Cloud

Microsoft announced a $10 billion investment to build AI infrastructure in Japan and named SoftBank and Sakura Internet as key partners; Sakura shares jumped 20.27% on Friday. The initiative is billed as a major expansion of local cloud capacity to support AI adoption across Japanese industry.

NVIDIA unveiled BlueField-4 STX at GTC, saying it delivers up to 5x higher token throughput and 4x better energy efficiency for AI infrastructure, with major cloud providers already signed on. The platform is pitched to speed agentic AI workloads by placing high-performance storage closer to accelerators.

Microsoft is in advanced talks to lease significant capacity at the Stargate Project in Abilene, Texas, where Oracle and OpenAI recently scaled back expansion. The move could validate Stargate's development and signal persistent demand for hyperscale cloud and AI infrastructure.

Brookfield Asset Management’s AI infrastructure unit Radiant was valued at $1.3 billion after merging with London cloud firm Ori Industries, sources and a Reuters document show. The deal — associated with ticker RXD — marks a significant push into large-scale AI and compute services.

Brookfield Asset Management’s AI infrastructure unit Radiant was valued at $1.3 billion after merging with London cloud firm Ori Industries, according to sources and a Reuters document. The move, referenced with ticker RXD, reflects growing investor interest in specialized AI and cloud infrastructure.

The ICP team playfully apologized this week while boasting that it can run full‑stack apps entirely on‑chain, positioning itself as an alternative to cloud providers like AWS. The claim lands against a stark market reality: the ICP token remains about 99% below its all‑time high.