WS #14673
Despite the macro headwinds, capital expenditure in AI infrastructure continues to accelerate. AMD and OpenAI have sealed a deal to deploy 6 gigawatts of GPUs, while Supermicro has begun shipping NVIDIA Vera Rubin NVL72 racks, signaling strong demand for next-gen compute. Additionally, Schneider Electric is close to acquiring smart home maker Shelly Group for €1.27bn, and Microsoft committed $10bn to Middle East cloud expansion. These developments suggest that the AI build-out is proceeding independently of broader equity volatility.
AI Infrastructure and Tech M&A
Despite the macro headwinds, capital expenditure in AI infrastructure continues to accelerate. AMD and OpenAI have sealed a deal to deploy 6 gigawatts of GPUs, while Supermicro has begun shipping NVIDIA Vera Rubin NVL72 racks, signaling strong demand for next-gen compute. Additionally, Schneider Electric is close to acquiring smart home maker Shelly Group for €1.27bn, and Microsoft committed $10bn to Middle East cloud expansion. These developments suggest that the AI build-out is proceeding independently of broader equity volatility.