Shares of Oracle fell sharply on Wednesday after a report raised fresh questions about financing for one of the company's flagship artificial intelligence infrastructure projects. Those talks have since stalled, and the agreement will not move forward, the report said. As a result, financing for the Michigan project is now uncertain, as Oracle has yet to finalise an agreement with an alternative backer, according to the report. Oracle responded to the report later on Wednesday, confirming that Blue Owl will ...

Efforts over the years to reform NEPA have been thwarted by Democrats who have sided with environmental advocates against Republican lawmakers aligned with business interests.The SPEED Act would blunt the 1969 National Environmental Policy Act, which mandates federal reviews for projects that could affect the environment before permits are issued."For companies like OpenAI that are investing in data centers, networking, and supporting infrastructure across the United States, a more efficient and predictable ...

because I'm here with Bruce Flat, the CEO of Brookfield. Thank you, Bruce, for joining us today. Um, so the new partnership that Sarah just outlined, that's part of a new strategy aimed at investing in infrastructure broadly, uh, tied to AI.You have 10 billion in equity through your own balance sheet and third party investors, including Nvidia. Um, and along with co-investments in debt, you plan to build and acquire as much as a hundred billion dollars worth of AI infrastructure. Um, this of course is again ...

DUBAI/LONDON, Dec 9 (Reuters) - Brookfield and Qai, an artificial intelligence company owned by Qatar's sovereign wealth ​fund, have formed a $20 billion joint venture to ‌develop artificial intelligence infrastructure in Qatar and select international markets, the ‌two groups said Tuesday. The joint venture aims to position Qatar as a leading AI hub in the Middle East, they said, and plans to create an Integrated Compute ⁠centre expanding regional ‌access to high-performance computing capabilities. The ...

Core Viewpoint - Meta Platforms is facing challenges in profitability due to aggressive spending on artificial intelligence (AI) infrastructure according to a new investor note from Wall Street [1] Summary by Relevant Categories Company Financials - The aggressive investment in AI infrastructure is expected to negatively impact Meta's profitability [1] Industry Trends - The trend of increasing expenditure on AI among tech giants is raising concerns about long-term profitability in the sector [1]

LOGIN SUBSCRIBE | FastCo Works advertisement BYÂ Sam Becker Listen to this ArticleMore info 0:00 / 0:00 Meta Platforms has been spending too aggressively on artificial intelligence (AI) infrastructure and that will affect the tech giant's profitability, according to a new investor note from Wall Street analyst firm MoffettNathanson. MoffettNathanson has been a staunch defender of the Facebook and Instagram parent company, even when its shares have dipped in the past. But on Tuesday, analysts at the firm wro ...

Core Insights - Pagaya Technologies Ltd. (NASDAQ: PGY) is recognized for its AI infrastructure in the financial sector, with a focus on prudent underwriting and consistent execution [1] Financial Performance - On November 10, 2025, PGY reported an earnings per share (EPS) of $0.23, which fell short of the expected $0.65 [2][4] - The company's revenue for the quarter was $350.16 million, surpassing the forecast of $338.86 million and closely matching the previous quarter's revenue of $350.17 million [2][4] - PGY has consistently exceeded revenue estimates in the last four quarters and outperformed consensus EPS estimates in two of the past four quarters [4] Financial Ratios - The price-to-sales ratio is approximately 1.92, indicating that investors are paying $1.92 for every dollar of sales [3] - The debt-to-equity ratio stands at 2.08, suggesting that the company has more than twice as much debt as equity [3] - PGY maintains a current ratio of about 1.42, reflecting a reasonable level of liquidity to cover short-term liabilities [3][4]

Core Insights - Oilfield services companies SLB, Halliburton, and Baker Hughes are shifting focus towards data centers and artificial intelligence infrastructure to fuel their next growth phase as they adapt to a slowing oil market [1] Group 1: Company Strategies - SLB, Halliburton, and Baker Hughes are leveraging advancements in data and AI to enhance operational efficiency and drive innovation in their services [1] - The transition to data-centric operations is seen as a strategic move to diversify revenue streams beyond traditional oilfield services [1] Group 2: Market Context - The oilfield services industry is currently facing challenges due to a slowdown in oil demand, prompting companies to seek new growth avenues [1] - The integration of AI and data centers is expected to provide a competitive edge in a rapidly evolving market landscape [1]

Core Points - Alphabet announced a €5 billion ($5.8 billion) investment in cloud and artificial intelligence infrastructure in Belgium over the next two years [2] - The investment will include the expansion of data center campuses in Saint-Ghislain [2]

Investment Plans - Microsoft plans to invest $30 billion in artificial intelligence infrastructure in the U.K. by 2028, which includes $15 billion in capital expenditures and $15 billion in its U.K. operations [1] - The investment will enable the construction of the U.K.'s "largest supercomputer," featuring over 23,000 advanced graphics processing units, in collaboration with British cloud computing firm Nscale [1] Political Context - The investment announcement coincides with President Donald Trump's state visit to the U.K., where he is set to meet with King Charles and Queen Camilla [2] - U.K. Prime Minister Keir Starmer is under pressure to stabilize the government following the exit of Deputy Prime Minister Angela Rayner due to a tax scandal and a significant cabinet reshuffle [2] Corporate Sentiment - Microsoft President Brad Smith expressed a more positive outlook on the U.K. business climate, noting previous criticisms regarding the regulatory environment, particularly concerning the blocked acquisition of Activision-Blizzard [3][4] - Smith acknowledged that the current investment would have been inconceivable a few years ago due to the regulatory climate and lack of demand for large AI investments [4] Future Collaborations - Starmer and Trump are expected to sign a new deal to promote investment and collaboration in AI, Quantum, and Nuclear technologies [5]