_it":"Con l'accordo sui dazi al 15%, la Corea investe 350 mld $ negli USA: 150 nella cantieristica e 200 in contanti, a rate annue fino a 20 mld $, in chip, energia, IA e quantum.","bubble_it":"200 mld $ coreani agli USA","title_en":"Korea commits $200bn cash to US strategic sectors","detail_en":"Under the 15% tariff deal, Korea will invest $350bn in the US: $150bn in shipbuilding and $200bn cash, capped at $20bn a year, into chips, energy, AI and quantum.","bubble_en":"$200bn Korean cash to US","note_en":"$200bn cash (≤$20bn/yr) of $350bn; $150bn shipbuilding","status":"announced","sources":[{"name":"Asia Economy","url":"https://www.asiae.co.kr/en/article/2025111412432118975"},{"name":"Korea Times","url":"https://www.koreatimes.co.kr/foreignaffairs/20251029/korea-us-finalize-trade-deal"}],"pre_window":false,"id":"5a3c95902e","slug":"korean-government-us-government-korea-commits-200bn-cash-to-us-strategic"},{"date":"2025-11-18","from":"Microsoft","to":"Anthropic","type":"investment","amount_bn":5.0,"amount_note":"fino a 5 mld","title_it":"Microsoft investe fino a 5 miliardi in Anthropic","detail_it":"Parte dell'accordo a tre con Nvidia (fino a 10 mld, coperto altrove). Claude arriva su Microsoft Foundry e Copilot.","status":"announced","sources":[{"name":"Microsoft","url":"https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia-and-anthropic-announce-strategic-partnerships/"},{"name":"Khaleej Times (Reuters)","url":"https://www.khaleejtimes.com/business/tech/microsoft-nvidia-to-invest-in-anthropic-as-claude-maker-commits-30-billion-to-azure"}],"pre_window":false,"id":"c40a7351ea","title_en":"Microsoft invests up to $5 billion in Anthropic","detail_en":"Part of the three-way deal with Nvidia (up to $10 billion, covered elsewhere). Claude comes to Microsoft Foundry and Copilot.","note_en":"up to $5 billion","slug":"microsoft-anthropic-microsoft-invests-up-to-5-billion-in-anthropic"},{"date":"2025-11-18","from":"Anthropic","to":"Microsoft","type":"services","amount_bn":30.0,"amount_note":"capacità Azure + fino a 1 GW","title_it":"Anthropic si impegna a comprare 30 miliardi di Azure","detail_it":"Contropartita dell'investimento Nvidia-Microsoft: Anthropic si impegna a comprare 30 miliardi di calcolo Azure, con capacità aggiuntiva fino a 1 GW.","status":"announced","sources":[{"name":"Microsoft","url":"https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia-and-anthropic-announce-strategic-partnerships/"}],"pre_window":false,"id":"d963afc8ea","title_en":"Anthropic commits to buy $30 billion of Azure","detail_en":"Counterpart to the Nvidia-Microsoft investment: Anthropic commits to buy $30 billion of Azure compute, with additional capacity of up to 1 GW.","note_en":"Azure capacity + up to 1 GW","slug":"anthropic-microsoft-anthropic-commits-to-buy-30-billion-of-azure"},{"date":"2025-11-18","from":"Nvidia","to":"Anthropic","type":"investment","amount_bn":10.0,"amount_note":"fino a $10 mld; Anthropic usa fino a 1 GW su Grace Blackwell/Vera Rubin","title_it":"Nvidia investe fino a $10 mld in Anthropic","detail_it":"Accordo a tre con Microsoft (fino a 5 miliardi): Anthropic adotta per la prima volta sistemi Nvidia, fino a 1 GW. Parte dei fondi è confluita nella Serie G da 30 miliardi di febbraio 2026.","status":"announced","sources":[{"name":"Microsoft Blog","url":"https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia-and-anthropic-announce-strategic-partnerships/"},{"name":"Bloomberg Law","url":"https://news.bloomberglaw.com/financial-accounting/anthropic-finalizes-30-billion-funding-at-380-billion-value"}],"pre_window":false,"id":"14b800e311","title_en":"Nvidia invests up to $10 billion in Anthropic","detail_en":"Three-way deal with Microsoft (up to $5 billion): Anthropic adopts Nvidia systems for the first time, up to 1 GW. Part of the funds went into the $30 billion Series G of February 2026.","note_en":"up to $10 billion; Anthropic uses up to 1 GW on Grace Blackwell/Vera Rubin","slug":"nvidia-anthropic-nvidia-invests-up-to-10-billion-in-anthropic"},{"date":"2025-11-18","from":"Anthropic","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"fino a 1 GW di sistemi","title_it":"Anthropic si impegna su 1 GW di sistemi Nvidia","detail_it":"Nell'accordo a tre con Microsoft, Anthropic si impegna fino a 1 GW di capacità su Grace Blackwell e Vera Rubin, in cambio dei 10 mld $ di Nvidia.","bubble_it":"Claude passa anche a Nvidia","status":"announced","sources":[{"name":"SiliconANGLE","url":"https://siliconangle.com/2025/11/18/nvidia-microsoft-invest-15b-anthropic-part-new-cloud-partnership/"},{"name":"TechRadar","url":"https://techradar.com/pro/anthropic-just-bought-usd30-billion-of-azure-cloud-capability-and-has-netted-usd15-billion-investment-from-microsoft-and-nvidia-in-return"}],"pre_window":false,"id":"5f7360ab8d","title_en":"Anthropic commits to 1 GW of Nvidia systems","detail_en":"In the three-way deal with Microsoft, Anthropic commits to up to 1 GW of capacity on Grace Blackwell and Vera Rubin, in exchange for Nvidia's $10 billion.","bubble_en":"Claude also moves to Nvidia","note_en":"up to 1 GW of systems","slug":"anthropic-nvidia-anthropic-commits-to-1-gw-of-nvidia-systems"},{"date":"2025-11-18","from":"TWG Global","to":"Lambda","type":"vc","amount_bn":1.5,"amount_note":"oltre 1,5 mld $, Series E","title_it":"Lambda raccoglie oltre 1,5 mld $","detail_it":"Series E di Lambda guidata da TWG Global (Thomas Tull e Mark Walter) con USIT, per costruire data center su scala gigawatt.","bubble_it":"Series E da 1,5 mld","status":"completed","sources":[{"name":"Business Wire","url":"https://www.businesswire.com/news/home/20251118345878/en/Lambda-Raises-Over-$1.5B-From-TWG-Global-USIT-to-Build-Superintelligence-Cloud-Infrastructure"}],"pre_window":false,"id":"9463abb146","title_en":"Lambda raises over $1.5 billion","detail_en":"Lambda's Series E, led by TWG Global (Thomas Tull and Mark Walter) with USIT, to build gigawatt-scale data centers.","bubble_en":"$1.5 billion Series E","note_en":"over $1.5 billion, Series E","slug":"twg-global-lambda-lambda-raises-over-1-5-billion"},{"date":"2025-11-19","from":"xAI","to":"HUMAIN","type":"services","amount_bn":null,"amount_note":"500 MW in Arabia Saudita, valore non reso noto","title_it":"xAI e HUMAIN: data center da 500 MW in Arabia Saudita","detail_it":"Annunciato al forum USA-Arabia Saudita: HUMAIN ospiterà un data center da 500 MW per xAI con chip Nvidia.","status":"announced","sources":[{"name":"Bloomberg","url":"https://bloomberg.com/news/articles/2025-11-19/musk-s-xai-to-build-500-megawatt-data-center-in-saudi-arabia"},{"name":"NBC News","url":"https://www.nbcnews.com/tech/tech-news/elon-musk-announces-massive-xai-data-center-saudi-arabia-x-rcna244804"}],"pre_window":false,"id":"3e540ebe5d","title_en":"xAI and HUMAIN: 500 MW data center in Saudi Arabia","detail_en":"Announced at the US-Saudi forum: HUMAIN will host a 500 MW data center for xAI with Nvidia chips.","note_en":"500 MW in Saudi Arabia, value undisclosed","slug":"xai-humain-xai-and-humain-500-mw-data-center-in-saudi-arabia"},{"date":"2025-11-19","from":"AMD","to":"HUMAIN","type":"investment","amount_bn":null,"amount_note":"quota di minoranza nella JV, non resa nota","title_it":"AMD, Cisco e HUMAIN lanciano una joint venture IA","detail_it":"JV guidata da HUMAIN per fino a 1 GW di data center entro il 2030; primi 100 MW con chip MI450, capacità già contrattata da Luma AI.","status":"announced","sources":[{"name":"Reuters via The Star","url":"https://www.thestar.com.my/tech/tech-news/2025/11/20/exclusive-amd-cisco-and-saudi039s-humain-launch-ai-joint-venture-land-first-major-customer"},{"name":"DCD","url":"https://datacenterdynamics.com/en/news/amd-cisco-and-humain-set-up-jv-for-1gw-of-ai-infrastructure-in-saudi-arabia/"}],"pre_window":false,"id":"19844f2a62","title_en":"AMD, Cisco and HUMAIN launch AI joint venture","detail_en":"HUMAIN-led JV for up to 1 GW of data centers by 2030; first 100 MW with MI450 chips, capacity already contracted by Luma AI.","note_en":"minority stake in the JV, undisclosed","slug":"amd-humain-amd-cisco-and-humain-launch-ai-joint-venture"},{"date":"2025-11-19","from":"Cisco","to":"HUMAIN","type":"investment","amount_bn":null,"amount_note":"quota di minoranza nella JV, non resa nota","title_it":"Cisco socio di minoranza nella JV con HUMAIN","detail_it":"Cisco fornisce la rete per la JV IA saudita e ne condivide utili e perdite come socio di minoranza.","status":"announced","sources":[{"name":"Datamation","url":"https://www.datamation.com/artificial-intelligence/amd-cisco-humain-ai-jv/"}],"pre_window":false,"id":"707d94769f","title_en":"Cisco minority partner in HUMAIN JV","detail_en":"Cisco supplies the network for the Saudi AI JV and shares profits and losses as a minority partner.","note_en":"minority stake in the JV, undisclosed","slug":"cisco-humain-cisco-minority-partner-in-humain-jv"},{"date":"2025-11-19","from":"HUMAIN","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"fino a 600.000 GPU in 3 anni","title_it":"HUMAIN: fino a 600.000 GPU Nvidia","detail_it":"Al forum USA-Arabia Saudita HUMAIN annuncia fino a 600.000 GPU Nvidia GB300 in Arabia Saudita e negli USA in tre anni; xAI è il primo cliente.","bubble_it":"Sauditi prenotano 600.000 GPU","status":"announced","sources":[{"name":"HUMAIN (via finanzen.net)","url":"https://www.finanzen.net/nachricht/aktien/humain-expands-strategic-partnership-with-nvidia-advancing-global-ai-infrastructure-with-xai-global-ai-and-aws-at-the-u-s-saudi-investment-forum-15293495"},{"name":"AGBI","url":"https://agbi.com/ai/2025/12/humain-receives-first-shipment-of-fast-nvidia-ai-chips/"}],"pre_window":false,"id":"53c47d96d5","title_en":"HUMAIN: up to 600,000 Nvidia GPUs","detail_en":"At the US-Saudi forum HUMAIN announces up to 600,000 Nvidia GB300 GPUs in Saudi Arabia and the US over three years; xAI is the first customer.","bubble_en":"Saudis book 600,000 GPUs","note_en":"up to 600,000 GPUs in 3 years","slug":"humain-nvidia-humain-up-to-600-000-nvidia-gpus"},{"date":"2025-11-19","from":"Nvidia","to":"Brookfield","type":"investment","amount_bn":null,"amount_note":"Brookfield, Nvidia e KIA: ~5 mld; programma fino a 100 mld","title_it":"Nvidia nel fondo IA da 100 mld di Brookfield","detail_it":"Nvidia è socio fondatore del programma IA di Brookfield (fondo BAIIF da 10 mld $ di equity, fino a 100 mld $ con debito) che costruirà fabbriche IA su progetti Nvidia.","bubble_it":"Nvidia nel fondo IA di Brookfield","status":"announced","sources":[{"name":"DCD","url":"https://datacenterdynamics.com/en/news/brookfield-launches-100bn-ai-infrastructure-fund-secures-nvidia-and-kia-as-backers"},{"name":"Business Standard (Reuters)","url":"https://www.business-standard.com/amp/world-news/brookfield-launches-100-billion-ai-infrastructure-program-with-nvidia-125111901364_1.html"}],"pre_window":false,"id":"56a00b369e","title_en":"Nvidia in Brookfield's $100 billion AI fund","detail_en":"Nvidia is a founding partner of Brookfield's AI program (BAIIF fund with $10 billion of equity, up to $100 billion with debt) that will build AI factories on Nvidia designs.","bubble_en":"Nvidia in Brookfield AI fund","note_en":"Brookfield, Nvidia and KIA: ~$5 billion; program up to $100 billion","slug":"nvidia-brookfield-nvidia-in-brookfield-s-100-billion-ai-fund"},{"date":"2025-11-19","from":"HUMAIN","to":"Amazon","type":"hardware","amount_bn":null,"amount_note":"valore non divulgato; fino a 150.000 acceleratori","title_it":"AWS-HUMAIN: 150.000 acceleratori a Riad","detail_it":"AWS e HUMAIN ampliano l'accordo: fino a 150.000 acceleratori (Nvidia GB300 e Trainium) nella AI Zone di Riad, con AWS partner IA preferito di HUMAIN.","bubble_it":"150.000 chip AWS a Riad","title_en":"AWS-HUMAIN: 150,000 accelerators in Riyadh","detail_en":"AWS and HUMAIN expand their deal: up to 150,000 accelerators (Nvidia GB300 and Trainium) in Riyadh's AI Zone, AWS becoming HUMAIN's preferred AI partner.","bubble_en":"150,000 AWS chips in Riyadh","note_en":"value undisclosed; up to 150,000 accelerators","status":"announced","sources":[{"name":"AI Business","url":"https://aibusiness.com/data-centers/aws-humain-expand-partnership-saudi-ai-infrastructure"},{"name":"The National","url":"https://www.thenationalnews.com/business/2025/11/19/ai-and-energy-deals-take-shape-at-saudi-us-business-forum"}],"pre_window":false,"id":"35169a5c1f","slug":"humain-amazon-aws-humain-150-000-accelerators-in-riyadh"},{"date":"2025-11-20","from":"OpenAI","to":"Foxconn","type":"hardware","amount_bn":null,"amount_note":"Nessun impegno d'acquisto; OpenAI ha accesso anticipato e opzione d'acquisto","title_it":"OpenAI e Foxconn: rack IA fatti in USA","detail_it":"OpenAI e Foxconn co-progettano più generazioni di rack per data center (cavi, rete, raffreddamento, energia) da produrre negli USA; OpenAI ha un'opzione d'acquisto. Foxconn produce già per Stargate a Lordstown (Ohio).","bubble_it":"Foxconn costruisce i rack OpenAI","title_en":"OpenAI taps Foxconn for US-made AI racks","detail_en":"OpenAI and Foxconn will co-design several generations of data-center racks built in the US; OpenAI gets early access and an option to buy. Foxconn already makes Stargate gear in Lordstown, Ohio.","bubble_en":"Foxconn builds OpenAI racks","note_en":"No purchase commitment; early access and purchase option","status":"announced","sources":[{"name":"OpenAI","url":"https://openai.com/index/openai-and-foxconn-collaborate"},{"name":"Reuters via Yahoo Finance","url":"https://finance.yahoo.com/news/foxconn-openai-partner-ai-hardware-230730695.html"}],"pre_window":false,"id":"b5faf30d6f","slug":"openai-foxconn-openai-taps-foxconn-for-us-made-ai-racks"},{"date":"2025-11-20","from":"TPG","to":"TCS","type":"vc","amount_bn":1.0,"amount_note":"fino a 8.820 crore ₹ (~1 mld $) su un piano HyperVault da 18.000 crore","title_it":"TPG mette 1 miliardo in HyperVault di TCS","detail_it":"TCS e TPG investono fino a 18.000 crore ₹ in HyperVault, la società di data center AI di TCS (obiettivo oltre 1 GW); TPG mette fino a 8.820 crore (circa 1 mld $) per una quota fino al 49%.","bubble_it":"TPG finanzia i data center TCS","title_en":"TPG puts $1B into TCS HyperVault","detail_en":"TCS and TPG will invest up to ₹18,000 crore in HyperVault, TCS's AI data centre arm (1 GW+ target); TPG contributes up to ₹8,820 crore (~$1B) for up to 49%.","bubble_en":"TPG funds TCS data centres","note_en":"Up to ₹8,820 crore (~$1B) within an ₹18,000 crore HyperVault plan","status":"announced","sources":[{"name":"Business Standard","url":"https://www.business-standard.com/amp/markets/news/tcs-tpg-to-invest-1-billion-in-hypervault-what-it-means-for-investors-125112100222_1.html"},{"name":"Business Today","url":"https://www.businesstoday.in/tech-today/news/story/tcs-tpg-join-hands-to-build-ai-data-center-platform-hypervault-announce-rs-18000-cr-investment-503087-2025-11-20"}],"pre_window":false,"id":"d8b6f2deed","slug":"tpg-tcs-tpg-puts-1b-into-tcs-hypervault"},{"date":"2025-11-24","from":"Japanese Government","to":"Rapidus","type":"investment","amount_bn":6.4,"amount_note":"≈¥1.000 mld per FY2026-27 (≈6,4 mld $ a ~156 ¥/$, stima)","title_it":"Giappone: altri 1.000 mld di yen per Rapidus","detail_it":"Secondo Nikkei il METI darà a Rapidus circa ¥1.000 mld in più tra FY2026 e FY2027, aumenti di capitale inclusi, portando il sostegno totale a ¥2.900 mld.","bubble_it":"Altri ¥1.000 mld a Rapidus","title_en":"Japan plans ¥1tn more for Rapidus","detail_en":"Nikkei reported METI will extend about ¥1tn more to Rapidus over FY2026-27, including equity injections, lifting total support to ¥2.9tn.","bubble_en":"Another ¥1tn for Rapidus","note_en":"≈¥1tn over FY2026-27 (≈$6.4bn at ~156¥/$, estimate)","status":"reported","sources":[{"name":"TrendForce (Nikkei)","url":"https://www.trendforce.com/news/2025/11/24/news-japan-reportedly-adding-%C2%A51-trillion-in-rapidus-support-as-it-targets-fy2030-profitability-fy2031-ipo/"}],"pre_window":false,"id":"011be31255","slug":"japanese-government-rapidus-japan-plans-1tn-more-for-rapidus"},{"date":"2025-12-01","from":"Nvidia","to":"Synopsys","type":"investment","amount_bn":2.0,"amount_note":"azioni a $414,79","title_it":"Nvidia investe $2 mld in Synopsys","detail_it":"Quota nel leader del software di progettazione chip, con partnership su CUDA-X e AI agentica; Synopsys dice di non essere obbligata a spendere i fondi in GPU Nvidia.","status":"completed","sources":[{"name":"The Register","url":"https://www.theregister.com/2025/12/01/nvidia_synopsys_2b/"},{"name":"MarketScreener (Reuters)","url":"https://www.marketscreener.com/news/nvidia-invests-2-billion-in-chip-design-software-provider-synopsys-ce7d51d8db80f02d"}],"pre_window":false,"id":"361928d7c6","title_en":"Nvidia invests $2 billion in Synopsys","detail_en":"Stake in the chip design software leader, with a partnership on CUDA-X and agentic AI; Synopsys says it is not obliged to spend the funds on Nvidia GPUs.","note_en":"shares at $414.79","slug":"nvidia-synopsys-nvidia-invests-2-billion-in-synopsys"},{"date":"2025-12-02","from":"Marvell","to":"Celestial AI","type":"acquisition","amount_bn":3.25,"amount_note":"1 mld $ cash + azioni; fino a ~5,5 con earnout","title_it":"Marvell compra Celestial AI per 3,25 miliardi","detail_it":"Marvell acquisisce Celestial AI e la sua Photonic Fabric per interconnessioni ottiche tra chip AI; chiusura il 02/02/2026.","bubble_it":"Fotonica per i cluster AI","status":"completed","sources":[{"name":"Nasdaq","url":"https://www.nasdaq.com/articles/marvell-acquire-celestial-ai-325-bln-deal"},{"name":"Business Wire","url":"https://www.businesswire.com/news/home/20260201331090/en/Marvell-Completes-Acquisition-of-Celestial-AI"}],"pre_window":false,"id":"796a6f746a","title_en":"Marvell buys Celestial AI for $3.25 billion","detail_en":"Marvell acquires Celestial AI and its Photonic Fabric for optical interconnects between AI chips; closing on 02/02/2026.","bubble_en":"Photonics for AI clusters","note_en":"$1 billion cash + shares; up to ~$5.5 billion with earnout","slug":"marvell-celestial-ai-marvell-buys-celestial-ai-for-3-25-billion"},{"date":"2025-12-02","from":"Microsoft","to":"Broadcom","type":"hardware","amount_bn":null,"amount_note":"trattative, non divulgato","title_it":"Microsoft tratta con Broadcom i chip custom","detail_it":"The Information: Microsoft discute con Broadcom di spostare il design dei suoi chip Maia, oggi affidato a Marvell.","bubble_it":"Microsoft lascia Marvell?","status":"in_talks","sources":[{"name":"Sherwood News","url":"https://www.sherwood.news/markets/microsoft-is-in-talks-to-shift-its-custom-chip-business-to-broadcom-from-marvell-report/"},{"name":"Techstrong","url":"https://techstrong.it/ai/microsoft-in-talks-to-switch-custom-chip-partner-from-marvell-to-broadcom/"}],"pre_window":false,"id":"dd447d2535","title_en":"Microsoft in talks with Broadcom on custom chips","detail_en":"The Information: Microsoft is discussing with Broadcom moving the design of its Maia chips, currently handled by Marvell.","bubble_en":"Microsoft leaving Marvell?","note_en":"talks, undisclosed","slug":"microsoft-broadcom-microsoft-in-talks-with-broadcom-on-custom-chips"},{"date":"2025-12-04","from":"OpenAI","to":"NextDC","type":"services","amount_bn":4.6,"amount_note":"7 mld A$ (~4,6 mld $), memorandum non vincolante","title_it":"OpenAI: campus AI da 7 miliardi A$ a Sydney","detail_it":"OpenAI e NextDC firmano un memorandum per un campus AI da 550 MW a Eastern Creek (Sydney) da circa 7 mld A$, con OpenAI cliente principale: primo progetto 'OpenAI for Countries' in Asia-Pacifico.","bubble_it":"OpenAI sbarca a Sydney","title_en":"OpenAI and NextDC's A$7B Sydney campus","detail_en":"OpenAI and NextDC signed an MOU for a 550 MW AI campus at Eastern Creek, Sydney, worth about A$7B with OpenAI as anchor - its first OpenAI for Countries project in APAC.","bubble_en":"OpenAI lands in Sydney","note_en":"A$7B (~US$4.6B), non-binding MOU","status":"announced","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2025-12-04/openai-nextdc-plan-to-develop-large-scale-data-center-in-sydney"},{"name":"Forbes Australia","url":"https://www.forbes.com.au/news/innovation/nextdc-openai-to-develop-4-6-billion-data-centre-in-sydney/"}],"pre_window":false,"id":"3fbd3fc641","slug":"openai-nextdc-openai-and-nextdc-s-a-7b-sydney-campus"},{"date":"2025-12-08","from":"Nvidia","to":"US Government","type":"services","amount_bn":null,"amount_note":"25% dei ricavi H200 venduti in Cina","title_it":"H200 in Cina: il 25% allo Stato USA","detail_it":"Trump autorizza la vendita di H200 a clienti cinesi approvati con il 25% dei ricavi al governo USA; Pechino dà il via libera a marzo 2026.","bubble_it":"25% degli H200 a Washington","title_en":"US takes 25% of Nvidia H200 China sales","detail_en":"Trump cleared H200 sales to approved Chinese buyers with 25% of revenue going to the US government; Beijing approved imports in March 2026.","bubble_en":"25% H200 cut to Washington","note_en":"25% of H200 China revenue","status":"announced","sources":[{"name":"The Register","url":"https://www.theregister.com/2025/12/22/nvidia_flog_h200s_china/"},{"name":"Outlook Business","url":"https://www.outlookbusiness.com/corporate/china-tears-down-its-wall-on-nvidias-h200-ai-chips-after-months-of-resistance"}],"pre_window":false,"id":"78fbee150e","slug":"nvidia-us-government-us-takes-25-of-nvidia-h200-china-sales"},{"date":"2025-12-09","from":"Microsoft","to":"India","type":"investment","amount_bn":17.5,"amount_note":"17,5 mld $ nel 2026-2029","title_it":"Microsoft: 17,5 miliardi in India, record in Asia","detail_it":"Dopo l'incontro con Modi, Nadella annuncia 17,5 mld $ in India nel 2026-2029, il più grande investimento Microsoft in Asia, con la nuova regione cloud di Hyderabad e offerte di cloud sovrano.","bubble_it":"Record asiatico di Microsoft","title_en":"Microsoft's $17.5B India pledge","detail_en":"After meeting Modi, Nadella announced $17.5B in India for 2026-2029, Microsoft's largest in Asia, including a Hyderabad cloud region and sovereign cloud offerings.","bubble_en":"Microsoft's Asian record","note_en":"$17.5B over 2026-2029","status":"announced","sources":[{"name":"Outlook Business","url":"https://www.outlookbusiness.com/artificial-intelligence/microsoft-pledges-175-billion-investment-in-india-for-cloud-ai-infrastructure-asias-largest-commitment"},{"name":"Ahram (AFP)","url":"https://english.ahram.org.eg/News/558342.aspx"}],"pre_window":false,"id":"dc9c37e871","slug":"microsoft-india-microsoft-s-17-5b-india-pledge"},{"date":"2025-12-09","from":"Microsoft","to":"Canada","type":"investment","amount_bn":5.4,"amount_note":"oltre 7,5 mld C$ nei prossimi due anni (~5,4 mld $) dentro 19 mld C$ nel 2023-2027","title_it":"Microsoft: 19 miliardi di dollari canadesi in Canada","detail_it":"Microsoft annuncia 19 mld C$ in Canada tra 2023 e 2027, di cui oltre 7,5 mld C$ nei prossimi due anni per ampliare le regioni Azure, con un piano di sovranità digitale in cinque punti.","bubble_it":"Microsoft rinforza il Canada","title_en":"Microsoft's C$19B Canada plan","detail_en":"Microsoft announced C$19B in Canada for 2023-2027, including over C$7.5B in the next two years to expand Azure regions, plus a five-point sovereignty plan.","bubble_en":"Microsoft bulks up Canada","note_en":"Over C$7.5B new spend in two years (~$5.4B) within C$19B for 2023-2027","status":"announced","sources":[{"name":"MobileSyrup","url":"https://mobilesyrup.com/2025/12/09/microsoft-invests-19-billion-into-canadian-ai-industry/"},{"name":"Business Recorder (Reuters)","url":"https://www.brecorder.com/news/40396554"}],"pre_window":false,"id":"a1822521f1","slug":"microsoft-canada-microsoft-s-c-19b-canada-plan"},{"date":"2025-12-09","from":"QIA","to":"Brookfield","type":"vc","amount_bn":20.0,"amount_note":"JV da 20 mld $ tra Qai (QIA) e Brookfield","title_it":"Qatar e Brookfield: JV IA da 20 miliardi","detail_it":"Qai, la società IA di QIA, e Brookfield creano una joint venture da 20 miliardi per infrastrutture IA in Qatar e all'estero.","bubble_it":"Il Qatar si allea con Brookfield","title_en":"Qatar and Brookfield: $20B AI JV","detail_en":"QIA's AI company Qai and Brookfield form a $20B joint venture for AI infrastructure in Qatar and abroad.","bubble_en":"Qatar teams up with Brookfield","note_en":"$20B JV between Qai (QIA) and Brookfield","status":"announced","sources":[{"name":"QIA","url":"https://www.qia.qa/en/Newsroom/Pages/Brookfield-and-Qai-Form-$20-Billion-Strategic-Investment-Partnership-for-AI-Infrastructure.aspx"},{"name":"Arab News","url":"https://www.arabnews.pk/node/2625715"}],"pre_window":false,"id":"934563f820","slug":"qia-brookfield-qatar-and-brookfield-20b-ai-jv"},{"date":"2025-12-10","from":"Amazon","to":"India","type":"investment","amount_bn":35.0,"amount_note":"oltre 35 mld $ entro il 2030 su tutte le attività; quota AI non separata","title_it":"Amazon: 35 miliardi in India entro il 2030","detail_it":"Amazon annuncia oltre 35 mld $ in India entro il 2030 tra cloud, AI, logistica ed export, dopo i circa 40 mld già investiti. La quota per l'AI non è indicata a parte.","bubble_it":"Amazon punta 35 mld sull'India","title_en":"Amazon's $35B India plan","detail_en":"Amazon announced over $35B in India by 2030 across cloud, AI, logistics and exports, on top of ~$40B already invested; the AI share is not broken out.","bubble_en":"Amazon bets $35B on India","note_en":"Over $35B by 2030 across all businesses; AI share not broken out","status":"announced","sources":[{"name":"The Star (Reuters)","url":"https://www.thestar.com.my/tech/tech-news/2025/12/10/amazon-to-invest-over-35-billion-in-india-by-2030-to-expand-operations-boost-ai-capabilities"},{"name":"YourStory","url":"https://yourstory.com/2025/12/amazon-to-invest-35b-in-india-to-boost-ai-exports-and-job-creation"}],"pre_window":false,"id":"d797ea0f64","slug":"amazon-india-amazon-s-35b-india-plan"},{"date":"2025-12-11","from":"Disney","to":"OpenAI","type":"investment","amount_bn":1.0,"amount_note":"più warrant, licenza di 3 anni","title_it":"Disney investe 1 mld $ in OpenAI e licenzia i personaggi a Sora","detail_it":"Disney prende una quota da 1 mld $ (più warrant) e concede in licenza oltre 200 personaggi Disney, Marvel, Pixar e Star Wars per Sora e ChatGPT Images per tre anni.","status":"announced","sources":[{"name":"WSJ","url":"https://www.wsj.com/business/media/disney-to-invest-1-billion-in-openai-license-characters-for-use-in-chatgpt-sora-3a4916e2"},{"name":"CNN (via KVIA)","url":"https://kvia.com/news/business-technology/cnn-business-consumer/2025/12/11/disney-is-investing-1-billion-in-openai-and-licensing-its-characters-for-sora/"}],"pre_window":false,"id":"5da2be337c","title_en":"Disney invests $1 billion in OpenAI and licenses characters to Sora","detail_en":"Disney takes a $1 billion stake (plus warrants) and licenses over 200 Disney, Marvel, Pixar and Star Wars characters for Sora and ChatGPT Images for three years.","note_en":"plus warrants, 3-year license","slug":"disney-openai-disney-invests-1-billion-in-openai-and-licenses-characters"},{"date":"2025-12-11","from":"Anthropic","to":"Broadcom","type":"hardware","amount_bn":21.0,"amount_note":"10 mld $ (Q3) + 11 mld $ (Q4)","title_it":"Anthropic: 21 miliardi di rack TPU da Broadcom","detail_it":"Hock Tan rivela che il misterioso cliente da 10 mld $ è Anthropic, che ha aggiunto un altro ordine da 11 mld $ di rack TPU Ironwood consegnati nel 2026.","bubble_it":"Rack TPU comprati da Broadcom","status":"announced","sources":[{"name":"DatacenterDynamics","url":"https://www.datacenterdynamics.com/en/news/broadcom-bulges-with-anthropic-ai-orders/"},{"name":"TrendForce","url":"https://www.trendforce.com/news/2025/12/12/news-anthropic-emerges-as-broadcoms-mega-client-margin-challenges-ahead/"}],"pre_window":false,"id":"749b5d0617","title_en":"Anthropic: $21 billion of TPU racks from Broadcom","detail_en":"Hock Tan reveals that the mystery $10 billion customer is Anthropic, which added another $11 billion order of Ironwood TPU racks delivered in 2026.","bubble_en":"TPU racks bought from Broadcom","note_en":"$10 billion (Q3) + $11 billion (Q4)","slug":"anthropic-broadcom-anthropic-21-billion-of-tpu-racks-from-broadcom"},{"date":"2025-12-11","from":"Korean Government","to":"Korea National Growth Fund","type":"investment","amount_bn":102.0,"amount_note":"150.000 mld di won in 5 anni (≈102 mld $): metà Stato, metà privati","title_it":"Corea: fondo nazionale da 150.000 mld di won","detail_it":"Seul lancia il Fondo nazionale per la crescita: 150.000 mld di won in cinque anni (75.000 garantiti dallo Stato), il 20% all'IA; nel 2026 6.000 mld per l'IA e 4.200 per i chip.","bubble_it":"Fondo