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AI Infra Brief: Power strain, sovereign cloud, Nvidia’s Israel move

As demand for AI infra skyrockets, three new developments highlight the challenges and shifts ahead. In the U.S., the Department of Energy is sounding the alarm: Data centers are pushing the power grid to its limits and planned renewable projects won’t be enough to...

Geopolitical pressures are impacting AI server growth – but shipments rising

Top US cloud service providers continue to lead growth in the AI server market, according to TrendForce In sum – what to know: AI momentum – Global AI server shipments are projected to rise 24.3% in 2025, slightly below forecasts due to U.S. export restrictions and...

ZTE unveils modular prefab AI data center container for edge workloads

To manage the rising power demands of AI, ZTE has integrated a number energy-saving cooling technologies in the new 'AIDC' solution In sum – what to know: Dual-mode – Each container module handles both general-purpose and AI computing with air or liquid cooling, offering flexibility for...

AI Infra Brief: Infrastructure booms, Australia hesitates, Microsoft innovates

As AI workloads explode, so does the demand for next-gen infrastructure. In the first quarter of 2025, global spending on physical data center infrastructure surged 17% year-over-year, according to a recent report by Dell’Oro Group. Hyperscalers and colocation providers are racing to deploy high-density...

What is a neocloud? — and three telecom opportunities

Neoclouds aim to bridge a gap between centralized hyperscale clouds and highly distributed telecom networks As telecom operators face mounting infrastructure demands — from AI workloads to cloud-native 5G networks — the industry is entering a new era of cloud strategy. At the center of...

LG Uplus taps LG units for AI data center cooling project

LG Uplus, LG Electronics and LG CNS are testing AI and digital twin technology to improve cooling efficiency at LG Uplus data centers In sum, what to know: Group pilot – LG Uplus, LG Electronics and LG CNS are testing AI and digital twin technology to...

CoreWeave to buy Core Scientific in $9B all-stock deal

Through the acquisition, CoreWeave will own approximately 1.3 GW of gross power across Core Scientific's national data center footprint In sum – what to know: Mega deal – CoreWeave is to acquire Core Scientific in an all-stock deal, gaining control of 1.3 GW of power capacity...

South Korea boosts domestic chipmakers, enterprises with edge data center rollout

New micro data center facilities will rely on locally developed AI chips to provide low-latency AI services to SMEs, hospitals, and public institutions in South Korea. In sum – what to know: Local chips – the initiative supports the construction of regional edge data centers using...

Fujitsu launches 1Finity as standalone global networking business

1Finity consolidates Fujitsu’s global network-related organizations under one entity In sum – what to know: Global focus – Fujitsu has launched 1Finity as a standalone network communications subsidiary, aiming to boost autonomy and global competitiveness in optical and wireless network solutions. Accelerating delivery of agile solutions –...

Ooredoo launches AI cloud in Qatar using Nvidia tech

Ooredoo said the AI cloud platform will be run by local data center company Syntys, which was spun out of Ooredoo in March of this year In sum, what to know: Sovereign AI cloud goes live – Ooredoo launched Qatar’s advanced sovereign AI cloud service, powered...

Google’s data center energy use grew 27% in one year, plus eight more takeaways from its 2025 environmental report

In Google's 10th annual report, the company said it reduced emissions even as its data center electricity consumption rose by 27% in one year 'Tis the season for environmental sustainability reports, it seems, with the GSMA recently releasing its Mobile Net Zero report on telecom...

That $30 billion a year Oracle deal? It’s with OpenAI

OpenAI revealed as the source of a newly signed $30 billion a year cloud contract for Oracle Multiple news outlets have confirmed that the eye-popping, $30 billion-a-year contract that Oracle revealed earlier this week is with artificial intelligence company OpenAI. It was already known that the...

APAC to surpass US as largest colo market: Report

The report also noted that 85% of current operational capacity in APAC is colocation-based—significantly higher than in the Americas (60%) and EMEA (75%). In sum, what to know: Asia Pacific will lead in colo – Cushman & Wakefield projects APAC will surpass the U.S. with 23.9...

Emerald AI launches after raising $24.5M in seed funding

Emerald AI is responding to an increasingly urgent issue: the rising power demand from AI data centers is outpacing the capabilities of current grid infrastructure In sum, what to know: Software turns AI data centers into grid assets – Emerald AI’s Conductor software adjusts compute workloads...

Arista acquires VeloCloud SD-WAN business from Broadcom

Arista said the acquisition will better prepare it for next-generation SD-WAN demands as AI-driven data center traffic reshapes WAN requirements Arista Networks has agreed to acquire VMware’s former VeloCloud Software-Defined Wide Area Network (SD-WAN) technology from Broadcom, expanding its portfolio beyond traditional data center and...

Alibaba Cloud expands AI infra investments in APAC

During its global summit, Alibaba Cloud also launched its first AI Global Competency Center (AIGCC) in Singapore In sum, what to know: AI center opens in Singapore – Alibaba Cloud launched its first AI Global Competency Center, aimed at supporting 5,000 businesses and training 100,000 developers...

EdgeMode and BAIF to merge on plans for AI infra expansion in Europe

EdgeMode said it expects the transaction to position the company for growth in the AI infrastructure field, leveraging its access to investment capital, M&A strategy and BAIF’s development pipeline In sum, what to know: Merger targets 4.4 GW pipeline – EdgeMode and BAIF will form a...

Oracle signs $30 billion-a-year cloud contract, amid explosive growth

Oracle revealed news of another huge cloud contract, on top of accelerating growth Oracle has signed a cloud services contract worth $30 billion a year which will start hitting its books in fiscal year 2028, according to a company filing. In a fair disclosure filing...

BASX delivers custom cooling for Applied Digital’s AI DC

The unique demands and power density ofAI factories require new approaches to cooling and power delivery In sum, what to know: Purpose-built AI cooling deployed – BASX developed a custom, zero-water chiller system for Applied Digital’s Polaris Forge 1 data center in North Dakota, optimized for...

Europe sees huge interests in AI gigafactories

EU launches a call to gather early insights on how to shape the future of AI infrastructure in Europe In sum, what to know: 76 proposals across 60 sites – The European Commission received 76 expressions of interest for AI gigafactories in 16 member states, far...

SoftBank aims to lead artificial super intelligence era

Softbank CEO Masayoshi Son, compared the opportunity in superintelligent AI to the “winner takes all” effect seen in other tech sectors over the past two decades In sum, what to know: SoftBank targets AI dominance: CEO Masayoshi Son says the company wants to lead the artificial...

KDDI, HPE partner to launch advanced AI data center in Japan

KDDI said the the new Osaka Sakai data center will be powered by a rack-scale system featuring the Nvidia GB200 NVL72 platform In sum, what to know: New AI hub in Osaka by 2026 – KDDI and HPE are building an advanced AI data center powered...

AIS claims first Thai-operated hyperscale cloud platform

AIS said the platform targets public institutions and private businesses seeking to modernize their operations while keeping data under local legal and regulatory frameworks In sum, what to know: AIS Cloud goes live – Thailand’s first hyperscale cloud fully operated by a Thai company, in partnership...

Hyperscale capacity surges on AI demand; edge share shrinks despite gen AI bump

Hyperscale operators dominate global data centre growth as on-premise facilities shrink by comparison. Cloud, AI, and regional dynamics are driving the shift, reshaping how and where data infrastructure scales worldwide. In sum – what to know: Hyper scale – big cloud firms like AWS and Google...