Google will invest $40 billion in three new data centers in Texas through 2027. One of the data centers will be in Armstrong County, in the Texas Panhandle, and the other two in Haskell County, a stretch of West Texas near Abilene.
The company is also continuing to invest in its existing Midlothian campus and Dallas cloud region, part of the company's global network of 42 cloud regions.
Google hired several key staff members from AI code generation startup Windsurf and will pay $2.4 billion in license fees as part of the deal to use some of Windsurf's technology under non-exclusive terms.
Google-parent Alphabet is set to invest up to $40 billion in Anthropic, deepening its partnership with the AI startup that is also its rival in the global AI race.
SpaceX (SPCX.O) in June said it will buy the startup behind the popular AI coding agent Cursor, Anysphere, for $60 billion in an all-stock deal to boost its presence in the lucrative enterprise AI tools market.
SpaceX entered into a multi-year cloud services agreement with Alphabet's Google in June, locking in more computing capacity. As part of the deal, Google will pay SpaceX $920 million monthly from October this year to June 2029.
SpaceX and Anthropic in May reached a deal giving the Claude maker access to SpaceX's Colossus 1 facility in Memphis, home to more than 220,000 Nvidia processors.
Micron Technology (MU.O) said in June it has signed an agreement with Anthropic that includes supply of memory and storage products, and a strategic investment in the IPO-bound AI company's latest funding round.
Nebius Group (NBIS.O) will provide Microsoft with GPU infrastructure capacity in a deal worth $17.4 billion over a five-year term.
Intel is getting a $2 billion capital injection from SoftBank Group (9984.T), making the Japanese tech investor one of the top-10 shareholders of the troubled U.S. chipmaker.
Tesla (TSLA.O) signed a $16.5 billion deal to source chips from Samsung Electronics (005930.KS), with the EV maker's CEO Elon Musk saying that the South Korean tech giant's new chip factory in Texas would make Tesla's next-generation AI6 chip.
Amazon.com (AMZN.O) pumped $4 billion into OpenAI competitor Anthropic, doubling its investment in the firm known for its GenAI chatbot Claude.
Amazon said it will invest an additional $25 billion in Anthropic, as the AI startup commits to spending more than $100 billion over the next 10 years on Amazon's cloud technologies.
SoftBank Group (9984.T) will acquire digital infrastructure investor DigitalBridge Group (DBRG.N) in a deal valued at $4 billion as the Japanese investment firm looks to expand its AI-related portfolio.
XLK•