coreano da 102 mld $","title_en":"Korea launches ₩150tn National Growth Fund","detail_en":"Seoul launched a ₩150tn five-year National Growth Fund (₩75tn state-backed) with 20% for AI; in 2026 ₩6tn goes to AI and ₩4.2tn to chips.","bubble_en":"Korea's $102bn AI fund","note_en":"₩150tn over 5 years (≈$102bn), half state, half private","status":"completed","sources":[{"name":"Daum (Korea JoongAng Daily)","url":"https://v.daum.net/v/20251211194655223"},{"name":"Korea Herald","url":"https://www.koreaherald.com/article/10760025"}],"pre_window":false,"id":"3f1979ca3e","slug":"korean-government-korea-national-growth-fund-korea-launches-150tn-nation"},{"date":"2025-12-12","from":"Intel","to":"SambaNova","type":"acquisition","amount_bn":1.6,"amount_note":"~1,6 mld $ debito incluso, term sheet non vincolante","title_it":"Intel tratta l'acquisto di SambaNova","detail_it":"Intel firma un term sheet non vincolante per comprare la startup di chip AI SambaNova (presieduta dal CEO Intel Lip-Bu Tan) per circa 1,6 mld $.","bubble_it":"Intel vuole SambaNova","status":"in_talks","sources":[{"name":"Verdict","url":"https://www.verdict.co.uk/intel-sambanova-acquisition/"},{"name":"Channel Insider","url":"https://www.channelinsider.com/ai/intel-sambanova-deal-rumors"}],"pre_window":false,"id":"11456e4731","title_en":"Intel in talks to buy SambaNova","detail_en":"Intel signs a non-binding term sheet to buy AI chip startup SambaNova (chaired by Intel CEO Lip-Bu Tan) for about $1.6 billion.","bubble_en":"Intel wants SambaNova","note_en":"~$1.6 billion including debt, non-binding term sheet","slug":"intel-sambanova-intel-in-talks-to-buy-sambanova"},{"date":"2025-12-15","from":"Google","to":"MediaTek","type":"hardware","amount_bn":null,"amount_note":"Non divulgato; MediaTek prevede 2 mld $ di ASIC cloud solo nel Q4 2026","title_it":"MediaTek disegna le TPU di Google","detail_it":"MediaTek si aggiudica gli ordini per le TPU v7e/v8e di Google e chiede a TSMC di moltiplicare per sette il CoWoS; prevede 2 mld $ di ricavi ASIC cloud nel solo quarto trimestre 2026.","bubble_it":"MediaTek fa le TPU Google","title_en":"MediaTek wins Google TPU orders","detail_en":"MediaTek reportedly won Google's TPU v7e/v8e orders and asked TSMC for a sevenfold CoWoS increase; it expects $2bn of cloud ASIC revenue in Q4 2026 alone.","bubble_en":"MediaTek builds Google TPUs","note_en":"Undisclosed; MediaTek expects $2bn cloud ASIC revenue in Q4 2026","status":"reported","sources":[{"name":"TrendForce","url":"https://www.trendforce.com/news/2025/12/15/news-mediatek-reportedly-secures-google-v7e-v8e-tpu-orders-requests-7-fold-cowos-increase-from-tsmc/"},{"name":"TrendForce","url":"https://www.trendforce.com/news/2026/02/05/news-mediatek-forecasts-1b-in-asic-sales-for-2026-custom-ai-chips-set-for-20-revenue-share-in-2027/"}],"pre_window":false,"id":"a48fd9b774","slug":"google-mediatek-mediatek-wins-google-tpu-orders"},{"date":"2025-12-17","from":"Fluidstack","to":"Hut 8","type":"services","amount_bn":7.0,"amount_note":"locazione 15 anni, 245 MW (fino a 17,7 con rinnovi)","title_it":"Hut 8 affitta River Bend a Fluidstack per Anthropic","detail_it":"Locazione da 7 miliardi per 245 MW in Louisiana; cliente finale Anthropic, pagamenti garantiti da Google.","status":"announced","sources":[{"name":"The Block","url":"https://www.theblock.co/post/382981/hut-8-shares-surge-bitcoin-miner-inks-ai-deal-anthropic-fluidstack-7-billion-usd-data-center-lease"}],"pre_window":false,"id":"4351cfca0f","title_en":"Hut 8 leases River Bend to Fluidstack for Anthropic","detail_en":"$7 billion lease for 245 MW in Louisiana; end customer Anthropic, payments backed by Google.","note_en":"15-year lease, 245 MW (up to $17.7 billion with renewals)","slug":"fluidstack-hut-8-hut-8-leases-river-bend-to-fluidstack-for-anthropic"},{"date":"2025-12-18","from":"Nvidia","to":"Mega Or","type":"services","amount_bn":null,"amount_note":"progetto da ~1,5 mld $ condiviso tra Nvidia e Mega Or","title_it":"Nvidia tratta un data center in Israele","detail_it":"Nvidia è in trattative avanzate per affittare un data center in costruzione a Mevo Carmel, vicino a Yokneam: progetto da circa 1,5 miliardi condiviso con Mega Or.","bubble_it":"Data center Nvidia in Israele","title_en":"Nvidia in talks for Israeli data centre","detail_en":"Nvidia is in advanced talks to lease a data centre under construction at Mevo Carmel near Yokneam, a ~$1.5B project shared with Mega Or.","bubble_en":"Nvidia data centre in Israel","note_en":"~$1.5B project shared by Nvidia and Mega Or","status":"in_talks","sources":[{"name":"eWEEK","url":"https://www.eweek.com/news/nvidia-israel-investment/"},{"name":"Ynet","url":"https://www.ynetnews.com/article/bkcegg11q11g"}],"pre_window":false,"id":"cc37d4f71f","slug":"nvidia-mega-or-nvidia-in-talks-for-israeli-data-centre"},{"date":"2025-12-22","from":"Google","to":"Intersect Power","type":"acquisition","amount_bn":4.75,"amount_note":"cash + debito","title_it":"Alphabet compra Intersect per 4,75 miliardi","detail_it":"Alphabet acquisisce lo sviluppatore di energia e data center Intersect; gli asset legati alla rete vanno nella nuova IPX Power.","status":"announced","sources":[{"name":"Rallies.ai","url":"https://rallies.ai/news/alphabet-to-acquire-intersect-for-475-billion-to-slash-ai-data-center-energy-costs"},{"name":"Yahoo Finance","url":"https://finance.yahoo.com/news/google-acquires-intersect-power-4-094451831.html"},{"name":"Energy-Storage.news","url":"https://www.energy-storage.news/google-acquires-data-centre-and-energy-developer-intersect-for-us4-75-billion/"}],"pre_window":false,"id":"57532c93d4","title_en":"Alphabet buys Intersect for $4.75 billion","detail_en":"Alphabet acquires energy and data center developer Intersect; grid-related assets go into the new IPX Power.","note_en":"cash + debt","slug":"google-intersect-power-alphabet-buys-intersect-for-4-75-billion"},{"date":"2025-12-24","from":"Nvidia","to":"Groq","type":"acquisition","amount_bn":20.0,"amount_note":"~$20 mld in contanti (CNBC); prezzo non ufficiale","title_it":"Nvidia: licenza e acqui-hire di Groq per ~$20 mld","detail_it":"Licenza non esclusiva della tecnologia d'inferenza LPU, acquisto di asset e passaggio in Nvidia del fondatore Jonathan Ross e del presidente Sunny Madra. Groq resta indipendente. È il deal più grande della storia di Nvidia.","status":"announced","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html"},{"name":"Groq","url":"https://groq.com/newsroom/groq-and-nvidia-enter-non-exclusive-inference-technology-licensing-agreement-to-accelerate-ai-inference-at-global-scale"}],"pre_window":false,"id":"31efccce12","title_en":"Nvidia: Groq license and acqui-hire for ~$20 billion","detail_en":"Non-exclusive license to the LPU inference technology, asset purchase and move to Nvidia of founder Jonathan Ross and president Sunny Madra. Groq remains independent. It is the largest deal in Nvidia's history.","note_en":"~$20 billion in cash (CNBC); price not official","slug":"nvidia-groq-nvidia-groq-license-and-acqui-hire-for-20-billion"},{"date":"2025-12-29","from":"Meta","to":"Manus","type":"acquisition","amount_bn":2.0,"amount_note":"oltre 2 mld (WSJ)","title_it":"Meta compra Manus per oltre 2 miliardi","detail_it":"Meta annuncia a dicembre 2025 l'acquisizione dell'agente AI Manus per circa 2-3 mld $. Il 27/04/2026 la Cina vieta l'operazione e a giugno Meta si muove per annullarla.","status":"completed","sources":[{"name":"Benton (WSJ)","url":"https://www.benton.org/headlines/meta-buys-ai-startup-manus-more-2-billion"},{"name":"TechCrunch","url":"https://techcrunch.com/2026/04/27/china-vetoes-metas-2b-manus-deal-after-months-long-probe/"},{"name":"TechCrunch","url":"https://techcrunch.com/2026/06/13/meta-reportedly-moves-to-unwind-2b-manus-deal-after-beijings-demand/"}],"pre_window":false,"id":"7e855040da","title_en":"Meta buys Manus for over $2 billion","detail_en":"Meta announces in December 2025 the acquisition of AI agent Manus for about $2-3 billion. On 27/04/2026 China bans the deal and in June Meta moves to unwind it.","note_en":"over $2 billion (WSJ)","slug":"meta-manus-meta-buys-manus-for-over-2-billion"},{"date":"2025-12-29","from":"ByteDance","to":"Huawei","type":"hardware","amount_bn":5.6,"amount_note":"Oltre 40 mld di yuan (≈5,6 mld $) nel 2026","title_it":"ByteDance compra chip Huawei Ascend","detail_it":"ByteDance pianifica acquisti di chip Huawei Ascend per oltre 40 mld di yuan nel 2026, da quasi zero nel 2025, dopo lo stop agli H20.","bubble_it":"5,6 mld $ a Huawei","title_en":"ByteDance to buy $5.6bn of Huawei Ascend","detail_en":"ByteDance plans to buy over 40bn yuan of Huawei Ascend AI chips in 2026, up from almost nothing in 2025, after H20 supply stopped.","bubble_en":"$5.6bn to Huawei","note_en":"Over 40bn yuan (≈$5.6bn) in 2026","status":"reported","sources":[{"name":"TechNode","url":"https://technode.com/2025/12/29/bytedance-reportedly-plans-to-purchase-5-6-billion-worth-of-huaweis-ascend-ai-chips/"}],"pre_window":false,"id":"6b03f5e2a9","slug":"bytedance-huawei-bytedance-to-buy-5-6bn-of-huawei-ascend"},{"date":"2025-12-31","from":"ByteDance","to":"Nvidia","type":"hardware","amount_bn":14.0,"amount_note":"≈100 mld di yuan (≈14 mld $) nel 2026, se Pechino ammette gli H200","title_it":"ByteDance: 14 miliardi di chip Nvidia nel 2026","detail_it":"ByteDance prevede di spendere circa 100 mld di yuan in chip Nvidia, soprattutto H200, nel 2026, contro circa 85 mld nel 2025.","bubble_it":"14 mld $ di H200","title_en":"ByteDance plans $14bn of Nvidia chips in 2026","detail_en":"ByteDance plans to spend about 100bn yuan on Nvidia chips, mostly H200s, in 2026, up from about 85bn in 2025, if Beijing allows imports.","bubble_en":"$14bn of H200s","note_en":"≈100bn yuan (≈$14bn) in 2026, contingent on H200 approval","status":"reported","sources":[{"name":"Tom's Hardware (SCMP)","url":"https://tomshardware.com/pc-components/gpus/tiktok-owner-bytedance-to-reportedly-purchase-usd14-billion-worth-of-nvidia-ai-gpus-in-2026-company-betting-on-beijings-approval-following-trump-admins-ease-on-ai-export-controls"},{"name":"DigiTimes","url":"https://www.digitimes.com/news/a20251231PD234.html"}],"pre_window":false,"id":"834e4d0ced","slug":"bytedance-nvidia-bytedance-plans-14bn-of-nvidia-chips-in-2026"},{"date":"2026-01-06","from":"Consorzi VC","to":"xAI","type":"vc","amount_bn":20.0,"amount_note":"Series E, valutazione ~230 mld","title_it":"xAI chiude la Series E da 20 miliardi","detail_it":"Round ampliato da 15 a 20 miliardi con Valor, StepStone, Fidelity, QIA, MGX e Baron; Nvidia e Cisco investitori strategici.","status":"completed","sources":[{"name":"Built In","url":"https://builtin.com/articles/xai-raises-20b-series-e-20260107"},{"name":"Converge Digest","url":"https://convergedigest.com/xai-raises-20b-in-upsized-series-e-supported-by-nvidia-cisco/?amp=1"}],"pre_window":false,"id":"28492558d7","title_en":"xAI closes $20 billion Series E","detail_en":"Round upsized from $15 billion to $20 billion with Valor, StepStone, Fidelity, QIA, MGX and Baron; Nvidia and Cisco as strategic investors.","note_en":"Series E, valuation ~$230 billion","slug":"consorzi-vc-xai-xai-closes-20-billion-series-e"},{"date":"2026-01-06","from":"Cisco","to":"xAI","type":"investment","amount_bn":null,"amount_note":"quota nella Series E non resa nota","title_it":"Cisco investitore strategico nella Series E di xAI","detail_it":"Cisco entra nella Series E di xAI come investitore strategico.","status":"completed","sources":[{"name":"Converge Digest","url":"https://convergedigest.com/xai-raises-20b-in-upsized-series-e-supported-by-nvidia-cisco/?amp=1"}],"pre_window":false,"id":"16ea9c539a","title_en":"Cisco strategic investor in xAI's Series E","detail_en":"Cisco joins xAI's Series E as a strategic investor.","note_en":"stake in the Series E undisclosed","slug":"cisco-xai-cisco-strategic-investor-in-xai-s-series-e"},{"date":"2026-01-06","from":"Nvidia","to":"xAI","type":"investment","amount_bn":null,"amount_note":"quota non divulgata (fino a $2 mld secondo Bloomberg); round totale $20 mld","title_it":"Nvidia investitore strategico nella Serie E di xAI","detail_it":"xAI chiude 20 miliardi (obiettivo 15) per espandere Colossus, con Nvidia e Cisco come investitori strategici. Dopo la fusione SpaceX-xAI (02/02/2026) la quota è diventata 122,8 milioni di azioni SpaceX, circa 21 miliardi a giugno 2026.","status":"completed","sources":[{"name":"xAI","url":"https://x.ai/news/series-e"},{"name":"Fintool","url":"https://fintool.com/news/xai-20-billion-series-e-nvidia"},{"name":"Fortune","url":"https://fortune.com/2026/08/15/nvidia-21-billion-spacex-stake-30-billion-intel-shares/"}],"pre_window":false,"id":"2cc45172a1","title_en":"Nvidia strategic investor in xAI's Series E","detail_en":"xAI closes $20 billion (target $15 billion) to expand Colossus, with Nvidia and Cisco as strategic investors. After the SpaceX-xAI merger (02/02/2026) the stake became 122.8 million SpaceX shares, about $21 billion in June 2026.","note_en":"stake undisclosed (up to $2 billion per Bloomberg); total round $20 billion","slug":"nvidia-xai-nvidia-strategic-investor-in-xai-s-series-e"},{"date":"2026-01-07","from":"Apollo","to":"xAI","type":"vc","amount_bn":3.5,"amount_note":"3,5 mld su operazione da 5,4 mld","title_it":"Apollo finanzia GPU GB200 per xAI","detail_it":"Fondi Apollo guidano 3,5 mld $ di finanziamento a Valor Compute Infrastructure per comprare 5,4 mld $ di GPU Nvidia GB200 e affittarle a una controllata di xAI (triple net lease).","bubble_it":"Apollo presta 3,5 mld per chip xAI","status":"completed","sources":[{"name":"Apollo","url":"https://www.apollo.com/insights-news/pressreleases/2026/01/apollo-backs-5-4-billion-valor-and-xai-data-center-compute-infrastructure-transaction-with-3-5-billion-capital-solution-3214463"},{"name":"GlobeNewswire","url":"https://www.globenewswire.com/news-release/2026/01/07/3214463/0/en/Apollo-Backs-5-4-Billion-Valor-and-xAI-Data-Center-Compute-Infrastructure-Transaction-with-3-5-Billion-Capital-Solution.html"}],"pre_window":false,"id":"146e96c09e","title_en":"Apollo finances GB200 GPUs for xAI","detail_en":"Apollo funds lead $3.5 billion of financing to Valor Compute Infrastructure to buy $5.4 billion of Nvidia GB200 GPUs and lease them to an xAI subsidiary (triple net lease).","bubble_en":"Apollo lends $3.5 billion for xAI chips","note_en":"$3.5 billion of a $5.4 billion deal","slug":"apollo-xai-apollo-finances-gb200-gpus-for-xai"},{"date":"2026-01-07","from":"Constellation","to":"Calpine","type":"acquisition","amount_bn":16.4,"amount_note":"16,4 mld di equity (26,6 con debito)","title_it":"Constellation completa l'acquisto di Calpine","detail_it":"Constellation chiude l'acquisizione di Calpine (annunciata a gennaio 2025) e diventa il maggiore produttore di energia USA, puntando sui contratti con i data center.","bubble_it":"Constellation compra Calpine per 16,4 mld","status":"completed","sources":[{"name":"Business Wire","url":"https://www.businesswire.com/news/home/20260107185180/en"},{"name":"DCD","url":"https://datacenterdynamics.com/en/news/constellation-energy-to-acquire-calpine-corporation-in-266bn-deal"}],"pre_window":false,"id":"592fc43c79","title_en":"Constellation completes Calpine acquisition","detail_en":"Constellation closes the acquisition of Calpine (announced in January 2025) and becomes the largest US power producer, betting on data center contracts.","bubble_en":"Constellation buys Calpine for $16.4 billion","note_en":"$16.4 billion of equity ($26.6 billion with debt)","slug":"constellation-calpine-constellation-completes-calpine-acquisition"},{"date":"2026-01-09","from":"Meta","to":"Vistra","type":"services","amount_bn":null,"amount_note":"contratti 20 anni, >2,1 GW + 433 MW","title_it":"Meta compra energia nucleare da Vistra","detail_it":"Parte del pacchetto da 6,6 GW entro il 2035: energia da centrali in Ohio e potenziamenti in Pennsylvania.","status":"announced","sources":[{"name":"Axios","url":"https://www.axios.com/2026/01/09/meta-nuclear-deal-vistra-terrapower-oklo"},{"name":"Engadget","url":"https://www.engadget.com/ai/meta-announces-a-slew-of-nuclear-energy-agreements-165337159.html"}],"pre_window":false,"id":"e3ad37478d","title_en":"Meta buys nuclear power from Vistra","detail_en":"Part of the 6.6 GW package by 2035: power from plants in Ohio and uprates in Pennsylvania.","note_en":"20-year contracts, >2.1 GW + 433 MW","slug":"meta-vistra-meta-buys-nuclear-power-from-vistra"},{"date":"2026-01-09","from":"Meta","to":"TerraPower","type":"investment","amount_bn":null,"amount_note":"finanzia 2 reattori Natrium (690 MW)","title_it":"Meta finanzia i reattori TerraPower","detail_it":"Meta aiuta a finanziare due unità Natrium (fino a 690 MW dal 2032) con diritti su altri sei reattori.","status":"announced","sources":[{"name":"Axios","url":"https://www.axios.com/2026/01/09/meta-nuclear-deal-vistra-terrapower-oklo"}],"pre_window":false,"id":"3d5fb00c35","title_en":"Meta funds TerraPower reactors","detail_en":"Meta helps fund two Natrium units (up to 690 MW from 2032) with rights to six more reactors.","note_en":"funds 2 Natrium reactors (690 MW)","slug":"meta-terrapower-meta-funds-terrapower-reactors"},{"date":"2026-01-09","from":"Meta","to":"Oklo","type":"services","amount_bn":null,"amount_note":"fino a 1,2 GW in Ohio dal 2030","title_it":"Meta e Oklo: campus nucleare in Ohio","detail_it":"Partnership per fino a 1,2 GW nella contea di Pike (Ohio), dal 2030.","status":"announced","sources":[{"name":"Axios","url":"https://www.axios.com/2026/01/09/meta-nuclear-deal-vistra-terrapower-oklo"}],"pre_window":false,"id":"67c281a184","title_en":"Meta and Oklo: nuclear campus in Ohio","detail_en":"Partnership for up to 1.2 GW in Pike County (Ohio), from 2030.","note_en":"up to 1.2 GW in Ohio from 2030","slug":"meta-oklo-meta-and-oklo-nuclear-campus-in-ohio"},{"date":"2026-01-12","from":"Apple","to":"Google","type":"services","amount_bn":1.0,"amount_note":"~1 mld/anno (Bloomberg), non ufficiale","title_it":"Apple sceglie Gemini di Google per la nuova Siri","detail_it":"Accordo pluriennale: Gemini diventa la base dei modelli Apple Foundation e della nuova Siri, eseguiti su Private Cloud Compute.","status":"announced","sources":[{"name":"SiliconANGLE","url":"https://siliconangle.com/?p=727471"},{"name":"iClarified","url":"https://www.iclarified.com/99590/apple-officially-selects-google-gemini-to-power-nextgen-siri"}],"pre_window":false,"id":"0a7ff36feb","title_en":"Apple picks Google's Gemini for new Siri","detail_en":"Multiyear deal: Gemini becomes the basis of Apple Foundation Models and the new Siri, run on Private Cloud Compute.","note_en":"~$1 billion/year (Bloomberg), unofficial","slug":"apple-google-apple-picks-google-s-gemini-for-new-siri"},{"date":"2026-01-14","from":"OpenAI","to":"Cerebras","type":"services","amount_bn":10.0,"amount_note":"oltre, 750 MW fino al 2028","title_it":"OpenAI-Cerebras: oltre 10 mld $ per 750 MW","detail_it":"OpenAI compra fino a 750 MW di calcolo per l'inferenza da Cerebras in tre anni, ospitato nei data center Cerebras; valore oltre 10 mld $ secondo fonti.","status":"announced","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-01-14/openai-forges-10-billion-deal-with-cerebras-for-ai-computing"},{"name":"TechCrunch","url":"https://techcrunch.com/2026/01/14/openai-signs-deal-reportedly-worth-10-billion-for-compute-from-cerebras/"}],"pre_window":false,"id":"8f7e40e0a2","title_en":"OpenAI-Cerebras: over $10 billion for 750 MW","detail_en":"OpenAI buys up to 750 MW of inference compute from Cerebras over three years, hosted in Cerebras data centers; value over $10 billion according to sources.","note_en":"over, 750 MW through 2028","slug":"openai-cerebras-openai-cerebras-over-10-billion-for-750-mw"},{"date":"2026-01-14","from":"SoftBank","to":"Skild AI","type":"vc","amount_bn":1.4,"amount_note":"Series C @ >$14B valuation","title_it":"SoftBank guida 1,4 mld $ in Skild AI","detail_it":"Skild AI (modelli base per robot) raccoglie circa 1,4 mld $ a oltre 14 mld $, più del triplo di maggio 2025. Guida SoftBank con Nvidia; partecipano Macquarie, 1789 Capital e Bezos Expeditions.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/01/14/robotic-software-maker-skild-ai-hits-14b-valuation/"},{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-01-14/robotics-startup-skild-valued-above-14-billion-after-softbank-led-funding-round"}],"pre_window":false,"id":"06c042cf18","title_en":"SoftBank leads $1.4 billion in Skild AI","detail_en":"Skild AI (foundation models for robots) raises about $1.4 billion at over $14 billion, more than triple May 2025. SoftBank leads with Nvidia; Macquarie, 1789 Capital and Bezos Expeditions participate.","note_en":"Series C @ >$14B valuation","slug":"softbank-skild-ai-softbank-leads-1-4-billion-in-skild-ai"},{"date":"2026-01-22","from":"Infra (Arabia Saudita)","to":"HUMAIN","type":"vc","amount_bn":1.2,"amount_note":"accordo quadro non vincolante","title_it":"Fondo infrastrutture saudita: 1,2 mld a HUMAIN","detail_it":"Il National Infrastructure Fund saudita firma a Davos un accordo quadro fino a 1,2 mld $ per finanziare 250 MW di data center IA di HUMAIN (PIF).","bubble_it":"Il fondo saudita presta 1,2 mld a HUMAIN","status":"announced","sources":[{"name":"Business Wire","url":"https://www.businesswire.com/news/home/20260122600897/en/"},{"name":"Middle East AI News","url":"https://www.middleeastainews.com/p/humain-secures-12-billion-ai-infrastructure"}],"pre_window":false,"id":"cf93b302fe","title_en":"Saudi infrastructure fund: $1.2 billion to HUMAIN","detail_en":"Saudi Arabia's National Infrastructure Fund signs a framework agreement in Davos for up to $1.2 billion to fund 250 MW of AI data centers for HUMAIN (PIF).","bubble_en":"Saudi fund lends $1.2 billion to HUMAIN","note_en":"non-binding framework agreement","slug":"infra-arabia-saudita-humain-saudi-infrastructure-fund-1-2-billion-to-hum"},{"date":"2026-01-23","from":"Alibaba","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"Interesse per oltre 200.000 H200 (non quantificato in $)","title_it":"Alibaba pronta a ordinare 200.000 H200","detail_it":"Pechino dice ad Alibaba e ad altri big tech di preparare gli ordini di H200; Alibaba segnala a Nvidia interesse per oltre 200.000 unità, pagamento anticipato.","bubble_it":"Alibaba vuole 200.000 H200","title_en":"Alibaba eyes 200,000+ Nvidia H200s","detail_en":"Beijing told Alibaba and other tech firms to prepare H200 orders; Alibaba told Nvidia it wants more than 200,000 units, paid upfront.","bubble_en":"Alibaba wants 200k H200s","note_en":"Interest in 200,000+ H200 units (no $ figure)","status":"in_talks","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-01-23/china-tells-alibaba-top-tech-firms-to-prep-nvidia-h200-orders"}],"pre_window":false,"id":"23c7600569","slug":"alibaba-nvidia-alibaba-eyes-200-000-nvidia-h200s"},{"date":"2026-01-26","from":"Nvidia","to":"CoreWeave","type":"investment","amount_bn":2.0,"amount_note":"22,94 mln azioni a $87,20","title_it":"Nvidia investe altri $2 mld in CoreWeave","detail_it":"Collocamento privato che raddoppia la quota Nvidia; obiettivo 5 GW di nuovi data center con chip Rubin, con Nvidia che aiuta a trovare terreni ed energia.","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-01-26/nvidia-invests-another-2-billion-in-coreweave-offers-new-chip"},{"name":"eWeek","url":"https://www.eweek.com/news/nvidia-2026-coreweave-investment/"}],"pre_window":false,"id":"8108024301","title_en":"Nvidia invests another $2 billion in CoreWeave","detail_en":"Private placement that doubles Nvidia's stake; target of 5 GW of new data centers with Rubin chips, with Nvidia helping to find land and power.","note_en":"22.94 million shares at $87.20","slug":"nvidia-coreweave-nvidia-invests-another-2-billion-in-coreweave"},{"date":"2026-01-27","from":"Microsoft","to":"SK Hynix","type":"hardware","amount_bn":null,"amount_note":"Non divulgato","title_it":"SK Hynix unico fornitore HBM del chip Maia 200","detail_it":"Secondo la stampa coreana, SK Hynix è l'unico fornitore di HBM3E per il nuovo acceleratore Maia 200 di Microsoft.","bubble_it":"HBM per il chip Microsoft","title_en":"SK Hynix sole HBM supplier for Microsoft Maia 200","detail_en":"Korean media report SK Hynix is the sole supplier of HBM3E for Microsoft's Maia 200 AI accelerator.","bubble_en":"HBM for Microsoft's chip","note_en":"Undisclosed","status":"reported","sources":[{"name":"Korea Times","url":"https://www.koreatimes.co.kr/business/companies/20260127/sk-hynix-becomes-sole-supplier-of-hbm-for-microsoft-ai-chips-sources"}],"pre_window":false,"id":"29216bdfcb","slug":"microsoft-sk-hynix-sk-hynix-sole-hbm-supplier-for-microsoft-maia-200"},{"date":"2026-01-28","from":"Tesla","to":"xAI","type":"investment","amount_bn":2.0,"amount_note":"azioni privilegiate Series E","title_it":"Tesla investe 2 miliardi in xAI","detail_it":"Accordo firmato il 16/01/2026 e reso noto con i conti del 4° trimestre: Tesla compra azioni Series E di xAI, nonostante il voto contrario degli azionisti a novembre 2025.","status":"completed","sources":[{"name":"Reuters via The Star","url":"https://www.thestar.com.my/tech/tech-news/2026/01/29/tesla-revenue-beats-estimates-despite-weaker-vehicle-deliveries"},{"name":"Capacity","url":"https://capacityglobal.com/news/tesla-xai-investment-ai-strategy-elon-musk/"}],"pre_window":false,"id":"34712395e6","title_en":"Tesla invests $2 billion in xAI","detail_en":"Deal signed on 16/01/2026 and disclosed with Q4 results: Tesla buys xAI Series E shares, despite shareholders voting against in November 2025.","note_en":"Series E preferred shares","slug":"tesla-xai-tesla-invests-2-billion-in-xai"},{"date":"2026-01-29","from":"Apple","to":"Q.ai","type":"acquisition","amount_bn":1.6,"amount_note":"1,6-2 mld (Reuters/FT)","title_it":"Apple compra Q.ai, la seconda acquisizione più grande","detail_it":"Startup israeliana di AI per audio e voce sussurrata; circa 100 dipendenti passano in Apple. La più grande dopo Beats.","status":"completed","sources":[{"name":"SiliconANGLE","url":"https://siliconangle.com/?p=729433"}],"pre_window":false,"id":"4368e2d161","title_en":"Apple buys Q.ai, its second-largest acquisition","detail_en":"Israeli AI startup for audio and whispered speech; about 100 employees move to Apple. The largest since Beats.","note_en":"$1.6-2 billion (Reuters/FT)","slug":"apple-q-ai-apple-buys-q-ai-its-second-largest-acquisition"},{"date":"2026-01-31","from":"OpenAI","to":"Cerebras","type":"investment","amount_bn":1.0,"amount_note":"prestito per capitale circolante, gennaio 2026","title_it":"OpenAI presta 1 miliardo a Cerebras","detail_it":"Oltre al contratto di calcolo (poi rivalutato a oltre 20 mld $), OpenAI concede a Cerebras un prestito da 1 mld $ per il capitale circolante (data esatta in gennaio non nota).","bubble_it":"OpenAI finanzia il suo fornitore","status":"completed","sources":[{"name":"SEC 8-K Cerebras","url":"https://www.sec.gov/Archives/edgar/data/0002021728/000162828026044941/cbrsannouncesfinancialresu.htm"}],"pre_window":false,"id":"128597973d","title_en":"OpenAI lends $1 billion to Cerebras","detail_en":"On top of the compute contract (later revalued at over $20 billion), OpenAI gives Cerebras a $1 billion loan for working capital (exact date in January unknown).","bubble_en":"OpenAI finances its supplier","note_en":"working capital loan, January 2026","slug":"openai-cerebras-openai-lends-1-billion-to-cerebras"},{"date":"2026-02-02","from":"SpaceX","to":"xAI","type":"acquisition","amount_bn":250.0,"amount_note":"tutto in azioni; insieme 1,25 trilioni","title_it":"SpaceX assorbe xAI: insieme valgono 1.250 miliardi","detail_it":"Fusione tutta in azioni: SpaceX valutata circa 1.000 miliardi e xAI (che possiede X) 250 miliardi. È la fusione più grande di sempre.","status":"completed","sources":[{"name":"Bloomberg Law","url":"https://news.bloomberglaw.com/tech-and-telecom-law/elon-musks-spacex-said-to-combine-with-xai-ahead-of-mega-ipo"},{"name":"Fortune","url":"https://fortune.com/2026/02/02/elon-musk-spacex-xai-ipo-trillion"}],"pre_window":false,"id":"3887e34159","title_en":"SpaceX absorbs xAI: combined value $1.25 trillion","detail_en":"All-stock merger: SpaceX valued at about $1 trillion and xAI (which owns X) at $250 billion. It is the largest merger ever.","note_en":"all stock; combined $1.25 trillion","slug":"spacex-xai-spacex-absorbs-xai-combined-value-1-25-trillion"},{"date":"2026-02-02","from":"Banche e mercato","to":"Oracle","type":"vc","amount_bn":25.0,"amount_note":"debito: bond in 8 tranche, ordini ~126-129 mld","title_it":"Oracle colloca 25 miliardi di bond con domanda