Brookfield has already invested tens of billions in this sector and sees a "significant pipeline of opportunities" ahead
In sum – what to know:
Brookfield sets AI infra focus – The firm is launching a dedicated strategy to serve rising demand from hyperscalers, enterprises, and governments...
Dell'Oro said that hyperscalers are accelerating investments in the DC field with vertically integrated platforms and custom chip architectures aimed at boosting performance and reducing compute costs
In sum – what to know:
Global data center capex to hit $1.2T by 2029 – Spending will grow...
Apollo Funds plans to "significantly scale" its investments in areas like digital infrastructure
Asset management company Apollo Global Management has purchased a majority stake in Stream Data Centers (SDC), aiming to scale the business to support escalating data center demand in the United States.
Financial terms...
Earlier this year, AWS has pledged to invest $8.3 billion to expand its cloud infrastructure in the AWS Asia-Pacific (Mumbai) Region, located in Maharashtra, India
In sum – what to know:
AWS inks 80MW wind power deal in India – The agreement with Gentari supports the...
For this overseas initiative, LG CNS will adopt an integrated “One LG” approach, incorporating technologies from LG affiliates
In sum – what to know:
Korea’s first overseas AI data center – LG CNS will build a $72M AI facility in Jakarta via a JV with Sinar...
Fermi America noted that the initiative will support the massive energy demands of data centers and AI infrastructure with a mix of combined-cycle natural gas, grid electricity, solar power, and battery energy storage
In sum – what to know:
Nuclear hybrid grid planned in Texas –...
SK Telecom noted that the infrastructure will be housed in its Gasan AI data center
In sum – what to know:
B200 GPU cluster launched in Korea – SK Telecom’s new sovereign GPUaaS platform features over 1,000 NVIDIA B200s, forming one of the country’s most powerful...
Madari Space noted that the move addresses the growing need to handle raw, unprocessed data produced by Earth observation satellites and other orbital systems
In sum – what you need to know:
Space-based data processing – Madari Space will test orbital data centers to handle the...
CFO Kevan Parekh said that Apple anticipates “substantial” growth in capex, particularly for investments in AI infrastructure
In sum – what you need to know:
Capex surge for AI buildout – Apple’s capital spending hit $3.46B in Q3 and is expected to rise further, largely due...
Amphenol wants to bolster its fiber optic interconnect position and was impressed by CommScope's team after buying its DAS unit
Amphenol is buying CommScope's Connectivity and Cable Solutions (CCS) business for $10.5 billion, boosting its position in data center and intelligent building interconnection capabilities, as...
Given the enormous sums in play, it sounds churlish – even tone-deaf – to say the AI industry is somehow misunderstood. But something doesn’t add up, and often it’s the judgement of its real potential value.
A quick think piece on the general framing of...
Once completed, Stargate Norway will aim to deliver 230MW of compute capacity, with expansion plans targeting up to 520MW in total, OpenAI said
In sum – what you need to know:
OpenAI launches Stargate Norway – First European AI data center under OpenAI for Countries, targeting...
The U.S. alone accounted for $3.73 billion of the global AIDC market last year; its tital is forecast to reach $46.15 billion by 2034
In sum – what you need to know:
AI data center boom – The global AI data center market will grow more...
Meta's profits were up 36% and CEO Mark Zuckerberg said it is working on "personal superintelligence for all"
In sum – what to know:
- Strong profits, revenues — Meta beat expectations on its Q2 performance, turning in nearly $48 billion in revenue and more than $18...
Andhra Pradesh’s IT Minister, Nara Lokesh did not confirm the Google development but said the state has already secured 1.6 GW of data center commitments
In sum – what you need to know:
Asia’s largest data center – Google plans to invest $6B in a 1...
In June, G42 opened a London office and has made AI investment pledges across Asia, Africa, and the US
In sum – what you need to know:
G42 taps European compute – Abu Dhabi’s Core42 is close to securing access to nearly half of Northern Data’s...
'Every Azure region is now AI-first,' said Microsoft CEO Satya Nadella
Microsoft delivered profits up 24% year-over-year and revenue of $76.4 billion for the quarter, up 18% from the same time last year, driven on the strength of demand for cloud and AI infrastructure and services....
Foxconn noted that customers worldwide will benefit from a complete suite of modular data center products, engineering services, and turnkey solutions
In sum – what you need to know:
Foxconn and TECO unite – The two firms will jointly develop modular AI data center infrastructure via...
The new agentic AI assistant is free to use and will expand to Rakuten Ichiba, the company’s flagship e-commerce marketplace, later this year
In sum – what you need to know:
Live on Link and web app Rakuten – AI is now integrated into the Rakuten...
Under the terms of the agreement, Cohere will offer its enterprise-grade AI capabilities through the Bell AI Fabric
In sum – what you need to know:
Sovereign AI stack for Canada – Bell and Cohere will offer a full-stack AI platform that ensures data residency, privacy,...
The initiative, to be deployed under a partnership between YTL and Nvidia, includes developing Malaysia’s own LLM to build national AI capability and digital sovereignty
In sum – what you need to know:
Malaysia enters sovereign LLM race – The RM10 billion initiative includes developing Malaysia’s...
NTT Data and Mistral AI will deliver private, compliant AI systems tailored for regulated sectors, giving enterprises local control over data, infrastructure and model deployment – independent from US-based hyperscalers.
Enterprise-grade – the partnership aims to deliver private, secure AI for finance, defense, and public...
Mayo Clinic deploys Nvidia’s Blackwell DGX B200 servers and DGX SuperPOD platform to build scalable AI infrastructure for multimodal and generative foundation models in pathology, drug discovery, and precision medicine.
In sum – what to know:
AI data centre – new AI data centre at Mayo...
A new agreement between San Jose and PG&E is the latest in a string of moves by the California utility, aimed at supporting data centers' power needs
In sum — what to know:
Power partners – The agreement between the city of San Jose...
