AI Infrastructure

The fuel cells offer Oracle an energy solution that minimizes environmental impact, delivering power with almost zero air pollution and no water consumption In sum – what you need to know: Fast deployment for AI growth – Bloom Energy will …

The platform will be operated by SB Intuitions, a SoftBank subsidiary focused on AI model development In sum – what you need to know: World’s largest DGX SuperPOD – SoftBank now operates the biggest NVIDIA Blackwell GPU deployment globally, with …

NatWest has signed a five-year deal with AWS and Accenture to unify and modernise its data systems using AI, aiming to simplify operations, personalise services, and improve security and compliance. In sum – what to know: Architecture – AWS and …

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 …

Google Cloud was a small but mighty contributor to Alphabet’s Q2 earnings In sum – what to know: AI paying off – Google Cloud is still a relatively small portion of Alphabet’s overall business. But it is seeing particularly strong …

Supermicro has seen substantial growth over the past two years, driven by rising demand for high-performance GPU systems used in AI training and inference In sum – what you need to know: AI demand is driving global expansion – Supermicro …

Telekom Malaysia recently launched a GPUaaS platform to allow customers to tailor their infrastructure by selecting combinations of hardware, GPUs, and connectivity In sum – what you need to know: AI demand reshapes infrastructure – Cloud growth, immersive apps, and …

Nokia’s Network Infrastructure unit overtook Mobile Networks in Q2, reflecting a shift toward AI-driven IP and optical demand. Enterprise sales hit records, while traditional telco sales declined. Restructuring looms. In sum – what to know: AI supercycle – Network Infrastructure, …

What’s in? Federal support for domestic AI tech and data center projects. What’s out? Any regulations that “unnecessarily hinder” AI, and LLMs that factor DEI into responses. In sum – what you need to know: AI action framework: The 23-page …

OpenAI said that the construction of Stargate I in Abilene is progressing and parts of the facility are now up and running In sum – what to know: 4.5 GW added – OpenAI and Oracle will expand Stargate with another 4.5 GW, …

Tata Communications noted that the purpose-built network aims to deliver performance and scalability necessary for modern AI workloads In sum – what to know: Massive network roll-out – Tata will connect AWS’s Mumbai, Hyderabad, and Chennai sites with a national …

Meta has embedded low-carbon requirements into its data center construction specs, aiming to lower concrete’s carbon intensity by up to 20% below regional baselines In sum – what to know: AI-designed concrete – Amrize and Meta developed a unique concrete …

A central pillar of this plan is the creation of AI Growth Zones — dedicated geographic areas designed to accelerate AI-related infrastructure deployment across the UK In sum – what to know: 6 GW by 2030 – The U.K. government …

AI data center interconnect will bolster optical transport, finds Dell’oro In sum, what to know: Optical transport bounce-back – 2024 was a tough year for optical transport, but AI data center interconnect will bolster this sector by 5% annually. “Explosive …

Nvidia noted last week that it expects to receive new licenses from the U.S. government to resume sales of the H20 chip in China In sum – what to know: Nvidia limits H20 chip supply – Nvidia has informed Chinese …

More than $90 billion in new investments in data centers and energy infrastructure were announced last week, at the inaugural Pennsylvania Energy and Innovation Summit In sum – what to know: $90B+ committed to energy and AI – Major U.S. …

xAI is said to be exploring leasing options, attracted by the Middle East’s lower electricity costs and supportive political environment In sum – what to know: xAI considers Saudi data center expansion – Elon Musk’s AI firm is in talks …

Zain said the partnership will utilize Cisco’s end-to-end AI infrastructure technologies to help the carrier scale high-performance GPU-powered services across the country In sum – what to know: Zain and Cisco team up on Saudi AI infrastructure – The two …

The rise of smaller, cheaper AI models is pushing AI closer to the edge, but telcos must weigh placement and ROI carefully amid escalating infrastructure investments just to make AI networks capable. Edge efficiency – smaller models and edge deployments …

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 …

At the core of the new launch by AWS is Amazon Bedrock AgentCore, a service that enables customers to deploy and manage advanced AI agents securely and at scale In sum, what to know: New agent framework from AWS – …

SK Telecom was selected by the Korean government for a major GPU leasing project to support AI development, despite lacking a key security certification In sum, what to know: SK Telecom wins GPU bid – SK Telecom was selected for …

QTS, a data center operator owned by Blackstone, has acquired multiple land parcels in Northeastern Pennsylvania for the development of data center facilities In sum, what to know: Large-scale investment – Blackstone will invest $25 billion in Pennsylvania’s energy and …

In the Netherlands, Oracle said it will invest $1 billion to expand capacity in the so-called Amsterdam region In sum – what to know: Oracle expands EU infra – Oracle will invest $3 billion over five years in cloud and …

CoreWeave also stated that the data center facility will be equipped to run advanced AI computing infrastructure and is part of the company’s broader strategy to expand its U.S. data center footprint In sum – what to know: Major AI …