UAE launches massive AI data center project with backing from Nvidia, OpenAI, Oracle, and Cisco – linking new 5GW campus to Trump’s US Stargate initiative in a global tech alliance.
In sum – what to know:
UAE AI hub – Nvidia, Cisco, Oracle, and OpenAI are...
Cisco will open a new Global AI Hub in Paris to develop secure, energy-efficient infrastructure, train 230,000 in AI skills, and boost France’s AI startup ecosystem, including support for local startup and Cisco partner Mistral AI.
Sovereign AI infra – Cisco will open a Paris-based...
At Computex, NVIDIA announced NVLink Fusion to enable “semi-custom” AI data center compute architectures; Fujitsu and Qualcomm named as launch CPU partners
The world of AI infrastructure, particularly the underlying silicon that powers so-called “AI factories,” is an increasingly competitive space. NVIDIA obviously holds pole...
Qualcomm Technologies plans to leverage its new engineering center in Abu Dhabi to support its 5G, edge AI initiatives
In sum – what you need to know:
Qualcomm and e& ink strategic 5G-edge AI deal – The new partnership aims to commercialize next-gen 5G and edge...
The telecom industry is evolving, embracing hyper-automation, AI, and cloud-native technologies to unlock new monetization opportunities. Networks are becoming more complex. Operators must manage fragmented workloads across multi-cloud environments, optimize edge infrastructure, and enhance automation and interoperability to ensure readiness for 6G. They are...
AWS and HUMAIN also plan to build a shared marketplace for AI software
In sum – what you need to know:
AWS and HUMAIN launch $5b AI push in Saudi Arabia – AWS and Saudi AI firm HUMAIN will invest over $5 billion to build a...
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...
Novel cooling and power technologies help manage heat from high-density compute
In sum – what you need to know:
Power and cooling now core to AI infra – High-density GPU workloads are pushing legacy data centers to the brink, making advanced cooling like liquid immersion and...
NTT Data launches a retrofit-ready agentic AI stack to bridge Industry 4.0 to 5.0, transforming legacy RPA bots into autonomous agents and delivering modular, multi-cloud AI across sectors.
In sum – what to know:
Retrofitting 5.0 to 4.0 – patented plug-in transforms old RPA bots into...
NTT DATA noted that this growth is part of the previously announced $10 billion investment aimed at expanding the business through 2027
In sum – what you need to know:
NTT DATA secures global sites for 1GW expansion – The company acquired land across North America,...
Schneider Electric advances industrial AI with a factory-edge copilot in the US and a sustainable AI data center in Portugal, supporting regional ambitions for smart manufacturing and digital infrastructure.
In sum – what to know:
Factory AI copilots – Schneider launches generative AI assistants with Microsoft...
Exponential demand on AI computing capacity has triggered a boom in the data center market: current facilities are going through expansive refactoring, but there is also unparalleled demand to build new facilities. This trend is happening globally with the U.S., China and Europe re-evaluating...
SK Telecom noted that the cumulative user base of Aster, its AI-based assistant surpassed 9 million
In sum – what you need to know:
SK Telecom’s AI business is booming – The Korean telco saw strong Q1 growth in AI, with its AI data center (AIDC)...
OpenAI said the Stargate initiative, unveiled earlier this year by U.S. President Donald Trump, has an estimated long-term cost of $500 billion
In sum – what you need to know:
OpenAI expands Stargate abroad – The company launched ‘OpenAI for Countries’, offering AI infrastructure partnerships to...
According to ABI Research Principal Analyst Sebastian Wilke, the U.S remains at the forefront of AI data center investments
The demand for AI-focused data centers is set to grow significantly in the coming years, outpacing general-purpose cloud infrastructure by a factor of two to three,...
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 bits of commentary and...
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 centers, cloud-based GPU services and...
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 next generation of AI models...
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. Turns out that wasn’t the...
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 most powerful compute resources...
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 billion ($21.4 billion) initiative aimed...
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 50%, addressing rising sustainability pressures...
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 increasingly need. Understanding what they...
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 reshaping industries, infrastructure and even...
