Data Centers

SpaceX is in talks to raise 40 billion dollars — about 10 billion in bank loans and 30 billion in investment-grade debt — to buy Nvidia AI chips, the Financial Times reported on October 6, 2026, with Reuters and Bloomberg confirming the outlines the following day. Apollo Global Management is expected to lead the financing and place the debt with institutional investors, with bond fund Pimco among a small group of lenders in talks. If completed, the deal would close in 2027 and would rank among the largest debt financings ever tied to the AI buildout.

Cisco published security advisory cisco-sa-ngoam-rce-LWKQ4BU on October 7, 2026, covering three critical vulnerabilities — CVE-2026-76485, CVE-2026-76486, and CVE-2026-76501 — in the Next Generation Operation, Administration, and Maintenance (NGOAM) feature of NX-OS software on Nexus 3000 and standalone-mode 9000 Series switches. Each scores CVSS 9.8: an unauthenticated remote attacker can send crafted packets to an IP interface and execute code with root privileges, or crash processes and force device reloads in a denial-of-service attack.

Enterprise IT has a new supply-chain reality to reckon with. At its recent Apsara Conference, Alibaba Cloud laid out the most complete picture yet of a self-developed AI compute stack that runs from silicon to full rack-scale clusters — and it is considerably deeper than most Western observers assumed.

Two data center developers announced on October 9 that they have secured planning approval for a massive AI-ready campus in Taylor, Texas, designed to deliver up to one gigawatt of hyperscale data center capacity. The project, called the Taylor Technology Campus, is a co-development between Big Watt Digital, an integrated power and digital infrastructure platform, and PowerHouse Data Centers, a division of American Real Estate Partners focused on next-generation hyperscale facilities.

CoreWeave is taking its AI cloud to India. On October 8, the AI cloud infrastructure provider announced its entry into the Indian market through a collaboration with AdaniConneX, with plans to develop 240 megawatts of data center capacity in Navi Mumbai.

The network is becoming the computer — or at least the backplane. On October 7, Arista Networks announced an open Ethernet rack-scale portfolio designed to power high-density scale-up and scale-out AI infrastructure, extending Ethernet into territory long held by proprietary interconnects.