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UK boosts AI ambitions with $1.3B investment

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 to invest $20B in Pennsylvania data centers

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 eyes India for AI infrastructure partnership

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...

Bookmarks: From infrastructure to products — the new AI battleground

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...

AWS unveils fully sovereign cloud for Europe

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...

Editorial Report: The AI power play

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...

Canadian investment firm Brookfield pumps $10 billion into AI infra in Sweden

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 to invest $10 billion to boost AI in North Carolina

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 launches direct liquid cooling fluid for data centers

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: AI impacts power, location needs

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 commits $400M to boost AI in Switzerland

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, Siemens Energy partner to power data center expansion

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 launches new cooling platform

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...

NTT launches energy storage division

NTT Anode currently manages a total of 340 MWh of BESS capacity across 23 sites in nine Japanese power grid regions In sum – what you need to know: NTT expands into storage services – The company launches a dedicated battery storage division under NTT Anode...

LG Uplus unveils liquid cooling demo room for AI DCs

LG Uplus plans to launch AI data center tours for customers and industry partners starting later this year In sum – what you need to know: LG Uplus launches cooling demo — The company opens a real-world demo room to test liquid cooling tech for high-density...

Research note: Dell Technologies World — AI in action

Dell’s AI top 10 and a learning-by-doing approach to scaling enterprise AI As enterprises move from AI experimentation to operationalization, Dell Technologies is positioning itself as both a vendor and a case study. COO Jeff Clarke used his Dell Technologies World keynote to outline not...

Bookmarks: AI — predictions, judgment, and decisions

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...

JLL: Retrofitting key to AI data center growth

JLL noted that the advent of AI in data centers has brought significant changes to the industry, particularly in terms of power density and facility size In sum – what you need to know: AI reshaping data center design – The rise of AI is driving...

Humain to launch $10 billion AI fund

Humain said its broader roadmap includes developing up to 1.9 gigawatts of AI-focused data center capacity by 2030 In sum – what you need to know: Humain launches $10 billion AI fund – Backed by Saudi Arabia’s Public Investment Fund, Humain Ventures will target global AI...

Microsoft opens cloud region in Indonesia to support AI infra

Microsoft also announced early-stage plans for an AI Center of Excellence to work with public and private partners on AI adoption In sum – what you need to know: Microsoft opens first cloud region in Indonesia – The new Indonesia Central region provides local access to...

Alibaba Cloud reaffirms $52.7 billion global expansion plans

Alibaba intends to accelerate growth in strategic markets including Japan, South Korea, Southeast Asia, the Middle East, Europe and the Americas Chinese giant Alibaba Cloud is moving ahead with its ambitious global expansion strategy, reaffirming plans to invest CNY380 billion ($52.7 billion) in building out...

Bell Canada unveils Bell AI Frabric

Bell Canada selected Groq as its inference infrastructure partner to support the development of sovereign AI In sum – what you need to know: Bell launches AI Fabric initiative – Bell Canada unveiled a major AI infrastructure project, starting with a 500 MW hydro-powered compute network...

Viettel, KT sign deal to boost AI development in Vietnam

Viettel and KT will also collaborate on creating AI products for both consumer and enterprise segments In sum – what you need to know: Viettel, KT partner on AI infra – The $95 million agreement focuses on developing AI data centers, GPU farms and Vietnam’s AI...

Nvidia powers through China setback with record Q1 FY2026

U.S. export controls cost Nvidia billions, but a pivot to sovereign AI and surging infrastructure demand helped deliver a $44.1B quarter Nvidia reported a record-breaking fiscal first quarter of 2026 (for the quarter ending April 28, 2025), reaffirming its dominance in the AI chip market...