Corporate Partnerships & M&A

AMD locked in a 6-gigawatt GPU partnership with Meta for AI infrastructure while investing in Nutanix for hybrid cloud capabilities. Red Hat and NVIDIA co-launched an enterprise agentic AI platform as cryptocurrency mining firms pivot data centers toward AI workloads, intensifying competition for AI infrastructure dominance.

Meta struck three nuclear energy deals in January 2026 while the Trump administration launched an AI power initiative, signaling a strategic shift in how tech giants secure electricity for AI infrastructure. Energy stocks surged as investors bet on sustained demand from data center expansion.