Reading List
The most recent articles from a list of feeds I subscribe to.
BT, Nscale, and Nvidia announce UK sovereign AI partnership

Nscale will construct the data centres at existing BT infrastructure sites; BT will provide connectivity. Both companies are founding members of the new UK Sovereign AI Industry Forum. The deal deepens Nscale’s position as a central plank of the UK government’s national AI infrastructure strategy. BT Group and Nscale announced on 23 April 2026 that […]
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Tesla raises 2026 capex to $25 billion

The company will go negative on free cash flow for the rest of 2026, CFO Vaibhav Taneja confirmed. But Q1 delivered an unexpected $1.4 billion positive free cash flow beat, and Tesla ended the quarter with $44.7 billion in cash. The capex uplift from $20B to $25B is a $5 billion revision to guidance issued […]
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Microsoft commits A$25 billion to Australia by 2029

The investment is Microsoft’s largest-ever in Australia and builds on an A$5 billion commitment from October 2023. It includes expanding Azure AI supercomputing capacity by more than 140%, extending the Microsoft-ASD Cyber-Shield to additional government agencies, and training three million Australians in AI skills by 2028. Microsoft has announced A$25 billion (approximately USD 18 billion) […]
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Bain Capital seeks buyer for stake in Bridge Data Centres at $5 billion valuation

Sources tell Reuters that Bain is looking to sell a stake in BDC, Singapore-headquartered, with nine data centres across Malaysia, Thailand, and India, at a $5 billion valuation. Citi and JPMorgan are running the process. ByteDance is the anchor tenant. No deal has been agreed and talks are preliminary. Bain Capital is seeking a buyer […]
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Decade Energy raises €22M to build power infrastructure for electric truck depots across Europe

The round is split between €16M from Eiffel Investment Group for project deployment and €6M led by SET Ventures for product and expansion, alongside existing investors Ananda Impact Ventures and Contrarian Ventures. The company targets 100MW+ of BESS projects across France, with Germany, the Nordics, and Poland to follow. Decade Energy, the Paris-based company building […]
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