19/05/2026
🚨 AI Infrastructure Race Heats Up
Alphabet and Blackstone have announced a major new AI infrastructure venture, combining Google Cloud’s proprietary TPUs with Blackstone-backed data centre infrastructure.
Key highlights:
• $5bn initial equity investment
• 500MW compute capacity targeted by 2027
• Push to position Google TPUs against Nvidia GPUs
• Massive expansion of AI compute infrastructure
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