record","detail_it":"Parte del piano da 45-50 miliardi per il 2026: metà debito, metà equity (programma di vendita azioni fino a 20 miliardi e convertibili obbligatorie).","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-02-02/oracle-kicks-off-8-part-dollar-bond-sale-amid-ai-borrowing-push"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/oracle-officially-launches-25bn-bond-offering-and-20bn-equity-distribution-agreement/"},{"name":"SEC (FWP Oracle)","url":"https://www.sec.gov/Archives/edgar/data/1341439/000119312526032650/d36096dfwp.htm"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/oracle-to-raise-up-to-50bn-in-debt-and-equity-in-2026"}],"pre_window":false,"id":"605f8bd978","title_en":"Oracle places $25 billion of bonds on record demand","detail_en":"Part of the $45-50 billion plan for 2026: half debt, half equity (share sale program of up to $20 billion and mandatory convertibles).","note_en":"debt: bonds in 8 tranches, orders ~$126-129 billion","slug":"banche-e-mercato-oracle-oracle-places-25-billion-of-bonds-on-record-dema"},{"date":"2026-02-04","from":"Consorzi VC","to":"Cerebras","type":"vc","amount_bn":1.0,"amount_note":"Series H guidata da Tiger Global, ~23 mld","title_it":"Cerebras raccoglie 1 miliardo a 23 miliardi di valutazione","detail_it":"Series H guidata da Tiger Global con Benchmark, Coatue e 1789 Capital; valutazione quasi triplicata in quattro mesi.","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-02-04/cerebras-raises-1-billion-in-funding-at-23-billion-valuation"},{"name":"Reuters via The Star","url":"https://www.thestar.com.my/tech/tech-news/2026/02/05/ai-chip-maker-cerebras-systems-raises-1-billion-in-late-stage-funding"}],"pre_window":false,"id":"912c9953e6","title_en":"Cerebras raises $1 billion at $23 billion valuation","detail_en":"Series H led by Tiger Global with Benchmark, Coatue and 1789 Capital; valuation nearly tripled in four months.","note_en":"Series H led by Tiger Global, ~$23 billion","slug":"consorzi-vc-cerebras-cerebras-raises-1-billion-at-23-billion-valuation"},{"date":"2026-02-04","from":"KKR","to":"ST Telemedia","type":"acquisition","amount_bn":5.1,"amount_note":"6,6 mld S$ (≈5,1 mld $) per l'82%; valore d'impresa ≈10,9 mld $","title_it":"KKR e Singtel comprano STT GDC","detail_it":"Il consorzio KKR-Singtel compra da ST Telemedia (gruppo Temasek) l'82% che non possedeva del gestore di data center STT GDC, per 6,6 mld S$.","bubble_it":"Data center di Temasek a KKR","title_en":"KKR and Singtel buy out STT GDC","detail_en":"The KKR-Singtel consortium agreed to buy the 82% of data center operator STT GDC it did not own from Temasek's ST Telemedia for S$6.6bn.","bubble_en":"Temasek's data centers to KKR","note_en":"S$6.6bn (≈$5.1bn) for 82%; EV ≈$10.9bn","status":"announced","sources":[{"name":"STT GDC","url":"https://www.sttelemediagdc.com/newsroom/kkr-led-consortium-to-fully-acquire-stt-gdc-13.8-billion-enterprise-value"},{"name":"DatacenterDynamics","url":"https://datacenterdynamics.com/en/news/kkr-and-singtel-fully-acquire-data-center-firm-stt-gdc"}],"pre_window":false,"id":"9e7c9c0802","slug":"kkr-st-telemedia-kkr-and-singtel-buy-out-stt-gdc"},{"date":"2026-02-05","from":"TSMC","to":"TSMC Japan (JASM)","type":"investment","amount_bn":17.0,"amount_note":"≈17 mld $ (Yomiuri; TSMC non commenta)","title_it":"TSMC porta i 3 nm in Giappone: 17 miliardi","detail_it":"TSMC convertirà la seconda fabbrica di Kumamoto ai chip a 3 nm per l'IA, con un investimento di circa 17 mld $ (prima 12,2 mld per 6-12 nm); Tokyo valuta nuovi aiuti.","bubble_it":"3 nm IA a Kumamoto","title_en":"TSMC plans $17bn 3nm fab in Japan","detail_en":"TSMC will shift its second Kumamoto fab to 3nm AI chips, with about $17bn of investment (vs $12.2bn for 6-12nm); Tokyo is weighing more aid.","bubble_en":"3nm AI chips in Kumamoto","note_en":"≈$17bn (Yomiuri; TSMC declined comment)","status":"reported","sources":[{"name":"Reuters via The Star","url":"https://www.thestar.com.my/tech/tech-news/2026/02/05/tsmc-plans-17-billion-investment-in-3-nanometre-chip-production-in-japan-yomiuri-reports"},{"name":"DatacenterDynamics","url":"https://www.datacenterdynamics.com/en/news/tsmc-to-produce-3nm-ai-chips-at-second-fab-in-kumamoto-japan/"}],"pre_window":false,"id":"d09fb1db9c","slug":"tsmc-tsmc-japan-jasm-tsmc-plans-17bn-3nm-fab-in-japan"},{"date":"2026-02-09","from":"Banche e mercato","to":"Google","type":"vc","amount_bn":20.0,"amount_note":"bond in 7 tranche","title_it":"Alphabet colloca 20 mld di bond","detail_it":"Alphabet raccoglie 20 mld $ in obbligazioni per finanziare investimenti 2026 previsti a 175-185 mld $.","bubble_it":"Alphabet emette 20 mld di bond","status":"completed","sources":[{"name":"The Star","url":"https://www.thestar.com.my/tech/tech-news/2026/02/10/alphabet039s-debt-raise-fuels-forecasts-for-record-year-in-corporate-bond-sales"},{"name":"ROIC","url":"https://www.roic.ai/news/alphabet-launches-global-bond-blitz-to-fund-ai-spending-02-09-2026"}],"pre_window":false,"id":"0084a7f2df","title_en":"Alphabet places $20 billion of bonds","detail_en":"Alphabet raises $20 billion in bonds to fund 2026 investment forecast at $175-185 billion.","bubble_en":"Alphabet issues $20 billion of bonds","note_en":"bonds in 7 tranches","slug":"banche-e-mercato-google-alphabet-places-20-billion-of-bonds"},{"date":"2026-02-09","from":"Blackstone","to":"Firmus","type":"vc","amount_bn":10.0,"amount_note":"pacchetto di debito da 10 mld $ guidato con Coatue","title_it":"Blackstone presta 10 miliardi a Firmus","detail_it":"L'australiana Firmus chiude un pacchetto di debito da 10 mld $ guidato da Blackstone e Coatue per la fase successiva di Project Southgate, le AI factory sviluppate con CDC e Nvidia (fino a 1,6 GW).","bubble_it":"Blackstone finanzia Firmus","title_en":"Blackstone leads $10B debt for Firmus","detail_en":"Australia's Firmus closed a $10B debt package led by Blackstone and Coatue for the next phase of Project Southgate, its AI factories with CDC and Nvidia (up to 1.6 GW).","bubble_en":"Blackstone funds Firmus","note_en":"$10B debt package led with Coatue","status":"completed","sources":[{"name":"MarketScreener (Reuters)","url":"https://www.marketscreener.com/news/australian-ai-infrastructure-developer-firmus-lands-10-bln-debt-package-from-blackstone-coatue-ce7e5adeda8af125"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/firmus-secures-10bn-debt-financing-facility-for-project-southgate-ai-factory-roll-out/"}],"pre_window":false,"id":"8c04bedfba","slug":"blackstone-firmus-blackstone-leads-10b-debt-for-firmus"},{"date":"2026-02-09","from":"Insight Partners","to":"Databricks","type":"vc","amount_bn":5.0,"amount_note":"Series L ~$5B equity @ $134B (+~$2B debt)","title_it":"Databricks chiude la Series L a 134 mld $","detail_it":"Annunciata il 16/12/2025 (oltre 4 mld $), chiusa a circa 5 mld $ di equity a 134 mld $ più ~2 mld $ di debito. Guidata da Insight Partners, Fidelity e J.P. Morgan AM; entrano anche Microsoft, Goldman Sachs Alternatives, Morgan Stanley e Glade Brook.","status":"completed","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/02/09/databricks-completes-5-billion-funding-round-with-2-billion-in-debt.html"},{"name":"TechCrunch","url":"https://techcrunch.com/2025/12/16/databricks-raises-4b-at-134b-valuation-as-its-ai-business-heats-up/"}],"pre_window":false,"id":"8b80da286b","title_en":"Databricks closes Series L at $134 billion","detail_en":"Announced on 16/12/2025 (over $4 billion), closed at about $5 billion of equity at a $134 billion valuation plus ~$2 billion of debt. Led by Insight Partners, Fidelity and J.P. Morgan AM; Microsoft, Goldman Sachs Alternatives, Morgan Stanley and Glade Brook also join.","note_en":"Series L ~$5B equity @ $134B (+~$2B debt)","slug":"insight-partners-databricks-databricks-closes-series-l-at-134-billion"},{"date":"2026-02-12","from":"Consorzi VC","to":"Anthropic","type":"vc","amount_bn":30.0,"amount_note":"Serie G, valutazione 380 mld post-money","title_it":"Serie G di Anthropic: 30 miliardi a 380","detail_it":"Guidata da GIC e Coatue; co-lead D.E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ e MGX. Partecipano anche Microsoft e Nvidia (parte dei loro impegni di nov. 2025).","status":"completed","sources":[{"name":"GIC","url":"https://www.gic.com.sg/uploads/2026/02/GIC-Leads-Series-G-in-Anthropic.pdf"},{"name":"Business Today","url":"https://www.businesstoday.in/technology/news/story/anthropic-raises-30-billion-at-usd-380-billion-valuation-as-enterprise-ai-demand-rises-515974-2026-02-13"}],"pre_window":false,"id":"a108e5f5ae","title_en":"Anthropic Series G: $30 billion at $380 billion","detail_en":"Led by GIC and Coatue; co-led by D.E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ and MGX. Microsoft and Nvidia also participate (part of their November 2025 commitments).","note_en":"Series G, $380 billion post-money valuation","slug":"consorzi-vc-anthropic-anthropic-series-g-30-billion-at-380-billion"},{"date":"2026-02-12","from":"Nebius","to":"Azur","type":"services","amount_bn":null,"amount_note":"240 MW a Béthune; Azur paga la costruzione, Nebius compra i chip; valore non divulgato","title_it":"Nebius: data center da 240 MW vicino a Lille","detail_it":"Nebius costruirà un data center AI da 240 MW a Béthune, vicino a Lille, con il partner Azur che sostiene i costi di costruzione; metà della capacità attesa entro fine 2026.","bubble_it":"Nebius sbarca nel nord della Francia","title_en":"Nebius's 240 MW site near Lille","detail_en":"Nebius will build a 240 MW AI data centre in Béthune near Lille, with partner Azur bearing construction costs; half the site expected online by end-2026.","bubble_en":"Nebius lands in northern France","note_en":"240 MW in Béthune; Azur funds construction, Nebius buys chips; value undisclosed","status":"announced","sources":[{"name":"Reuters (WHBL)","url":"https://whbl.com/2026/02/12/amsterdam-based-ai-firm-nebius-to-build-240mw-data-centre-near-lille-france/"}],"pre_window":false,"id":"dc6e921312","slug":"nebius-azur-nebius-s-240-mw-site-near-lille"},{"date":"2026-02-16","from":"Mistral","to":"EcoDataCenter","type":"services","amount_bn":1.4,"amount_note":"1,2 mld € (~1,4 mld $); data di pubblicazione, annuncio a metà febbraio 2026","title_it":"Mistral: data center da 1,2 miliardi in Svezia","detail_it":"Mistral firma con EcoDataCenter un accordo da 1,2 mld € per un data center AI a Borlänge (Svezia) con GPU Nvidia Vera Rubin, apertura nel 2027: il primo investimento infrastrutturale di Mistral fuori dalla Francia.","bubble_it":"Mistral affitta in Svezia","title_en":"Mistral's €1.2B Swedish data centre","detail_en":"Mistral signed a €1.2B deal with EcoDataCenter for an AI data centre in Borlänge, Sweden, with Nvidia Vera Rubin GPUs from 2027 - its first infrastructure outside France.","bubble_en":"Mistral leases in Sweden","note_en":"€1.2B (~$1.4B); publication date, announced mid-Feb 2026","status":"announced","sources":[{"name":"EcoDataCenter","url":"https://ecodatacenter.tech/press/mistral-ai-and-ecodatacenter-partner-to-build-ai-focused-data-center-in-sweden-3431886"},{"name":"Verdict","url":"https://www.verdict.co.uk/mistral-ai-to-invest-1-4bn-in-sweden-data-centre/"}],"pre_window":false,"id":"8d400fc120","slug":"mistral-ecodatacenter-mistral-s-1-2b-swedish-data-centre"},{"date":"2026-02-17","from":"Meta","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"'milioni' di GPU Blackwell e Rubin, CPU Grace/Vera, Spectrum-X","title_it":"Meta firma con Nvidia per milioni di GPU","detail_it":"Partnership pluriennale: Meta compra milioni di GPU Blackwell e Rubin, adotta CPU Grace in grande scala (Vera dal 2027) e reti Spectrum-X. Nessun importo divulgato.","status":"announced","sources":[{"name":"NVIDIA Newsroom","url":"https://nvidianews.nvidia.com/news/meta-builds-ai-infrastructure-with-nvidia"}],"pre_window":false,"id":"f78ce286ac","title_en":"Meta signs with Nvidia for millions of GPUs","detail_en":"Multiyear partnership: Meta buys millions of Blackwell and Rubin GPUs, adopts Grace CPUs at large scale (Vera from 2027) and Spectrum-X networking. No amount disclosed.","note_en":"'millions' of Blackwell and Rubin GPUs, Grace/Vera CPUs, Spectrum-X","slug":"meta-nvidia-meta-signs-with-nvidia-for-millions-of-gpus"},{"date":"2026-02-17","from":"Japanese Government","to":"SB Energy","type":"investment","amount_bn":33.0,"amount_note":"Costo stimato del progetto: 33 mld $ (quota giapponese non precisata)","title_it":"Fondo Giappone-USA: 33 mld per la centrale di SoftBank in Ohio","detail_it":"Primo progetto del pacchetto da 550 mld $ promesso dal Giappone agli USA: il 'Portsmouth Powered Land Project', centrale a gas da 9,2 GW gestita da SB Energy (SoftBank) per alimentare data center IA. Finanziamento via JBIC, NEXI e megabanche.","bubble_it":"Giappone finanzia energia per IA SoftBank","title_en":"Japan's US fund backs $33bn SoftBank power project","detail_en":"The first project under Japan's $550bn US pledge is the 9.2GW 'Portsmouth Powered Land Project' gas plant in Ohio run by SoftBank's SB Energy to power AI data centers, financed via JBIC, NEXI and Japanese banks.","bubble_en":"Japan funds SoftBank AI power","note_en":"Estimated project cost $33bn (Japanese share not specified)","status":"announced","sources":[{"name":"Reuters via BNN Bloomberg","url":"https://www.bnnbloomberg.ca/business/2026/02/18/trump-says-japan-to-invest-in-energy-industrial-projects-in-ohio-texas-and-georgia/"},{"name":"Power Engineering","url":"https://www.power-eng.com/gas/ohio-gas-mega-plant-tops-first-projects-under-u-s-japan-550b-investment-pledge/"}],"pre_window":false,"id":"9b82ac6aa8","slug":"japanese-government-sb-energy-japan-s-us-fund-backs-33bn-softbank-power"},{"date":"2026-02-17","from":"Adani","to":"AdaniConneX","type":"investment","amount_bn":100.0,"amount_note":"100 mld $ entro il 2035; capacità da 2 a 5 GW","title_it":"Adani: 100 miliardi in data center AI","detail_it":"Il gruppo Adani annuncia 100 mld $ entro il 2035 in data center AI alimentati da rinnovabili, portando AdaniConneX da 2 a 5 GW, con campus per Google (Vizag) e Microsoft (Hyderabad, Pune).","bubble_it":"Adani: 100 mld per 5 GW","title_en":"Adani's $100B AI data centre plan","detail_en":"Adani Group pledged $100B by 2035 for renewable-powered AI data centres, taking AdaniConneX from 2 to 5 GW, with campuses for Google (Vizag) and Microsoft (Hyderabad, Pune).","bubble_en":"Adani's $100B, 5 GW plan","note_en":"$100B by 2035; capacity from 2 to 5 GW","status":"announced","sources":[{"name":"Outlook Business","url":"https://www.outlookbusiness.com/corporate/adani-group-commits-100-bn-for-ai-data-centers-targets-5gw-capacity-by-2035"},{"name":"MarketScreener (Reuters)","url":"https://www.marketscreener.com/news/adani-group-announces-100-billion-plan-for-hyperscale-ai-ready-data-centres-by-2035-ce7e5dd8de8eff24"}],"pre_window":false,"id":"fbcfdca766","slug":"adani-adaniconnex-adani-s-100b-ai-data-centre-plan"},{"date":"2026-02-18","from":"Yotta","to":"Nvidia","type":"hardware","amount_bn":2.0,"amount_note":"oltre 2 mld $ per 20.736 GPU Blackwell Ultra","title_it":"Yotta compra 20.736 GPU Nvidia","detail_it":"L'indiana Yotta investe oltre 2 mld $ in un supercluster da 20.736 GPU Nvidia Blackwell Ultra a Greater Noida; più di 10.000 B300 vanno alla IndiaAI Mission.","bubble_it":"Yotta: 2 mld di GPU Nvidia","title_en":"Yotta's $2B Nvidia Blackwell supercluster","detail_en":"India's Yotta is investing over $2B in a 20,736-GPU Nvidia Blackwell Ultra supercluster in Greater Noida; over 10,000 B300s go to the IndiaAI Mission.","bubble_en":"Yotta buys $2B of Nvidia GPUs","note_en":"Over $2B for 20,736 Blackwell Ultra GPUs","status":"announced","sources":[{"name":"CRN Asia","url":"https://www.crnasia.com/india/news/2026/yotta-to-deploy-20-736-nvidia-blackwell-ultra-gpus-in-over-2-billion-supercluster"},{"name":"Business Standard","url":"https://www.business-standard.com/industry/news/yotta-data-services-to-build-2-bn-ai-hub-with-nvidia-s-blackwell-chips-126021800263_1.html"}],"pre_window":false,"id":"e437a661cc","slug":"yotta-nvidia-yotta-s-2b-nvidia-blackwell-supercluster"},{"date":"2026-02-18","from":"Nvidia","to":"Yotta","type":"services","amount_bn":1.0,"amount_note":"oltre 1 mld $ in quattro anni per un cluster DGX Cloud","title_it":"Nvidia riaffitta il calcolo da Yotta","detail_it":"Dentro lo stesso supercluster Nvidia prende in affitto da Yotta uno dei più grandi cluster DGX Cloud dell'Asia-Pacifico, con un accordo di quattro anni da oltre 1 mld $: le GPU vendute tornano come contratto.","bubble_it":"Nvidia riaffitta le sue GPU","title_en":"Nvidia rents back compute from Yotta","detail_en":"Inside the same supercluster Nvidia will run one of Asia-Pacific's largest DGX Cloud clusters under a four-year deal worth over $1B - the GPUs it sold come back as a contract.","bubble_en":"Nvidia rents back its own GPUs","note_en":"Over $1B over four years for a DGX Cloud cluster","status":"announced","sources":[{"name":"Outlook Business","url":"https://www.outlookbusiness.com/start-up/deeptech/yotta-nvidia-announce-3b-deal-to-deploy-20000-blackwell-ultra-gpus"},{"name":"HPCwire","url":"https://www.hpcwire.com/?p=188814"}],"pre_window":false,"id":"5971f9abd5","slug":"nvidia-yotta-nvidia-rents-back-compute-from-yotta"},{"date":"2026-02-18","from":"HUMAIN","to":"xAI","type":"vc","amount_bn":3.0,"amount_note":"3 mld $ nella Serie E, convertiti in azioni SpaceX","title_it":"HUMAIN investe 3 miliardi in xAI","detail_it":"La società IA del PIF saudita mette 3 miliardi nella Serie E di xAI poco prima della fusione con SpaceX, prendendo una quota di minoranza.","bubble_it":"Riad mette 3 miliardi su Musk","title_en":"HUMAIN invests $3B in xAI","detail_en":"Saudi PIF's AI company puts $3B into xAI's Series E shortly before the SpaceX merger, taking a minority stake.","bubble_en":"Riyadh puts $3B on Musk","note_en":"$3B in Series E, converted into SpaceX shares","status":"completed","sources":[{"name":"Reuters via Yahoo Finance","url":"https://finance.yahoo.com/news/humain-takes-minority-stake-xai-075234415.html"},{"name":"Nasdaq","url":"https://www.nasdaq.com/articles/humain-invest-3-billion-xai"}],"pre_window":false,"id":"59ea49ec58","slug":"humain-xai-humain-invests-3b-in-xai"},{"date":"2026-02-18","from":"Autodesk","to":"World Labs","type":"investment","amount_bn":1.0,"amount_note":"$1B round (Autodesk $200M), valuation undisclosed","title_it":"World Labs di Fei-Fei Li raccoglie 1 mld $","detail_it":"Round da 1 mld $ senza lead dichiarato: Autodesk mette 200 mln $; partecipano AMD, Emerson Collective, Fidelity, Nvidia, Sea e Andreessen Horowitz. A settembre AMD annuncia l'acquisizione per 8,2 mld $.","status":"completed","sources":[{"name":"World Labs","url":"https://www.worldlabs.ai/blog/funding-2026"},{"name":"TechCrunch","url":"https://techcrunch.com/2026/02/18/world-labs-lands-200m-from-autodesk-to-bring-world-models-into-3d-workflows/"},{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-02-18/ai-pioneer-fei-fei-li-s-startup-world-labs-raises-1-billion"}],"pre_window":false,"id":"e238f0d513","title_en":"Fei-Fei Li's World Labs raises $1 billion","detail_en":"$1 billion round with no named lead: Autodesk puts in $200 million; AMD, Emerson Collective, Fidelity, Nvidia, Sea and Andreessen Horowitz participate. In September AMD announces the acquisition for $8.2 billion.","note_en":"$1B round (Autodesk $200M), valuation undisclosed","slug":"autodesk-world-labs-fei-fei-li-s-world-labs-raises-1-billion"},{"date":"2026-02-19","from":"OpenAI","to":"TCS","type":"services","amount_bn":null,"amount_note":"100 MW, scalabili a 1 GW","title_it":"Stargate India: OpenAI primo cliente di TCS HyperVault","detail_it":"OpenAI diventa il primo cliente del business data center HyperVault di Tata Consultancy Services con 100 MW, fino a 1 GW in futuro; TCS adotta ChatGPT Enterprise.","status":"announced","sources":[{"name":"Reuters (via The Star)","url":"https://www.thestar.com.my/tech/tech-news/2026/02/19/india039s-tata-signs-up-openai-as-customer-for-data-centre-business"}],"pre_window":false,"id":"dcb54a3276","title_en":"Stargate India: OpenAI first customer of TCS HyperVault","detail_en":"OpenAI becomes the first customer of Tata Consultancy Services' HyperVault data center business with 100 MW, up to 1 GW in future; TCS adopts ChatGPT Enterprise.","note_en":"100 MW, scalable to 1 GW","slug":"openai-tcs-stargate-india-openai-first-customer-of-tcs-hypervault"},{"date":"2026-02-24","from":"Meta","to":"AMD","type":"hardware","amount_bn":60.0,"amount_note":"fino a 60 mld in 5 anni, 6 GW + warrant 160 mln azioni","title_it":"Meta compra fino a 60 miliardi di chip AMD","detail_it":"Accordo pluriennale per GPU Instinct (anche una versione custom di MI450) e CPU Venice; Meta riceve un warrant fino a 160 milioni di azioni AMD legato alle consegne.","status":"announced","sources":[{"name":"Khaleej Times (Reuters)","url":"https://www.khaleejtimes.com/business/tech/amd-clinches-second-mega-chip-supply-deal-this-time-with-meta-2"},{"name":"IT Brief","url":"https://itbrief.co.uk/story/amd-meta-sign-vast-ai-gpu-cpu-infrastructure-pact"},{"name":"AMD (trascrizione)","url":"https://d1io3yog0oux5.cloudfront.net/_cead7baaa2cb7f60c17b342e85e15883/amd/db/817/9229/webcast_transcript/AMD_260224+Meta+Announcement.pdf"}],"pre_window":false,"id":"3228c73f74","title_en":"Meta buys up to $60 billion of AMD chips","detail_en":"Multiyear deal for Instinct GPUs (including a custom version of the MI450) and Venice CPUs; Meta receives a warrant for up to 160 million AMD shares tied to deliveries.","note_en":"up to $60 billion over 5 years, 6 GW + warrant for 160 million shares","slug":"meta-amd-meta-buys-up-to-60-billion-of-amd-chips"},{"date":"2026-02-24","from":"AMD","to":"Meta","type":"investment","amount_bn":null,"amount_note":"warrant fino a 160 mln azioni (~10%)","title_it":"AMD dà a Meta warrant fino al 10%","detail_it":"Come con OpenAI, AMD concede a Meta warrant a 0,01 $ su fino a 160 milioni di azioni, legati agli acquisti dei 6 GW di GPU.","bubble_it":"Meta può prendersi il 10% di AMD","status":"announced","sources":[{"name":"AMD","url":"https://www.amd.com/en/newsroom/press-releases/2026-2-24-amd-and-meta-announce-expanded-strategic-partnersh.html"},{"name":"SEC 10-Q AMD","url":"https://www.sec.gov/Archives/edgar/data/0000002488/000000248826000123/amd-20260627.htm"}],"pre_window":false,"id":"91a72d44e3","title_en":"AMD gives Meta warrants for up to 10%","detail_en":"As with OpenAI, AMD grants Meta warrants at $0.01 on up to 160 million shares, tied to purchases of the 6 GW of GPUs.","bubble_en":"Meta could take 10% of AMD","note_en":"warrant for up to 160 million shares (~10%)","slug":"amd-meta-amd-gives-meta-warrants-for-up-to-10"},{"date":"2026-02-25","from":"Nvidia","to":"Wayve","type":"investment","amount_bn":null,"amount_note":"Serie D $1,2-1,5 mld a $8,6 mld; quota non divulgata","title_it":"Nvidia nella Serie D di Wayve","detail_it":"La startup britannica della guida autonoma raccoglie con Mercedes, Stellantis, Nissan e i soci esistenti Uber, Microsoft e Nvidia.","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-02-25/self-driving-startup-wayve-raises-1-5-billion-for-robotaxi-wars"}],"pre_window":false,"id":"92b8dbd2cb","title_en":"Nvidia in Wayve's Series D","detail_en":"The British autonomous driving startup raises with Mercedes, Stellantis, Nissan and existing backers Uber, Microsoft and Nvidia.","note_en":"Series D $1.2-1.5 billion at $8.6 billion; stake undisclosed","slug":"nvidia-wayve-nvidia-in-wayve-s-series-d"},{"date":"2026-02-25","from":"Consorzi VC","to":"Wayve","type":"vc","amount_bn":1.2,"amount_note":"Serie D da 1,2 mld $ (fino a 1,5 con 300 mln condizionati di Uber); valutazione 8,6 mld","title_it":"Wayve raccoglie 1,2 miliardi","detail_it":"La britannica Wayve (guida autonoma) chiude una Serie D da 1,2 mld $ guidata da Eclipse, Balderton e SoftBank Vision Fund 2, con Nvidia, Microsoft, Uber, Mercedes, Nissan e Stellantis. Uber aggiunge fino a 300 mln legati a obiettivi.","bubble_it":"Wayve vola a 8,6 mld","title_en":"Wayve raises $1.2B Series D","detail_en":"UK self-driving startup Wayve closed a $1.2B Series D led by Eclipse, Balderton and SoftBank Vision Fund 2, with Nvidia, Microsoft, Uber, Mercedes, Nissan and Stellantis; Uber adds up to $300M in milestone capital.","bubble_en":"Wayve hits $8.6B valuation","note_en":"$1.2B Series D (up to $1.5B incl. $300M conditional Uber money); $8.6B valuation","status":"completed","sources":[{"name":"Times Live (Reuters)","url":"https://www.timeslive.co.za/motoring/2026-02-25-uk-self-driving-startup-wayve-raises-12bn-from-investors/"},{"name":"Just Auto","url":"https://www.just-auto.com/newsletters/wayve-raises-1-2bn-series-d"}],"pre_window":false,"id":"ae615dc650","slug":"consorzi-vc-wayve-wayve-raises-1-2b-series-d"},{"date":"2026-02-26","from":"Meta","to":"Google","type":"services","amount_bn":null,"amount_note":"\"multimiliardario\", affitto TPU","title_it":"Meta affitta le TPU di Google","detail_it":"The Information: accordo pluriennale per affittare TPU su Google Cloud; in trattativa anche l'acquisto diretto di TPU dal 2027.","status":"reported","sources":[{"name":"SiliconANGLE","url":"https://siliconangle.com/2026/02/26/google-meta-reportedly-strike-new-multibillion-dollar-ai-chip-deal/"}],"pre_window":false,"id":"b2d976d215","title_en":"Meta rents Google's TPUs","detail_en":"The Information: multiyear deal to rent TPUs on Google Cloud; talks also under way to buy TPUs directly from 2027.","note_en":"\"multibillion-dollar\", TPU rental","slug":"meta-google-meta-rents-google-s-tpus"},{"date":"2026-02-27","from":"Amazon","to":"OpenAI","type":"investment","amount_bn":50.0,"amount_note":"15 mld $ subito + 35 mld $ a condizioni","title_it":"Amazon investe 50 mld $ in OpenAI","detail_it":"Amazon guida il round da 110 mld $ (730 mld $ pre-money) con 50 mld $: 15 mld $ subito e 35 mld $ a condizioni. Completato secondo il filing SEC del 31/07/2026; AWS diventa cloud terzo esclusivo per la piattaforma Frontier.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/02/27/openai-raises-110b-in-one-of-the-largest-private-funding-rounds-in-history/"},{"name":"PYMNTS","url":"https://www.pymnts.com/news/artificial-intelligence/2026/amazon-completes-50-billion-dollar-investment-openai/"}],"pre_window":false,"id":"faaea4766f","title_en":"Amazon invests $50 billion in OpenAI","detail_en":"Amazon leads the $110 billion round ($730 billion pre-money) with $50 billion: $15 billion upfront and $35 billion conditional. Completed per the SEC filing of 31/07/2026; AWS becomes the exclusive third-party cloud for the Frontier platform.","note_en":"$15 billion upfront + $35 billion conditional","slug":"amazon-openai-amazon-invests-50-billion-in-openai"},{"date":"2026-02-27","from":"OpenAI","to":"Amazon","type":"services","amount_bn":100.0,"amount_note":"in 8 anni, aggiuntivi ai 38 mld $","title_it":"OpenAI amplia AWS di 100 mld $ (2 GW Trainium)","detail_it":"Il contratto AWS da 38 mld $ cresce di 100 mld $ in otto anni; OpenAI si impegna a usare almeno 2 GW di chip Trainium e porta i modelli su Bedrock.","status":"announced","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/02/27/openai-raises-110b-in-one-of-the-largest-private-funding-rounds-in-history/"},{"name":"Converge Digest","url":"https://convergedigest.com/openai-expands-aws-pact-by-100b-commits-to-2-gigawatts-of-trainium-capacity/?amp=1"}],"pre_window":false,"id":"e76903c778","title_en":"OpenAI expands AWS by $100 billion (2 GW Trainium)","detail_en":"The $38 billion AWS contract grows by $100 billion over eight years; OpenAI commits to use at least 2 GW of Trainium chips and brings its models to Bedrock.","note_en":"over 8 years, on top of the $38 billion","slug":"openai-amazon-openai-expands-aws-by-100-billion-2-gw-trainium"},{"date":"2026-02-27","from":"Nvidia","to":"OpenAI","type":"investment","amount_bn":30.0,"amount_note":"equity diretta","title_it":"Nvidia investe 30 mld $ in OpenAI","detail_it":"Investimento azionario da 30 mld $ nel round da 110 mld $, che sostituisce la lettera d'intenti da 100 mld $ di settembre 2025.