AI Infrastructure

As AI demand grows, FiberLight is focusing on fiber expansion, edge access and strategic acquisitions As hyperscalers demand faster, denser and more direct fiber routes, FiberLight is positioning itself as a critical partner — not just a provider — in …

KPMG details how enterprises are reshaping their digital infrastructure strategies to keep pace with the fast-evolving demands of AI workloads In sum – what you need to know: Cloud-to-edge shift – Enterprises are increasingly relying on hyperscaler cloud services for …

Trend Micro said the collaboration aims to secure the entire AI lifecycle — from development and training to deployment and inference In sum – what you need to know: Securing private AI – Trend Micro and Nvidia have teamed up …

Ciena is supporting global tests and trials of 1.6 Tbps network speeds, to meet the demands of AI OTTAWA, Canada—The current fastest intermediary of high-speed networking glimmered green, gold and silver in Helen Xenos’ hands, the result of years of …

Pátria plans to deploy infrastructure to support the increasing demand from AI, cloud computing and high-performance workloads In sum – what you need to know: Pátria returns to data centers – The Brazilian asset manager has launched Omnia, a new …

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 …

As part of the agreement, Crusoe will co-sponsor the construction of six new data center buildings In sum – what you need to know: Massive AI buildout – Crusoe and partners secured $11.6 billion to expand the Stargate AI data …

The AI campus will be located in the Paris region and is expected to reach a capacity of 1.4 GW In sum – what you need to know: MGX, Nvidia lead €8.5 billion AI campus in France – In partnership …

Deutsche Telekom noted that the partnership aims to make AI a practical tool for businesses, public institutions, and organizations In sum – what you need to know: AI infrastructure hub – Deutsche Telekom has joined IPAI to support the development …

Dell has launched new high-end servers featuring top Nvidia GPUs for enterprise AI workloads, bundled in an ‘AI Factory’ package with software, networking, and managed support – all aimed at accelerating AI adoption and driving sales. In sum – what …

UAE launches massive AI data center project with backing from Nvidia, OpenAI, Oracle, and Cisco – linking new 5GW campus to Trump’s US Stargate initiative in a global tech alliance. In sum – what to know:  US tech giants Nvidia, …

Cisco will open a new Global AI Hub in Paris to develop secure, energy-efficient infrastructure, train 230,000 in AI skills, and boost France’s AI startup ecosystem, including support for local startup and Cisco partner Mistral AI. Sovereign AI infra – …

At Computex, NVIDIA announced NVLink Fusion to enable “semi-custom” AI data center compute architectures; Fujitsu and Qualcomm named as launch CPU partners The world of AI infrastructure, particularly the underlying silicon that powers so-called “AI factories,” is an increasingly competitive …

Qualcomm Technologies plans to leverage its new engineering center in Abu Dhabi to support its 5G, edge AI initiatives In sum – what you need to know: Qualcomm and e& ink strategic 5G-edge AI deal – The new partnership aims …

The telecom industry is evolving, embracing hyper-automation, AI, and cloud-native technologies to unlock new monetization opportunities. Networks are becoming more complex. Operators must manage fragmented workloads across multi-cloud environments, optimize edge infrastructure, and enhance automation and interoperability to ensure readiness …

AWS and HUMAIN also plan to build a shared marketplace for AI software In sum – what you need to know: AWS and HUMAIN launch $5b AI push in Saudi Arabia – AWS and Saudi AI firm HUMAIN will invest …

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 …

Novel cooling and power technologies help manage heat from high-density compute In sum – what you need to know: Power and cooling now core to AI infra – High-density GPU workloads are pushing legacy data centers to the brink, making …

NTT Data launches a retrofit-ready agentic AI stack to bridge Industry 4.0 to 5.0, transforming legacy RPA bots into autonomous agents and delivering modular, multi-cloud AI across sectors. In sum – what to know: Retrofitting 5.0 to 4.0 – patented …

NTT DATA noted that this growth is part of the previously announced $10 billion investment aimed at expanding the business through 2027 In sum – what you need to know: NTT DATA secures global sites for 1GW expansion – The …

Schneider Electric advances industrial AI with a factory-edge copilot in the US and a sustainable AI data center in Portugal, supporting regional ambitions for smart manufacturing and digital infrastructure. In sum – what to know: Factory AI copilots – Schneider …

Exponential demand on AI computing capacity has triggered a boom in the data center market: current facilities are going through expansive refactoring, but there is also unparalleled demand to build new facilities. This trend is happening globally with the U.S., …

SK Telecom noted that the cumulative user base of Aster, its AI-based assistant surpassed 9 million In sum – what you need to know: SK Telecom’s AI business is booming – The Korean telco saw strong Q1 growth in AI, …

OpenAI said the Stargate initiative, unveiled earlier this year by U.S. President Donald Trump, has an estimated long-term cost of $500 billion In sum – what you need to know: OpenAI expands Stargate abroad – The company launched ‘OpenAI for …

According to ABI Research Principal Analyst Sebastian Wilke, the U.S remains at the forefront of AI data center investments The demand for AI-focused data centers is set to grow significantly in the coming years, outpacing general-purpose cloud infrastructure by a …