AI Infrastructure

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, and newspapers) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting …

SK Telecom, South Korea’s leading telecommunications company, is making significant strides in AI infrastructure to position itself as a global powerhouse Through its comprehensive “AI Infrastructure Superhighway” and “AI Pyramid Strategy,” the Asian telco is investing heavily in AI data …

The Stargate AI project is one of the most ambitious infrastructure initiatives ever launched to support AI Spearheaded by a powerful group of technology and investment firms, this massive project aims to build the physical and digital backbone for the …

Microsoft reported a record Q3 and unshaken capex plans, dispelling rumors around soft demand  A few weeks back, speculation made the rounds that Microsoft was pulling back on its historic 2025 capex guide due to lower-than-projected demand for AI workloads. …

As AI becomes more embedded in our daily lives, supporting infrastructure must evolve to meet the surging demands. While GPUs and data center design often attract the attention, networking is an equally critical pillar of AI infrastructure. Without robust networking, …

The European Union has unveiled an ambitious new plan dubbed InvestAI, part of which includes the buildout of large-scale AI gigafactories At the AI Action Summit in Paris, European Commission President Ursula von der Leyen officially launched InvestAI, a €20 …

In sum – what to know: Capacity boost – 1.2 Tbps upgrade lifts EXA’s network by 15%, coutesy of a Nokia coherent optical engine and transport system. Efficiency leap – new system slashes energy use and cost per bit by …

As AI reshapes nearly every industry, the infrastructure supporting these technologies is rapidly evolving Though often mentioned together, AI colocation and AI edge data centers serve different roles in delivering the performance, scale and geographic reach that modern AI applications …

The rapid growth of AI is putting pressure on global electricity systems and raising a new set of problems As artificial intelligence (AI) becomes more powerful, it needs more computing power, and that means more energy, and this surge is …

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) 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 …

‘Cloud and AI are the essential inputs for every business’, said CEO Satya Nadella Microsoft reported a record quarter driven by its cloud business, which saw revenues boom 22% year-over-year to $42 billion. Microsoft CEO Satya Nadella declared on the …

As artificial intelligence continues to transform industries worldwide, the demand for high-performance AI infrastructure is expanding at a fast pace These facilities are the digital backbone for training and running AI models, from large language models to autonomous systems. But …

The Nordic region — which includes Sweden, Norway, Denmark and Finland — is becoming one of the most important areas in the world for building AI infra Thanks to clean and reliable energy, a cool climate and well-developed power grids, …

Corning’s strong quarter was buoyed by explosive growth in its enterprise optical business and rising demand for gen AI solutions Corning Incorporated delivered better-than-expected Q1 2025 results this week, buoyed by explosive growth in its enterprise optical business and rising …

The rise of artificial intelligence (AI) is changing the world, but behind this new scenario lies an immense and growing need for energy. As this demand increases, tech companies and governments are scrambling to find reliable, clean energy sources to …

In sum – what to know AI power panic – South Carolina’s Santee Cooper hikes rates on mega users (50MW+), amid wider fears that surging AI energy demand could burden ordinary customers with 70% higher bills. AI gold rush – …

The data center is powered by NVIDIA GPU servers and features the first “GPU as a Service” (GPUaaS) offering in the Philippines In sum – what you need to know: AI-first infra – PLDT’s VITRO Sta. Rosa is the Philippines’ …

du noted that new AI data center facility will enhance the company’s existing network of data centers across the UAE. In sum – what you need to know: New AI data center with Microsoft – Emirati telco du will build …

In sum – what to know Carry-on AI – new Gryf system from GigaIO delivers AI compute power in a portable form, designed for edge deployments across defense, sports, media, energy, healthcare, and industrial sectors. DOD demand – reported sales …

Stonepeak said its global data center footprint includes assets such as Cologix, CoreSite, Digital Edge and Cirion, spanning more than 100 facilities and 500 MW of capacity In sum – what you need to know: Stonepeak bets $1.5B on AI-powered …

India is actively promoting AI adoption through initiatives like the IndiaAI mission India is rapidly emerging as a global hub for artificial intelligence (AI) development. As the demand for compute power and AI model training increases, hyperscale data centers are …

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) 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 …

In Q1, ZTE noted it had actively seized AI-driven opportunities across communications infrastructure, computing infrastructure, AI terminals and industry applications In sum – what you need to know: AI lifts Q1 revenue – ZTE reported a 7.8% year-over-year revenue increase …

NTT DATA has over 18 data centers in operation or development across India In sum – what you need to know: NTT DATA to invest $1.2 billion in AI cluster – The Japanese firm, along with Neysa Networks and the …

The AI revolution is driving unprecedented investments in digital and physical infrastructure—spanning data, compute, networking and software—to enable scalable, efficient and transformative AI applications. As AI adoption accelerates, enterprises, governments, and industries are building AI infrastructure to unlock new levels of …