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/02/27/openai-raises-110b-in-one-of-the-largest-private-funding-rounds-in-history/"},{"name":"Outlook Business (FT)","url":"https://www.outlookbusiness.com/corporate/nvidia-to-invest-30bn-in-openai-previous-100bn-partnership-plan-scrapped"}],"pre_window":false,"id":"6ba103edec","title_en":"Nvidia invests $30 billion in OpenAI","detail_en":"$30 billion equity investment in the $110 billion round, replacing the $100 billion letter of intent of September 2025.","note_en":"direct equity","slug":"nvidia-openai-nvidia-invests-30-billion-in-openai"},{"date":"2026-02-27","from":"OpenAI","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"3 GW inferenza + 2 GW training Vera Rubin","title_it":"OpenAI: 5 GW di capacità su Nvidia Vera Rubin","detail_it":"Insieme all'investimento, OpenAI si impegna per 3 GW di capacità dedicata all'inferenza e 2 GW di addestramento su sistemi Vera Rubin.","status":"announced","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/02/27/openai-raises-110b-in-one-of-the-largest-private-funding-rounds-in-history/"}],"pre_window":false,"id":"73bd25d429","title_en":"OpenAI: 5 GW of capacity on Nvidia Vera Rubin","detail_en":"Alongside the investment, OpenAI commits to 3 GW of dedicated inference capacity and 2 GW of training on Vera Rubin systems.","note_en":"3 GW inference + 2 GW training Vera Rubin","slug":"openai-nvidia-openai-5-gw-of-capacity-on-nvidia-vera-rubin"},{"date":"2026-02-27","from":"SoftBank","to":"OpenAI","type":"vc","amount_bn":30.0,"amount_note":"nel round da 110 mld $","title_it":"SoftBank mette altri 30 mld $ in OpenAI","detail_it":"SoftBank co-guida il round da 110 mld $ a 730 mld $ pre-money con 30 mld $ aggiuntivi.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/02/27/openai-raises-110b-in-one-of-the-largest-private-funding-rounds-in-history/"},{"name":"SiliconANGLE","url":"https://siliconangle.com/?p=736979"}],"pre_window":false,"id":"7d24c326d3","title_en":"SoftBank puts another $30 billion into OpenAI","detail_en":"SoftBank co-leads the $110 billion round at $730 billion pre-money with an additional $30 billion.","note_en":"in the $110 billion round","slug":"softbank-openai-softbank-puts-another-30-billion-into-openai"},{"date":"2026-02-28","from":"US Government","to":"OpenAI","type":"services","amount_bn":null,"amount_note":"non comunicato","title_it":"Pentagono: modelli OpenAI sulla rete classificata","detail_it":"Accordo con il Dipartimento della Difesa per usare i modelli OpenAI sulle reti classificate. Importo non comunicato.","status":"announced","sources":[{"name":"Wikipedia (OpenAI)","url":"https://en.wikipedia.org/wiki/OpenAI"}],"pre_window":false,"id":"324634867a","title_en":"Pentagon: OpenAI models on classified network","detail_en":"Agreement with the Department of Defense to use OpenAI models on classified networks. Amount not disclosed.","note_en":"not disclosed","slug":"us-government-openai-pentagon-openai-models-on-classified-network"},{"date":"2026-03-02","from":"Nvidia","to":"Lumentum","type":"investment","amount_bn":2.0,"amount_note":"azioni privilegiate convertibili + impegno d'acquisto pluriennale","title_it":"Nvidia investe $2 mld in Lumentum","detail_it":"Investimento per una nuova fab USA di laser per l'ottica dei data center, con un impegno d'acquisto Nvidia da più miliardi e diritti su capacità futura.","status":"completed","sources":[{"name":"Bloomberg Law","url":"https://news.bloomberglaw.com/artificial-intelligence/nvidia-to-invest-4-billion-in-data-center-optics-companies-1"},{"name":"NAND Research","url":"https://nand-research.com/nvidia-strategic-investments-in-optical-interconnects/"}],"pre_window":false,"id":"582a50648e","title_en":"Nvidia invests $2 billion in Lumentum","detail_en":"Investment for a new US fab making lasers for data center optics, with a multibillion-dollar Nvidia purchase commitment and rights to future capacity.","note_en":"convertible preferred shares + multiyear purchase commitment","slug":"nvidia-lumentum-nvidia-invests-2-billion-in-lumentum"},{"date":"2026-03-02","from":"Nvidia","to":"Coherent","type":"investment","amount_bn":2.0,"amount_note":"accordo pluriennale con impegno d'acquisto","title_it":"Nvidia investe $2 mld in Coherent","detail_it":"Seconda metà del pacchetto ottico da 4 miliardi: laser e componenti di rete ottica per le AI factory.","status":"completed","sources":[{"name":"Bloomberg Law","url":"https://news.bloomberglaw.com/artificial-intelligence/nvidia-to-invest-4-billion-in-data-center-optics-companies-1"},{"name":"Nasdaq","url":"https://www.nasdaq.com/articles/deep-dive-nvidias-latest-portfolio-moves"}],"pre_window":false,"id":"1b52b066a3","title_en":"Nvidia invests $2 billion in Coherent","detail_en":"Second half of the $4 billion optics package: lasers and optical networking components for AI factories.","note_en":"multiyear agreement with purchase commitment","slug":"nvidia-coherent-nvidia-invests-2-billion-in-coherent"},{"date":"2026-03-02","from":"Amazon","to":"Spain","type":"investment","amount_bn":21.0,"amount_note":"18 mld € aggiuntivi (~21 mld $, cambio Reuters 0,8519); totale Spagna 33,7 mld €","title_it":"Amazon: altri 18 miliardi di euro in Spagna","detail_it":"Al Mobile World Congress Amazon aggiunge 18 mld € ai data center in Spagna (Aragona), portando il totale a 33,7 mld €: il suo più grande investimento fuori dagli USA.","bubble_it":"Amazon porta 21 mld $ in Aragona","title_en":"Amazon adds €18B in Spain","detail_en":"At MWC Amazon added €18B for Spanish data centres in Aragon, lifting its Spanish total to €33.7B - its largest investment outside the US.","bubble_en":"Amazon's $21B Aragon expansion","note_en":"Additional €18B (~$21B per Reuters); Spain total €33.7B","status":"announced","sources":[{"name":"Reuters (The Star)","url":"https://www.thestar.com.my/tech/tech-news/2026/03/02/amazon-to-invest-additional-21-billion-in-spain-for-data-centres-ai"},{"name":"RTÉ","url":"https://www.rte.ie/news/business/2026/0302/1561233-amazon-to-invest-21-billion-more-in-spain"}],"pre_window":false,"id":"dd846cb3ca","slug":"amazon-spain-amazon-adds-18b-in-spain"},{"date":"2026-03-09","from":"Nvidia","to":"Nscale","type":"investment","amount_bn":null,"amount_note":"Serie C $2 mld a $14,6 mld; quota non divulgata","title_it":"Nvidia nella Serie C di Nscale","detail_it":"Round guidato da Aker e 8090 Industries con Citadel, Dell, Jane Street, Nokia, Point72 e Nvidia.","status":"completed","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/03/09/nscale-ai-data-center-nvidia-raise.html"}],"pre_window":false,"id":"7fd96a1bbe","title_en":"Nvidia in Nscale's Series C","detail_en":"Round led by Aker and 8090 Industries with Citadel, Dell, Jane Street, Nokia, Point72 and Nvidia.","note_en":"Series C $2 billion at $14.6 billion; stake undisclosed","slug":"nvidia-nscale-nvidia-in-nscale-s-series-c"},{"date":"2026-03-09","from":"Consorzi VC","to":"Nscale","type":"vc","amount_bn":2.0,"amount_note":"Series C a 14,6 mld $, guidata da Aker e 8090","title_it":"Nscale chiude la Series C a 14,6 mld $","detail_it":"Series C da 2 miliardi guidata da Aker e 8090 Industries, con Nvidia, Citadel, Dell e Jane Street: Nscale vale 14,6 mld $.","bubble_it":"2 mld a 14,6 mld","status":"completed","sources":[{"name":"Built In","url":"https://builtin.com/articles/nscale-raises-2b-series-c-14b-valuation-20260309"}],"pre_window":false,"id":"d0779425b9","title_en":"Nscale closes Series C at $14.6 billion","detail_en":"$2 billion Series C led by Aker and 8090 Industries, with Nvidia, Citadel, Dell and Jane Street: Nscale is valued at $14.6 billion.","bubble_en":"$2 billion at $14.6 billion","note_en":"Series C at $14.6 billion, led by Aker and 8090","slug":"consorzi-vc-nscale-nscale-closes-series-c-at-14-6-billion"},{"date":"2026-03-10","from":"OpenAI","to":"Oracle","type":"services","amount_bn":null,"amount_note":"espansione da 600 MW di Abilene","title_it":"Saltata l'espansione di Stargate Abilene","detail_it":"Oracle e OpenAI rinunciano all'espansione da 600 MW del sito di Abilene (Texas) dopo trattative di finanziamento lunghe; Oracle dice che il piano complessivo da 4,5 GW resta in corso.","status":"cancelled","sources":[{"name":"W.Media","url":"https://w.media/did-oracle-openai-scrap-texas-data-center-expansion-plans/"},{"name":"Tom's Hardware","url":"https://tomshardware.com/tech-industry/oracle-rebuts-incorrect-reporting-on-stargate-expansion"}],"pre_window":false,"id":"38a7d2242d","title_en":"Stargate Abilene expansion scrapped","detail_en":"Oracle and OpenAI drop the 600 MW expansion of the Abilene site (Texas) after lengthy financing talks; Oracle says the overall 4.5 GW plan is still on track.","note_en":"600 MW Abilene expansion","slug":"openai-oracle-stargate-abilene-expansion-scrapped"},{"date":"2026-03-10","from":"Banche e mercato","to":"Amazon","type":"vc","amount_bn":53.8,"amount_note":"37 mld $ + 14,5 mld € di bond","title_it":"Amazon: bond record da 54 mld","detail_it":"Amazon raccoglie l'equivalente di 53,8 mld $ (37 mld $ in 11 tranche e 14,5 mld € al debutto in euro), il più grande collocamento societario della storia, per finanziare l'IA.","bubble_it":"Amazon emette 54 mld di bond","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-03-12/amazon-seized-brief-window-for-54-billion-global-bond-sale"},{"name":"IFR","url":"https://www.ifre.com/bonds/2397565/amazon-makes-market-history-with-largest-corporate-bond-sale-ever"}],"pre_window":false,"id":"425150f81b","title_en":"Amazon: record $54 billion bond","detail_en":"Amazon raises the equivalent of $53.8 billion ($37 billion in 11 tranches and €14.5 billion in its euro debut), the largest corporate offering in history, to fund AI.","bubble_en":"Amazon issues $54 billion of bonds","note_en":"$37 billion + €14.5 billion of bonds","slug":"banche-e-mercato-amazon-amazon-record-54-billion-bond"},{"date":"2026-03-10","from":"Nvidia","to":"Thinking Machines Lab","type":"investment","amount_bn":null,"amount_note":"investimento \"significativo\" non divulgato","title_it":"Nvidia investe in Thinking Machines","detail_it":"Nvidia fa un investimento significativo, non quantificato, nel laboratorio di Mira Murati nell'ambito di una partnership pluriennale.","bubble_it":"Quota Nvidia non divulgata","status":"announced","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/03/10/thinking-machines-lab-inks-massive-compute-deal-with-nvidia"},{"name":"Axios","url":"https://axios.com/2026/03/10/nvidia-thinking-machines-mira-murati/"}],"pre_window":false,"id":"469f3c8be2","title_en":"Nvidia invests in Thinking Machines","detail_en":"Nvidia makes a significant, unquantified investment in Mira Murati's lab as part of a multiyear partnership.","bubble_en":"Nvidia stake undisclosed","note_en":"\"significant\" investment, undisclosed","slug":"nvidia-thinking-machines-lab-nvidia-invests-in-thinking-machines"},{"date":"2026-03-10","from":"Thinking Machines Lab","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"almeno 1 GW di Vera Rubin (circa 50 mld $/GW secondo Reuters)","title_it":"Thinking Machines prenota 1 GW da Nvidia","detail_it":"Thinking Machines si impegna su almeno un gigawatt di sistemi Nvidia Vera Rubin a partire dal 2027. Valore non divulgato.","bubble_it":"Almeno 1 GW di Vera Rubin","status":"announced","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/03/10/thinking-machines-lab-inks-massive-compute-deal-with-nvidia"},{"name":"The Star (Reuters)","url":"https://www.thestar.com.my/tech/tech-news/2026/03/10/ai-startup-thinking-machines-clinches-capital-and-a-major-chip-supply-deal-from-nvidia"}],"pre_window":false,"id":"f0dc8417c8","title_en":"Thinking Machines books 1 GW from Nvidia","detail_en":"Thinking Machines commits to at least one gigawatt of Nvidia Vera Rubin systems starting in 2027. Value undisclosed.","bubble_en":"At least 1 GW of Vera Rubin","note_en":"at least 1 GW of Vera Rubin (about $50 billion/GW per Reuters)","slug":"thinking-machines-lab-nvidia-thinking-machines-books-1-gw-from-nvidia"},{"date":"2026-03-10","from":"Consorzi VC","to":"AMI Labs","type":"vc","amount_bn":1.03,"amount_note":"seed da 1,03 mld $ a 3,5 mld $ pre-money","title_it":"AMI Labs di LeCun: seed da 1 miliardo","detail_it":"AMI Labs, la startup parigina di Yann LeCun sui world model, raccoglie 1,03 mld $ guidati da Cathay Innovation, Greycroft, Hiro, HV Capital e Bezos Expeditions, con Nvidia, Samsung, Toyota e Temasek.","bubble_it":"LeCun raccoglie 1 mld","title_en":"LeCun's AMI Labs raises $1.03B seed","detail_en":"Yann LeCun's Paris-based world-model startup AMI Labs raised $1.03B led by Cathay Innovation, Greycroft, Hiro, HV Capital and Bezos Expeditions, with Nvidia, Samsung, Toyota and Temasek.","bubble_en":"LeCun lands $1B seed","note_en":"$1.03B seed at $3.5B pre-money","status":"completed","sources":[{"name":"Sifted","url":"https://sifted.eu/articles/yann-lecun-ami-labs-meta-funding-round-nvidia"},{"name":"The Star","url":"https://www.thestar.com.my/business/business-news/2026/03/12/ai-godfather-raises-us1bil-for-start-up"}],"pre_window":false,"id":"284789ac99","slug":"consorzi-vc-ami-labs-lecun-s-ami-labs-raises-1-03b-seed"},{"date":"2026-03-10","from":"Nvidia","to":"AMI Labs","type":"investment","amount_bn":null,"amount_note":"quota non divulgata nel seed da 1,03 mld $","title_it":"Nvidia in AMI Labs","detail_it":"Nvidia è tra gli investitori strategici del seed da 1,03 mld $ di AMI Labs, la startup di Yann LeCun.","bubble_it":"Nvidia scommette su LeCun","title_en":"Nvidia backs AMI Labs","detail_en":"Nvidia is among the strategic backers of AMI Labs' $1.03B seed round.","bubble_en":"Nvidia bets on LeCun","note_en":"Undisclosed share of the $1.03B seed","status":"completed","sources":[{"name":"Sifted","url":"https://sifted.eu/articles/yann-lecun-ami-labs-meta-funding-round-nvidia"}],"pre_window":false,"id":"80130c3325","slug":"nvidia-ami-labs-nvidia-backs-ami-labs"},{"date":"2026-03-11","from":"Nvidia","to":"Nebius","type":"investment","amount_bn":2.0,"amount_note":"warrant pre-finanziati su 21,07 mln azioni","title_it":"Nvidia investe $2 mld in Nebius","detail_it":"Warrant quasi gratuiti più partnership su AI factory e inferenza; la quota sale al 9,3% secondo un 13G.","status":"completed","sources":[{"name":"The Next Web","url":"https://thenextweb.com/news/nvidia-invests-2-billion-in-nebius"},{"name":"Channel News Asia","url":"https://www.channelnewsasia.com/business/nvidia-invest-2-billion-in-neocloud-nebius-amid-ai-data-center-push-5986821"}],"pre_window":false,"id":"633afc2606","title_en":"Nvidia invests $2 billion in Nebius","detail_en":"Nearly free warrants plus a partnership on AI factories and inference; the stake rises to 9.3% per a 13G.","note_en":"pre-funded warrants on 21.07 million shares","slug":"nvidia-nebius-nvidia-invests-2-billion-in-nebius"},{"date":"2026-03-15","from":"Microsoft","to":"Nscale","type":"services","amount_bn":null,"amount_note":"lettera d'intenti per 1,35 GW (campus Monarch, West Virginia)","title_it":"Microsoft prenota 1,35 GW da Nscale","detail_it":"Nscale rileva il campus Monarch da 8 GW e Microsoft firma una lettera d'intenti per 1,35 GW di calcolo su Vera Rubin.","status":"announced","sources":[{"name":"The Next Web","url":"https://thenextweb.com/news/nscale-west-virginia-monarch-microsoft-vera-rubin"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/nscale-acquires-8gw-monarch-compute-campus-microsoft-signs-on-for-135gw-of-compute/"}],"pre_window":false,"id":"5a5072ec1e","title_en":"Microsoft books 1.35 GW from Nscale","detail_en":"Nscale takes over the 8 GW Monarch campus and Microsoft signs a letter of intent for 1.35 GW of Vera Rubin compute.","note_en":"letter of intent for 1.35 GW (Monarch campus, West Virginia)","slug":"microsoft-nscale-microsoft-books-1-35-gw-from-nscale"},{"date":"2026-03-16","from":"Meta","to":"Nebius","type":"services","amount_bn":27.0,"amount_note":"12 mld dedicati + fino a 15 mld opzionali","title_it":"Meta firma fino a 27 miliardi con Nebius","detail_it":"Contratto quinquennale: 12 miliardi di capacità dedicata dal 2027 (Vera Rubin) e fino a 15 miliardi da cluster futuri.","status":"announced","sources":[{"name":"TechRepublic","url":"https://www.techrepublic.com/article/news-meta-27b-ai-infrastructure-deal-nebius/"},{"name":"The Next Web","url":"https://thenextweb.com/news/meta-nebius-27-billion-ai-infrastructure-deal"}],"pre_window":false,"id":"4f54c4d1fb","title_en":"Meta signs up to $27 billion with Nebius","detail_en":"Five-year contract: $12 billion of dedicated capacity from 2027 (Vera Rubin) and up to $15 billion from future clusters.","note_en":"$12 billion dedicated + up to $15 billion optional","slug":"meta-nebius-meta-signs-up-to-27-billion-with-nebius"},{"date":"2026-03-16","from":"Amazon","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"oltre 1 milione di GPU 2026-2027","title_it":"AWS: oltre un milione di GPU Nvidia","detail_it":"Al GTC AWS annuncia oltre 1 milione di GPU Nvidia Blackwell e Rubin dal 2026 al 2027, più networking ConnectX e Spectrum-X.","bubble_it":"Amazon compra 1 milione di GPU","status":"announced","sources":[{"name":"AWS (via aws-news)","url":"https://aws-news.com/article/2026-03-16-aws-and-nvidia-deepen-strategic-collaboration-to-accelerate-ai-from-pilot-to-production"},{"name":"DigiTimes","url":"https://apps.digitimes.com/news/a20260320PD222/nvidia-aws-gpu-2027.html"}],"pre_window":false,"id":"b302adf2c5","title_en":"AWS: more than 1 million Nvidia GPUs","detail_en":"At GTC, AWS announces more than 1 million Nvidia Blackwell and Rubin GPUs from 2026 to 2027, plus ConnectX and Spectrum-X 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DDR5 per Helios; si valuta anche la produzione in foundry.","bubble_it":"HBM4 Samsung per AMD","title_en":"Samsung to be AMD's main HBM4 supplier","detail_en":"Samsung and AMD signed an MoU making Samsung the primary HBM4 supplier for Instinct MI455X and DDR5 for Helios, and will explore a foundry deal.","bubble_en":"Samsung HBM4 for AMD","note_en":"Undisclosed (MoU)","status":"announced","sources":[{"name":"Reuters via BNN Bloomberg","url":"https://www.bnnbloomberg.ca/business/2026/03/18/samsung-elec-and-amd-sign-mou-on-ai-memory-explore-foundry-partnership/"},{"name":"DatacenterDynamics","url":"https://www.datacenterdynamics.com/en/news/samsung-and-amd-sign-mou-for-ai-memory-collaboration-and-foundry-partnership/"}],"pre_window":false,"id":"71303511d9","slug":"amd-samsung-samsung-to-be-amd-s-main-hbm4-supplier"},{"date":"2026-03-19","from":"OpenAI","to":"Samsung","type":"hardware","amount_bn":null,"amount_note":"HBM4 12 strati, volume incerto","title_it":"Samsung fornitore esclusivo HBM4 del chip OpenAI","detail_it":"Secondo fonti di settore Samsung sarà l'unico fornitore di HBM4 per Titan, il primo chip di OpenAI disegnato con Broadcom e prodotto da TSMC.","bubble_it":"Memorie Samsung per il chip OpenAI","status":"reported","sources":[{"name":"SamMobile","url":"https://www.sammobile.com/news/samsung-will-exclusively-power-your-future-chatgpt-conversations/"},{"name":"SemiMedia","url":"https://www.semimedia.cc/samsung-secures-exclusive-hbm4-supply-deal-for-openais-titan-ai-chip/"}],"pre_window":false,"id":"161f8b45f0","title_en":"Samsung sole HBM4 supplier for OpenAI chip","detail_en":"According to industry sources, Samsung will be the only HBM4 supplier for Titan, OpenAI's first chip, designed with Broadcom and manufactured by TSMC.","bubble_en":"Samsung memory for OpenAI chip","note_en":"12-layer HBM4, volume uncertain","slug":"openai-samsung-samsung-sole-hbm4-supplier-for-openai-chip"},{"date":"2026-03-24","from":"Microsoft","to":"OpenAI","type":"investment","amount_bn":null,"amount_note":"importo non comunicato","title_it":"Microsoft partecipa al round da 122 mld $","detail_it":"Microsoft si unisce alla tranche aggiuntiva del round chiuso a 852 mld $ post-money; il contributo non è stato comunicato.","status":"completed","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/03/24/openai-secures-an-extra-10-billion-in-record-funding-round-cfo-friar-says.html"},{"name":"SiliconANGLE","url":"https://siliconangle.com/?p=736979"}],"pre_window":false,"id":"3d7ecee229","title_en":"Microsoft joins $122 billion round","detail_en":"Microsoft joins the additional tranche of the round closed at an $852 billion post-money valuation; its contribution was not disclosed.","note_en":"amount not disclosed","slug":"microsoft-openai-microsoft-joins-122-billion-round"},{"date":"2026-03-24","from":"Meta","to":"Arm","type":"hardware","amount_bn":null,"amount_note":"non divulgato","title_it":"Meta primo cliente del primo chip di Arm","detail_it":"Arm vende per la prima volta un chip suo, la CPU AGI per data center: Meta è il cliente principale, con impegni anche di OpenAI, Cerebras e SK Telecom.","bubble_it":"Arm diventa produttore di chip","status":"announced","sources":[{"name":"MarketScreener","url":"https://www.marketscreener.com/news/arm-launches-its-first-chip-and-shifts-strategy-with-meta-as-key-client-ce7e5ed2da80ff2c"},{"name":"eeNews Europe","url":"https://www.eenewseurope.com/en/arm-signs-meta-as-first-chip-product-customer-says-report"}],"pre_window":false,"id":"57d097cc70","title_en":"Meta first customer for Arm's first chip","detail_en":"Arm sells its own chip for the first time, the AGI data center CPU: Meta is the main customer, with commitments also from OpenAI, Cerebras and SK Telecom.","bubble_en":"Arm becomes a chipmaker","note_en":"not disclosed","slug":"meta-arm-meta-first-customer-for-arm-s-first-chip"},{"date":"2026-03-24","from":"Microsoft","to":"Samsung","type":"hardware","amount_bn":10.0,"amount_note":"Anticipo potenzialmente oltre 10 mld $","title_it":"Microsoft pronta a pagare in anticipo 10 miliardi a Samsung","detail_it":"Samsung tratta con Google e Microsoft forniture di memoria da 3-5 anni; l'anticipo di Microsoft potrebbe superare i 10 mld $, scalato se gli acquisti restano sotto i volumi.","bubble_it":"10 mld $ di anticipo","title_en":"Microsoft may prepay Samsung $10bn+ for memory","detail_en":"Samsung is negotiating 3-5 year memory deals with Google and Microsoft; Microsoft's prepayment could exceed $10bn, deducted if purchases fall short.","bubble_en":"$10bn+ memory prepayment","note_en":"Prepayment potentially over $10bn","status":"in_talks","sources":[{"name":"Machine Herald","url":"https://machineherald-io.pages.dev/article/2026-03/24-samsung-pursues-multi-year-memory-deals-with-google-and-microsoft-as-big-tech-races-to-lock-in-ai-chip-supply"},{"name":"TechBriefly","url":"https://techbriefly.com/2026/04/06/microsoft-and-google-negotiate-historic-three-year-dram/"}],"pre_window":false,"id":"6faf8d66b0","slug":"microsoft-samsung-microsoft-may-prepay-samsung-10bn-for-memory"},{"date":"2026-03-27","from":"Banche e mercato","to":"SoftBank","type":"investment","amount_bn":40.0,"amount_note":"Prestito ponte non garantito da 40 mld $, scadenza marzo 2027","title_it":"SoftBank: prestito ponte record da 40 miliardi","detail_it":"JPMorgan, Goldman Sachs, Mizuho, SMBC e MUFG prestano a SoftBank 40 mld $ per finanziare i 30 mld $ in più in OpenAI tramite Vision Fund 2. È il più grande prestito in dollari della sua storia.","bubble_it":"40 mld di debito per OpenAI","title_en":"SoftBank lands record $40bn bridge loan","detail_en":"JPMorgan, Goldman Sachs, Mizuho, SMBC and MUFG lent SoftBank $40bn, mainly to fund its $30bn follow-on OpenAI investment via Vision Fund 2 — its largest dollar loan ever.","bubble_en":"$40bn debt to fund OpenAI","note_en":"Unsecured $40bn bridge loan maturing March 2027","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-03-27/softbank-secures-record-40-billion-bridge-loan-for-openai-stake"},{"name":"The Next Web","url":"https://thenextweb.com/news/softbank-40-billion-bridge-loan-openai"}],"pre_window":false,"id":"d30b29832d","slug":"banche-e-mercato-softbank-softbank-lands-record-40bn-bridge-loan"},{"date":"2026-03-27","from":"Google","to":"Physical Intelligence","type":"investment","amount_bn":1.0,"amount_note":"In talks: ~$1B @ >$11B","title_it":"Physical Intelligence tratta 1 mld $ a oltre 11 mld $","detail_it":"Bloomberg riporta trattative per circa 1 mld $ a oltre 11 mld $; lead non indicato (CapitalG guidò il round precedente). Nessuna chiusura confermata.","status":"in_talks","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-03-27/ex-deepmind-staffers-robotics-startup-in-talks-for-11-billion-valuation"},{"name":"TechCrunch","url":"https://techcrunch.com/2026/03/27/physical-intelligence-is-reportedly-in-talks-to-raise-1-billion-again/"}],"pre_window":false,"id":"cc26d9dc98","title_en":"Physical Intelligence in talks for $1 billion at over $11 billion","detail_en":"Bloomberg reports talks for about $1 billion at a valuation above $11 billion; lead investor not named (CapitalG led the previous round). No closing confirmed.","note_en":"In talks: ~$1B @ >$11B","slug":"google-physical-intelligence-physical-intelligence-in-talks-for-1-billio"},{"date":"2026-03-30","from":"Banche e mercato","to":"CoreWeave","type":"vc","amount_bn":8.5,"amount_note":"debito garantito da GPU, investment grade","title_it":"CoreWeave chiude un prestito da 8,5 miliardi garantito da GPU","detail_it":"Primo finanziamento con rating investment grade garantito da GPU, legato al contratto con Meta; scadenza marzo 2032.","status":"completed","sources":[{"name":"Business Wire","url":"https://www.businesswire.com/news/home/20260330529766/en/CoreWeave-Closes-Landmark-%248.5-Billion-Financing"}],"pre_window":false,"id":"0e8ce6796d","title_en":"CoreWeave closes $8.5 billion GPU-backed loan","detail_en":"First investment-grade-rated financing backed by GPUs, tied to the Meta contract; matures March 2032.","note_en":"GPU-backed debt, investment grade","slug":"banche-e-mercato-coreweave-coreweave-closes-8-5-billion-gpu-backed-loan"},{"date":"2026-03-31","from":"Nvidia","to":"Marvell","type":"investment","amount_bn":2.0,"amount_note":"quota azionaria","title_it":"Nvidia investe $2 mld in Marvell","detail_it":"Marvell collega i suoi chip custom (XPU) e le reti scale-up all'ecosistema Nvidia tramite NVLink Fusion.","status":"completed","sources":[{"name":"DCD","url":"https://datacenterdynamics.com/en/news/nvidia-invests-2bn-in-marvell-as-part-of-wider-nvlink-fusion-deal"},{"name":"Tom's Hardware","url":"https://www.tomshardware.com/tech-industry/nvidia-invests-2-billion-in-marvell-to-deepen-nvlink-fusion-partnership"}],"pre_window":false,"id":"d629b2be87","title_en":"Nvidia invests $2 billion in Marvell","detail_en":"Marvell links its custom chips (XPUs) and scale-up networks to the Nvidia ecosystem through NVLink Fusion.","note_en":"equity stake","slug":"nvidia-marvell-nvidia-invests-2-billion-in-marvell"},{"date":"2026-03-31","from":"Nebius","to":"Polarnode","type":"services","amount_bn":10.0,"amount_note":"valore complessivo del progetto da 310 MW a Lappeenranta","title_it":"Nebius: campus da 10 miliardi in Finlandia","detail_it":"Nebius annuncia un campus AI da circa 10 mld $ e 310 MW a Lappeenranta, sviluppato dal partner finlandese Polarnode, operativo a fasi dal 2027 e non dedicato a un solo cliente.","bubble_it":"Nebius punta 10 mld sulla Finlandia","title_en":"Nebius's $10B Finland campus","detail_en":"Nebius announced a ~$10B, 310 MW AI campus in Lappeenranta developed by Finnish partner Polarnode, phased from 2027 and not tied to one customer.","bubble_en":"Nebius bets $10B on Finland","note_en":"Total project value for the 310 MW Lappeenranta site","status":"announced","sources":[{"name":"Invezz","url":"https://invezz.com/za/news/2026/03/31/nebius-stock-gains-45percent-on-plans-to-build-dollar10b-finland-data-centre/"}],"pre_window":false,"id":"b03a98a110","slug":"nebius-polarnode-nebius-s-10b-finland-campus"},{"date":"2026-04-03","from":"Microsoft","to":"Microsoft Japan","type":"investment","amount_bn":10.0,"amount_note":"≈¥1.600 mld (≈10 mld $) nel 2026-2029","title_it":"Microsoft: 10 miliardi in Giappone con SoftBank e Sakura","detail_it":"Microsoft investe 10 mld $ in Giappone nel 2026-2029 per IA, cybersicurezza e formazione; SoftBank e Sakura Internet forniranno calcolo GPU tramite Azure.","bubble_it":"10 mld $ Microsoft in Giappone","title_en":"Microsoft to invest $10bn in Japan","detail_en":"Microsoft will invest $10bn in Japan in 2026-2029 in AI infrastructure, cybersecurity and skills; SoftBank and Sakura Internet will supply GPU compute via Azure.","bubble_en":"Microsoft's $10bn Japan push","note_en":"≈¥1.6tn (≈$10bn) over 2026-2029","status":"announced","sources":[{"name":"AI Business","url":"https://aibusiness.com/generative-ai/microsoft-invest-10b-ai-cybersecurity-japan"},{"name":"Converge Digest","url":"https://convergedigest.com/microsoft-commits-10-billion-to-expand-ai-infrastructure-and-cybersecurity-in-japan/"}],"pre_window":false,"id":"c45131d1c9","slug":"microsoft-microsoft-japan-microsoft-to-invest-10bn-in-japan"},{"date":"2026-04-06","from":"Google","to":"Broadcom","type":"hardware","amount_bn":null,"amount_note":"non divulgato, fino al 2031","title_it":"Google blinda Broadcom per le TPU fino al 2031","detail_it":"Broadcom