Foundations by Axented
Meta pops 9% as company makes cloud push to sell excess AI compute power capacity, Microsoft commits $2.5 billion and 6,000 employees to new AI implementation unit, Capsa AI scores $18m in Series A
Table of Contents:
AI | Artificial Intelligence
Meta pops 9% as company makes cloud push to sell excess AI compute power capacity
Microsoft commits $2.5 billion and 6,000 employees to new AI implementation unit
VC | Startup & Funding
South Korea unveils $880bn chip and AI investment plan
US start-up Capsa AI scores $18m in Series A funding
HI | Hardware & Infrastructure
Brazil’s Odata lifts Mexico data center investment to US$1.2bn
The memory shortage is expected to get even worse
Meta pops 9% as company makes cloud push to sell excess AI compute power capacity
Meta’s shares rose nearly 9% after the company confirmed plans to build a cloud business that will sell excess AI computing capacity to external customers, creating a new revenue stream from its heavy investment in AI infrastructure.
The company is considering whether to offer customers access to AI models hosted on its systems or sell raw computing power, placing it in direct competition with established cloud providers such as Amazon, Microsoft, Google, and CoreWeave.
The move comes as Meta plans up to $145 billion in capital expenditures this year for AI infrastructure and aims to monetize unused capacity, easing investor concerns about the scale of its spending.
Source: CNBC
Microsoft commits $2.5 billion and 6,000 employees to new AI implementation unit
Microsoft is investing $2.5 billion to launch Microsoft Frontier Co., a new subsidiary that will embed approximately 6,000 engineers, consultants, support staff, and sales employees with customers to help deploy artificial intelligence solutions.
The initiative reflects growing demand for hands-on AI implementation services and follows similar forward deployed engineering programs introduced this year by Amazon, Anthropic, and OpenAI.
Microsoft says the new unit will help organizations evaluate AI models, integrate them with existing systems, and build secure AI platforms tailored to their operations, while expanding the company’s long-standing enterprise services business.
Source: CNBC
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South Korea unveils $880bn chip and AI investment plan
South Korea will invest at least $880 billion to expand its semiconductor manufacturing, artificial intelligence infrastructure, and robotics capabilities under a national initiative known as the Three Mega Projects.
President Lee Jae Myung said the plan aims to strengthen the country’s competitiveness in AI while revitalizing regional economies by building new chip production hubs and data centers outside Seoul.
Announced alongside Samsung and SK Hynix executives, the strategy comes as governments and technology companies worldwide accelerate investments in AI infrastructure amid surging demand for advanced semiconductors.
Source: BBC
US start-up Capsa AI scores $18m in Series A funding
UK-founded fintech Capsa AI has raised $18 million in a Series A funding round co-led by TX Ventures and Pivot Investment Partners, bringing its total funding to $20 million since launching in 2023.
The company develops AI-powered software for private capital firms that supports deal sourcing, due diligence, portfolio monitoring, and back-office operations by making institutional knowledge searchable across large datasets.
Following the opening of its New York headquarters earlier this year and rapid annual recurring revenue growth, Capsa AI plans to expand its services to major enterprises across the US and Europe.
Source: Fintech Futures
Brazil’s Odata lifts Mexico data center investment to US$1.2bn
Brazilian data center operator Odata will increase its total investment in Mexico to approximately $1.2 billion by committing an additional $400 million to expand its Querétaro campus, its largest project in Latin America.
The expansion will primarily enhance the QR03 facility, which currently has 200MW of energized capacity and room to double that, while additional upgrades are planned for the company’s other Mexican campuses.
Odata said it remains committed to growing its presence despite ongoing electricity transmission constraints, citing sustained demand from hyperscale cloud providers and AI workloads as the main driver of long-term investment.
Source: BNAmericas
The memory shortage is expected to get even worse
The global shortage of memory chips is expected to intensify through 2027 as AI data centers consume a growing share of production capacity, driving higher costs for consumer electronics and increasing pressure across technology supply chains.
Analysts and industry executives say memory manufacturers are prioritizing high-margin demand from major AI companies, leaving device makers facing tighter supply, rising component prices, and further price increases for products such as PCs, smartphones, tablets, and game consoles.
Although manufacturers are expanding production, industry leaders caution that new capacity will take time to come online, meaning supply is likely to remain constrained even as AI infrastructure investment continues to accelerate.
Source: Business Insider
Foundations is written by the Axented team.
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