AI Infrastructure

Bell and Buzz HPC’s main goal is to provide secure access to large-scale AI computing resources located entirely within Canada In sum – what to know: Canada gains sovereign AI capacity – Buzz HPC and Bell Canada are building a …

Vantage noted that construction is already underway, with the first building expected to be operational in the second half of 2026 In sum – what to know: $25B AI mega-campus in Texas – Vantage will invest $25 billion in a …

Applied Digital has secured more than 900 acres for the project and reached a power supply agreement with Cass County Electric Cooperative In sum – what to know: $3B AI campus in North Dakota – Applied Digital will break ground …

Google noted that Hermes 2 will deliver up to 50 megawatts (MW) of reliable electricity to TVA’s grid, supporting its data centers in Tennessee and Alabama In sum – what to know: 50 MW nuclear plant to power Google data …

Despite strong results, CoreWeave stock has been on a slide as the market reacts to high expenses for the AI infrastructure company CoreWeave CEO Mike Intrator said that the company is in a “hypergrowth journey” and saw “unprecedented demand” for …

JLL forecasts up to $1 trillion in North American data center investment from 2025–2030, with more than 100 GW of capacity potentially delivered In sum – what to know: Vacancy at record low – Colocation vacancy dropped to 2.3% across …

SoftBank has been evaluating multiple potential data center sites across the U.S. over the past eight months, prioritizing access to water, power, and telecoms In sum – what to know: $375M factory deal confirmed – SoftBank acquired Foxconn’s Ohio plant …

Editor’s note: I’m in the habit of bookmarking on LinkedIn, 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 commentary …

The VAST Data AI operating system within Petasus Cloud enables sovereign infrastructure control, keeping all AI services within Korea In sum – what to know: South Korea builds sovereign AI cloud – SKT’s Haein Cluster, powered by Nvidia Blackwell and …

Rogers will continue to sell data center services on behalf of InfraRed and provide network connectivity to the sites In sum – what to know: Nine Canadian data centers – Rogers is divesting its Rogers Business portfolio to InfraRed Capital …

The market for physical data centre infrastructure will grow at a compound annual rate (CAGR) of 15 percent from 2024 to 2029, reaching $63.1 billion by the end of the period. Analyst house Dell’Oro Group puts the growth down to …

Cisco delivered strong results for its Q4 and fiscal 2025, and expects a record 2026 driven by AI infrastructure growth In sum — what to know: AI infrastructure orders exceed goal: Cisco had set itself the goal of $1 billion in …

KT and Viettel had signed an initial framework agreement in May of this year In sum – what to know: Southeast Asia AI push – KT and Viettel will jointly develop AI language models, AX platforms, and global partnerships, targeting …

Under the terms of the agreement, Core42 will have access to up to 10,000 GPUs from Northern Data’s Taiga Cloud In sum – what to know: 10,000 GPUs to boost sovereign AI – Core42 gains access to Northern Data’s Taiga …

Under the terms of the agreement, Tidal and Innov8 Gases will jointly develop intellectual property (IP) for next-generation cooling technologies In sum – what to know: Helium-based cooling for AI and HPC – Tidal NRG and Innov8 Gases will co-develop …

LG CNS CEO Hyun Shin-gyoon described the deal as an expansion of their data center operations and a key step to accelerate Vietnam’s digital transformation In sum – what to know: LG CNS expands AI infra in Vietnam – A …

CSPs expect to play a broader role in AI connectivity, especially in providing high-bandwidth wavelength services for enterprise customers In sum – what to know: Long-haul networks hit hardest – Just over half (52%) anticipate AI will account for more …

The colo market in APAC is expected to expand at a CAGR of 12.16% during the 2024-2034 period In sum – what to know: Market to triple in value – APAC data center colocation is set to grow from $20.23B …

Macquarie said the new facility will support enterprise AI, private AI, and cloud-based projects for sectors including healthcare, finance, education, and research In sum – what to know: Sovereign AI hosting in Australia – Macquarie Data Centres and Dell to …

Humain noted that hosting within Saudi Arabia ensures compliance with the Kingdom’s data sovereignty and regulatory requirements, allowing enterprises, public institutions, and developers to use the models without transferring data abroad In sum – what to know: Two OpenAI models …

Brookfield anticipates AI-oriented data centers will reach roughly 15 GW of capacity by the end of 2025, up from about 7 GW at the end of 2024 In sum – what to know: $7 trillion AI infrastructure spend forecast (2025–2034) …

The open-weight nature of these models allows Orange to host and run them entirely within its infrastructure, spanning large-scale data centers in France as well as smaller edge and on-premises environments In sum – what to know: Orange deploys OpenAI’s …

Deutsche Telekom noted that the North Rhine-Westphalia region is under consideration for the AI facility In sum – what to know: AI Gigafactory set for 2026 start – Deutsche Telekom plans to begin building its AI data center in 2026 …

du said the LLM model will support operational tasks such as real-time customer complaint handling, device issue diagnostics, and internal process optimization In sum – what to know: Arabic telecom LLM for operations – The model supports internal use cases …

A unanimous FCC agrees to update subsea cable regulations The Federal Communications Commission is updating its rules on subsea communications cables, aiming to streamline regulations and add more protections to the increasingly important underwater infrastructure that connects the world. All …