firma con Google un accordo di lungo periodo per sviluppare e fornire le future TPU e il networking dei rack AI fino al 2031.","bubble_it":"Broadcom costruisce le TPU Google","status":"announced","sources":[{"name":"Reuters (via The Star)","url":"https://www.thestar.com.my/tech/tech-news/2026/04/07/broadcom-signs-long-term-deal-to-develop-googles-custom-ai-chips"},{"name":"Broadcom 8-K (Boardroom Alpha)","url":"https://www.boardroomalpha.com/sec/avgo-8-k-2026-04-06-0001193125-26-144028"}],"pre_window":false,"id":"b451015998","title_en":"Google locks in Broadcom for TPUs through 2031","detail_en":"Broadcom signs a long-term agreement with Google to develop and supply future TPUs and AI rack networking through 2031.","bubble_en":"Broadcom builds Google's TPUs","note_en":"not disclosed, through 2031","slug":"google-broadcom-google-locks-in-broadcom-for-tpus-through-2031"},{"date":"2026-04-06","from":"Google","to":"SK Hynix","type":"hardware","amount_bn":null,"amount_note":"Contratti triennali con anticipi del 10-30% del valore","title_it":"Google e Microsoft prenotano la DRAM di SK Hynix","detail_it":"Google e Microsoft trattano con SK Hynix contratti DRAM triennali con prezzi minimi garantiti e anticipi tra il 10% e il 30% del valore totale.","bubble_it":"Anticipi per bloccare la DRAM","title_en":"Google, Microsoft seek 3-year SK Hynix DRAM deals","detail_en":"Google and Microsoft are negotiating three-year DRAM contracts with SK Hynix with price floors and prepayments of 10-30% of contract value.","bubble_en":"Prepaying to lock in DRAM","note_en":"3-year contracts with 10-30% prepayments","status":"in_talks","sources":[{"name":"TechBriefly","url":"https://techbriefly.com/2026/04/06/microsoft-and-google-negotiate-historic-three-year-dram/"}],"pre_window":false,"id":"def3842102","slug":"google-sk-hynix-google-microsoft-seek-3-year-sk-hynix-dram-deals"},{"date":"2026-04-07","from":"Anthropic","to":"Broadcom","type":"hardware","amount_bn":null,"amount_note":"~3,5 GW di TPU dal 2027 (dal filing Broadcom)","title_it":"Anthropic prenota 3,5 GW di TPU via Broadcom","detail_it":"Accordo Google-Broadcom-Anthropic: circa 3,5 GW di TPU dal 2027, oltre a ~1 GW già nel 2026. Mizuho stima 21 mld di ricavi Broadcom da Anthropic nel 2026.","status":"announced","sources":[{"name":"Tom's Hardware","url":"https://www.tomshardware.com/tech-industry/broadcom-expands-anthropic-deal-to-3-5gw-of-google-tpu-capacity-from-2027"},{"name":"Business Today","url":"https://www.businesstoday.in/technology/story/anthropic-signs-multi-gigawatt-ai-compute-deal-with-google-broadcom-524381-2026-04-07"}],"pre_window":false,"id":"53678a9ae5","title_en":"Anthropic reserves 3.5 GW of TPUs via Broadcom","detail_en":"Google-Broadcom-Anthropic deal: about 3.5 GW of TPUs from 2027, on top of ~1 GW already in 2026. Mizuho estimates $21 billion of Broadcom revenue from Anthropic in 2026.","note_en":"~3.5 GW of TPUs from 2027 (per Broadcom filing)","slug":"anthropic-broadcom-anthropic-reserves-3-5-gw-of-tpus-via-broadcom"},{"date":"2026-04-09","from":"Meta","to":"CoreWeave","type":"services","amount_bn":21.0,"amount_note":"2027-2032, totale Meta ~35 mld","title_it":"Meta aggiunge 21 miliardi con CoreWeave","detail_it":"Espansione fino a dicembre 2032, con prime installazioni Vera Rubin; impegni totali Meta con CoreWeave circa 35 miliardi.","status":"announced","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-04-09/coreweave-expands-meta-deal-for-ai-computing-to-21-billion"},{"name":"Nasdaq","url":"https://www.nasdaq.com/articles/coreweave-inks-21b-ai-infrastructure-deal-meta-platforms"}],"pre_window":false,"id":"ffe001270e","title_en":"Meta adds $21 billion with CoreWeave","detail_en":"Expansion through December 2032, with first Vera Rubin installations; Meta's total commitments to CoreWeave about $35 billion.","note_en":"2027-2032, Meta total ~$35 billion","slug":"meta-coreweave-meta-adds-21-billion-with-coreweave"},{"date":"2026-04-09","from":"Banche e mercato","to":"CoreWeave","type":"vc","amount_bn":6.25,"amount_note":"debito: 2,75 bond 9,75% + 3,5 convertibili","title_it":"CoreWeave emette bond high yield e convertibili","detail_it":"Dopo il contratto con Meta, CoreWeave colloca 2,75 miliardi di bond al 9,75% e 3,5 miliardi di convertibili.","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-04-09/coreweave-tapping-junk-debt-market-after-meta-ai-computing-deal"},{"name":"Fortune","url":"https://fortune.com/2026/04/13/tens-billions-days-coreweave-shows-how-aggressively-ai-infrastructure-being-funded/"}],"pre_window":false,"id":"6a12c70e20","title_en":"CoreWeave issues high-yield bonds and convertibles","detail_en":"Following the Meta contract, CoreWeave places $2.75 billion of 9.75% bonds and $3.5 billion of convertibles.","note_en":"debt: $2.75 billion 9.75% bonds + $3.5 billion convertibles","slug":"banche-e-mercato-coreweave-coreweave-issues-high-yield-bonds-and-convert"},{"date":"2026-04-09","from":"Consorzi VC","to":"Reflection AI","type":"vc","amount_bn":2.5,"amount_note":"Series C a 25 mld $ pre-money (27,5 post)","title_it":"Reflection AI raccoglie 2,5 mld $","detail_it":"Series C da 2,5 miliardi a 25 mld $ pre-money; tra i partecipanti Disruptive e Shaw and Partners. Le fonti divergono sulla data (aprile-maggio 2026).","bubble_it":"2,5 mld a 27,5 mld","status":"completed","sources":[{"name":"StockAnalysis","url":"https://stockanalysis.com/private/reflection-ai/valuation/"},{"name":"Multiples.vc","url":"https://multiples.vc/private-comps/reflection-ai"}],"pre_window":false,"id":"23be8806d3","title_en":"Reflection AI raises $2.5 billion","detail_en":"$2.5 billion Series C at a $25 billion pre-money valuation; participants include Disruptive and Shaw and Partners. Sources differ on the date (April-May 2026).","bubble_en":"$2.5 billion at $27.5 billion","note_en":"Series C at $25 billion pre-money ($27.5 billion post)","slug":"consorzi-vc-reflection-ai-reflection-ai-raises-2-5-billion"},{"date":"2026-04-10","from":"Anthropic","to":"CoreWeave","type":"services","amount_bn":null,"amount_note":"\"multimiliardario\" (CEO CoreWeave)","title_it":"Anthropic affitta calcolo da CoreWeave","detail_it":"Accordo pluriennale per GPU cloud a supporto di Claude, capacità in arrivo nel 2026; valore non dichiarato.","status":"announced","sources":[{"name":"CoreWeave","url":"https://coreweave.com/news/coreweave-announces-multi-year-agreement-with-anthropic"}],"pre_window":false,"id":"e7d126ba51","title_en":"Anthropic rents compute from CoreWeave","detail_en":"Multi-year GPU cloud agreement to support Claude, capacity arriving in 2026; value not disclosed.","note_en":"\"multibillion-dollar\" (CoreWeave CEO)","slug":"anthropic-coreweave-anthropic-rents-compute-from-coreweave"},{"date":"2026-04-11","from":"Japanese Government","to":"Rapidus","type":"investment","amount_bn":3.96,"amount_note":"¥631,5 mld (≈3,96 mld $, Reuters)","title_it":"Rapidus: altri 631 mld di yen per la R&S","detail_it":"Il Giappone approva ¥631,5 mld aggiuntivi per la ricerca di Rapidus sui 2 nm; il sostegno totale alla R&S sale a ¥2.354 mld.","bubble_it":"Altri 4 mld $ a Rapidus","title_en":"Japan approves another ¥631.5bn for Rapidus","detail_en":"Japan approved an additional ¥631.5bn for Rapidus' 2nm R&D, bringing total R&D support to ¥2.354tn.","bubble_en":"Another $4bn for Rapidus","note_en":"¥631.5bn (≈$3.96bn, Reuters)","status":"announced","sources":[{"name":"Reuters via The Star","url":"https://www.thestar.com.my/tech/tech-news/2026/04/11/japan-approves-additional-4-billion-for-chipmaker-rapidus"}],"pre_window":false,"id":"aa4f21d060","slug":"japanese-government-rapidus-japan-approves-another-631-5bn-for-rapidus"},{"date":"2026-04-14","from":"Microsoft","to":"Nscale","type":"services","amount_bn":null,"amount_note":"oltre 30.000 GPU Vera Rubin dal 2027","title_it":"Microsoft rileva la capacità di Stargate Norway","detail_it":"Uscita OpenAI, Microsoft prende la capacità del sito Nscale di Narvik con oltre 30.000 GPU Nvidia Vera Rubin.","status":"announced","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-04-14/microsoft-takes-over-norway-openai-data-center-capacity"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/microsoft-contracts-30000-nvidia-rubin-gpus-from-nscale-at-data-center-in-narvik-norway/"}],"pre_window":false,"id":"0ccce1bb90","title_en":"Microsoft takes over Stargate Norway capacity","detail_en":"After OpenAI's exit, Microsoft takes the capacity at Nscale's Narvik site, with more than 30,000 Nvidia Vera Rubin GPUs.","note_en":"more than 30,000 Vera Rubin GPUs from 2027","slug":"microsoft-nscale-microsoft-takes-over-stargate-norway-capacity"},{"date":"2026-04-14","from":"Meta","to":"Broadcom","type":"hardware","amount_bn":null,"amount_note":"oltre 1 GW iniziale, multi-GW, fino al 2029","title_it":"Meta-Broadcom: chip MTIA per più gigawatt","detail_it":"Meta estende con Broadcom lo sviluppo dei chip MTIA: oltre 1 GW iniziale e più gigawatt nel tempo; Hock Tan lascia il CdA di Meta e ne diventa consulente.","bubble_it":"Chip custom Meta da Broadcom","status":"announced","sources":[{"name":"Broadcom (via Nasdaq)","url":"https://www.nasdaq.com/press-release/broadcom-announces-extended-partnership-meta-deploy-technology-support-multi"},{"name":"AI Business","url":"https://aibusiness.com/generative-ai/meta-broadcom-agree-mega-deal-co-develop-ai-chips"}],"pre_window":false,"id":"404e3d96c0","title_en":"Meta-Broadcom: MTIA chips for multiple gigawatts","detail_en":"Meta extends MTIA chip development with Broadcom: more than 1 GW initially and multiple gigawatts over time; Hock Tan leaves Meta's board and becomes an adviser.","bubble_en":"Meta custom chips from Broadcom","note_en":"more than 1 GW initially, multi-GW, through 2029","slug":"meta-broadcom-meta-broadcom-mtia-chips-for-multiple-gigawatts"},{"date":"2026-04-15","from":"Banche e mercato","to":"Meta","type":"investment","amount_bn":25.0,"amount_note":"emissione obbligazionaria (aprile)","title_it":"Meta raccoglie altri 25 miliardi di bond","detail_it":"Nuova emissione obbligazionaria per la spesa in infrastruttura AI (capex 2026 fino a 145 mld). Data indicativa: aprile 2026.","status":"completed","sources":[{"name":"TechEconomy","url":"https://techeconomy.ng/meta-15-billion-bond-sale-ai-expansion"}],"pre_window":false,"id":"513fb2c46d","title_en":"Meta raises another $25 billion in bonds","detail_en":"New bond issue to fund AI infrastructure spending (2026 capex up to $145 billion). Approximate date: April 2026.","note_en":"bond issue (April)","slug":"banche-e-mercato-meta-meta-raises-another-25-billion-in-bonds"},{"date":"2026-04-15","from":"Jane Street","to":"CoreWeave","type":"services","amount_bn":6.0,"amount_note":"impegno pluriennale","title_it":"Jane Street compra 6 mld di cloud CoreWeave","detail_it":"Il trading firm Jane Street si impegna a spendere circa 6 mld $ sul cloud IA di CoreWeave, anche su GPU Nvidia Vera Rubin.","bubble_it":"Jane Street spende 6 mld su CoreWeave","status":"announced","sources":[{"name":"CoreWeave","url":"https://coreweave.com/news/jane-street-signs-6-billion-ai-cloud-agreement-with-coreweave"},{"name":"The Star (Reuters)","url":"https://www.thestar.com.my/tech/tech-news/2026/04/15/jane-street-signs-6-billion-ai-cloud-deal-with-coreweave-boosts-stake"}],"pre_window":false,"id":"3fae6387dd","title_en":"Jane Street buys $6 billion of CoreWeave cloud","detail_en":"Trading firm Jane Street commits to spend about $6 billion on CoreWeave's AI cloud, including on Nvidia Vera Rubin GPUs.","bubble_en":"Jane Street spends $6 billion on CoreWeave","note_en":"multi-year commitment","slug":"jane-street-coreweave-jane-street-buys-6-billion-of-coreweave-cloud"},{"date":"2026-04-15","from":"Jane Street","to":"CoreWeave","type":"investment","amount_bn":1.0,"amount_note":"azioni a 109 $","title_it":"Jane Street compra 1 mld di azioni CoreWeave","detail_it":"Insieme al contratto cloud, Jane Street compra 1 mld $ di azioni CoreWeave con sconto del 7% e diventa il quinto azionista.","bubble_it":"Jane Street investe 1 mld in CoreWeave","status":"completed","sources":[{"name":"CoreWeave","url":"https://coreweave.com/news/jane-street-signs-6-billion-ai-cloud-agreement-with-coreweave"},{"name":"Pulse 2.0","url":"https://pulse2.com/coreweave-6-billion-ai-cloud-agreement-and-1-billion-equity-investment-from-jane-street/"}],"pre_window":false,"id":"582372d0d1","title_en":"Jane Street buys $1 billion of CoreWeave shares","detail_en":"Alongside the cloud contract, Jane Street buys $1 billion of CoreWeave shares at a 7% discount and becomes the fifth-largest shareholder.","bubble_en":"Jane Street invests $1 billion in CoreWeave","note_en":"shares at $109","slug":"jane-street-coreweave-jane-street-buys-1-billion-of-coreweave-shares"},{"date":"2026-04-19","from":"Andreessen Horowitz","to":"Anysphere","type":"vc","amount_bn":2.0,"amount_note":"In talks: ~$2B @ >$50B pre-money","title_it":"Cursor tratta 2 mld $ a oltre 50 mld $","detail_it":"Trattative riportate per un round da circa 2 mld $ a oltre 50 mld $ con a16z, Thrive e Nvidia. Il round è stato superato dall'accordo con SpaceX e non risulta chiuso.","status":"cancelled","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/04/19/cursor-ai-2-billion-funding-round.html"}],"pre_window":false,"id":"861efe5b1d","title_en":"Cursor in talks for $2 billion at over $50 billion","detail_en":"Reported talks for a round of about $2 billion at over $50 billion with a16z, Thrive and Nvidia. The round was overtaken by the SpaceX deal and does not appear to have closed.","note_en":"In talks: ~$2B @ >$50B pre-money","slug":"andreessen-horowitz-anysphere-cursor-in-talks-for-2-billion-at-over-50-b"},{"date":"2026-04-20","from":"Amazon","to":"Anthropic","type":"investment","amount_bn":25.0,"amount_note":"5 mld subito + fino a 20 mld legati a traguardi","title_it":"Amazon investe fino a 25 miliardi in più in Anthropic","detail_it":"5 miliardi subito (a 380 mld di valutazione) e fino a 20 legati a traguardi commerciali, oltre agli 8 già investiti.","status":"announced","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-04-20/amazon-to-invest-an-additional-5-billion-in-anthropic"},{"name":"The Star (Reuters)","url":"https://www.thestar.com.my/tech/tech-news/2026/04/21/anthropic-to-spend-over-100-billion-over-a-decade-on-amazon039s-cloud-tech"}],"pre_window":false,"id":"4943825256","title_en":"Amazon invests up to $25 billion more in Anthropic","detail_en":"$5 billion immediately (at a $380 billion valuation) and up to $20 billion tied to commercial milestones, on top of the $8 billion already invested.","note_en":"$5 billion upfront + up to $20 billion tied to milestones","slug":"amazon-anthropic-amazon-invests-up-to-25-billion-more-in-anthropic"},{"date":"2026-04-20","from":"Anthropic","to":"Amazon","type":"services","amount_bn":100.0,"amount_note":"oltre 100 mld in 10 anni, fino a 5 GW","title_it":"Anthropic spenderà oltre 100 miliardi su AWS","detail_it":"In cambio dell'investimento Amazon, Anthropic si impegna a spendere oltre 100 miliardi su AWS in 10 anni, fino a 5 GW (Trainium2/3).","status":"announced","sources":[{"name":"The Star (Reuters)","url":"https://www.thestar.com.my/tech/tech-news/2026/04/21/anthropic-to-spend-over-100-billion-over-a-decade-on-amazon039s-cloud-tech"}],"pre_window":false,"id":"8cedddc0fe","title_en":"Anthropic to spend over $100 billion on AWS","detail_en":"In exchange for Amazon's investment, Anthropic commits to spend over $100 billion on AWS over 10 years, up to 5 GW (Trainium2/3).","note_en":"over $100 billion over 10 years, up to 5 GW","slug":"anthropic-amazon-anthropic-to-spend-over-100-billion-on-aws"},{"date":"2026-04-22","from":"Thinking Machines Lab","to":"Google","type":"services","amount_bn":null,"amount_note":"\"pochi miliardi\" (TechCrunch), GPU GB300","title_it":"Thinking Machines firma un contratto multimiliardario con Google Cloud","detail_it":"Il laboratorio di Mira Murati espande l'uso di Google Cloud con GPU GB300; contratto non esclusivo. Data indicativa: aprile 2026.","status":"announced","sources":[{"name":"eWeek","url":"https://www.eweek.com/news/google-cloud-deal-mira-murati-thinking-machines-lab/"}],"pre_window":false,"id":"475624d85c","title_en":"Thinking Machines signs multibillion-dollar Google Cloud contract","detail_en":"Mira Murati's lab expands its use of Google Cloud with GB300 GPUs; non-exclusive contract. Approximate date: April 2026.","note_en":"\"a few billion\" (TechCrunch), GB300 GPUs","slug":"thinking-machines-lab-google-thinking-machines-signs-multibillion-dollar"},{"date":"2026-04-23","from":"Banche e mercato","to":"SoftBank","type":"investment","amount_bn":10.0,"amount_note":"Prestito su margine da 10 mld $ garantito da azioni OpenAI (importo finale incerto)","title_it":"SoftBank si indebita dando in pegno OpenAI","detail_it":"SoftBank cerca un prestito su margine da 10 mld $ con le azioni OpenAI a garanzia; secondo resoconti successivi è stato chiuso ad agosto con Goldman, JPMorgan, Mizuho, Apollo e SMBC.","bubble_it":"Azioni OpenAI in pegno","title_en":"SoftBank borrows against its OpenAI shares","detail_en":"SoftBank sought a $10bn margin loan backed by its OpenAI stake; later reports say it closed in August with Goldman, JPMorgan, Mizuho, Apollo and SMBC.","bubble_en":"OpenAI shares pledged for cash","note_en":"$10bn margin loan backed by OpenAI shares (final size disputed)","status":"reported","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-04-23/softbank-seeks-10-billion-margin-loan-backed-by-openai-shares"},{"name":"The Next Web","url":"https://thenextweb.com/news/softbank-10b-margin-loan-openai-stake-collateral"}],"pre_window":false,"id":"320747e869","slug":"banche-e-mercato-softbank-softbank-borrows-against-its-openai-shares"},{"date":"2026-04-23","from":"Microsoft","to":"Australia","type":"investment","amount_bn":18.0,"amount_note":"25 mld A$ (~18 mld $) entro il 2029","title_it":"Microsoft: 25 miliardi A$ in Australia","detail_it":"Durante la visita di Nadella a Sydney, Microsoft annuncia 25 mld A$ entro fine 2029 per cloud e capacità AI (+140%), sicurezza e competenze, legati a un MoU col governo australiano.","bubble_it":"Microsoft porta 18 mld $ in Australia","title_en":"Microsoft's A$25B Australia pledge","detail_en":"During Nadella's Sydney visit Microsoft announced A$25B by end-2029 for cloud and AI capacity (+140%), security and skills, tied to an MOU with the Australian government.","bubble_en":"Microsoft's $18B Australia push","note_en":"A$25B (~US$18B) by 2029","status":"announced","sources":[{"name":"W.Media","url":"https://w.media/microsoft-to-invest-au-25bn-in-australias-ai-and-cloud-infrastructure-by-2029/"},{"name":"eWeek","url":"https://www.eweek.com/news/apac-news-microsoft-australia-ai-cloud-investment/"}],"pre_window":false,"id":"6e04957fc9","slug":"microsoft-australia-microsoft-s-a-25b-australia-pledge"},{"date":"2026-04-24","from":"Google","to":"Anthropic","type":"investment","amount_bn":40.0,"amount_note":"10 mld cash subito + 30 mld a traguardi","title_it":"Google investe fino a 40 miliardi in Anthropic","detail_it":"Alphabet mette 10 miliardi subito (valutazione riportata 350 mld) e fino a 30 in più legati a obiettivi di performance.","status":"announced","sources":[{"name":"Reuters via Cyprus Mail","url":"https://www.cyprus-mail.com/2026/04/24/google-plans-to-invest-up-to-40-billion-in-anthropic"},{"name":"The Star (Bloomberg)","url":"https://www.thestar.com.my/tech/tech-news/2026/04/25/google-plans-to-invest-up-to-40-billion-in-anthropic-bloomberg-news-reports"}],"pre_window":false,"id":"272371df68","title_en":"Google invests up to $40 billion in Anthropic","detail_en":"Alphabet puts in $10 billion immediately (reported valuation $350 billion) and up to $30 billion more tied to performance targets.","note_en":"$10 billion cash upfront + $30 billion tied to milestones","slug":"google-anthropic-google-invests-up-to-40-billion-in-anthropic"},{"date":"2026-04-24","from":"Meta","to":"Amazon","type":"services","amount_bn":null,"amount_note":"multimiliardario, non divulgato","title_it":"Meta affitta milioni di core Graviton da AWS","detail_it":"Meta firma un contratto pluriennale multimiliardario per usare decine di milioni di core CPU Graviton5 di AWS per gli agenti AI.","bubble_it":"Meta usa le CPU di Amazon","status":"announced","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-04-24/meta-inks-multibillion-dollar-deal-to-use-amazon-chips-for-ai"},{"name":"GeekWire","url":"https://www.geekwire.com/2026/meta-signs-multibillion-dollar-deal-to-use-amazons-graviton-chips-for-agentic-ai/"}],"pre_window":false,"id":"a3abe5e52d","title_en":"Meta rents millions of Graviton cores from AWS","detail_en":"Meta signs a multi-year, multibillion-dollar contract to use tens of millions of AWS Graviton5 CPU cores for AI agents.","bubble_en":"Meta uses Amazon's CPUs","note_en":"multibillion-dollar, not disclosed","slug":"meta-amazon-meta-rents-millions-of-graviton-cores-from-aws"},{"date":"2026-04-27","from":"OpenAI","to":"Microsoft","type":"services","amount_bn":null,"amount_note":"revenue share con tetto fino al 2030","title_it":"Microsoft-OpenAI: accordo emendato, fine dell'esclusiva","detail_it":"Azure resta il cloud primario ma OpenAI può vendere tutti i prodotti su qualsiasi cloud; la licenza Microsoft fino al 2032 diventa non esclusiva. Microsoft smette di pagare revenue share, OpenAI continua a pagarlo fino al 2030 con un tetto.","status":"announced","sources":[{"name":"Anadolu Agency","url":"https://www.aa.com.tr/en/world/microsoft-openai-amend-partnership-agreement-to-allow-broader-cloud-access/3919673"},{"name":"W.Media","url":"https://w.media/microsoft-and-openai-revise-partnership-terms-on-cloud-access-licensing-and-revenue-sharing/"}],"pre_window":false,"id":"19cd729d2c","title_en":"Microsoft-OpenAI: amended deal ends exclusivity","detail_en":"Azure remains the primary cloud but OpenAI can sell all its products on any cloud; Microsoft's license through 2032 becomes non-exclusive. Microsoft stops paying revenue share, while OpenAI continues paying it through 2030 with a cap.","note_en":"revenue share capped through 2030","slug":"openai-microsoft-microsoft-openai-amended-deal-ends-exclusivity"},{"date":"2026-04-27","from":"PIMCO","to":"Oracle","type":"vc","amount_bn":14.0,"amount_note":"circa 14 mld di bond (riportato)","title_it":"PIMCO finanzia il data center Oracle in Michigan","detail_it":"Dopo l'uscita di Blue Owl, il campus Stargate di Saline Township (Michigan) costruito da Related Digital per Oracle chiude 16 mld $: circa 14 mld di debito a lungo termine da fondi PIMCO, con Bank of America come strutturatore.","bubble_it":"PIMCO presta 14 mld per Oracle Michigan","status":"completed","sources":[{"name":"Baxtel","url":"https://baxtel.com/news/pimco-to-provide-14bn-for-oracle-michigan-data-center-project"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/related-digital-closes-in-on-16bn-financing-for-oracle-data-center-in-michigan-report/"}],"pre_window":false,"id":"088178c47b","title_en":"PIMCO finances Oracle data center in Michigan","detail_en":"After Blue Owl's exit, the Stargate campus in Saline Township, Michigan, built by Related Digital for Oracle, closes $16 billion: about $14 billion of long-term debt from PIMCO funds, with Bank of America as structurer.","bubble_en":"PIMCO lends $14 billion for Oracle Michigan","note_en":"about $14 billion of bonds (reported)","slug":"pimco-oracle-pimco-finances-oracle-data-center-in-michigan"},{"date":"2026-04-27","from":"Blackstone","to":"Oracle","type":"investment","amount_bn":2.0,"amount_note":"circa 2 mld di equity (riportato)","title_it":"Blackstone sostituisce Blue Owl in Michigan","detail_it":"Fondi Blackstone mettono circa 2 mld $ di equity, insieme a Related Digital, nel data center Stargate di Oracle in Michigan.","bubble_it":"Blackstone mette 2 mld in Oracle Michigan","status":"completed","sources":[{"name":"Baxtel","url":"https://baxtel.com/news/pimco-to-provide-14bn-for-oracle-michigan-data-center-project"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/blue-owl-opts-not-to-fund-oracles-10bn-michigan-data-center/"}],"pre_window":false,"id":"8595f85769","title_en":"Blackstone replaces Blue Owl in Michigan","detail_en":"Blackstone funds put in about $2 billion of equity, alongside Related Digital, in Oracle's Stargate data center in Michigan.","bubble_en":"Blackstone puts $2 billion into Oracle Michigan","note_en":"about $2 billion of equity (reported)","slug":"blackstone-oracle-blackstone-replaces-blue-owl-in-michigan"},{"date":"2026-05-05","from":"Anthropic","to":"Google","type":"services","amount_bn":200.0,"amount_note":"5 anni dal 2027, 5 GW (The Information)","title_it":"Anthropic: 200 miliardi su Google Cloud","detail_it":"Secondo The Information, impegno da 200 miliardi in 5 anni per cloud e TPU, oltre il 40% del backlog di Google Cloud. Non confermato ufficialmente.","status":"reported","sources":[{"name":"The Standard (Reuters)","url":"https://www.thestandard.com.hk/finance/article/331210/Anthropic-commits-to-spending-US200-billion-on-Googles-cloud-and-chips-the-Information-reports"},{"name":"The Decoder","url":"https://the-decoder.com/anthropic-commits-200-billion-to-google-cloud-over-five-years/"}],"pre_window":false,"id":"f1fa05cd24","title_en":"Anthropic: $200 billion on Google Cloud","detail_en":"According to The Information, a $200 billion commitment over 5 years for cloud and TPUs, more than 40% of Google Cloud's backlog. Not officially confirmed.","note_en":"5 years from 2027, 5 GW (The Information)","slug":"anthropic-google-anthropic-200-billion-on-google-cloud"},{"date":"2026-05-06","from":"Anthropic","to":"xAI","type":"services","amount_bn":40.0,"amount_note":"tutto Colossus 1 (~300 MW, ~220mila GPU)","title_it":"Anthropic affitta Colossus 1 da SpaceX/xAI","detail_it":"Anthropic prende tutta la capacità di Colossus 1 a Memphis (oltre 300 MW, 220.000+ GPU Nvidia). Il prospetto S-1 di SpaceX indica 1,25 miliardi al mese fino a maggio 2029, oltre 40 miliardi in totale.","status":"announced","sources":[{"name":"Silicon UK","url":"https://www.silicon.co.uk/cloud/ai/anthropic-spacex-629770"},{"name":"Unite.AI","url":"https://www.unite.ai/anthropic-takes-over-spacexs-colossus-1-to-power-claude/"},{"name":"Techmeme","url":"https://www.techmeme.com/260506/p47"},{"name":"AI Weekly","url":"https://aiweekly.co/alerts/anthropic-signs-40b-compute-deal-with-xai-through-2029"}],"pre_window":false,"id":"566c54055f","title_en":"Anthropic rents Colossus 1 from SpaceX/xAI","detail_en":"Anthropic takes all of Colossus 1's capacity in Memphis (over 300 MW, 220,000+ Nvidia GPUs). SpaceX's S-1 filing indicates $1.25 billion a month through May 2029, over $40 billion in total.","note_en":"all of Colossus 1 (~300 MW, ~220,000 GPUs)","slug":"anthropic-xai-anthropic-rents-colossus-1-from-spacex-xai"},{"date":"2026-05-06","from":"Nvidia","to":"Corning","type":"investment","amount_bn":3.2,"amount_note":"fino a $3,2 mld: $500M warrant pre-finanziati + warrant su 15 mln azioni a $180","title_it":"Nvidia fino a $3,2 mld in Corning","detail_it":"Partnership pluriennale per tre nuove fabbriche di fibra e componenti ottici in North Carolina e Texas.","status":"announced","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/05/06/nvidia-corning-optical-factories-nc-texas-ai.html"}],"pre_window":false,"id":"8350269875","title_en":"Nvidia up to $3.2 billion in Corning","detail_en":"Multi-year partnership for three new fiber and optical component plants in North Carolina and Texas.","note_en":"up to $3.2 billion: $500M prefunded warrants + warrants on 15 million shares at $180","slug":"nvidia-corning-nvidia-up-to-3-2-billion-in-corning"},{"date":"2026-05-06","from":"SAP","to":"Prior Labs","type":"acquisition","amount_bn":1.2,"amount_note":"impegno di oltre 1 mld € in 4 anni (~1,2 mld $); prezzo non divulgato","title_it":"SAP compra Prior Labs e Dremio","detail_it":"SAP acquista Prior Labs (modelli fondazionali per dati tabellari) e Dremio, impegnando oltre 1 mld € in quattro anni per creare un grande laboratorio AI europeo. Prezzo di acquisto non divulgato.","bubble_it":"SAP crea un lab AI da 1 mld €","title_en":"SAP buys Prior Labs and Dremio","detail_en":"SAP is acquiring Prior Labs (tabular foundation models) and Dremio, committing over €1B over four years to build a European frontier AI lab; price undisclosed.","bubble_en":"SAP builds €1B AI lab","note_en":"Commitment of over €1B over four years (~$1.2B); price