SK Hynix, already the leading supplier in the high-bandwidth memory (HBM) market, was first to provide HBM3E chips to Nvidia in 2024
In sum – what to know:
HBM4 development completed – SK Hynix finalized the industry’s first HBM4 chip and is preparing for mass production,...
Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman are set to join President Trump in the U.K., with the deal forming part of a wider package of U.S. corporate investment
In sum – what to know:
Billions pledged for UK AI buildout – Nvidia and...
The new arrangement would allow OpenAI to raise capital under a conventional governance structure, with the long-term goal of going public to finance its AI ambitions
In sum – what to know:
OpenAI restructures with Microsoft deal – A non-binding agreement allows OpenAI to pursue a...
Instead of simply carrying packets from one endpoint to another, a Neighborhood AI Factory is also running inference and training between humans and AI
You’ve probably driven past one without realizing it. A low, windowless brick building next to a cell tower or up on...
CoreWeave said its venture arm will provide both financial resources and technical expertise, along with access to its compute infrastructure
In sum – what to know:
New venture arm launched – CoreWeave has created CoreWeave Ventures to back AI-focused startups with capital, infrastructure, and expertise.
Support beyond...
Tech companies including Microsoft, Alphabet, and Amazon are investing heavily in new and expanded facilities to meet growing demands in the data center market
In sum – what to know:
Data center spending hit $40B – U.S. construction surged 30% year-over-year in June, reflecting unprecedented investment...
The deal stipulates that OpenAI will buy computing power from Oracle starting in 2027
In sum – what to know:
$300B cloud deal signed – OpenAI will buy computing power from Oracle starting in 2027, one of the largest cloud agreements ever.
Stargate expands infrastructure – The...
The U.S. Department of Commerce has allegedly proposed issuing annual permits for the two South Korean memory chip giants
In sum – what to know:
Conditional approvals under review – Washington is considering yearly permits for Samsung and SK Hynix to import U.S. equipment into Chinese...
OpenAI officially inaugurated its office in Seoul this week
In sum – what to know:
OpenAI signals Korean data center plans – CSO Jason Kwon said the company is open to building local infrastructure and expanding partnerships with Samsung and SK.
Korean office launch underscores sovereign AI...
Nebius will initially provide Microsoft access to dedicated GPU infrastructure capacity at its new data center in Vineland, New Jersey, from later this year
In sum – what to know:
Microsoft secures Nebius capacity – The contract covers AI infrastructure from Nebius’s new Vineland, New Jersey...
EcoDataCenter said that the new capital will primarily support ongoing projects in Falun and Borlänge, including the development of large-scale AI infrastructure
In sum – what to know:
EUR 600m debt secured – EcoDataCenter raised financing from Deutsche Bank Private Credit and Infrastructure to support expansion...
Idaho National Laboratory is one of four federally managed sites identified by DoE for combined AI infrastructure and energy development projects
In sum – what to know:
DoE opens AI data center bids – The Energy Department is seeking private proposals to build and power AI...
Fermi raised $100 million in August in a funding round led by Macquarie Group
In sum – what to know:
Fermi files for IPO – The Texas data center builder seeks to tap investor enthusiasm with a planned Nasdaq listing under the symbol FRMI.
AI-driven nuclear project...
LG will supply advanced thermal management systems to support AI-driven data centers being developed by Saudi firm Datavolt
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LG supports NEOM AI hub – The company will supply cooling systems for a major AI data center at Oxagon, built by...
Deloitte noted that the new CoE will provide guidance across strategy, design, and operations, with a focus on power, cooling, cybersecurity, and compliance
In sum – what to know:
Global CoE launch for AI data centers – Deloitte creates a Center of Excellence to help clients...
The move highlights the ongoing shortage of advanced AI chips, forcing even Nvidia to rent back its own hardware to secure access for cloud operations
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$1.5B lease with Lambda – Nvidia signs major GPU rental deal for 18,000 servers, underscoring...
Meta also said it anticipates “similarly significant” spending growth in 2026 as it scales computing power for artificial intelligence
In sum – what to know:
$600B U.S. infra spend by 2028 – Meta plans massive investment in data centers and AI infrastructure, with spending forecasts running...
Nokia has new deals with Supermicro and Kyndryl to deliver AI-ready, automated data centre networking – at a global channel level, and a local client level (via a global sales setup). The deals emphasise scalability, reliability, and event-driven network automation for new AI data...
Telecom Argentina said it aims to end this year with 750 5G sites across the country
In sum – what to know:
5G rollout gains speed – Telecom operates 550 5G sites, targeting 750 by year-end, while also introducing private 5G through network slicing on its...
OpenAI will start production next year with U.S. semiconductor company Broadcom
In sum – what to know:
OpenAI partners with Broadcom for chips – The company plans mass production of custom AI processors in 2026 to reduce reliance on Nvidia and secure capacity for its own...
The system is designed to lower latency in AI applications by pairing Nvidia’s accelerated computing and software with Cisco's high-performance Ethernet networking
In sum – what to know:
Cisco expands Secure AI Factory with Nvidia – New infrastructure adds VAST Data integration to speed up retrieval-augmented...
AI simply won’t deliver on its promise unless it has sufficient compute power
There is one thing that we can count on as we head towards the end of 2025 and the beginning of 2026: Interest in “all things AI” will continue to grow. This...
Extreme Broadband and Nokia also signed an MoU to collaborate on quantum-safe networking, enterprise connectivity, and data center services
In sum – what to know:
Six AI data centers interconnected – Nokia will link Open DC facilities across Cyberjaya, Johor Bahru, Penang, and Kedah with secure,...
The new offerings give customers more deployment choices, including SAP cloud infrastructure hosted in European data centers and SAP sovereign cloud on-site operated within customer facilities
In sum – what to know:
SAP expands sovereign cloud in Europe – Customers gain more deployment models, including EU-based...
