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NTT launches energy storage division

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 battery storage division under NTT Anode...

LG Uplus unveils liquid cooling demo room for AI DCs

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 test liquid cooling tech for high-density...

Research note: Dell Technologies World — AI in action

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 World keynote to outline not...

Bookmarks: AI — predictions, judgment, and decisions

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 insightful, interesting bits of...

JLL: Retrofitting key to AI data center growth

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 – The rise of AI is driving...

Humain to launch $10 billion AI fund

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, Humain Ventures will target global AI...

Microsoft opens cloud region in Indonesia to support AI infra

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 Central region provides local access to...

Alibaba Cloud reaffirms $52.7 billion global expansion plans

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 ($52.7 billion) in building out...

Bell Canada unveils Bell AI Frabric

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 a 500 MW hydro-powered compute network...

Viettel, KT sign deal to boost AI development in Vietnam

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 centers, GPU farms and Vietnam’s AI...

Nvidia powers through China setback with record Q1 FY2026

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 in the AI chip market...

Research note: Dell Technologies World — for AI to be ubiquitous, it must be accessible

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 learn and play. As the...

AWS to launch new Region in Chile by end-2026

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 Zones to serve customers with low-latency,...

Ericsson joins Swedish consortium to develop national AI Factory

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 Swedish consortium to build the country’s...

Building the AI backbone: A conversation with FiberLight’s CEO

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 the race to support AI...

KPMG: AI demands push enterprises to rethink digital infra

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 AI workloads, but growing inference and...

Trend Micro, Nvidia join forces to secure private AI infra

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 to protect AI systems across the...

Inside Ciena’s Ottawa lab: The path to 1.6 Tbps and beyond

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 research and development in Ciena's...

Pátria launches $1B AI-ready data center platform in LatAm

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 platform targeting AI-ready hyperscale data centers...

Bookmarks: Will AI traffic really strain mobile networks? 

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 insightful, interesting bits of...

Crusoe secures $11.6bn for OpenAI’s Stargate DC in Texas

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 center campus in Texas. Next-gen infrastructure –...

AI campus initiative unites MGX, Nvidia and French partners

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 with Bpifrance and Mistral AI, the...

Deutsche Telekom joins the IPAI innovation platform

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 of scalable, secure, and ethical AI...

Dell and Nvidia intro rush of AI hardware, software, and managed services

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 to know New servers – a...