AI Infrastructure

Brookfield has already invested tens of billions in this sector and sees a “significant pipeline of opportunities” ahead In sum – what to know: Brookfield sets AI infra focus – The firm is launching a dedicated strategy to serve rising …

Dell’Oro said that hyperscalers are accelerating investments in the DC field with vertically integrated platforms and custom chip architectures aimed at boosting performance and reducing compute costs In sum – what to know: Global data center capex to hit $1.2T …

Apollo Funds plans to “significantly scale” its investments in areas like digital infrastructure Asset management company Apollo Global Management has purchased a majority stake in Stream Data Centers (SDC), aiming to scale the business to support escalating data center demand …

Earlier this year, AWS has pledged to invest $8.3 billion to expand its cloud infrastructure in the AWS Asia-Pacific (Mumbai) Region, located in Maharashtra, India In sum – what to know: AWS inks 80MW wind power deal in India – …

For this overseas initiative, LG CNS will adopt an integrated “One LG” approach, incorporating technologies from LG affiliates In sum – what to know: Korea’s first overseas AI data center – LG CNS will build a $72M AI facility in …

Fermi America noted that the initiative will support the massive energy demands of data centers and AI infrastructure with a mix of combined-cycle natural gas, grid electricity, solar power, and battery energy storage In sum – what to know: Nuclear …

SK Telecom noted that the infrastructure will be housed in its Gasan AI data center In sum – what to know: B200 GPU cluster launched in Korea – SK Telecom’s new sovereign GPUaaS platform features over 1,000 NVIDIA B200s, forming …

Madari Space noted that the move addresses the growing need to handle raw, unprocessed data produced by Earth observation satellites and other orbital systems In sum – what you need to know: Space-based data processing – Madari Space will test …

CFO Kevan Parekh said that Apple anticipates “substantial” growth in capex, particularly for investments in AI infrastructure In sum – what you need to know: Capex surge for AI buildout – Apple’s capital spending hit $3.46B in Q3 and is …

Amphenol wants to bolster its fiber optic interconnect position and was impressed by CommScope’s team after buying its DAS unit Amphenol is buying CommScope’s Connectivity and Cable Solutions (CCS) business for $10.5 billion, boosting its position in data center and …

Given the enormous sums in play, it sounds churlish – even tone-deaf – to say the AI industry is somehow misunderstood. But something doesn’t add up, and often it’s the judgement of its real potential value. A quick think piece …

Once completed, Stargate Norway will aim to deliver 230MW of compute capacity, with expansion plans targeting up to 520MW in total, OpenAI said In sum – what you need to know: OpenAI launches Stargate Norway – First European AI data …

The U.S. alone accounted for $3.73 billion of the global AIDC market last year; its tital is forecast to reach $46.15 billion by 2034 In sum – what you need to know: AI data center boom – The global AI …

Meta’s profits were up 36% and CEO Mark Zuckerberg said it is working on “personal superintelligence for all” In sum – what to know: – Strong profits, revenues — Meta beat expectations on its Q2 performance, turning in nearly $48 billion in …

Andhra Pradesh’s IT Minister, Nara Lokesh did not confirm the Google development but said the state has already secured 1.6 GW of data center commitments In sum – what you need to know: Asia’s largest data center – Google plans …

In June, G42 opened a London office and has made AI investment pledges across Asia, Africa, and the US In sum – what you need to know: G42 taps European compute – Abu Dhabi’s Core42 is close to securing access …

‘Every Azure region is now AI-first,’ said Microsoft CEO Satya Nadella Microsoft delivered profits up 24% year-over-year and revenue of $76.4 billion for the quarter, up 18% from the same time last year, driven on the strength of demand for cloud …

Foxconn noted that customers worldwide will benefit from a complete suite of modular data center products, engineering services, and turnkey solutions In sum – what you need to know: Foxconn and TECO unite – The two firms will jointly develop …

The new agentic AI assistant is free to use and will expand to Rakuten Ichiba, the company’s flagship e-commerce marketplace, later this year In sum – what you need to know: Live on Link and web app Rakuten – AI …

Under the terms of the agreement, Cohere will offer its enterprise-grade AI capabilities through the Bell AI Fabric In sum – what you need to know: Sovereign AI stack for Canada – Bell and Cohere will offer a full-stack AI …

The initiative, to be deployed under a partnership between YTL and Nvidia, includes developing Malaysia’s own LLM to build national AI capability and digital sovereignty In sum – what you need to know: Malaysia enters sovereign LLM race – The …

NTT Data and Mistral AI will deliver private, compliant AI systems tailored for regulated sectors, giving enterprises local control over data, infrastructure and model deployment – independent from US-based hyperscalers. Enterprise-grade – the partnership aims to deliver private, secure AI …

Mayo Clinic deploys Nvidia’s Blackwell DGX B200 servers and DGX SuperPOD platform to build scalable AI infrastructure for multimodal and generative foundation models in pathology, drug discovery, and precision medicine. In sum – what to know: AI data centre – …

A new agreement between San Jose and PG&E is the latest in a string of moves by the California utility, aimed at supporting data centers’ power needs In sum — what to know: Power partners – The agreement between the …

The selected locations by the DoE are Idaho National Laboratory, Oak Ridge Reservation in Tennessee, the Paducah Gaseous Diffusion Plant in Kentucky, and the Savannah River Site in South Carolina Four federal sites chosen – DoE opens up land in …