The rise of artificial intelligence (AI) is changing the world, but behind this new scenario lies an immense and growing need for energy.
As this demand increases, tech companies and governments are scrambling to find reliable, clean energy sources to power the next generation of...
In sum – what to know
AI power panic – South Carolina’s Santee Cooper hikes rates on mega users (50MW+), amid wider fears that surging AI energy demand could burden ordinary customers with 70% higher bills.
AI gold rush – Google, Meta, and others are pouring...
The data center is powered by NVIDIA GPU servers and features the first “GPU as a Service” (GPUaaS) offering in the Philippines
In sum – what you need to know:
AI-first infra – PLDT’s VITRO Sta. Rosa is the Philippines’ first hyperscale data center built for...
du noted that new AI data center facility will enhance the company’s existing network of data centers across the UAE.
In sum – what you need to know:
New AI data center with Microsoft – Emirati telco du will build a AED 2 billion ($544 million)...
In sum – what to know
Carry-on AI – new Gryf system from GigaIO delivers AI compute power in a portable form, designed for edge deployments across defense, sports, media, energy, healthcare, and industrial sectors.
DOD demand – reported sales to the US Department of Defense...
Stonepeak said its global data center footprint includes assets such as Cologix, CoreSite, Digital Edge and Cirion, spanning more than 100 facilities and 500 MW of capacity
In sum – what you need to know:
Stonepeak bets $1.5B on AI-powered infra – The firm launched Montera...
India is actively promoting AI adoption through initiatives like the IndiaAI mission
India is rapidly emerging as a global hub for artificial intelligence (AI) development. As the demand for compute power and AI model training increases, hyperscale data centers are becoming central to India's digital...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...
In Q1, ZTE noted it had actively seized AI-driven opportunities across communications infrastructure, computing infrastructure, AI terminals and industry applications
In sum – what you need to know:
AI lifts Q1 revenue – ZTE reported a 7.8% year-over-year revenue increase in the period, driven by AI-driven...
NTT DATA has over 18 data centers in operation or development across India
In sum – what you need to know:
NTT DATA to invest $1.2 billion in AI cluster – The Japanese firm, along with Neysa Networks and the Telangana government, will build a 400...
The AI revolution is driving unprecedented investments in digital and physical infrastructure—spanning data, compute, networking and software—to enable scalable, efficient and transformative AI applications. As AI adoption accelerates, enterprises, governments, and industries are building AI infrastructure to unlock new levels of productivity, innovation and economic growth.
Given...
The Adani Group is said to be evaluating sites for two major data centers in India
In sum – what you need to know:
Capex boost – Adani Group plans a $10 billion investment to hit 10 GW in data center capacity.
Smaller cities rise – Tier...
As U.S. chips export restrictions tighten, Asia's semiconductor ecosystem is racing to adapt — with homegrown alternatives, material innovation and policy navigation taking center stage
Chinese vendor Huawei is preparing to mass ship its new 910C AI chip to domestic clients, in what could become...
Legacy tech – is holding finance back; nearly half of financial firms admit outdated infrastructure is stalling AI progress, with data quality and harmonization key to unlocking value.
AI and cloud – dominate investments, with 80-90% of financial services outfits making both big AI bets,...
Built for speed and simplicity, Dell Technologies’ AI-ready infrastructure and automation tools help CSPs fast-track their journey to cloud-native
The telecom industry is in the midst of a profound architectural shift—from proprietary, vertically integrated stacks to disaggregated, cloud-native infrastructure. While this transformation offers tremendous benefits...
In sum – what you need to know
Colt offloads – networking firm sells eight European data centres, including six to NorthC and two to a UK firm, to refocus on digital infrastructure for AI growth.
Supply deal – 400 customers and network ties stay with...
Ericsson contributed its edge AI technology and R&D resources, while Bell Canada provided access to its network infrastructure
In sum – what you need to know:
AI-native link adaptation – Ericsson and Bell Canada completed the world’s first field test of AI-native link adaptation, improving network...
Energy demand for AI data centers in the U.S. is expected to grow about 50 gigawatt each year for the coming years, according to Aman Khan, CEO of International Business Consultants
In sum – what you need to know:
AI fuels infrastructure race – Hyperscalers like...
Fujitsu said it will assess the effectiveness of the solution at its Tatebayashi Data Center, aiming to help customers achieve a world-class PUE at their data centers
In sum – what you need to know:
Energy efficiency push – Fujitsu is partnering with Supermicro and Nidec...
OpenAI CEO Sam Altman previously said that he "would love to do a Stargate Europe"
In sum – what you need to know:
Stargate eyes UK expansion – OpenAI and SoftBank are considering the U.K. for the first international site of their $500 billion Stargate AI...
AI workloads don’t just consume energy—they consume it with patterns that are impossible to predict. This is why infrastructure upgrades are key
In sum – what you need to know:
AI energy demand – rapid expansion of AI tech, especially large models and applications, drives unpredictable...
Asia’s digital infrastructure is evolving fast, with major moves in clean energy, cloud expansion and AI readiness.
Google is pioneering geothermal baseload power in Taiwan to support its regional data centers. Tencent Cloud is scaling up in Japan to meet soaring demand for low-latency...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X, and in actual books, things I think are insightful and interesting. These days a lot of those things are about AI infrastructure but, more generally, those things are about how technology is...
As AI workloads soar and hyperscale data centers multiply across the U.S., lawmakers and regulators are confronting a critical question: who should shoulder the rising cost of powering AI-scale infrastructure?
This week, three key developments underscore the growing political and economic tensions around energy consumption...
