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That $30 billion a year Oracle deal? It’s with OpenAI

OpenAI revealed as the source of a newly signed $30 billion a year cloud contract for Oracle Multiple news outlets have confirmed that the eye-popping, $30 billion-a-year contract that Oracle revealed earlier this week is with artificial intelligence company OpenAI. It was already known that the...

APAC to surpass US as largest colo market: Report

The report also noted that 85% of current operational capacity in APAC is colocation-based—significantly higher than in the Americas (60%) and EMEA (75%). In sum, what to know: Asia Pacific will lead in colo – Cushman & Wakefield projects APAC will surpass the U.S. with 23.9...

Emerald AI launches after raising $24.5M in seed founding

Emerald AI is responding to an increasingly urgent issue: the rising power demand from AI data centers is outpacing the capabilities of current grid infrastructure In sum, what to know: Software turns AI data centers into grid assets – Emerald AI’s Conductor software adjusts compute workloads...

Arista acquires VeloCloud SD-WAN business from Broadcom

Arista said the acquisition will better prepare it for next-generation SD-WAN demands as AI-driven data center traffic reshapes WAN requirements Arista Networks has agreed to acquire VMware’s former VeloCloud Software-Defined Wide Area Network (SD-WAN) technology from Broadcom, expanding its portfolio beyond traditional data center and...

Alibaba Cloud expands AI infra investments in APAC

During its global summit, Alibaba Cloud also launched its first AI Global Competency Center (AIGCC) in Singapore In sum, what to know: AI center opens in Singapore – Alibaba Cloud launched its first AI Global Competency Center, aimed at supporting 5,000 businesses and training 100,000 developers...

EdgeMode and BAIF to merge on plans for AI infra expansion in Europe

EdgeMode said it expects the transaction to position the company for growth in the AI infrastructure field, leveraging its access to investment capital, M&A strategy and BAIF’s development pipeline In sum, what to know: Merger targets 4.4 GW pipeline – EdgeMode and BAIF will form a...

Oracle signs $30 billion-a-year cloud contract, amid explosive growth

Oracle revealed news of another huge cloud contract, on top of accelerating growth Oracle has signed a cloud services contract worth $30 billion a year which will start hitting its books in fiscal year 2028, according to a company filing. In a fair disclosure filing...

BASX delivers custom cooling for Applied Digital’s AI DC

The unique demands and power density ofAI factories require new approaches to cooling and power delivery In sum, what to know: Purpose-built AI cooling deployed – BASX developed a custom, zero-water chiller system for Applied Digital’s Polaris Forge 1 data center in North Dakota, optimized for...

Europe sees huge interests in AI gigafactories

EU launches a call to gather early insights on how to shape the future of AI infrastructure in Europe In sum, what to know: 76 proposals across 60 sites – The European Commission received 76 expressions of interest for AI gigafactories in 16 member states, far...

SoftBank aims to lead artificial super intelligence era

Softbank CEO Masayoshi Son, compared the opportunity in superintelligent AI to the “winner takes all” effect seen in other tech sectors over the past two decades In sum, what to know: SoftBank targets AI dominance: CEO Masayoshi Son says the company wants to lead the artificial...

KDDI, HPE partner to launch advanced AI data center in Japan

KDDI said the the new Osaka Sakai data center will be powered by a rack-scale system featuring the Nvidia GB200 NVL72 platform In sum, what to know: New AI hub in Osaka by 2026 – KDDI and HPE are building an advanced AI data center powered...

AIS claims first Thai-operated hyperscale cloud platform

AIS said the platform targets public institutions and private businesses seeking to modernize their operations while keeping data under local legal and regulatory frameworks In sum, what to know: AIS Cloud goes live – Thailand’s first hyperscale cloud fully operated by a Thai company, in partnership...

Hyperscale capacity surges on AI demand; edge share shrinks despite gen AI bump

Hyperscale operators dominate global data centre growth as on-premise facilities shrink by comparison. Cloud, AI, and regional dynamics are driving the shift, reshaping how and where data infrastructure scales worldwide. In sum – what to know: Hyper scale – big cloud firms like AWS and Google...

SK Telecom to pilot Korean NPU for AI services

SK Telecom said it will expand deployment of Rebellions’ NPU-powered servers depending on the outcomes of the ongoing testing phase In sum – what to know: SKT pilots domestic AI chip – SK Telecom is testing Rebellions’ ATOM NPU across key AI services, including call summarization...

HPE unveils new AI factory solutions built with Nvidia

Branded as Nvidia AI Computing by HPE, the integrated suite combines Nvidia’s latest technologies with HPE’s server, storage, software and services ecosystem In sum – what to know: HPE, Nvidia launch AI factory stack – The new AI offerings include HPE RTX PRO servers, next-gen Private...

Emerging data center hubs fuel massive fiber demand, says Zayo

In a new report, Zayo estimates that nearly 200 million additional fiber‑network miles will be required by 2030 to meet demand A surge in data usage driven by the rise of AI, remote connectivity and digital transformation is pushing global bandwidth needs to record levels...

SK Group confirms new cloud infrastructure in South Korea

SK Group said the data center in Ulsan is scheduled to starts operations by 2027 and is expected to generate up to 78,000 direct and indirect jobs Korean conglomerate SK Group confirmed it will build a data center in the city of Ulsan, South Korea...

Hive Digital acquires Toronto facility to build AI DC

Hive Digital noted that the purchase marks a strategic move to expand high-performance computing (HPC) capacity through its subsidiary, Buzz High Performance Computing In sum, what to know: Hive expands into sovereign AI – Hive Digital acquires a 7.2 MW facility in Toronto to support Buzz...

Onsite power to play key role in data center growth, says study

Bloom Energy's report highlighted that onsite power generation was expected to become a defining feature of the next wave of AI-driven infrastructure In sum – what to know: Onsite power surging – By 2030, 27% of data centers expect to be fully powered by onsite energy,...

Alibaba Cloud to open new data center in South Korea

Alibaba Cloud originally entered the South Korean market with the launch of its first data center in March 2022 In sum – what to know: Second data center in South Korea – Alibaba Cloud confirms its second facility in the Asian country will open by end-June...

‘A new horizon’ — China Mobile envisions an AI-powered society

The chairman of China Mobile said future networks such as 6G will play a key role by offering ultra-low latency, high-efficiency communication In sum – what to know: Entering the AI+ era – China Mobile chairman Yang Jie said artificial intelligence is the new driver of...

Why does AI matter at the edge?

AI isn’t just reshaping data centers — it’s transforming the very networks we rely on at home and work. Amidst the massive investment in Artificial Intelligence (AI) infrastructure, it’s becoming increasingly clear how important this technology will be for delivering new services, optimizing processes,...

Executive Briefing: Dell Technologies World 2025

Dell Technologies World 2025 underscored a defining theme of the AI era: the infrastructure challenge is of course about scale, but it's also about access. With the Dell AI Factory solution set now in the hands of 3,000 customers, Dell’s next move is to...

ZTE unveils its vision for AI infra at MWC Shanghai

ZTE is heavily investing in AI-native network architecture and high-efficiency computing In sum – what to know: AI-native networks – ZTE is redesigning telecom infrastructure with embedded intelligence, modular data centers and AI-driven energy systems to meet escalating AI compute demands. Smarter models, better data – With...