AI Infrastructure

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 …

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 …

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 …

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. …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 – …

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, …

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 …

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 …

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 …

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 …

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 …

Capitalizing on the long tail of AI means scaling down from the Fortune 50 to the family room Dell Technologies is the enterprise IT powerhouse behind the world’s biggest firms—and it’s also in our homes and offices, powering how we …

The AWS South America (Chile) Region will consist of three Availability Zones at launch In sum – what you need to know: AWS Region Expansion – A new AWS Region will be launched in Chile by end-2026, adding three Availability …

The Ericsson consortium intends to build an AI infrastructure that will be operated by a jointly owned company In sum – what you need to know: National AI infrastructure – Ericsson, AstraZeneca, SAAB, SEB and Wallenberg Investments have formed a …