Temasek is joining the AI Infrastructure Partnership, which aims to mobilize up to $100 billion in the AI infra field
In sum – what to know:
Temasek backs major AI infra push – Singapore’s Temasek has joined Microsoft- and BlackRock-backed AI Infrastructure Partnership, aiming to develop...
Here’s a long editorial ramble – about the capability, trajectory, and sustainability of AI. It takes recent Apple research about the practical real-world struggles of the latest hyped AI systems as its (delayed) start point, and then gets buried in the weeds, and in...
Nvidia said the initiative spans France, Italy, Spain, the U.K. and several Nordic countries
In sum — what to know:
Massive AI infrastructure expansion – France, Italy, Spain, the U.K. and other nations are rolling out sovereign AI infrastructure using Nvidia Blackwell systems.
Public-private collaborations – Nvidia...
EIA highlighted that a major contributor to the revised outlook is the expansion of data centers, particularly those supporting AI workloads
In sum — what to know:
AI fuels surging power demand – U.S. electricity consumption is growing faster than expected, driven in large part by...
LiquidStack CEO noted that many data center operators remain hesitant to adopt liquid cooling chiefly due to persistent misconceptions
In sum – what to know:
AI infrastructure bottlenecks – Data center operators are hitting serious delays due to limited power availability, long lead times for cooling...
Ericsson said that the combined offering would integrate its enterprise wireless solutions, including 5G and SD-WAN technologies
In sum – what to know:
Ericsson and Supermicro team up – The two firms plan to offer integrated 5G and edge AI systems to help enterprises deploy AI...
Cisco said that the new solutions include hardware, software and system integration
In sum – what to know:
Cisco hits $1B in AI infra orders early – Strong Q3 performance reflects rising demand for scalable AI infrastructure.
New tools boost AI networking – Innovations include unified fabrics,...
Flatlining consumer revenues are forcing telecom operators to consider B2B services as a long-term growth engine
In sum – what to know:
Operators shift focus to B2B – Telecom providers are targeting enterprise sectors like energy, transport and healthcare to boost future revenues as consumer growth...
The new Qualcomm facility, staffed by scientists and AI experts in both Hanoi and Ho Chí Minh City, is part of company’s global AI research division
In sum – what to know:
AI R&D hub – The U.S. chipmaker opened a new AI research center in...
AI could prove hugely and positively transformative — but it's also not without its difficulties
Recently, OpenAI announced the Stargate Project — a $500 billion investment in infrastructure to support artificial intelligence (AI) technology. Although this investment is necessary to support the booming growth of...
Samsung recently began beta testing its AI-powered coding assistant within its Device eXperience division
In sum – what to know:
AI-enabled development – Samsung will roll out its open-source coding assistant Cline next month, after testing it within the DX division’s mobile, TV and home appliance...
During London Tech Week, Nvidia founder and CEO Jensen Huang also confirmed the launch of a new Nvidia AI tech center in the UK
In sum – what to know:
U.K. commits to AI compute – The country aims to become a global AI leader by...
Amazon Web Services previously acquired land and a Talen Energy facility near the Susquehanna nuclear plant
In sum – what to know:
Historic investment – This investment commitment by Amazon marks the largest private-sector investment in Pennsylvania’s history, with innovation campuses planned in Salem and Falls...
OpenAI executives and top Indian officials are currently in talks to build AI infra in India
In sum – what to know:
AI infra ambitions – OpenAI is exploring collaboration with the Indian government to build out local data center capacity as part of its global...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...
The AWS European Sovereign Cloud will be fully physically and logically separate from other AWS global regions
In sum – what to know:
Sovereign AWS cloud – AWS is launching a cloud region in Germany with complete operational independence, managed and staffed entirely within the...
AI is transforming digital infrastructure, but the race to scale faces a critical constraint: power.
As trillions of dollars flow into new data center capacity and compute platforms, access to power has become a central factor shaping how AI evolves. It's no longer just a...
New investment will be focused on a new large AI facility in Strängnäs, Sweden – says Brookfield
In sum – what you need to know:
Swedish AI infra push – Brookfield will fund a major AI hub in Strängnäs, doubling data center capacity to 750MW and...
Amazon said that the investment is expected to create at least 500 new high-skilled jobs while supporting thousands of other jobs in the AWS data center supply chain
In sum – what you need to know:
$10bn for North Carolina AI – AWS will invest $10...
Shell said that DLC fluids can improve power usage effectiveness by up to 27%, in comparison with the power usage effectiveness of air-cooling
In sum – what you need to know:
Shell expands into direct cooling — The company unveiled Shell DLC Fluid S3, a direct...
JLL highlights that AI-native facilities are being built closer to major population centers to meet the critical “sub-10 millisecond” latency target
The data center industry is undergoing significant changes as generative AI accelerates demand for high-density, latency-sensitive infrastructure, according to Sean Farney, vice president of...
Microsoft noted that this new investment scales up existing capabilities while deepening initiatives in AI, skills training and innovation
In sum – what you need to know:
Microsoft expands in Switzerland — The company commits $400 million to scale AI and cloud infrastructure, upgrading data centers...
Eaton will supply a comprehensive range of electrical systems, including switchgear, uninterruptible power supplies, busways, IT racks and more
In sum – what you need to know:
Fast-track data centers — Eaton and Siemens Energy team up to build data centers faster using modular designs and...
LiquidStack said the new modular and scalable CDU platform is capable of delivering up to 10 MW of cooling
In sum – what you need to know:
LiquidStack unveils new CDU platform — The company launched GigaModular, a scalable coolant distribution unit delivering up to 10...
