# AI compute
Latest news and articles about AI compute
Total: 5 articles found
Google Doubles Down on AI Compute: $175–185bn CapEx, Gemini Adoption, and a Cloud Surge
Alphabet reported strong 2025 results and announced a dramatic increase in 2026 capital expenditure — $175–185 billion — to scale AI compute and data‑centre capacity. Gemini 3 adoption, a 48% jump in cloud revenue, and falling model service costs underpin management’s argument that the spending is necessary to meet surging AI demand.
Memory Market Hits a 'Super Cycle' as Prices Surge and Chinese Suppliers Reap Windfall
From Q3 2025 a sharp rally in global memory prices has produced a 'super cycle' that propelled DRAM and NAND spot prices up more than 300% cumulatively. Chinese storage suppliers have reported improved earnings, and research houses forecast continued price gains into early 2026 driven by AI and datacentre demand, though cyclical risks and capacity responses could temper the upswing.
SpaceX Files to Put a Million AI-Ready Satellites in Orbit — and China Says Commercial Space Will Drive 2026 Markets
SpaceX has applied to the FCC to deploy up to one million satellites as an "orbital data centre" for AI inference, a proposal that reframes space infrastructure as a compute frontier. Chinese brokerages, responding to domestic launch advances, have identified commercial space as a likely market theme for 2026, spotlighting investment opportunities and strategic competition.
SpaceX Proposes a Million‑Satellite 'Orbital Data Center' to Power AI — but Approval, Cost and Safety Are Up in the Air
SpaceX has applied to the FCC for permission to deploy and operate up to one million satellites as an "Orbital Data Center" designed to host AI compute in space, linking to Starlink via optical intersatellite links and relying on Starship launches. The plan raises immediate questions about regulatory approval, collision risk, financing, and geopolitical and commercial consequences for cloud and satellite sectors.
China Optical-Module Supplier Poised for Near-Double Profit as AI-Driven Data‑Center Spend Surges
Zhongji Xuchuang forecast a near‑doubling of 2025 net profit to RMB 9.8–11.8 billion, driven by surging demand for high‑speed optical modules from data‑centre and compute expansion. The guidance highlights how AI and cloud capex are boosting suppliers in China’s photonics supply chain, though cyclical demand and competitive pressures pose risks to sustainability.