undisclosed","status":"announced","sources":[{"name":"ITPro","url":"https://www.itpro.com/business/acquisition/sap-snaps-up-dremio-and-prior-labs-in-double-ai-acquisition"},{"name":"Pulse","url":"https://www.pulse.bot/private-equity/news/sap-to-acquire-prior-labs-investing-over-1-billion-to-build-europes-largest-frontier-ai-lab-e5377c81-59e7-4e16-a764-82882cc59740/"}],"pre_window":false,"id":"62980edcb0","slug":"sap-prior-labs-sap-buys-prior-labs-and-dremio"},{"date":"2026-05-07","from":"Nvidia","to":"Iren","type":"investment","amount_bn":2.1,"amount_note":"diritto quinquennale su 30 mln azioni a $70","title_it":"Nvidia fino a $2,1 mld in IREN","detail_it":"In cambio IREN installerà fino a 5 GW di infrastruttura Nvidia DSX nei suoi siti, a partire dal campus da 2 GW di Sweetwater (Texas).","status":"announced","sources":[{"name":"Tiger Brokers","url":"https://www.itiger.com/news/2633103840"},{"name":"Let's Data Science","url":"https://letsdatascience.com/news/nvidia-deploys-40-billion-dollars-in-ai-infrastructure-equit-6f2237bd"}],"pre_window":false,"id":"7a135ccd52","title_en":"Nvidia up to $2.1 billion in IREN","detail_en":"In return, IREN will install up to 5 GW of Nvidia DSX infrastructure at its sites, starting with the 2 GW Sweetwater (Texas) campus.","note_en":"five-year right on 30 million shares at $70","slug":"nvidia-iren-nvidia-up-to-2-1-billion-in-iren"},{"date":"2026-05-08","from":"Apple","to":"Intel","type":"hardware","amount_bn":null,"amount_note":"accordo foundry preliminare, valore non reso noto","title_it":"Apple farà produrre alcuni chip a Intel","detail_it":"Accordo preliminare riportato a maggio e annunciato da Trump il 18/06/2026: Intel produrrà negli USA una parte dei chip progettati da Apple, produzione attesa dal 2027. Non è chiaro se Apple prenda anche una quota.","status":"reported","sources":[{"name":"SiliconANGLE","url":"https://siliconangle.com/2026/06/18/president-trump-claims-apple-agreed-buy-chips-intel/"},{"name":"Invezz","url":"https://invezz.com/news/2026/05/08/intel-stock-supercharged-after-reports-of-preliminary-deal-with-apple/"}],"pre_window":false,"id":"f79e0aea65","title_en":"Apple to have Intel make some chips","detail_en":"Preliminary agreement reported in May and announced by Trump on 18/06/2026: Intel will manufacture in the US a portion of Apple-designed chips, with production expected from 2027. It is unclear whether Apple will also take a stake.","note_en":"preliminary foundry deal, value not disclosed","slug":"apple-intel-apple-to-have-intel-make-some-chips"},{"date":"2026-05-08","from":"Amazon","to":"SK Hynix","type":"investment","amount_bn":null,"amount_note":"Offerta di finanziare macchinari e nuove linee (non quantificata)","title_it":"Big Tech pronta a pagare le fabbriche di SK Hynix","detail_it":"Microsoft, Google, Nvidia e Amazon offrono a SK Hynix di finanziare direttamente nuove linee produttive e macchinari pur di assicurarsi memoria.","bubble_it":"Big Tech paga le fabbriche","title_en":"Big Tech offers to fund SK Hynix fabs","detail_en":"Microsoft, Google, Nvidia and Amazon have offered to directly finance new SK Hynix production lines and tools to secure memory supply.","bubble_en":"Big Tech funds memory fabs","note_en":"Offer to fund equipment and lines (unquantified)","status":"in_talks","sources":[{"name":"Korea Times","url":"https://www.koreatimes.co.kr/business/companies/20260508/sk-hynix-flooded-with-unprecedented-offers-from-big-tech-firms-to-secure-chip-supplies"}],"pre_window":false,"id":"febedda2a1","slug":"amazon-sk-hynix-big-tech-offers-to-fund-sk-hynix-fabs"},{"date":"2026-05-11","from":"TPG","to":"OpenAI","type":"vc","amount_bn":4.0,"amount_note":"oltre, nella DeployCo (14 mld $ post)","title_it":"TPG guida 4 mld $ nella DeployCo di OpenAI","detail_it":"TPG, con Advent, Bain Capital e Brookfield, investe oltre 4 mld $ nella nuova unità di consulenza/deployment DeployCo (10 mld $ pre, 14 mld $ post secondo Axios).","status":"announced","sources":[{"name":"Axios","url":"https://www.axios.com/2026/05/11/openai-deployco-private-equity"},{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-05-11/openai-to-buy-consulting-firm-for-private-equity-joint-venture"}],"pre_window":false,"id":"9e5000a03a","title_en":"TPG leads $4 billion into OpenAI's DeployCo","detail_en":"TPG, with Advent, Bain Capital and Brookfield, invests over $4 billion in the new consulting/deployment unit DeployCo ($10 billion pre-money, $14 billion post-money per Axios).","note_en":"over, in DeployCo ($14 billion post)","slug":"tpg-openai-tpg-leads-4-billion-into-openai-s-deployco"},{"date":"2026-05-13","from":"Banche e mercato","to":"Cerebras","type":"vc","amount_bn":5.55,"amount_note":"IPO a 185 $, 30 mln azioni","title_it":"Cerebras si quota: 5,55 miliardi raccolti","detail_it":"La più grande IPO USA del 2026 fino a quel momento: prezzo a 185 dollari (sopra la forchetta), primo giorno +68%.","status":"completed","sources":[{"name":"Reuters via LSE","url":"https://www.lse.co.uk/news/cerebras-prices-ipo-at-185-per-share-to-raise-555-billion-sources-say-bmw0sm8fjwm3n1p.html"},{"name":"Yahoo Finance","url":"https://finance.yahoo.com/markets/stocks/articles/cerebras-raises-5-5b-kicking-163002320.html"}],"pre_window":false,"id":"693283dc2e","title_en":"Cerebras goes public: $5.55 billion raised","detail_en":"The largest US IPO of 2026 up to that point: priced at $185 per share (above the range), up 68% on day one.","note_en":"IPO at $185, 30 million shares","slug":"banche-e-mercato-cerebras-cerebras-goes-public-5-55-billion-raised"},{"date":"2026-05-19","from":"Blackstone","to":"Google","type":"investment","amount_bn":5.0,"amount_note":"5 mld di equity; fino a 25 mld con leva","title_it":"Blackstone e Google: JV di calcolo su TPU","detail_it":"Blackstone mette circa 5 mld $ di equity in una joint venture con Google che porterà 500 MW di data center entro il 2027 e venderà calcolo su TPU Google; fino a 25 mld $ con il debito.","bubble_it":"Blackstone mette 5 mld con Google","status":"announced","sources":[{"name":"Free Malaysia Today (Reuters)","url":"https://www.freemalaysiatoday.com/category/business/2026/05/19/google-blackstone-to-launch-ai-cloud-venture-to-meet-data-centre-demand"},{"name":"Built In","url":"https://builtin.com/articles/blackstone-5b-google-joint-venture-20260519"}],"pre_window":false,"id":"e6aabc8e50","title_en":"Blackstone and Google: TPU compute JV","detail_en":"Blackstone puts in about $5 billion of equity in a joint venture with Google that will deliver 500 MW of data centers by 2027 and sell compute on Google TPUs; up to $25 billion including debt.","bubble_en":"Blackstone puts $5 billion in with Google","note_en":"$5 billion equity; up to $25 billion with leverage","slug":"blackstone-google-blackstone-and-google-tpu-compute-jv"},{"date":"2026-05-21","from":"Hyperscaler anonimo","to":"Applied Digital","type":"services","amount_bn":7.5,"amount_note":"15 anni take-or-pay; 18,2 mld con rinnovi","title_it":"Polaris Forge 3 a un hyperscaler","detail_it":"Un hyperscaler USA investment grade (lo stesso di Delta Forge 1) affitta 300 MW nel campus Polaris Forge 3 di Applied Digital per circa 7,5 mld $ in 15 anni.","bubble_it":"Hyperscaler affitta 7,5 mld da Applied Digital","status":"announced","sources":[{"name":"Fierce Network","url":"https://www.fierce-network.com/newswire/applied-digital-inks-75b-lease-fourth-ai-factory-campus"},{"name":"Pulse 2.0","url":"https://pulse2.com/applied-digital-7-5-billion-hyperscaler-lease-pushes-contracted-ai-capacity-above-1-gw/"}],"pre_window":false,"id":"c6c636e11f","title_en":"Polaris Forge 3 to a hyperscaler","detail_en":"An investment-grade US hyperscaler (the same as Delta Forge 1) leases 300 MW at Applied Digital's Polaris Forge 3 campus for about $7.5 billion over 15 years.","bubble_en":"Hyperscaler leases $7.5 billion from Applied Digital","note_en":"15-year take-or-pay; $18.2 billion with renewals","slug":"hyperscaler-anonimo-applied-digital-polaris-forge-3-to-a-hyperscaler"},{"date":"2026-05-27","from":"General Catalyst","to":"Cognition","type":"vc","amount_bn":1.0,"amount_note":">$1B @ $25B pre-money ($26B post)","title_it":"Cognition oltre 1 mld $ a 25 mld $ pre-money","detail_it":"Round da oltre 1 mld $ co-guidato da Lux Capital, General Catalyst e 8VC; partecipano Founders Fund, Elad Gil, Ribbit Capital, Atreides e Layer Global.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/05/27/ai-coding-startup-cognition-raises-1b-at-25b-pre-money-valuation/"}],"pre_window":false,"id":"92b0db899a","title_en":"Cognition over $1 billion at $25 billion pre-money","detail_en":"Round of over $1 billion co-led by Lux Capital, General Catalyst and 8VC; Founders Fund, Elad Gil, Ribbit Capital, Atreides and Layer Global participate.","note_en":">$1B @ $25B pre-money ($26B post)","slug":"general-catalyst-cognition-cognition-over-1-billion-at-25-billion-pre-mo"},{"date":"2026-05-28","from":"Consorzi VC","to":"Anthropic","type":"vc","amount_bn":65.0,"amount_note":"Serie H, valutazione 965 mld post-money","title_it":"Serie H di Anthropic: 65 miliardi a 965","detail_it":"Guidata da Altimeter Capital, Dragoneer, Greenoaks e Sequoia Capital. Anthropic supera OpenAI (852 mld) come startup AI più valutata.","status":"completed","sources":[{"name":"Orrick","url":"https://www.orrick.com/en/News/2026/05/Anthropic-Raises-65B-Series-H-at-965B-Post-Money-Valuation"},{"name":"Built In","url":"https://builtin.com/articles/anthropic-raises-65b-series-h-965b-valuation-20260601"}],"pre_window":false,"id":"1d97d581e3","title_en":"Anthropic Series H: $65 billion at $965 billion","detail_en":"Led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. Anthropic overtakes OpenAI ($852 billion) as the most valuable AI startup.","note_en":"Series H, $965 billion post-money valuation","slug":"consorzi-vc-anthropic-anthropic-series-h-65-billion-at-965-billion"},{"date":"2026-05-30","from":"Korea National Growth Fund","to":"Samsung","type":"investment","amount_bn":1.8,"amount_note":"2.500 mld di won a tasso agevolato (≈1,8 mld $, cambio indicativo)","title_it":"Fondo statale: 2.500 mld di won a Samsung","detail_it":"Il Fondo nazionale per la crescita concede a Samsung 2.500 mld di won di finanziamento agevolato per la linea 5 di Pyeongtaek, polo di chip IA.","bubble_it":"Credito statale per i chip IA","title_en":"State fund lends Samsung ₩2.5tn","detail_en":"Korea's National Growth Fund is giving Samsung ₩2.5tn in low-rate financing for its Pyeongtaek Line 5 AI chip cluster.","bubble_en":"Cheap state credit for Samsung","note_en":"₩2.5tn low-rate financing (≈$1.8bn, indicative rate)","status":"reported","sources":[{"name":"Korea Herald","url":"https://www.koreaherald.com/article/10760025"}],"pre_window":false,"id":"40be2a0530","slug":"korea-national-growth-fund-samsung-state-fund-lends-samsung-2-5tn"},{"date":"2026-06-01","from":"Banche e mercato","to":"Iren","type":"vc","amount_bn":3.65,"amount_note":"private placement + DDTL, costo 6%","title_it":"IREN: 3,65 mld per il contratto Microsoft","detail_it":"IREN chiude 3,65 mld $ di finanziamento investment grade (Goldman Sachs, JPMorgan) garantito dalle GPU per servire il contratto da 9,7 mld $ con Microsoft.","bubble_it":"IREN prende 3,65 mld per Microsoft","status":"completed","sources":[{"name":"IREN","url":"https://iren.gcs-web.com/news-releases/news-release-details/iren-closes-365bn-investment-grade-gpu-financing"},{"name":"The Block","url":"https://theblock.co/post/403194/iren-lands-3-65-billion-a-rated-financing-microsoft-ai-buildout"}],"pre_window":false,"id":"204d283e1b","title_en":"IREN: $3.65 billion for Microsoft contract","detail_en":"IREN closes $3.65 billion of investment-grade, GPU-backed financing (Goldman Sachs, JPMorgan) to serve the $9.7 billion contract with Microsoft.","bubble_en":"IREN raises $3.65 billion for Microsoft","note_en":"private placement + DDTL, 6% cost","slug":"banche-e-mercato-iren-iren-3-65-billion-for-microsoft-contract"},{"date":"2026-06-05","from":"OpenAI","to":"US Government","type":"investment","amount_bn":null,"amount_note":"5% (~42,6 mld $ a 852 mld $)","title_it":"OpenAI propone una quota del 5% al governo USA","detail_it":"Secondo CNBC e FT, OpenAI discute la cessione di circa il 5% al governo USA prima dell'IPO, in un veicolo tipo Alaska Permanent Fund. Non è un pagamento: si tratta di trasferire equity, con termini non chiariti.","status":"in_talks","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/06/05/trump-open-ai-altman-stake.html"},{"name":"StreetInsider (FT)","url":"https://www.streetinsider.com/General+News/OpenAI+proposes+handing+Trump+administration+a+5%25+stake%2C+FT+reports/26722846.html"}],"pre_window":false,"id":"79f31f1df7","title_en":"OpenAI proposes 5% stake to US government","detail_en":"According to CNBC and the FT, OpenAI is discussing ceding about 5% to the US government before its IPO, in a vehicle similar to the Alaska Permanent Fund. It is not a payment: it involves transferring equity, with terms unclear.","note_en":"5% (~$42.6 billion at $852 billion)","slug":"openai-us-government-openai-proposes-5-stake-to-us-government"},{"date":"2026-06-05","from":"AirTrunk","to":"India","type":"investment","amount_bn":30.0,"amount_note":"oltre 3.000 mld ₹ (30 mld $) entro il 2030 per oltre 5 GW","title_it":"AirTrunk (Blackstone): 30 miliardi in India","detail_it":"AirTrunk, controllata da Blackstone e CPP Investments, annuncia oltre 30 mld $ in India entro il 2030 per più di 5 GW di data center, dopo l'acquisto di Lumina CloudInfra ad aprile.","bubble_it":"AirTrunk: 5 GW in India","title_en":"AirTrunk's $30B India plan","detail_en":"Blackstone- and CPP-backed AirTrunk plans over $30B in India by 2030 for 5 GW+ of data centres, after buying Lumina CloudInfra in April.","bubble_en":"AirTrunk targets 5 GW in India","note_en":"Over INR 3,000B ($30B) by 2030 for 5 GW+","status":"announced","sources":[{"name":"AirTrunk","url":"https://airtrunk.com/blackstone-backed-airtrunk-invest-us30bn-5gw-india/"},{"name":"The Next Web","url":"https://thenextweb.com/news/airtrunk-blackstone-30-billion-india-data-centres"}],"pre_window":false,"id":"3614590eec","slug":"airtrunk-india-airtrunk-s-30b-india-plan"},{"date":"2026-06-06","from":"Google","to":"xAI","type":"services","amount_bn":30.0,"amount_note":"920 mln/mese, ott 2026-giu 2029","title_it":"Google paga SpaceX 920 milioni al mese per calcolo IA","detail_it":"Dal prospetto di SpaceX: Google affitta circa 110.000 GPU Nvidia da ottobre 2026 a giugno 2029, circa 30 miliardi in totale; recesso con 90 giorni di preavviso dopo il 31/12/2026.","status":"announced","sources":[{"name":"The Next Web","url":"https://thenextweb.com/news/google-spacex-920-million-month-compute-deal"},{"name":"Techzine","url":"https://techzine.eu/news/infrastructure/141896/google-to-pay-spacex-920m-every-month-for-xai-compute"}],"pre_window":false,"id":"1f4d11f752","title_en":"Google pays SpaceX $920 million a month for AI compute","detail_en":"From SpaceX's prospectus: Google rents about 110,000 Nvidia GPUs from October 2026 to June 2029, about $30 billion in total; termination on 90 days' notice after 31/12/2026.","note_en":"$920 million/month, Oct 2026-Jun 2029","slug":"google-xai-google-pays-spacex-920-million-a-month-for-ai-compute"},{"date":"2026-06-09","from":"Banche e mercato","to":"Anthropic","type":"vc","amount_bn":35.0,"amount_note":"equivale a un prestito da 35 mld","title_it":"Google fa da garante a 35 mld di chip","detail_it":"Google garantisce i canoni di cinque data center (tra cui Cipher in Texas e Hut 8 in Louisiana) dove Anthropic affitta chip: di fatto un prestito da 35 mld $ ad Anthropic.","bubble_it":"Google garantisce 35 mld ad Anthropic","status":"reported","sources":[{"name":"Bloomberg Law","url":"https://news.bloomberglaw.com/ip-law/googles-backstops-underpin-35-billion-chip-deal-for-anthropic"}],"pre_window":false,"id":"eb9a7895d3","title_en":"Google backstops $35 billion of chips","detail_en":"Google guarantees the lease payments on five data centers (including Cipher in Texas and Hut 8 in Louisiana) where Anthropic rents chips: effectively a $35 billion loan to Anthropic.","bubble_en":"Google guarantees $35 billion for Anthropic","note_en":"equivalent to a $35 billion loan","slug":"banche-e-mercato-anthropic-google-backstops-35-billion-of-chips"},{"date":"2026-06-11","from":"Banche e mercato","to":"SpaceX","type":"vc","amount_bn":75.0,"amount_note":"IPO a 135 $/azione, valutazione ~1,77 trilioni","title_it":"SpaceX: l'IPO più grande della storia, 75 miliardi","detail_it":"SpaceX (con dentro xAI e X) prezza a 135 dollari e raccoglie circa 75 miliardi; debutto al Nasdaq come SPCX il 12/06/2026.","status":"completed","sources":[{"name":"Nasdaq","url":"https://www.nasdaq.com/articles/spacex-commences-trading-nasdaq-after-record-75-billion-ipo"},{"name":"Euronews","url":"https://www.euronews.com/business/2026/06/12/spacex-makes-its-nasdaq-debut-after-the-largest-public-offering-in-history"}],"pre_window":false,"id":"1b7bf0d2c0","title_en":"SpaceX: largest IPO in history, $75 billion","detail_en":"SpaceX (which includes xAI and X) prices at $135 per share and raises about $75 billion; Nasdaq debut as SPCX on 12/06/2026.","note_en":"IPO at $135/share, valuation ~$1.77 trillion","slug":"banche-e-mercato-spacex-spacex-largest-ipo-in-history-75-billion"},{"date":"2026-06-11","from":"KKR","to":"Helix Digital Infrastructure","type":"vc","amount_bn":10.0,"amount_note":"impegni totali >10 mld (KKR, KIA, Nvidia, Vistra)","title_it":"KKR lancia Helix da 10 mld","detail_it":"KKR lancia Helix Digital Infrastructure, guidata dall'ex capo di AWS Adam Selipsky, con oltre 10 mld $ di impegni da KKR, Kuwait Investment Authority, Nvidia e Vistra per costruire data center ed energia per gli hyperscaler.","bubble_it":"KKR lancia Helix con 10 mld","status":"announced","sources":[{"name":"Bloomberg Law","url":"https://news.bloomberglaw.com/artificial-intelligence/kkr-preparing-new-10-billion-ai-firm-led-by-ex-amazon-web-chief"},{"name":"Law360","url":"https://www.law360.com/articles/2488783"}],"pre_window":false,"id":"4d3a6d7323","title_en":"KKR launches $10 billion Helix","detail_en":"KKR launches Helix Digital Infrastructure, led by former AWS chief Adam Selipsky, with over $10 billion of commitments from KKR, Kuwait Investment Authority, Nvidia and Vistra to build data centers and power for hyperscalers.","bubble_en":"KKR launches Helix with $10 billion","note_en":"total commitments >$10 billion (KKR, KIA, Nvidia, Vistra)","slug":"kkr-helix-digital-infrastructure-kkr-launches-10-billion-helix"},{"date":"2026-06-11","from":"Nvidia","to":"Helix Digital Infrastructure","type":"investment","amount_bn":null,"amount_note":"quota non divulgata","title_it":"Nvidia investe in Helix di KKR","detail_it":"Nvidia è tra gli investitori fondatori di Helix Digital Infrastructure, la nuova società di data center di KKR.","bubble_it":"Nvidia entra in Helix di KKR","status":"announced","sources":[{"name":"DEV Community","url":"https://dev.to/gentic_news/kkr-launches-helix-digital-infrastructure-with-10b-for-ai-buildout-3ga7"}],"pre_window":false,"id":"ade60e1517","title_en":"Nvidia invests in KKR's Helix","detail_en":"Nvidia is among the founding investors of Helix Digital Infrastructure, KKR's new data center company.","bubble_en":"Nvidia joins KKR's Helix","note_en":"stake not disclosed","slug":"nvidia-helix-digital-infrastructure-nvidia-invests-in-kkr-s-helix"},{"date":"2026-06-15","from":"Microsoft","to":"Nscale","type":"services","amount_bn":3.0,"amount_note":"progetto Loughton (UK) abbandonato","title_it":"Microsoft si ritira dal data center Nscale di Loughton","detail_it":"Microsoft rinuncia a fare da cliente principale del sito di Loughton (Essex), circa 3 mld, per ritardi nell'allaccio elettrico. Data indicativa.","status":"cancelled","sources":[{"name":"FourWeekMBA","url":"https://fourweekmba.com/ai-microsoft-drops-nscale-uk-deal-to-rent-23000-nvidia-chips/"}],"pre_window":false,"id":"f3e0246d5d","title_en":"Microsoft pulls out of Nscale Loughton data center","detail_en":"Microsoft gives up acting as anchor customer of the Loughton (Essex) site, about $3 billion, due to delays in the power connection. Approximate date.","note_en":"Loughton (UK) project abandoned","slug":"microsoft-nscale-microsoft-pulls-out-of-nscale-loughton-data-center"},{"date":"2026-06-22","from":"Reflection AI","to":"xAI","type":"services","amount_bn":6.3,"amount_note":"150 mln/mese da luglio 2026 al 2029","title_it":"Reflection AI affitta GPU su Colossus 2 per 6,3 miliardi","detail_it":"La startup di modelli open Reflection AI paga alla divisione IA di SpaceX 150 milioni al mese per chip GB300 a Colossus 2; fino a 6,3 miliardi in totale.","status":"announced","sources":[{"name":"Reuters via StreetInsider","url":"https://www.streetinsider.com/Reuters/AI+startup+Reflection+signs+computing+power+deal+with+SpaceX/26672432.html"},{"name":"Axios","url":"https://axios.com/2026/06/22/open-source-ai-gets-more-compute-from-spacex"}],"pre_window":false,"id":"b88b6e7e12","title_en":"Reflection AI rents GPUs on Colossus 2 for $6.3 billion","detail_en":"Open-model startup Reflection AI pays SpaceX's AI division $150 million a month for GB300 chips at Colossus 2; up to $6.3 billion in total.","note_en":"$150 million/month from July 2026 to 2029","slug":"reflection-ai-xai-reflection-ai-rents-gpus-on-colossus-2-for-6-3-billion"},{"date":"2026-06-22","from":"Anthropic","to":"Micron","type":"hardware","amount_bn":null,"amount_note":"non divulgato","title_it":"Micron fornirà HBM, DRAM e SSD ad Anthropic","detail_it":"Accordo pluriennale di fornitura di memorie e storage (HBM, DRAM, SSD) di Micron per l'infrastruttura di Anthropic.","bubble_it":"Memorie Micron per Claude","status":"announced","sources":[{"name":"Micron","url":"https://micron.gcs-web.com/node/50626"},{"name":"Blocks & Files","url":"https://www.blocksandfiles.com/ai-ml/2026/06/23/micron-invests-in-anthropic-and-grants-it-a-supply-deal/5260050"}],"pre_window":false,"id":"09497cbefe","title_en":"Micron to supply HBM, DRAM and SSDs to Anthropic","detail_en":"Multi-year supply agreement for Micron memory and storage (HBM, DRAM, SSD) for Anthropic's infrastructure.","bubble_en":"Micron memory for Claude","note_en":"not disclosed","slug":"anthropic-micron-micron-to-supply-hbm-dram-and-ssds-to-anthropic"},{"date":"2026-06-22","from":"Micron","to":"Anthropic","type":"investment","amount_bn":null,"amount_note":"quota nella Serie H, non divulgata","title_it":"Micron investe nella Serie H di Anthropic","detail_it":"Insieme al contratto di fornitura, Micron entra nel round da 65 mld $ di Anthropic.","bubble_it":"Il fornitore diventa socio","status":"completed","sources":[{"name":"Micron","url":"https://micron.gcs-web.com/node/50626"},{"name":"Blocks & Files","url":"https://www.blocksandfiles.com/ai-ml/2026/06/23/micron-invests-in-anthropic-and-grants-it-a-supply-deal/5260050"}],"pre_window":false,"id":"7089969953","title_en":"Micron invests in Anthropic's Series H","detail_en":"Alongside the supply contract, Micron joins Anthropic's $65 billion round.","bubble_en":"Supplier becomes shareholder","note_en":"stake in Series H, not disclosed","slug":"micron-anthropic-micron-invests-in-anthropic-s-series-h"},{"date":"2026-06-24","from":"Meta","to":"Qualcomm","type":"hardware","amount_bn":null,"amount_note":"non divulgato, dal 2028","title_it":"Meta compra le CPU per data center di Qualcomm","detail_it":"Accordo multi-generazione: Qualcomm fornirà a Meta CPU per data center (Dragonfly C1000) in produzione dal secondo semestre 2028.","bubble_it":"Primo grande cliente data center Qualcomm","status":"announced","sources":[{"name":"Qualcomm","url":"https://www.qualcomm.com/news/releases/2026/06/qualcomm-and-meta-announce-strategic-multi-generation-agreement-"},{"name":"HPCwire","url":"https://www.hpcwire.com/off-the-wire/qualcomm-and-meta-announce-strategic-multi-generation-agreement-on-data-center-cpus/"}],"pre_window":false,"id":"e0fa8e118b","title_en":"Meta buys Qualcomm data center CPUs","detail_en":"Multi-generation agreement: Qualcomm will supply Meta with data center CPUs (Dragonfly C1000), in production from the second half of 2028.","bubble_en":"Qualcomm's first major data center customer","note_en":"not disclosed, from 2028","slug":"meta-qualcomm-meta-buys-qualcomm-data-center-cpus"},{"date":"2026-07-08","from":"Meta","to":"Canada","type":"investment","amount_bn":9.0,"amount_note":"13 mld C$ (~9 mld $), campus da 1 GW","title_it":"Meta: data center da 13 miliardi in Alberta","detail_it":"Meta costruirà il suo primo data center canadese, un campus AI da 1 GW nella contea di Sturgeon a nord di Edmonton, da circa 13 mld C$, alimentato da una centrale a gas di Pembina.","bubble_it":"Meta sbarca in Alberta","title_en":"Meta's C$13B Alberta AI campus","detail_en":"Meta will build its first Canadian data centre, a 1 GW AI campus in Sturgeon County north of Edmonton worth about C$13B, powered by a Pembina gas plant.","bubble_en":"Meta lands in Alberta","note_en":"C$13B (~US$9B), 1 GW campus","status":"announced","sources":[{"name":"The Next Web","url":"https://thenextweb.com/news/meta-alberta-c13-billion-data-centre"},{"name":"BetaKit","url":"https://betakit.com/meta-to-build-canadas-largest-data-centre-north-of-edmonton/"}],"pre_window":false,"id":"948d38c0c6","slug":"meta-canada-meta-s-c-13b-alberta-ai-campus"},{"date":"2026-07-13","from":"Consorzi VC","to":"Helsing","type":"vc","amount_bn":1.8,"amount_note":"Serie E da 1,8 mld $ a 18 mld $ di valutazione","title_it":"Helsing raccoglie 1,8 miliardi","detail_it":"La tedesca Helsing (AI per la difesa) chiude una Serie E da 1,8 mld $ a 18 mld $ di valutazione, il round più grande mai raccolto da un'azienda tedesca.","bubble_it":"Helsing vale 18 mld","title_en":"Helsing raises $1.8B Series E","detail_en":"German defence-AI firm Helsing closed a $1.8B Series E at an $18B valuation, the largest round ever raised by a German company.","bubble_en":"Helsing valued at $18B","note_en":"$1.8B Series E at $18B valuation","status":"completed","sources":[{"name":"Helsing","url":"https://helsing.ai/newsroom/helsing-raises-1-8bn-in-series-e"},{"name":"Munich Startup","url":"https://www.munich-startup.de/en/news/helsing-closes-billion-euro-funding-round"}],"pre_window":false,"id":"0512e45ddc","slug":"consorzi-vc-helsing-helsing-raises-1-8b-series-e"},{"date":"2026-07-14","from":"I Squared Capital","to":"PIF","type":"vc","amount_bn":1.0,"amount_note":"fino a 1 mld $ in infrastruttura digitale (MoU totale 2 mld $)","title_it":"I Squared: fino a 1 miliardo negli asset digitali del PIF","detail_it":"Con un MoU non vincolante I Squared Capital investirà fino a 2 miliardi in asset del PIF, di cui fino a 1 miliardo in infrastruttura digitale.","bubble_it":"Capitale USA negli asset del PIF","title_en":"I Squared: up to $1B in PIF digital assets","detail_en":"Under a non-binding MoU, I Squared Capital will deploy up to $2B in PIF assets, up to $1B of it in digital infrastructure.","bubble_en":"US capital into PIF assets","note_en":"up to $1B digital infrastructure (MoU total $2B)","status":"announced","sources":[{"name":"Zawya","url":"https://www.zawya.com/business/investment/i-squared-capital-to-deploy-up-to-2bln-in-saudi-pif-portfolio-miof3crr"},{"name":"DCD","url":"https://www.datacenterdynamics.com/en/news/i-squared-capital-to-invest-1bn-in-digital-infrastructure-with-saudi-arabias-pif/"}],"pre_window":false,"id":"366d92da30","slug":"i-squared-capital-pif-i-squared-up-to-1b-in-pif-digital-assets"},{"date":"2026-07-21","from":"MGX","to":"Aligned Data Centers","type":"vc","amount_bn":5.0,"amount_note":"5 mld $ di capitale per la crescita dal consorzio MGX-AIP-GIP","title_it":"MGX e soci: 5 miliardi ad Aligned","detail_it":"Chiuso l'acquisto da 40 miliardi, il consorzio di MGX, AIP e GIP di BlackRock impegna altri 5 miliardi per espandere la capacità IA di Aligned.","bubble_it":"Altri 5 miliardi ad Aligned","title_en":"MGX group commits $5B to Aligned","detail_en":"After closing the $40B buyout, the MGX, AIP and BlackRock GIP consortium commits a further $5B to expand Aligned's AI capacity.","bubble_en":"$5B more for Aligned","note_en":"$5B growth capital from the MGX-AIP-GIP consortium","status":"announced","sources":[{"name":"The National","url":"https://www.thenationalnews.com/future/technology/2026/07/21/blackrock-mgx-consortium-commits-5bn-for-aligned-data-centres-after-closing-acquisition/"},{"name":"AGBI","url":"https://www.agbi.com/ai/2026/07/mgx-group-pumps-5bn-growth-capital-into-data-centre-developer-aligned/"}],"pre_window":false,"id":"4bfbd9a6cf","slug":"mgx-aligned-data-centers-mgx-group-commits-5b-to-aligned"},{"date":"2026-07-22","from":"OpenAI","to":"Georgia