Alphabet

Headlines · 4

1. 8h
   Finland data center investments top €67B on AI demand

   Planned and active data center investments in Finland now exceed €67 billion, according to a Bloomberg analysis, driven by AI demand, the country's cool climate conditions and access to renewable energy. Several new projects have been unveiled since Alphabet's Google announced its own plans, and the buildout is gathering pace.

   Techmeme · 🔥 8
2. 12h
   Finland data center investment tops €67 billion on AI boom

   Planned and under-construction data center projects in Finland now represent more than €67 billion (about $75 billion) in total investment, as an AI-driven building boom accelerates. The wave follows Alphabet's Google announcing last month its largest-ever European investment in the country, with Alibaba Group and Applied Digital among those unveiling new Finnish data center plans in recent weeks. The report attributes the interest to Finland's cool climate, abundant renewable power and available grid capacity.

   Bloomberg Technology · 🔥 15
3. 13h
   Dan Ives relaunches tech coverage, bullish on Nvidia and AI's 'third inning'

   Well-known tech bull Dan Ives left Wedbush Securities after nearly eight years to launch the newly formed Yorkville Ives, where he restarted tech equity research with an Outperform rating on all 49 stocks he initiated on. He argues AI infrastructure supply will stay constrained at least through 2027 and that the market underestimates a coming wave of as much as $4 trillion in AI spending, likening the AI buildout to the third inning of a baseball game. His top five picks for 2027 are Nvidia, Microsoft, Palantir, Apple and CrowdStrike, with initial price targets of $400 for Alphabet and Apple, $300 for Amazon, $900 for Meta, $615 for Microsoft, $300 for Nvidia, $500 for Tesla and $225 for SpaceX.

   科技新报 · 🔥 7
4. 15h
   Isomorphic Labs in early talks to raise funds at $40B+ valuation

   Isomorphic Labs, the AI drug discovery startup spun out of Alphabet's Google DeepMind, is in early talks to raise new funding at a valuation of at least $40 billion, according to people familiar with the effort. The discussions are at an early stage, and the size of the round and its investors have not been disclosed. Bloomberg reported the talks.

   Bloomberg Technology · 🔥 13

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