TPG is reportedly in talks with Elliott Management to acquire UK data center operator Ark Data Centres at a valuation of about $5 billion.
Citing surging AI demand and tight semiconductor supply chain capacity, TSMC is reportedly considering a 10%–20% price increase for its CoWoS advanced packaging services.
On October 27, Cerebras Systems and Oracle announced a partnership to provide Cerebras high-speed AI inference services on Oracle Cloud Infrastructure (OCI) by 2027, targeting AI labs, enterprises, and developers, aiming to reduce latency in multi-step agentic workflows and improve AI application responsiveness.
SambaNova announced on October 27 its collaboration with Oracle to bring its SN50 RDU AI inference chip onto OCI. Oracle is building a diverse AI compute portfolio that includes NVIDIA, AMD, Positron Atlas, Google TPU, Cerebras wafer-scale chips, and Intel Xeon Diamond Rapids.
On October 27, Google announced that Oracle will become the first major cloud provider to rent TPUs to customers, with Oracle purchasing the chips directly and the end user being a major customer shared by both companies.
On October 27, LG Uplus and Ecolab Korea signed an MOU in Seoul to jointly develop liquid cooling operation standards for AI data centers, build a comprehensive operation framework covering equipment installation, coolant quality management, and real-time monitoring, and conduct technical verification of the TCS loop. LG Uplus will provide the liquid cooling pilot environment at its Pyeongchon 2 Center, while Ecolab Korea will establish a coolant quality management system.
At the Bloomberg Invest conference in Dallas, Crusoe CEO Chase Lochmiller said the recent selloff in neoclouds was exaggerated, noted competitor CoreWeave is in a good position, and said Crusoe still sees overwhelming AI compute demand that is both deep and broad.
Intel announced on October 27 that it has signed a definitive agreement to acquire quantum computing software provider Classiq, advancing its push to become a full-stack quantum computing provider.
ByteDance, Alibaba and Tencent have shown combined demand for more than 3 million Nvidia RTX PRO 5500 GPUs, representing a potential order value of over $35 billion, though Nvidia may not be able to fulfill all requests and actual deliveries could be much lower.
Oracle announced it is expanding its cloud AI chip agreement with Nvidia to multi-gigawatt scale for Nvidia's latest Vera Rubin AI servers, and will offer Google TPU chips for the first time, while planning to add inference chips from SambaNova and Cerebras to diversify its chip lineup.