Power","type":"services","amount_bn":null,"amount_note":"campus da 20 mld $, almeno 3,2 GW","title_it":"Project Camellia: campus da 20 mld $ in Georgia","detail_it":"OpenAI pianifica un campus da 20 mld $ a Effingham County (Georgia) con almeno 3,2 GW forniti da Georgia Power tra il 2028 e il 2032; OpenAI paga i costi di rete. Nello stesso giorno il WSJ riporta spese infrastrutturali per 750 mld $ fino al 2030.","status":"announced","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/07/22/openais-ai-spending-spree-has-ballooned-to-750b/"}],"pre_window":false,"id":"7ac582f080","title_en":"Project Camellia: $20 billion campus in Georgia","detail_en":"OpenAI plans a $20 billion campus in Effingham County, Georgia, with at least 3.2 GW supplied by Georgia Power between 2028 and 2032; OpenAI pays the grid costs. The same day the WSJ reports infrastructure spending of $750 billion through 2030.","note_en":"$20 billion campus, at least 3.2 GW","slug":"openai-georgia-power-project-camellia-20-billion-campus-in-georgia"},{"date":"2026-07-22","from":"Anthropic","to":"AMD","type":"hardware","amount_bn":null,"amount_note":"2 GW di MI450, valore non divulgato","title_it":"Anthropic: 2 GW di GPU AMD MI450","detail_it":"Anthropic installerà 2 GW di GPU AMD Instinct MI450 in rack Helios, il primo gigawatt nel primo semestre 2027.","bubble_it":"Claude anche su chip AMD","status":"announced","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/07/22/amd-anthropic-ai-chip-investment.html"},{"name":"Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/amd-supply-anthropic-2-gigawatts-153858353.html"}],"pre_window":false,"id":"a08a7c677f","title_en":"Anthropic: 2 GW of AMD MI450 GPUs","detail_en":"Anthropic will install 2 GW of AMD Instinct MI450 GPUs in Helios racks, with the first gigawatt in the first half of 2027.","bubble_en":"Claude on AMD chips too","note_en":"2 GW of MI450, value not disclosed","slug":"anthropic-amd-anthropic-2-gw-of-amd-mi450-gpus"},{"date":"2026-07-22","from":"AMD","to":"Anthropic","type":"investment","amount_bn":5.0,"amount_note":"fino a 5 mld $","title_it":"AMD investirà fino a 5 miliardi in Anthropic","detail_it":"In cambio dell'ordine da 2 GW, AMD si impegna a un investimento strategico fino a 5 mld $ in Anthropic.","bubble_it":"Il fornitore finanzia il cliente","status":"announced","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/07/22/amd-anthropic-ai-chip-investment.html"},{"name":"Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/amd-supply-anthropic-2-gigawatts-153858353.html"}],"pre_window":false,"id":"c38767aa5b","title_en":"AMD to invest up to $5 billion in Anthropic","detail_en":"In exchange for the 2 GW order, AMD commits to a strategic investment of up to $5 billion in Anthropic.","bubble_en":"Supplier funds customer","note_en":"up to $5 billion","slug":"amd-anthropic-amd-to-invest-up-to-5-billion-in-anthropic"},{"date":"2026-07-23","from":"Banche e mercato","to":"Galaxy Digital","type":"vc","amount_bn":3.507,"amount_note":"bond senior secured 9,875% al 2031","title_it":"Galaxy colloca 3,5 mld di bond","detail_it":"Galaxy Helios Data Centers II prezza 3,5 mld $ di bond al 9,875% per costruire la fase II affittata a CoreWeave (10,4 mld $ di canoni minimi).","bubble_it":"Galaxy emette 3,5 mld per CoreWeave","status":"completed","sources":[{"name":"Blockspace","url":"https://blockspace.media/short/galaxy-digital-prices-3-5b-senior-secured-note-for-helios-phase-2/"},{"name":"The Energy Mag","url":"https://theenergymag.com/news/market-news/galaxy-digital-senior-note-helios-ai-data-center"}],"pre_window":false,"id":"3a646da3d5","title_en":"Galaxy places $3.5 billion of bonds","detail_en":"Galaxy Helios Data Centers II prices $3.5 billion of 9.875% bonds to build Phase II, leased to CoreWeave ($10.4 billion of minimum rent).","bubble_en":"Galaxy issues $3.5 billion for CoreWeave","note_en":"senior secured 9.875% bonds due 2031","slug":"banche-e-mercato-galaxy-digital-galaxy-places-3-5-billion-of-bonds"},{"date":"2026-07-24","from":"BlackRock/GIP","to":"Meta","type":"investment","amount_bn":12.3,"amount_note":"bond per il data center di El Paso (GIP+HPS 80%)","title_it":"BlackRock finanzia il data center Meta di El Paso","detail_it":"Veicolo di BlackRock (Global Infrastructure Management e HPS, 80%) colloca 12,3 miliardi di bond per il campus Meta in Texas; Meta tiene il 20%.","status":"announced","sources":[{"name":"Advisor Perspectives (Bloomberg)","url":"https://www.advisorperspectives.com/articles/2026/07/24/blackrock-12-3-billion-bond-sale-meta-data-center"}],"pre_window":false,"id":"5a165aab34","title_en":"BlackRock finances Meta's El Paso data center","detail_en":"BlackRock vehicle (Global Infrastructure Management and HPS, 80%) places $12.3 billion of bonds for Meta's campus in Texas; Meta keeps 20%.","note_en":"bonds for El Paso data center (GIP+HPS 80%)","slug":"blackrock-gip-meta-blackrock-finances-meta-s-el-paso-data-center"},{"date":"2026-07-24","from":"Nvidia","to":"SK Hynix","type":"hardware","amount_bn":500.0,"amount_note":"iniziativa fino a ~500 mld $ (lettere d'intenti), flussi non dettagliati","title_it":"Nvidia-SK: iniziativa da 500 miliardi su memorie e data center","detail_it":"Nvidia e SK firmano un'iniziativa pluriennale fino a ~500 mld $: fornitura di HBM4 per Vera Rubin, co-sviluppo di memorie e data center SK Telecom da 2 GW con sistemi Nvidia dal 2027.","bubble_it":"Nvidia blinda le HBM di SK","status":"in_talks","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/07/25/nvidia-locks-down-memory-from-sk-hynix-as-part-of-500-billion-ai-deal.html"},{"name":"Tom's Hardware","url":"https://www.tomshardware.com/pc-components/dram/nvidia-and-sk-hynix-ink-multi-year-memory-co-development-and-supply-agreement-seeks-to-address-extended-development-cycles"}],"pre_window":false,"id":"1418e46b43","title_en":"Nvidia-SK: $500 billion initiative on memory and data centers","detail_en":"Nvidia and SK sign a multi-year initiative of up to ~$500 billion: HBM4 supply for Vera Rubin, memory co-development and a 2 GW SK Telecom data center with Nvidia systems from 2027.","bubble_en":"Nvidia locks in SK's HBM","note_en":"initiative up to ~$500 billion (letters of intent), cash flows not detailed","slug":"nvidia-sk-hynix-nvidia-sk-500-billion-initiative-on-memory-and-data-cent"},{"date":"2026-07-25","from":"Broadcom","to":"Samsung","type":"hardware","amount_bn":200.0,"amount_note":"stima Samsung, memorandum d'intesa fino al 2030","title_it":"Broadcom-Samsung: intesa da 200 miliardi","detail_it":"Samsung firma con Broadcom un memorandum su memorie, foundry e packaging avanzato fino al 2030, stimato da Samsung in circa 200 mld $.","bubble_it":"Samsung fornitore di Broadcom","status":"announced","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/07/25/nvidia-locks-down-memory-from-sk-hynix-as-part-of-500-billion-ai-deal.html"},{"name":"Silicon Analysts","url":"https://siliconanalysts.com/market/nvidia-sk-hynix-samsung-broadcom-lock-in-950b-hbm-supply-agreements-securing-nex-2026-07-25"}],"pre_window":false,"id":"08b3e639af","title_en":"Broadcom-Samsung: $200 billion agreement","detail_en":"Samsung signs a memorandum with Broadcom on memory, foundry and advanced packaging through 2030, estimated by Samsung at about $200 billion.","bubble_en":"Samsung becomes Broadcom supplier","note_en":"Samsung estimate, memorandum of understanding through 2030","slug":"broadcom-samsung-broadcom-samsung-200-billion-agreement"},{"date":"2026-07-27","from":"Nvidia","to":"Naver","type":"investment","amount_bn":1.0,"amount_note":"6,56 mln nuove azioni a 204.500 won (~4,13%)","title_it":"Nvidia investe $1 mld in Naver","detail_it":"Nvidia diventa terzo azionista di Naver per accelerare le AI factory coreane; l'operazione è legata a 9 miliardi di project financing (Brookfield). Pagamento atteso il 06/11/2026.","status":"announced","sources":[{"name":"Korea Times","url":"https://www.koreatimes.co.kr/amp/business/tech-science/20260727/nvidia-invests-1-bil-in-naver-for-45-stake"},{"name":"iNews24","url":"https://inews24.com/view/2022296"}],"pre_window":false,"id":"f85142cb71","title_en":"Nvidia invests $1 billion in Naver","detail_en":"Nvidia becomes Naver's third-largest shareholder to accelerate Korean AI factories; the deal is tied to $9 billion of project financing (Brookfield). Payment expected 06/11/2026.","note_en":"6.56 million new shares at 204,500 won (~4.13%)","slug":"nvidia-naver-nvidia-invests-1-billion-in-naver"},{"date":"2026-07-27","from":"Nvidia","to":"Safe Superintelligence","type":"investment","amount_bn":5.0,"amount_note":"5 mld $ secondo Reuters/Bloomberg, non ufficiale","title_it":"Nvidia investe 5 mld $ in SSI","detail_it":"Partnership di lungo periodo: Nvidia investe circa 5 miliardi in Safe Superintelligence, che ottiene accesso prioritario a Vera Rubin. Gran parte dei soldi tornerà a Nvidia in GPU.","bubble_it":"Soldi che tornano in GPU","status":"reported","sources":[{"name":"The Star (Reuters)","url":"https://www.thestar.com.my/tech/tech-news/2026/07/28/nvidia-to-invest-5-billion-in-ilya-sutskever039s-ai-startup-source-says"},{"name":"Semafor","url":"https://www.semafor.com/article/07/29/2026/nvidias-frothy-bet-on-safe-superintelligence"}],"pre_window":false,"id":"117c049748","title_en":"Nvidia invests $5 billion in SSI","detail_en":"Long-term partnership: Nvidia invests about $5 billion in Safe Superintelligence, which gets priority access to Vera Rubin. Much of the money will flow back to Nvidia in GPU purchases.","bubble_en":"Money flows back as GPUs","note_en":"$5 billion per Reuters/Bloomberg, unofficial","slug":"nvidia-safe-superintelligence-nvidia-invests-5-billion-in-ssi"},{"date":"2026-07-27","from":"Safe Superintelligence","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"accesso prioritario a Vera Rubin, valore non divulgato","title_it":"SSI compra calcolo Vera Rubin","detail_it":"SSI ottiene accesso prioritario alla piattaforma Vera Rubin, che dovrebbe moltiplicare per circa dieci la sua capacità di calcolo.","bubble_it":"Priorità su Vera Rubin","status":"announced","sources":[{"name":"eWeek","url":"https://www.eweek.com/news/nvidia-ssi-5b-ai-partnership/"}],"pre_window":false,"id":"5690e93621","title_en":"SSI buys Vera Rubin compute","detail_en":"SSI gets priority access to the Vera Rubin platform, which should multiply its compute capacity roughly tenfold.","bubble_en":"Priority on Vera Rubin","note_en":"priority access to Vera Rubin, value not disclosed","slug":"safe-superintelligence-nvidia-ssi-buys-vera-rubin-compute"},{"date":"2026-07-30","from":"Banche e mercato","to":"Nexus Data Centers","type":"vc","amount_bn":15.0,"amount_note":"14 mld ponte + linea revolving","title_it":"15 mld per il campus Anthropic in Texas","detail_it":"Banche guidate da Morgan Stanley trattano circa 15 mld $ per Nexus Data Centers, che costruisce a Hubbard (Texas) un campus affittato ad Anthropic. A ottobre la vendita dei bond è rinviata per lo stop texano alle connessioni.","bubble_it":"Banche prestano 15 mld per Anthropic","status":"in_talks","sources":[{"name":"The Star (WSJ)","url":"https://www.thestar.com.my/tech/tech-news/2026/07/31/banks-in-talks-to-lend-15-billion-for-anthropic-data-center-backed-by-google-wsj-reports"},{"name":"Octus","url":"https://octus.com/resources/articles/anthropic-linked-nexus-data-centers-lining-up-roughly-15b-in-bridge-financing-from-banks/"}],"pre_window":false,"id":"eaf1ad41b2","title_en":"$15 billion for Anthropic campus in Texas","detail_en":"Banks led by Morgan Stanley are negotiating about $15 billion for Nexus Data Centers, which is building a campus in Hubbard, Texas, leased to Anthropic. In October the bond sale is postponed due to Texas's halt on connections.","bubble_en":"Banks lend $15 billion for Anthropic","note_en":"$14 billion bridge + revolving facility","slug":"banche-e-mercato-nexus-data-centers-15-billion-for-anthropic-campus-in-t"},{"date":"2026-07-30","from":"Google","to":"Nexus Data Centers","type":"investment","amount_bn":null,"amount_note":"garanzia su 4 contratti + ~20% di equity","title_it":"Google garantisce il campus Anthropic","detail_it":"Google garantisce i quattro contratti d'affitto firmati da Anthropic con Nexus e i relativi acquisti di energia, e riceve circa il 20% del progetto.","bubble_it":"Google garantisce e prende il 20%","status":"in_talks","sources":[{"name":"Pulse 2.0","url":"https://pulse2.com/banks-reportedly-in-talks-to-lend-15-billion-for-anthropic-data-center-backed-by-google/"},{"name":"Global Data Center Hub","url":"https://www.globaldatacenterhub.com/p/morgan-stanley-leads-15-billion-financing"}],"pre_window":false,"id":"f10d5a1555","title_en":"Google guarantees Anthropic campus","detail_en":"Google guarantees the four lease contracts signed by Anthropic with Nexus and the related power purchases, and receives about 20% of the project.","bubble_en":"Google guarantees and takes 20%","note_en":"guarantee on 4 leases + ~20% equity","slug":"google-nexus-data-centers-google-guarantees-anthropic-campus"},{"date":"2026-07-30","from":"Anthropic","to":"Nexus Data Centers","type":"services","amount_bn":null,"amount_note":"4 contratti d'affitto, valore non divulgato","title_it":"Anthropic affitta il campus di Hubbard","detail_it":"Anthropic firma quattro contratti d'affitto per il campus IA di Nexus Data Centers a Hubbard, in Texas.","bubble_it":"Anthropic affitta un campus in Texas","status":"reported","sources":[{"name":"Octus","url":"https://octus.com/resources/articles/anthropic-linked-nexus-data-centers-lining-up-roughly-15b-in-bridge-financing-from-banks/"}],"pre_window":false,"id":"e47d9bbb94","title_en":"Anthropic leases Hubbard campus","detail_en":"Anthropic signs four lease contracts for Nexus Data Centers' AI campus in Hubbard, Texas.","bubble_en":"Anthropic leases a campus in Texas","note_en":"4 leases, value not disclosed","slug":"anthropic-nexus-data-centers-anthropic-leases-hubbard-campus"},{"date":"2026-08-06","from":"Google","to":"Mechanize","type":"acquisition","amount_bn":1.5,"amount_note":"oltre 1,5 mld: licenza + assunzioni","title_it":"Google paga oltre 1,5 miliardi per il team di Mechanize","detail_it":"Accordo di talento e licenza non esclusiva sulla startup di agenti di coding; il co-fondatore Tamay Besiroglu entra in DeepMind.","status":"reported","sources":[{"name":"The Next Web","url":"https://thenextweb.com/news/google-may-spend-1-5bn-on-a-35-person-startup-to-catch-up-on-ai-coding"}],"pre_window":false,"id":"0adbac6263","title_en":"Google pays over $1.5 billion for Mechanize team","detail_en":"Talent and non-exclusive license deal with the coding-agent startup; co-founder Tamay Besiroglu joins DeepMind.","note_en":"over $1.5 billion: license + hires","slug":"google-mechanize-google-pays-over-1-5-billion-for-mechanize-team"},{"date":"2026-08-06","from":"SpaceX","to":"Terafab","type":"investment","amount_bn":16.8,"amount_note":"16,8 mld $ iniziali insieme a Tesla","title_it":"Terafab: SpaceX e Tesla mettono 16,8 miliardi","detail_it":"SpaceX e Tesla investono inizialmente 16,8 mld $ nel complesso di chip AI Terafab in Texas, con processo Intel 14A; SpaceX/xAI ne userà circa il 75%.","bubble_it":"Musk si fa la sua fab","status":"announced","sources":[{"name":"Reuters (via The Star)","url":"https://www.thestar.com.my/tech/tech-news/2026/08/06/spacex-tesla-to-initially-spend-168-billion-on-terafab-chip-plant-in-texas"},{"name":"GV Wire","url":"https://gvwire.com/2026/08/06/spacex-tesla-to-initially-spend-16-8-billion-on-terafab-chip-plant-in-texas/"}],"pre_window":false,"id":"7a4cc10268","title_en":"Terafab: SpaceX and Tesla put in $16.8 billion","detail_en":"SpaceX and Tesla initially invest $16.8 billion in the Terafab AI chip complex in Texas, using Intel's 14A process; SpaceX/xAI will use about 75% of it.","bubble_en":"Musk builds his own fab","note_en":"$16.8 billion initially, together with Tesla","slug":"spacex-terafab-terafab-spacex-and-tesla-put-in-16-8-billion"},{"date":"2026-08-06","from":"Tesla","to":"Terafab","type":"investment","amount_bn":null,"amount_note":"quota sui 16,8 mld $ non separata","title_it":"Tesla co-investe in Terafab","detail_it":"Tesla partecipa con SpaceX al primo investimento da 16,8 mld $ nella fabbrica di chip Terafab in Texas.","bubble_it":"Tesla socia della fab di Musk","status":"announced","sources":[{"name":"Reuters (via The Star)","url":"https://www.thestar.com.my/tech/tech-news/2026/08/06/spacex-tesla-to-initially-spend-168-billion-on-terafab-chip-plant-in-texas"},{"name":"GV Wire","url":"https://gvwire.com/2026/08/06/spacex-tesla-to-initially-spend-16-8-billion-on-terafab-chip-plant-in-texas/"}],"pre_window":false,"id":"301e35660e","title_en":"Tesla co-invests in Terafab","detail_en":"Tesla joins SpaceX in the first $16.8 billion investment in the Terafab chip plant in Texas.","bubble_en":"Tesla partners in Musk's fab","note_en":"share of the $16.8 billion not broken out","slug":"tesla-terafab-tesla-co-invests-in-terafab"},{"date":"2026-08-10","from":"Banche e mercato","to":"CoreWeave","type":"vc","amount_bn":2.6,"amount_note":"DDTL 5.5","title_it":"CoreWeave: altri 2,6 mld di prestito","detail_it":"CoreWeave chiude un nuovo prestito a erogazione differita da 2,6 mld $ per l'infrastruttura IA.","bubble_it":"CoreWeave prende altri 2,6 mld","status":"completed","sources":[{"name":"Kirkland & Ellis","url":"https://www.kirkland.com/news/press-release/2026/08/kirkland-advises-coreweave-on-2-6-b-loan-facility-expanding-financing-flexibility"},{"name":"Latham & Watkins","url":"https://www.lw.com/en/news/2026/08/latham-advises-on-coreweave-delayed-draw-term-loan-facility"}],"pre_window":false,"id":"dd96ab31ca","title_en":"CoreWeave: another $2.6 billion loan","detail_en":"CoreWeave closes a new $2.6 billion delayed-draw loan for AI infrastructure.","bubble_en":"CoreWeave takes another $2.6 billion","note_en":"DDTL 5.5","slug":"banche-e-mercato-coreweave-coreweave-another-2-6-billion-loan"},{"date":"2026-08-10","from":"Nvidia","to":"Apollo","type":"services","amount_bn":null,"amount_note":"obiettivo >500 mld di capitale terzo","title_it":"Nvidia e 6 finanziatori: 500 mld per i suoi clienti","detail_it":"Nvidia firma protocolli d'intesa con Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs e KKR per piattaforme di finanziamento che mobilitino oltre 500 mld $ per chi compra calcolo Nvidia.","bubble_it":"Nvidia mobilita 500 mld per i clienti","status":"announced","sources":[{"name":"Apollo","url":"https://ir.apollo.com/_assets/_4e6f1fdd529721339c2ef05ab6385f7e/apollo/news/2026-08-10_NVIDIA_Partners_with_Apollo_BlackRock_Blackstone_642.pdf"},{"name":"IREI","url":"https://irei.com/news/nvidia-unveils-500b-ai-financing-partnership-with-apollo-blackrock-blackstone-brookfield-goldman-sachs-and-kkr/"}],"pre_window":false,"id":"c69efbb470","title_en":"Nvidia and 6 lenders: $500 billion for its customers","detail_en":"Nvidia signs memoranda of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR for financing platforms to mobilize over $500 billion for buyers of Nvidia compute.","bubble_en":"Nvidia mobilizes $500 billion for customers","note_en":"target >$500 billion of third-party capital","slug":"nvidia-apollo-nvidia-and-6-lenders-500-billion-for-its-customers"},{"date":"2026-08-13","from":"Anthropic","to":"Decart","type":"acquisition","amount_bn":6.0,"amount_note":"~6 mld (fino a 7 riportati), poi saltato","title_it":"Anthropic rinuncia a comprare Decart","detail_it":"Trattativa da circa 6 miliardi per la startup israeliana di efficienza dell'inferenza; a inizio settembre Anthropic si ritira dopo la due diligence.","status":"cancelled","sources":[{"name":"Fortune (Bloomberg)","url":"https://www.fortune.com/2026/08/13/anthropic-said-in-talks-to-buy-startup-decart-for-6-billion/"},{"name":"The Next Web","url":"https://thenextweb.com/news/anthropic-walks-away-decart-6bn-acquisition"}],"pre_window":false,"id":"b99cdf655c","title_en":"Anthropic abandons Decart purchase","detail_en":"Talks worth about $6 billion for the Israeli inference-efficiency startup; in early September Anthropic withdraws after due diligence.","note_en":"~$6 billion (up to $7 billion reported), then collapsed","slug":"anthropic-decart-anthropic-abandons-decart-purchase"},{"date":"2026-08-13","from":"Coatue","to":"Databricks","type":"vc","amount_bn":5.0,"amount_note":"Strategic round @ $190B valuation","title_it":"Coatue guida 5 mld $ in Databricks a 190 mld $","detail_it":"Term sheet a 188 mld $ annunciato il 17/07/2026, chiuso a 5 mld $ e 190 mld $ di valutazione. Guida Coatue; partecipano Blackstone, MGX, T. Rowe Price e Sixth Street Growth. L'obiettivo iniziale era 1 mld $.","status":"completed","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/08/13/databricks-funding-round-190-billion-valuation.html"},{"name":"TechCrunch","url":"https://techcrunch.com/2026/08/13/databricks-wanted-to-raise-1b-investors-wanted-15b-it-settled-on-5b-at-a-190b-valuation/"},{"name":"Databricks","url":"https://www.databricks.com/company/newsroom/press-releases/databricks-raising-strategic-round-funding-188-billion-valuation"}],"pre_window":false,"id":"3b0a335e6f","title_en":"Coatue leads $5 billion into Databricks at $190 billion","detail_en":"Term sheet at $188 billion announced on 17/07/2026, closed at $5 billion and a $190 billion valuation. Coatue leads; Blackstone, MGX, T. Rowe Price and Sixth Street Growth participate. The initial target was $1 billion.","note_en":"Strategic round @ $190B valuation","slug":"coatue-databricks-coatue-leads-5-billion-into-databricks-at-190-billion"},{"date":"2026-08-14","from":"SpaceX","to":"Anysphere","type":"acquisition","amount_bn":60.0,"amount_note":"All-stock acquisition, $60B implied equity value","title_it":"SpaceX compra Cursor per 60 mld $","detail_it":"Ad aprile SpaceX ottiene l'opzione di acquisto a 60 mld $ (o 10 mld $ per la collaborazione); accordo formalizzato il 16/06/2026 dopo l'IPO e chiuso il 14/08/2026 in azioni. Nel 10-Q il corrispettivo contabile è 42,5 mld $ più 23,4 mld $ di premi azionari ai dipendenti.","status":"completed","sources":[{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-08-14/spacex-completes-its-60-billion-cursor-acquisition"},{"name":"CNBC","url":"https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html"},{"name":"TechCrunch","url":"https://techcrunch.com/2026/04/21/spacex-is-working-with-cursor-and-has-an-option-to-buy-the-startup-for-60-billion/"},{"name":"SEC 10-Q","url":"https://www.sec.gov/Archives/edgar/data/0001181412/000162828026066880/spcx-20260930.htm"}],"pre_window":false,"id":"ac9d188008","title_en":"SpaceX buys Cursor for $60 billion","detail_en":"In April SpaceX obtained an option to buy at $60 billion (or pay $10 billion for the collaboration); deal formalized on 16/06/2026 after the IPO and closed on 14/08/2026 in stock. In the 10-Q the accounting consideration is $42.5 billion plus $23.4 billion of employee equity awards.","note_en":"All-stock acquisition, $60B implied equity value","slug":"spacex-anysphere-spacex-buys-cursor-for-60-billion"},{"date":"2026-08-17","from":"Nvidia","to":"SB Energy","type":"investment","amount_bn":1.5,"amount_note":"più garanzie fino a 105 mld $ (Reuters)","title_it":"Nvidia investe 1,5 mld $ in SB Energy e garantisce il campus OpenAI in Ohio","detail_it":"Nvidia entra in SB Energy con 1,5 mld $ e fornisce supporto al credito per terreno, energia e strutture del campus PORTS-Pike (Ohio); Reuters parla di garanzie fino a 105 mld $.","status":"announced","sources":[{"name":"Nvidia","url":"https://nvidianews.nvidia.com/news/nvidia-guarantees-sb-energy-s-ports-pike-technology-campus-in-ohio-to-exclusively-host-nvidia-ai-compute"},{"name":"Reuters","url":"https://www.reuters.com/business/media-telecom/nvidia-invest-15-billion-sb-energy-under-openai-data-center-deal-2026-08-17/"}],"pre_window":false,"id":"838ba2f12c","title_en":"Nvidia invests $1.5 billion in SB Energy and backs OpenAI's Ohio campus","detail_en":"Nvidia takes a stake in SB Energy with $1.5 billion and provides credit support for land, power and facilities at the PORTS-Pike campus (Ohio); Reuters reports guarantees of up to $105 billion.","note_en":"plus guarantees of up to $105 billion (Reuters)","slug":"nvidia-sb-energy-nvidia-invests-1-5-billion-in-sb-energy-and-backs-opena"},{"date":"2026-08-17","from":"OpenAI","to":"SB Energy","type":"services","amount_bn":null,"amount_note":"leasing 20 anni, 4,25 GW + opzione 3,75 GW","title_it":"OpenAI affitta per 20 anni il campus da 8 GW in Ohio","detail_it":"SB Energy costruisce, possiede e gestisce il campus PORTS-Pike con 4,25 GW iniziali (8 GW con opzione) solo su calcolo Nvidia, in leasing ventennale a OpenAI.","status":"announced","sources":[{"name":"Nvidia","url":"https://nvidianews.nvidia.com/news/nvidia-guarantees-sb-energy-s-ports-pike-technology-campus-in-ohio-to-exclusively-host-nvidia-ai-compute"}],"pre_window":false,"id":"9e0cc30633","title_en":"OpenAI leases 8 GW Ohio campus for 20 years","detail_en":"SB Energy builds, owns and operates the PORTS-Pike campus with 4.25 GW initially (8 GW with option) on Nvidia compute only, under a 20-year lease to OpenAI.","note_en":"20-year lease, 4.25 GW + 3.75 GW option","slug":"openai-sb-energy-openai-leases-8-gw-ohio-campus-for-20-years"},{"date":"2026-08-20","from":"Nvidia","to":"Poolside","type":"acquisition","amount_bn":6.0,"amount_note":"licenza non esclusiva + assunzioni (riportato)","title_it":"Nvidia paga $6 mld per la tecnologia di Poolside","detail_it":"Secondo una lettera agli investitori Nvidia paga 6 miliardi per una licenza non esclusiva e parte del team: lo stesso schema usato con Groq.","status":"reported","sources":[{"name":"Newcomer","url":"https://www.newcomer.co/p/sources-poolside-strikes-6-billion"},{"name":"The Logic","url":"https://thelogic.co/?p=2137763"}],"pre_window":false,"id":"57c016db52","title_en":"Nvidia pays $6 billion for Poolside's technology","detail_en":"According to a letter to investors, Nvidia pays $6 billion for a non-exclusive license and part of the team: the same structure used with Groq.","note_en":"non-exclusive license + hires (reported)","slug":"nvidia-poolside-nvidia-pays-6-billion-for-poolside-s-technology"},{"date":"2026-08-20","from":"Nvidia","to":"Poolside","type":"investment","amount_bn":1.0,"amount_note":"$1 mld a $12 mld pre-money (riportato)","title_it":"Nvidia investe $1 mld in Poolside","detail_it":"Insieme alla licenza, Poolside riceve 1 miliardo di equity a una valutazione di 12 miliardi pre-money.","status":"reported","sources":[{"name":"Newcomer","url":"https://www.newcomer.co/p/sources-poolside-strikes-6-billion"}],"pre_window":false,"id":"cdaefef313","title_en":"Nvidia invests $1 billion in Poolside","detail_en":"Alongside the license, Poolside receives $1 billion of equity at a $12 billion pre-money valuation.","note_en":"$1 billion at $12 billion pre-money (reported)","slug":"nvidia-poolside-nvidia-invests-1-billion-in-poolside"},{"date":"2026-08-24","from":"Banche e mercato","to":"Nebius","type":"vc","amount_bn":5.75,"amount_note":"debito: convertibili 2030/2034","title_it":"Nebius chiude altri 5,75 miliardi di convertibili","detail_it":"Due tranche (3,45 miliardi allo 0,5% e 2,3 miliardi al 4,5%) per finanziare 16-20 miliardi di investimenti nel 2026.","status":"completed","sources":[{"name":"Nebius","url":"https://nebius.com/newsroom/nebius-group-announces-closing-of-private-offering-of-convertible-senior-notes-with-aggregate-gross-proceeds-of-approximately-5-75-billion"}],"pre_window":false,"id":"8f5e5873e8","title_en":"Nebius closes another $5.75 billion of convertibles","detail_en":"Two tranches ($3.45 billion at 0.5% and $2.3 billion at 4.5%) to fund $16-20 billion of investment in 2026.","note_en":"debt: 2030/2034 convertibles","slug":"banche-e-mercato-nebius-nebius-closes-another-5-75-billion-of-convertibl"},{"date":"2026-08-25","from":"Anthropic","to":"Nscale","type":"services","amount_bn":44.6,"amount_note":"4 contratti, campus Monarch (West Virginia)","title_it":"Anthropic firma fino a 44,6 miliardi con Nscale","detail_it":"Quattro contratti di servizio GPU (Vera Rubin) nel campus Monarch, emersi dall'S-1 di Nscale; Nscale deve ancora finanziarli.","status":"announced","sources":[{"name":"SEC (Nscale S-1)","url":"https://www.sec.gov/Archives/edgar/data/0002110365/000119312526395475/ck0002110365-20260918.htm"},{"name":"The Stack","url":"https://www.thestack.technology/nscales-s-1-shows-it-still-needs-financing-for-44-6b-anthropic-deal/"}],"pre_window":false,"id":"a2e558e610","title_en":"Anthropic signs up to $44.6 billion with