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Google opens data center to boost UK AI economy

The new U.K. data center facility will support services such as Google Cloud, Workspace, Search and Maps In sum – what to know: $6.8B investment in UK AI – Google’s new data center is part of a two-year package aimed at boosting AI, cloud, and cybersecurity...

Europe’s calculated step toward AI sovereignty (Analyst Angle)

A partnership between Mistral’s AI and ASML hardware addresses compute economics, energy efficiency, and chip precision In the 1970s, Europe placed two contrasting bets on aviation. Airbus pooled fragmented national industries to create a globally competitive consortium, while Concorde, despite its technological achievement, failed commercially...

Tencent Cloud expands support for Chinese AI chips

Tencent Cloud president Qiu Yuepeng said the company had “fully adapted to mainstream domestic chips” within its AI computing infrastructure In sum – what to know: Tencent backs domestic AI chips – The company has fully integrated Chinese processors into its AI infrastructure, aligning with Beijing’s...

Keppel, Dell partner on AI platforms and DCs in Asia

The deal between Keppel and Dell will initially target projects in Singapore, Malaysia and Vietnam In sum – what to know: Strategic collaboration expands in Asia – Keppel and Dell will jointly develop efficient data centers and AI platforms, starting in Singapore, Malaysia and Vietnam. Sector-specific AI...

Nvidia commits $6.3B for CoreWeave’s unused cloud capacity

The deal ensures that Nvidia will acquire any residual CoreWeave data center capacity not taken up by other customers through April 13, 2032. In sum – what to know: Nvidia signs $6.3B deal with CoreWeave – Agreement runs through 2032, requiring the chipmaker to purchase any...

Equinix, partners bring liquid cooling to Hong Kong DCs

Equinix noted that the collaboration comes as global energy requirements for data centers continue to climb In sum – what to know: Pilot brings liquid cooling to HK1 – Dell servers and Schneider CDU units deliver 150 kW per rack, enabling higher density AI deployments compared...

Eaton unveils edge-based tool to detect AI power bursts

Eaton said that the new tool allows operators to detect subsynchronous oscillations (SSO) that can disrupt both data centers and the power grid In sum – what to know: Eaton launches edge-based SSO detection – A firmware update to its PXQ system helps operators identify AI-driven...

SK Hynix claims development of world’s first HBM4 chip

SK Hynix, already the leading supplier in the high-bandwidth memory (HBM) market, was first to provide HBM3E chips to Nvidia in 2024 In sum – what to know: HBM4 development completed – SK Hynix finalized the industry’s first HBM4 chip and is preparing for mass production,...

Nvidia, OpenAI to spend billions on UK DCs: Report

Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman are set to join President Trump in the U.K., with the deal forming part of a wider package of U.S. corporate investment In sum – what to know: Billions pledged for UK AI buildout – Nvidia and...

Microsoft, OpenAI sign deal to enable restructuring

The new arrangement would allow OpenAI to raise capital under a conventional governance structure, with the long-term goal of going public to finance its AI ambitions In sum – what to know: OpenAI restructures with Microsoft deal – A non-binding agreement allows OpenAI to pursue a...

The rise of the Neighborhood AI Factory (Reader Forum)

Instead of simply carrying packets from one endpoint to another, a Neighborhood AI Factory is also running inference and training between humans and AI You’ve probably driven past one without realizing it. A low, windowless brick building next to a cell tower or up on...

CoreWeave launches venture unit to invest in AI

CoreWeave said its venture arm will provide both financial resources and technical expertise, along with access to its compute infrastructure In sum – what to know: New venture arm launched – CoreWeave has created CoreWeave Ventures to back AI-focused startups with capital, infrastructure, and expertise. Support beyond...

U.S. data center spending reaches record $40B amid AI growth

Tech companies including Microsoft, Alphabet, and Amazon are investing heavily in new and expanded facilities to meet growing demands in the data center market In sum – what to know: Data center spending hit $40B – U.S. construction surged 30% year-over-year in June, reflecting unprecedented investment...

OpenAI signs $300B cloud deal with Oracle for AI expansion

The deal stipulates that OpenAI will buy computing power from Oracle starting in 2027 In sum – what to know: $300B cloud deal signed – OpenAI will buy computing power from Oracle starting in 2027, one of the largest cloud agreements ever. Stargate expands infrastructure – The...

US mulls conditional chip approvals for Korean firms

The U.S. Department of Commerce has allegedly proposed issuing annual permits for the two South Korean memory chip giants In sum – what to know: Conditional approvals under review – Washington is considering yearly permits for Samsung and SK Hynix to import U.S. equipment into Chinese...

OpenAI weighs data center in South Korea

OpenAI officially inaugurated its office in Seoul this week In sum – what to know: OpenAI signals Korean data center plans – CSO Jason Kwon said the company is open to building local infrastructure and expanding partnerships with Samsung and SK. Korean office launch underscores sovereign AI...

Nebius, Microsoft ink AI infra agreement for up to $19.4B

Nebius will initially provide Microsoft access to dedicated GPU infrastructure capacity at its new data center in Vineland, New Jersey, from later this year In sum – what to know: Microsoft secures Nebius capacity – The contract covers AI infrastructure from Nebius’s new Vineland, New Jersey...

EcoDataCenter secures fresh funds to fuel Swedish expansion

EcoDataCenter said that the new capital will primarily support ongoing projects in Falun and Borlänge, including the development of large-scale AI infrastructure In sum – what to know: EUR 600m debt secured – EcoDataCenter raised financing from Deutsche Bank Private Credit and Infrastructure to support expansion...

DoE seeks proposals for AI data centers

Idaho National Laboratory is one of four federally managed sites identified by DoE for combined AI infrastructure and energy development projects In sum – what to know: DoE opens AI data center bids – The Energy Department is seeking private proposals to build and power AI...

Data center developer Fermi files for US IPO

Fermi raised $100 million in August in a funding round led by Macquarie Group In sum – what to know: Fermi files for IPO – The Texas data center builder seeks to tap investor enthusiasm with a planned Nasdaq listing under the symbol FRMI. AI-driven nuclear project...

LG inks NEOM Oxagon AI data center partnership

LG will supply advanced thermal management systems to support AI-driven data centers being developed by Saudi firm Datavolt In sum – what to know: LG supports NEOM AI hub – The company will supply cooling systems for a major AI data center at Oxagon, built by...

Deloitte launches global AI infrastructure CoE

Deloitte noted that the new CoE will provide guidance across strategy, design, and operations, with a focus on power, cooling, cybersecurity, and compliance In sum – what to know: Global CoE launch for AI data centers – Deloitte creates a Center of Excellence to help clients...

Nvidia strikes $1.5B deal to lease back GPUs from Lambda

The move highlights the ongoing shortage of advanced AI chips, forcing even Nvidia to rent back its own hardware to secure access for cloud operations In sum – what to know: $1.5B lease with Lambda – Nvidia signs major GPU rental deal for 18,000 servers, underscoring...

Meta outlines $600 billion US infrastructure plan by 2028

Meta also said it anticipates “similarly significant” spending growth in 2026 as it scales computing power for artificial intelligence In sum – what to know: $600B U.S. infra spend by 2028 – Meta plans massive investment in data centers and AI infrastructure, with spending forecasts running...