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AI Data Center Compute, 2024–2026: Market Size, Concentration, and the Capex Engine

This article analyzes the rapid growth of the AI data center chip market, projected to reach $207B in 2025 and $286B by 2030, driven by hyperscaler investments and surging demand for accelerators. It details vendor concentration, regulatory headwinds, and the evolving landscape shaped by export controls and infrastructure constraints.
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Adobe to Buy Semrush for $1.9 Billion, Paying $12 a Share
Adobe has announced a $1.9 billion all-cash acquisition of Semrush at $12 per share, aiming to enhance its marketing cloud with Semrush’s SEO and competitive intelligence tools. The deal, approved by both boards and backed by major shareholders, highlights Adobe’s strategic focus on AI-driven brand visibility and marketing solutions.
Brookfield’s $10B AI Fund Aims to Rewire the Global Compute Economy
Brookfield has launched a $10 billion global AI infrastructure fund, with Nvidia and KIA as founding investors, aiming to scale up to $100 billion in assets across energy, data centers, and compute. This initiative positions private capital at the heart of AI-era infrastructure, influencing where compute capacity and jobs will concentrate globally.
A $45 Billion Alliance: Microsoft and Nvidia’s Anthropic Bet Rewires the Cloud Race
Microsoft and Nvidia are partnering with Anthropic in a deal totaling up to $45 billion, intertwining investments and massive Azure compute commitments. The move expands Claude’s reach as the only advanced AI model available across Amazon, Google, and Microsoft clouds, advancing the multicloud ecosystem for AI and raising competitive stakes.
Gemini 3 Lands in Search: Google’s Full‑Stack Bet at Massive Scale
Google has launched Gemini 3, integrating the AI directly into Search for paying subscribers and highlighting a robust chips-to-cloud strategy. The launch includes a developer preview, an agent-first IDE called Antigravity, and impressive user scale, supported by a $93B AI investment. Access is gated by subscription initially.
Grok 4.1, by the numbers: silent tests, two modes, and fewer hallucinations
xAI's Grok 4.1 launched with immediate, broad availability across web and apps. The update offers two modes for speed or reasoning, showed a 64.78% user preference in silent rollout tests, reduced hallucination rates, improved creative and emotional response, and features easier access. Most results stem from internal evaluations, warranting further independent testing.
ChatGPT-5.1’s New Personalities: Style Makeover, Same Engine
OpenAI's ChatGPT-5.1 introduces seven personality presets—ranging from Professional to Quirky—that alter response tone but not the model’s capabilities or safety guardrails. These presets enhance user personalization and workflow consistency, but experts warn they may also foster misplaced trust in the system’s understanding.

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