Nscale","detail_en":"Four GPU service contracts (Vera Rubin) at the Monarch campus, revealed in Nscale's S-1; Nscale has yet to finance them.","note_en":"4 contracts, Monarch campus (West Virginia)","slug":"anthropic-nscale-anthropic-signs-up-to-44-6-billion-with-nscale"},{"date":"2026-08-26","from":"Amazon","to":"Nvidia","type":"hardware","amount_bn":null,"amount_note":"altri 2 milioni di GPU 2027-2028","title_it":"Amazon triplica: altri 2 milioni di GPU Nvidia","detail_it":"Sulla scia della domanda, Amazon aggiunge 2 milioni di GPU Nvidia (Blackwell Ultra, Rubin, Rubin Ultra) per AWS con consegne 2027-2028.","bubble_it":"Amazon triplica l'ordine Nvidia","status":"announced","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/08/26/amazon-just-tripled-its-order-of-nvidia-chips-over-surging-demand/"},{"name":"SEC 8-K Nvidia","url":"https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000073/q2fy27pr.htm"}],"pre_window":false,"id":"3f9f726948","title_en":"Amazon triples: another 2 million Nvidia GPUs","detail_en":"Riding demand, Amazon adds 2 million Nvidia GPUs (Blackwell Ultra, Rubin, Rubin Ultra) for AWS, with deliveries in 2027-2028.","bubble_en":"Amazon triples Nvidia order","note_en":"another 2 million GPUs 2027-2028","slug":"amazon-nvidia-amazon-triples-another-2-million-nvidia-gpus"},{"date":"2026-08-27","from":"SK Hynix","to":"SK Hynix Indiana","type":"investment","amount_bn":4.0,"amount_note":"Oltre 4 mld $ (piano 2024: 3,87 mld $)","title_it":"SK Hynix avvia la fabbrica HBM in Indiana","detail_it":"SK Hynix posa la prima pietra a West Lafayette dello stabilimento di packaging HBM da oltre 4 mld $; produzione di massa nel secondo semestre 2029.","bubble_it":"HBM made in USA","title_en":"SK Hynix breaks ground on Indiana HBM plant","detail_en":"SK Hynix broke ground on its $4bn+ HBM packaging plant in West Lafayette, Indiana; mass production slated for H2 2029.","bubble_en":"HBM packaging in Indiana","note_en":"Over $4bn (2024 plan: $3.87bn)","status":"announced","sources":[{"name":"Evertiq","url":"https://evertiq.com/news/2026-08-28-sk-hynix-breaks-ground-on-4-billion-packaging-facility-in-indiana"},{"name":"AnySilicon","url":"https://anysilicon.com/news/sk-hynix-breaks-ground-on-4-billion-u-s-hbm-packaging-facility/"}],"pre_window":false,"id":"3f5d438132","slug":"sk-hynix-sk-hynix-indiana-sk-hynix-breaks-ground-on-indiana-hbm-plant"},{"date":"2026-08-27","from":"HUMAIN","to":"MIS","type":"services","amount_bn":2.33,"amount_note":"~SAR 8,77 mld (~2,33 mld $), valore implicito","title_it":"HUMAIN quintuplica il contratto con MIS","detail_it":"HUMAIN allarga da 50 a 250 MW il contratto di progettazione e costruzione di data center IA affidato alla saudita MIS, per un valore stimato di 2,33 miliardi.","bubble_it":"250 MW di data center a MIS","title_en":"HUMAIN expands MIS contract fivefold","detail_en":"HUMAIN expands its AI data centre design-and-build contract with Saudi-listed MIS from 50 MW to 250 MW, valued at about $2.33B.","bubble_en":"250 MW of data centres for MIS","note_en":"~SAR 8.77B (~$2.33B), implied value","status":"announced","sources":[{"name":"Zawya","url":"https://www.zawya.com/en/projects/saudi-listed-mis-says-humain-ai-focused-data-centre-contract-valued-at-2.3bln-1021200"},{"name":"Enterprise AM","url":"https://enterpriseam.com/ksa/2026/08/27/mis-scales-its-humain-data-center-contract-fivefold-bindawood-taps-sar-542-mn-for-estonia-dairy-acquisition/"}],"pre_window":false,"id":"5272af79fd","slug":"humain-mis-humain-expands-mis-contract-fivefold"},{"date":"2026-09-01","from":"Together AI","to":"HUMAIN","type":"services","amount_bn":null,"amount_note":"valore non divulgato; Together AI stima >5 mld $ di ricavi lordi annui","title_it":"Together AI affitta 250 MW da HUMAIN","detail_it":"Al LEAP 2026 Together AI firma con HUMAIN per un nuovo data center da 250 MW in Arabia Saudita, usando il calcolo di HUMAIN con una quota dei ricavi.","bubble_it":"250 MW sauditi per Together AI","title_en":"Together AI takes 250 MW from HUMAIN","detail_en":"At LEAP 2026 Together AI signs with HUMAIN for a new 250 MW Saudi data centre, using HUMAIN compute with a revenue share.","bubble_en":"250 Saudi MW for Together AI","note_en":"value undisclosed; Together AI projects >$5B gross annual revenue","status":"announced","sources":[{"name":"Middle East AI News","url":"https://www.middleeastainews.com/p/together-ai-humain-data-centre"},{"name":"Runtime Wire","url":"https://runtimewire.com/article/together-ai-humain-saudi-data-center-deal"}],"pre_window":false,"id":"ac423aeb84","slug":"together-ai-humain-together-ai-takes-250-mw-from-humain"},{"date":"2026-09-03","from":"Nvidia","to":"Hugging Face","type":"acquisition","amount_bn":12.93,"amount_note":"$11,9 mld cash + fino a $1 mld in azioni ai dipendenti","title_it":"Nvidia compra Hugging Face per $12,9 mld","detail_it":"Firmato il 2 settembre e confermato con un 8-K; closing atteso nel primo semestre 2027 dopo le autorizzazioni. La piattaforma resterà aperta e non legata all'hardware Nvidia.","status":"announced","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/09/03/nvidia-confirms-it-will-buy-hugging-face-for-12-9-billion/"},{"name":"SEC 8-K","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581026000078/nvda-20260902.htm"}],"pre_window":false,"id":"2ba357dd1e","title_en":"Nvidia buys Hugging Face for $12.9 billion","detail_en":"Signed on 2 September and confirmed in an 8-K; closing expected in the first half of 2027 pending approvals. The platform will remain open and not tied to Nvidia hardware.","note_en":"$11.9 billion cash + up to $1 billion in shares for employees","slug":"nvidia-hugging-face-nvidia-buys-hugging-face-for-12-9-billion"},{"date":"2026-09-03","from":"Figure AI","to":"Nscale","type":"services","amount_bn":3.5,"amount_note":"almeno $3,5 mld, fino a oltre $6 mld; 100.000 GPU Vera Rubin","title_it":"Figure AI compra $3,5 mld di calcolo da Nscale","detail_it":"Accordo pluriennale su 100.000 GPU Nvidia Vera Rubin nel sito di Barstow (Texas) dal 2027; Nscale prende anche una quota in Figure. Nvidia è socia di entrambe.","status":"announced","sources":[{"name":"Tech Times","url":"https://www.techtimes.com/articles/326591/20260904/nscale-backs-figure-ai-35-billion-takes-equity-stake-humanoid-push.htm"},{"name":"Forbes","url":"https://www.forbes.com/sites/johnkoetsier/2026/09/04/how-figure-committed-35-billion-for-ai-compute-after-raising-only-19-billion/"}],"pre_window":false,"id":"b4e5eb2629","title_en":"Figure AI buys $3.5 billion of compute from Nscale","detail_en":"Multi-year deal for 100,000 Nvidia Vera Rubin GPUs at the Barstow (Texas) site from 2027; Nscale also takes a stake in Figure. Nvidia is a shareholder in both.","note_en":"at least $3.5 billion, up to over $6 billion; 100,000 Vera Rubin GPUs","slug":"figure-ai-nscale-figure-ai-buys-3-5-billion-of-compute-from-nscale"},{"date":"2026-09-03","from":"Jane Street","to":"Fluidstack","type":"vc","amount_bn":1.5,"amount_note":"valutazione 18 mld post-money","title_it":"Jane Street guida 1,5 mld in Fluidstack","detail_it":"Fluidstack, il costruttore dei data center di Anthropic garantiti da Google, raccoglie 1,5 mld $ guidati da Jane Street e sale a 18 mld $ di valutazione.","bubble_it":"Jane Street investe 1,5 mld in Fluidstack","status":"completed","sources":[{"name":"Dealroom","url":"https://dealroom.co/news/157101-fluidstack-raises-1-5b-led-by-jane-street-valuation-quadruples-to-18b-in/"},{"name":"AI Weekly","url":"https://aiweekly.co/alerts/fluidstack-closes-15b-at-18b-doubling-july-valuation-as-jane-street-leads"}],"pre_window":false,"id":"b09c0c0ceb","title_en":"Jane Street leads $1.5 billion into Fluidstack","detail_en":"Fluidstack, builder of Anthropic's Google-backed data centers, raises $1.5 billion led by Jane Street and rises to an $18 billion valuation.","bubble_en":"Jane Street invests $1.5 billion in Fluidstack","note_en":"$18 billion post-money valuation","slug":"jane-street-fluidstack-jane-street-leads-1-5-billion-into-fluidstack"},{"date":"2026-09-06","from":"Korean Government","to":"Nvidia","type":"hardware","amount_bn":2.75,"amount_note":"3.850 mld di won per 140 rack Vera Rubin NVL72 (≈2,75 mld $, cambio indicativo)","title_it":"Seul compra 10.000 GPU Vera Rubin","detail_it":"Il ministero della Scienza coreano prevede 3.850 mld di won per 140 rack Nvidia Vera Rubin NVL72 (10.080 GPU), 27,5 mld di won a rack.","bubble_it":"10.000 Rubin per la Corea","title_en":"Korea budgets ₩3.85tn for Nvidia Vera Rubin","detail_en":"Korea's science ministry plans ₩3.85tn for 140 Nvidia Vera Rubin NVL72 racks (10,080 GPUs), ₩27.5bn per rack.","bubble_en":"10,000 Rubins for Korea","note_en":"₩3.85tn for 140 NVL72 racks (≈$2.75bn, indicative rate)","status":"reported","sources":[{"name":"Money Today","url":"https://www.mt.co.kr/en/tech/2026/09/07/2026090612584118295"},{"name":"KuCoin News","url":"https://www.kucoin.com/news/flash/south-korea-allocates-27-5-billion-won-per-rack-for-nvidia-vera-rubin-ai-chips"}],"pre_window":false,"id":"f1bae4026f","slug":"korean-government-nvidia-korea-budgets-3-85tn-for-nvidia-vera-rubin"},{"date":"2026-09-08","from":"Amazon","to":"Qualcomm","type":"hardware","amount_bn":60.0,"amount_note":"fino a 60 mld $ di acquisti potenziali in ~10 anni","title_it":"Amazon-Qualcomm: fino a 60 miliardi di chip custom","detail_it":"Qualcomm co-sviluppa per AWS chip custom di inferenza e interconnessioni ottiche a 1,6 Tbps; 60 mld $ è il tetto di acquisti che fa maturare tutto il warrant.","bubble_it":"Chip custom Qualcomm per AWS","status":"announced","sources":[{"name":"Techzine","url":"https://www.techzine.eu/news/infrastructure/144182/amazon-deal-with-qualcomm-could-reach-60-billion/"},{"name":"Fierce Network","url":"https://www.fierce-network.com/broadband/qualcomm-pivots-toward-data-centers-amazon-custom-silicon-deal"}],"pre_window":false,"id":"d89623b224","title_en":"Amazon-Qualcomm: up to $60 billion of custom chips","detail_en":"Qualcomm co-develops custom inference chips and 1.6 Tbps optical interconnects for AWS; $60 billion is the purchase ceiling at which the warrant fully vests.","bubble_en":"Qualcomm custom chips for AWS","note_en":"up to $60 billion of potential purchases over ~10 years","slug":"amazon-qualcomm-amazon-qualcomm-up-to-60-billion-of-custom-chips"},{"date":"2026-09-08","from":"Qualcomm","to":"Amazon","type":"investment","amount_bn":4.0,"amount_note":"warrant su 25 mln azioni (~4 mld $)","title_it":"Qualcomm dà ad Amazon warrant da 4 miliardi","detail_it":"Qualcomm emette ad Amazon un warrant su fino a 25 milioni di azioni a 161,26 $, che matura a tranche con gli acquisti.","bubble_it":"Azioni Qualcomm in cambio di ordini","status":"announced","sources":[{"name":"Techzine","url":"https://www.techzine.eu/news/infrastructure/144182/amazon-deal-with-qualcomm-could-reach-60-billion/"},{"name":"Fierce Network","url":"https://www.fierce-network.com/broadband/qualcomm-pivots-toward-data-centers-amazon-custom-silicon-deal"}],"pre_window":false,"id":"1a3a8cf83f","title_en":"Qualcomm gives Amazon $4 billion warrant","detail_en":"Qualcomm issues Amazon a warrant for up to 25 million shares at $161.26, vesting in tranches with purchases.","bubble_en":"Qualcomm shares in exchange for orders","note_en":"warrant on 25 million shares (~$4 billion)","slug":"qualcomm-amazon-qualcomm-gives-amazon-4-billion-warrant"},{"date":"2026-09-08","from":"Andreessen Horowitz","to":"Cognition","type":"vc","amount_bn":2.0,"amount_note":"$2B @ $48B valuation","title_it":"Cognition sale a 48 mld $ con 2 mld $","detail_it":"Round da 2 mld $ a 48 mld $ co-guidato da Andreessen Horowitz, Accel, Founders Fund, General Catalyst e Avenir. ARR da 492 a 900 mln $ in quattro mesi.","status":"completed","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/09/08/cognition-hits-48b-valuation-signaling-investors-believe-ai-coding-is-far-from-a-winner-take-all-market/"}],"pre_window":false,"id":"40172ee200","title_en":"Cognition rises to $48 billion with $2 billion","detail_en":"$2 billion round at $48 billion co-led by Andreessen Horowitz, Accel, Founders Fund, General Catalyst and Avenir. ARR from $492 million to $900 million in four months.","note_en":"$2B @ $48B valuation","slug":"andreessen-horowitz-cognition-cognition-rises-to-48-billion-with-2-billi"},{"date":"2026-09-08","from":"Samsung","to":"Mistral","type":"investment","amount_bn":3.5,"amount_note":"Series D EUR3B (~$3.5B) @ >EUR21B","title_it":"Samsung guida 3 mld € in Mistral","detail_it":"Series D da 3 mld € (circa 3,5 mld $) a oltre 21 mld € post-money (circa 24 mld $). Guida Samsung, co-lead Scaleup Europe Fund (EQT) e PSG; partecipano a16z, Nvidia, Salesforce Ventures, Advent e BlackRock.","status":"completed","sources":[{"name":"CNBC","url":"https://www.cnbc.com/2026/09/08/mistral-ai-funding-valuation-samsung.html"},{"name":"TechCrunch","url":"https://techcrunch.com/2026/09/08/mistral-raises-e3b-as-sovereign-ai-becomes-big-business/"},{"name":"Bloomberg","url":"https://www.bloomberg.com/news/articles/2026-09-08/mistral-ai-raises-at-21-billion-valuation-in-samsung-led-round"}],"pre_window":false,"id":"014555d497","title_en":"Samsung leads €3 billion into Mistral","detail_en":"€3 billion Series D (about $3.5 billion) at over €21 billion post-money (about $24 billion). Led by Samsung, co-led by Scaleup Europe Fund (EQT) and PSG; a16z, Nvidia, Salesforce Ventures, Advent and BlackRock participate.","note_en":"Series D EUR3B (~$3.5B) @ >EUR21B","slug":"samsung-mistral-samsung-leads-3-billion-into-mistral"},{"date":"2026-09-11","from":"Nvidia","to":"Anthropic","type":"investment","amount_bn":10.0,"amount_note":"fino a $10 mld come anchor dell'IPO (trattative)","title_it":"Nvidia tratta per $10 mld nell'IPO di Anthropic","detail_it":"Secondo Reuters Nvidia valuta di essere anchor investor nell'IPO di Anthropic, che punta a raccogliere fino a 100 miliardi a circa 2.000 miliardi di valutazione. A marzo Huang aveva detto che l'investimento del 2025 sarebbe stato probabilmente l'ultimo.","status":"in_talks","sources":[{"name":"Bloomberg Government (Reuters)","url":"https://news.bgov.com/capital-markets/nvidia-in-talks-to-invest-up-to-10b-in-anthropic-ipo-reuters"},{"name":"The Decoder","url":"https://the-decoder.com/nvidia-wants-to-pour-up-to-10-billion-into-anthropics-record-breaking-ipo/"}],"pre_window":false,"id":"6226933f1f","title_en":"Nvidia in talks for $10 billion in Anthropic IPO","detail_en":"According to Reuters, Nvidia is weighing becoming an anchor investor in Anthropic's IPO, which aims to raise up to $100 billion at a valuation of about $2 trillion. In March Huang had said the 2025 investment would probably be the last.","note_en":"up to $10 billion as IPO anchor (in talks)","slug":"nvidia-anthropic-nvidia-in-talks-for-10-billion-in-anthropic-ipo"},{"date":"2026-09-14","from":"Bell","to":"Canada","type":"investment","amount_bn":37.8,"amount_note":"fino a 52,5 mld C$ (~37,8 mld $, conversione indicativa a 0,72) per 900 MW in Saskatchewan","title_it":"Bell: fino a 52,5 miliardi C$ per l'AI in Saskatchewan","detail_it":"Bell Canada, tramite Bell AI Fabric, prevede fino a 52,5 mld C$ per 900 MW di nuova capacità AI in Saskatchewan (hub da 1,2 GW), il più grande investimento nella storia della provincia, accolto dal governo federale.","bubble_it":"Bell: hub AI da 1,2 GW","title_en":"Bell's up-to-C$52.5B Saskatchewan AI hub","detail_en":"Bell Canada, via Bell AI Fabric, plans up to C$52.5B for 900 MW of new AI capacity in Saskatchewan (a 1.2 GW hub), welcomed by the federal government.","bubble_en":"Bell's 1.2 GW AI hub","note_en":"Up to C$52.5B (~US$37.8B at an indicative 0.72 rate) for 900 MW","status":"announced","sources":[{"name":"Government of Canada","url":"https://www.canada.ca/en/innovation-science-economic-development/news/2026/09/government-of-canada-welcomes-major-new-investment-in-sovereign-ai-infrastructure-in-saskatchewan.html"}],"pre_window":false,"id":"8de2b299c5","slug":"bell-canada-bell-s-up-to-c-52-5b-saskatchewan-ai-hub"},{"date":"2026-09-17","from":"Consorzi VC","to":"Crusoe","type":"vc","amount_bn":3.9,"amount_note":"Series F, valutazione ~30,9 mld","title_it":"Crusoe raccoglie 3,9 miliardi a circa 31 miliardi di valutazione","detail_it":"Series F guidata da Atreides, Mubadala e Valor; la valutazione triplica rispetto alla Series E di ottobre 2025 (oltre 10 miliardi).","status":"completed","sources":[{"name":"Bloomberg Gov","url":"https://news.bgov.com/crypto/crusoe-raises-over-3-billion-in-round-at-30-billion-valuation"},{"name":"Salestools","url":"https://salestools.io/en/report/crusoe-raises-3-9b-series-f-september-2026"}],"pre_window":false,"id":"9801a4ba01","title_en":"Crusoe raises $3.9 billion at about $31 billion valuation","detail_en":"Series F led by Atreides, Mubadala and Valor; the valuation triples from the October 2025 Series E (over $10 billion).","note_en":"Series F, valuation ~$30.9 billion","slug":"consorzi-vc-crusoe-crusoe-raises-3-9-billion-at-about-31-billion-valuati"},{"date":"2026-09-18","from":"Banche e mercato","to":"SoftBank","type":"investment","amount_bn":5.0,"amount_note":"+5 mld $: linea garantita da Arm sale a 25 mld $","title_it":"Il prestito su Arm sale a 25 miliardi","detail_it":"SoftBank aumenta di 5 mld $ il prestito su margine garantito dalle azioni Arm, portandolo a 25 mld $.","bubble_it":"Debito su Arm a 25 mld","title_en":"Arm-backed loan rises to $25bn","detail_en":"SoftBank increased its margin loan backed by Arm shares by $5bn to $25bn, people familiar said.","bubble_en":"Arm loan hits $25bn","note_en":"+$5bn; Arm-backed facility now $25bn","status":"reported","sources":[{"name":"The Edge Malaysia (Bloomberg)","url":"https://theedgemalaysia.com/node/818515"}],"pre_window":false,"id":"c47f573807","slug":"banche-e-mercato-softbank-arm-backed-loan-rises-to-25bn"},{"date":"2026-09-25","from":"Nvidia","to":"Nscale","type":"investment","amount_bn":1.0,"amount_note":"tranche Nvidia attesa a metà novembre","title_it":"Nvidia mette 1 mld nel pre-IPO di Nscale","detail_it":"Nvidia si impegna per 1 mld $ di note convertibili nel round pre-IPO da 3,36 mld $ di Nscale, che affitta capacità a Microsoft e Anthropic.","bubble_it":"Nvidia investe 1 mld in Nscale","status":"announced","sources":[{"name":"PR Newswire / Morningstar","url":"https://www.morningstar.com/news/pr-newswire/20260925ln56910/nscale-raises-336b-in-pre-ipo-convertible-financing"},{"name":"The Next Web","url":"https://thenextweb.com/news/nscale-3-36bn-pre-ipo-round"}],"pre_window":false,"id":"e85294784b","title_en":"Nvidia puts $1 billion into Nscale's pre-IPO round","detail_en":"Nvidia commits $1 billion in convertible notes in Nscale's $3.36 billion pre-IPO round; Nscale leases capacity to Microsoft and Anthropic.","bubble_en":"Nvidia invests $1 billion in Nscale","note_en":"Nvidia tranche expected mid-November","slug":"nvidia-nscale-nvidia-puts-1-billion-into-nscale-s-pre-ipo-round"},{"date":"2026-09-25","from":"Third Point","to":"Nscale","type":"vc","amount_bn":2.36,"amount_note":"note convertibili pre-IPO","title_it":"Nscale raccoglie 3,36 mld prima dell'IPO","detail_it":"Third Point guida il round pre-IPO di Nscale in note convertibili (2,36 mld $ subito più 1 mld da Nvidia), con Apollo, Citadel e il fondo di Abu Dhabi ADIC.","bubble_it":"Third Point guida 2,36 mld in Nscale","status":"completed","sources":[{"name":"Pulse 2.0","url":"https://pulse2.com/nscale-raises-3-36-billion-in-pre-ipo-convertible-financing/"},{"name":"TelecomTV","url":"https://www.telecomtv.com/content/digital-platforms-services/nscale-raises-3-36bn-in-pre-ipo-convertible-financing-56342/"}],"pre_window":false,"id":"af91114bb4","title_en":"Nscale raises $3.36 billion ahead of IPO","detail_en":"Third Point leads Nscale's pre-IPO round in convertible notes ($2.36 billion upfront plus $1 billion from Nvidia), with Apollo, Citadel and Abu Dhabi fund ADIC.","bubble_en":"Third Point leads $2.36 billion in Nscale","note_en":"pre-IPO convertible notes","slug":"third-point-nscale-nscale-raises-3-36-billion-ahead-of-ipo"},{"date":"2026-09-25","from":"Banche e mercato","to":"Nscale","type":"vc","amount_bn":3.4,"amount_note":"convertibili pre-IPO (circa 3,36-3,4 mld $)","title_it":"Nscale raccoglie 3,4 mld $ prima dell'IPO","detail_it":"Nscale chiude circa 3,4 miliardi di obbligazioni convertibili pre-IPO, che si convertono in azioni alla quotazione (tetto di conversione a 30 mld $).","bubble_it":"Convertibili prima dell'IPO","status":"reported","sources":[{"name":"ifeng (Bloomberg)","url":"https://tech.ifeng.com/c/8xLEUO5Hr04"},{"name":"CryptoBriefing","url":"https://cryptobriefing.com/nscale-seeks-billions-financing-ahead-ipo/"}],"pre_window":false,"id":"e5382c0ed2","title_en":"Nscale raises $3.4 billion ahead of IPO","detail_en":"Nscale closes about $3.4 billion of pre-IPO convertible bonds, which convert into shares at listing (conversion cap at a $30 billion valuation).","bubble_en":"Convertibles ahead of IPO","note_en":"pre-IPO convertibles (about $3.36-3.4 billion)","slug":"banche-e-mercato-nscale-nscale-raises-3-4-billion-ahead-of-ipo"},{"date":"2026-09-28","from":"AMD","to":"World Labs","type":"acquisition","amount_bn":8.2,"amount_note":"tutto in azioni","title_it":"AMD compra World Labs per 8,2 miliardi","detail_it":"AMD acquisisce in azioni World Labs di Fei-Fei Li (modelli di intelligenza spaziale), che diventa chief scientist; chiusura attesa entro fine 2026.","bubble_it":"AMD compra il lab di Fei-Fei Li","status":"announced","sources":[{"name":"TechCrunch","url":"https://techcrunch.com/2026/09/28/amd-will-acquire-fei-fei-lis-world-labs-for-8-2-billion/"},{"name":"Tom's Hardware","url":"https://www.tomshardware.com/tech-industry/artificial-intelligence/amd-acquires-ai-legend-fei-fei-lis-world-labs-for-usd8-2-billion-imagenet-pioneer-will-become-amd-chief-scientist-as-the-chipmaker-brings-her-lab-in-house"}],"pre_window":false,"id":"d10e16fb77","title_en":"AMD buys World Labs for $8.2 billion","detail_en":"AMD acquires Fei-Fei Li's World Labs (spatial intelligence models) in stock; she becomes chief scientist; closing expected by end of 2026.","bubble_en":"AMD buys Fei-Fei Li's lab","note_en":"all stock","slug":"amd-world-labs-amd-buys-world-labs-for-8-2-billion"},{"date":"2026-09-30","from":"SoftBank","to":"DigitalBridge","type":"acquisition","amount_bn":4.0,"amount_note":"~4 mld di valore d'impresa (3,1 mld per le azioni)","title_it":"SoftBank compra DigitalBridge","detail_it":"SoftBank completa l'acquisto di DigitalBridge, il gestore di infrastrutture digitali e data center, annunciato a dicembre 2025.","bubble_it":"SoftBank compra DigitalBridge per 4 mld","status":"completed","sources":[{"name":"SoftBank","url":"https://group.softbank/en/news/press/20260930"},{"name":"DCD","url":"https://datacenterdynamics.com/en/news/softbank-closes-digitalbridge-acquisition"}],"pre_window":false,"id":"b21544178f","title_en":"SoftBank buys DigitalBridge","detail_en":"SoftBank completes its acquisition of DigitalBridge, the digital infrastructure and data center manager, announced in December 2025.","bubble_en":"SoftBank buys DigitalBridge for $4 billion","note_en":"~$4 billion enterprise value ($3.1 billion for the shares)","slug":"softbank-digitalbridge-softbank-buys-digitalbridge"},{"date":"2026-10-07","from":"Banche e mercato","to":"SpaceX","type":"vc","amount_bn":40.0,"amount_note":"10 prestiti bancari + 30 debito investment grade, guida Apollo","title_it":"SpaceX tratta 40 mld $ di debito per chip Nvidia","detail_it":"SpaceX (con xAI) tratta con banche e investitori, guidati da Apollo e con Pimco, un debito da circa 40 miliardi per comprare chip Nvidia per Colossus.","bubble_it":"40 mld di debito per GPU","status":"in_talks","sources":[{"name":"The Next Web","url":"https://thenextweb.com/news/spacex-40bn-debt-nvidia-chips-apollo"}],"pre_window":false,"id":"f8e21cc343","title_en":"SpaceX in talks for $40 billion of debt for Nvidia chips","detail_en":"SpaceX (with xAI) is negotiating with banks and investors, led by Apollo and including Pimco, about $40 billion of debt to buy Nvidia chips for Colossus.","bubble_en":"$40 billion of debt for GPUs","note_en":"$10 billion bank loans + $30 billion investment-grade debt, led by Apollo","slug":"banche-e-mercato-spacex-spacex-in-talks-for-40-billion-of-debt-for-nvidi"},{"date":"2026-10-15","from":"Anthropic","to":"Nscale","type":"services","amount_bn":45.0,"amount_note":"secondo sito Monarch, 460 MW (in trattativa)","title_it":"Anthropic tratta altri 45 miliardi con Nscale","detail_it":"Bloomberg: trattativa per un secondo impianto Monarch da 460 MW; termini non definitivi.","status":"in_talks","sources":[{"name":"Bloomberg HT","url":"https://bloomberght.com/nscale-ve-anthropic-45-milyar-dolarlik-bilisim-anlasmasi-icin-gorusuyor-3791844"}],"pre_window":false,"id":"405b1b2325","title_en":"Anthropic in talks for another $45 billion with Nscale","detail_en":"Bloomberg: talks for a second 460 MW Monarch facility; terms not final.","note_en":"second Monarch site, 460 MW (in talks)","slug":"anthropic-nscale-anthropic-in-talks-for-another-45-billion-with-nscale"},{"date":"2026-10-15","from":"Consorzi VC","to":"Lambda","type":"vc","amount_bn":4.0,"amount_note":"in trattativa, pre-money ~14,5 mld; data indicativa","title_it":"Lambda tratta un round fino a 4 miliardi prima dell'IPO","detail_it":"Blackstone e Coatue guiderebbero l'ultimo round privato prima di una possibile quotazione nel 2027.","status":"in_talks","sources":[{"name":"Let's Data Science","url":"https://letsdatascience.com/news/lambda-pursues-4-billion-pre-ipo-funding-round-909f4022"}],"pre_window":false,"id":"96c24cd142","title_en":"Lambda in talks for round of up to $4 billion before IPO","detail_en":"Blackstone and Coatue would lead the last private round before a possible listing in 2027.","note_en":"in talks, pre-money ~$14.5 billion; approximate date","slug":"consorzi-vc-lambda-lambda-in-talks-for-round-of-up-to-4-billion-before-i"},{"date":"2026-10-20","from":"Japanese Government","to":"Rapidus","type":"investment","amount_bn":2.7,"amount_note":"¥400 mld in 3 anni fino al FY2029 (≈2,7 mld $ a ~150 ¥/$, cambio indicativo)","title_it":"Altri 400 mld di yen di capitale a Rapidus","detail_it":"Il METI prevede di investire altri ¥400 mld in Rapidus fino al FY2029, portando l'investimento azionario pubblico a ¥650 mld. È un piano, non ancora a bilancio.","bubble_it":"Altri ¥400 mld a Rapidus","title_en":"METI plans ¥400bn more equity in Rapidus","detail_en":"Japan's industry ministry plans to invest another ¥400bn in Rapidus through FY2029, taking state equity to ¥650bn. It is a plan, not yet budgeted.","bubble_en":"¥400bn more for Rapidus","note_en":"¥400bn over 3 years to FY2029 (≈$2.7bn at ~150¥/$, indicative)","status":"reported","sources":[{"name":"Jiji via Nippon.com","url":"https://www.nippon.com/en/news/yjj2026102000345/"}],"pre_window":false,"id":"168cefd0b1","slug":"japanese-government-rapidus-meti-plans-400bn-more-equity-in-rapidus"},{"date":"2026-10-20","from":"Amazon","to":"Germany","type":"investment","amount_bn":5.4,"amount_note":"4,8 mld € (~5,4 mld $) per AWS Francoforte dentro oltre 16 mld € in Germania nel 2027","title_it":"Amazon: 4,8 miliardi di euro per AWS a Francoforte","detail_it":"All'Invest in Germany Summit Amazon annuncia oltre 16 mld € in Germania per il 2027; 4,8 mld € vanno all'espansione della regione AWS di Francoforte, il resto a satelliti, logistica e Prime Video.","bubble_it":"AWS rinforza Francoforte","title_en":"Amazon puts €4.8B into AWS Frankfurt","detail_en":"At the Invest in Germany Summit Amazon announced over €16B in Germany for 2027, €4.8B of it for the AWS Frankfurt region.","bubble_en":"AWS bulks up Frankfurt","note_en":"€4.8B (~$5.4B) for AWS within a €16B+ German plan for 2027","status":"announced","sources":[{"name":"PPC Land","url":"https://ppc.land/amazon-puts-eur4-8bn-of-its-eur16bn-german-plan-for-2027-into-aws-frankfurt/"},{"name":"Baxtel","url":"https://baxtel.com/posts/amazon-pledges-16b-for-germany-in-2027-including-4-8b-for-aws-frankfurt"}],"pre_window":false,"id":"fa1ed4b551","slug":"amazon-germany-amazon-puts-4-8b-into-aws-frankfurt"},{"date":"2026-10-26","from":"SpaceX","to":"Nvidia","type":"hardware","amount_bn":40.0,"amount_note":"~40 mld $ di finanziamento per chip in leasing","title_it":"SpaceX: 40 miliardi di chip Nvidia a debito","detail_it":"Una società affiliata di SpaceX compra chip Nvidia Vera Rubin e li affitta al gruppo, con ~40 mld $ di debito guidato da Apollo; leasing dal primo semestre 2027.","bubble_it":"Debito record per GPU 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