The T4X Briefing.
Every Wednesday.
The week's biggest data centre and AI infrastructure moves, and what they mean for leadership and hiring. A five-minute read, free, edited by Gurj Sandhu.
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- The week in 30 secondsThe handful of moves that matter, before your first meeting.
- Four regions, one readNorth America, Europe, the GCC and Asia Pacific, every week.
- AI infrastructure watchGPU clusters, AI factories, neoclouds, liquid cooling and the power behind them.
- What it means for hiringThe T4X view on the leadership and talent consequences of each story.
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Alphabet, Microsoft and Amazon signal bigger 2027 spend as Naver lands $9bn from Brookfield and Aramco takes 49% of HUMAIN
- North America: Alphabet and Amazon both told investors that capital spending will rise again in 2027, while Microsoft said delayed deliveries from GPU-as-a-service providers held its quarterly spend below forecasts.
- Asia Pacific: Naver signed a financing agreement with Brookfield for up to $9bn, the week's biggest money story, completing funding for a $10bn plan to take its Sejong campus to a 200MW AI factory.
- Middle East & GCC: Aramco completed the purchase of a 49% stake in HUMAIN from PIF, with about SAR 9.9bn ($2.6bn) in cash plus AI, compute and digital assets.