The deal will expand Ciena's data center portfolio and add more than 50 engineers to its R&D team
In sum – what to know:
Ciena acquires Nubis for $270 million – The deal adds advanced optical and copper interconnect technologies designed to handle AI-related traffic growth...
Newcomer AI Patfinder said it will allocate £3.4 billion to build a data center in Northamptonshire, in the U.K, with the first phase expected online by December 2025
In sum – what to know:
$24.9 billion investment – AI Pathfinder will build two large AI data...
The project is being developed with MyDigital Corporation, Malaysia Digital Economy Corporation, Digital Nasional Berhad, and the Petaling Jaya City Council
In sum – what to know:
Malaysia pilots AI traffic platform – CelcomDigi and government partners launch the country’s first large-scale AI-powered traffic intelligence system...
Alibaba has been deploying its custom chips for smaller AI models since early 2025
In sum – what to know:
Alibaba and Baidu deploy in-house chips – Both Chinese companies are training AI models with custom silicon, partly reducing dependence on Nvidia.
U.S. export curbs accelerate shift...
The cuts reflect the diminishing role of the Vision Fund as SoftBank allocates resources into AI projects
In sum – what to know:
Vision Fund plans 20% cuts – More than 50 jobs may be eliminated as SoftBank streamlines operations under CEO Masayoshi Son’s AI-first strategy.
AI...
Huawei has said the new chips will strengthen the foundation of AI computing power, both in China and around the world
In sum – what to know:
Huawei lays out three-year chip roadmap – Ascend 950 (2026), Ascend 960 (2027), and Ascend 970 (2028), with each...
LG Electronics will supply air-cooling products such as chillers and fan wall units, as well as liquid cooling technologies including coolant distribution units (CDUs)
In sum – what to know:
First energy-focused LG–SK collaboration – The MoU marks their entry into the AI data center cooling...
In the study, JLL identifies around 190 “distinct operators” beyond established neoclouds such as CoreWeave, Nebius, and Crusoe
In sum – what to know:
82% CAGR since 2021 – Neoclouds are rapidly expanding revenue as AI GPU demand accelerates, with nearly 200 operators entering the market.
Flexible...
Michael Ma, Huawei VP and president of ICT product portfolio management and solutions, said that data centers are "at a turning point to become AI DCs"
In sum – what to know:
Huawei pushes AI-ready data centers – The Chinese vendor highlights compute clusters, data lakes,...
Preparing data centers for AI means rethinking capacity, efficiency, and cost in a rapidly growing market
By 2034, the global AI data center market will reach approximately $157.3 billion. That’s a significant increase from the $14.3 billion in 2024. While hyper-increased demand for computing power is needed...
Microsoft noted that the location was chosen for its abundant hydropower and low local electricity demand, because of its small population and transmission capacity
In sum – what to know:
Microsoft signs $6.2B AI deal – Five-year contract from 2026 will provide AI compute capacity in...
Nscale highlighted that the core of the planned investment is its AI Campus in Loughton, which will host the U.K.’s largest AI supercomputer
In sum – what to know:
Largest UK AI supercomputer planned – Nscale’s Loughton campus will house 23,040 Nvidia GPUs from 2027, scaling...
With the new SuperPoDs and SuperClusters, Huawei's rotating Chairman Eric Xu said the company has what it takes to provide abundant computing power for rapid advancements in AI
In sum – what to know:
Huawei outlines AI roadmap with SuperPoDs and SuperClusters – The company plans...
Nvidia's $5 billion stake highlights Intel’s enduring relevance in the AI era
In sum – what to know:
$5B Nvidia stake – Nvidia is investing $5 billion in Intel at $23.28 per share, becoming a major shareholder while the two firms pursue joint work on AI...
AI Growth Zones are dedicated geographic areas designed to accelerate AI-related infrastructure deployment
In sum – what to know:
5,000 jobs and £30B potential – North East England’s new AI Growth Zone aims to generate thousands of roles and attract large-scale private investment.
Data center hub for...
OpenAI has recently inaugurated an office in Korea's capital Seoul
In sum – what to know:
SKT secures exclusive B2C role – Partnership follows OpenAI’s new Seoul office launch and strengthens Korea’s role as an AI innovation hub.
ChatGPT Plus promotion launches – SKT users can access...
China Unicom has installed Alibaba AI chips at its facility in Xining, Qinghai province
In sum – what to know:
Alibaba AI chips – China Unicom's new Qinghai data center is powered partly by domestically developed processors, marking a key commercial win for Alibaba.
$390M investment –...
The new U.K. data center facility will support services such as Google Cloud, Workspace, Search and Maps
In sum – what to know:
$6.8B investment in UK AI – Google’s new data center is part of a two-year package aimed at boosting AI, cloud, and cybersecurity...
A partnership between Mistral’s AI and ASML hardware addresses compute economics, energy efficiency, and chip precision
In the 1970s, Europe placed two contrasting bets on aviation. Airbus pooled fragmented national industries to create a globally competitive consortium, while Concorde, despite its technological achievement, failed commercially...
Tencent Cloud president Qiu Yuepeng said the company had “fully adapted to mainstream domestic chips” within its AI computing infrastructure
In sum – what to know:
Tencent backs domestic AI chips – The company has fully integrated Chinese processors into its AI infrastructure, aligning with Beijing’s...
The deal between Keppel and Dell will initially target projects in Singapore, Malaysia and Vietnam
In sum – what to know:
Strategic collaboration expands in Asia – Keppel and Dell will jointly develop efficient data centers and AI platforms, starting in Singapore, Malaysia and Vietnam.
Sector-specific AI...
The deal ensures that Nvidia will acquire any residual CoreWeave data center capacity not taken up by other customers through April 13, 2032.
In sum – what to know:
Nvidia signs $6.3B deal with CoreWeave – Agreement runs through 2032, requiring the chipmaker to purchase any...
Equinix noted that the collaboration comes as global energy requirements for data centers continue to climb
In sum – what to know:
Pilot brings liquid cooling to HK1 – Dell servers and Schneider CDU units deliver 150 kW per rack, enabling higher density AI deployments compared...
Eaton said that the new tool allows operators to detect subsynchronous oscillations (SSO) that can disrupt both data centers and the power grid
In sum – what to know:
Eaton launches edge-based SSO detection – A firmware update to its PXQ system helps operators identify AI-driven...
