Topic: ai compute demand

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  • Blackstone Invests $1.2B in India's Neysa for AI Infrastructure
    February 16, 2026
    86%

    Blackstone Invests $1.2B in India's Neysa for AI Infrastructure

    Blackstone leads a $600 million equity investment in Indian AI infrastructure startup Neysa, with plans for an additional $600 million in debt, to rapidly expand GPU capacity in a market facing a critical shortage. Neysa operates as a "GPU-first" provider, offering tailored solutions and hands-on...

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  • Google Bets on Data Center Expert to Lead AI Race
    December 11, 2025
    80%

    Google Bets on Data Center Expert to Lead AI Race

    Google has elevated Amin Vahdat to a new executive role reporting directly to the CEO, signaling a massive strategic focus on AI infrastructure and major capital investment. Vahdat is a key architect behind Google's critical AI hardware, including its custom TPU chips and the high-speed Jupiter d...

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ai infrastructure (2) market expansion (1) startup funding (1) Talent Retention (1) enterprise ai (1) ai competition (1) data localization (1) private equity (1)