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Microsoft inks $6.2 billion AI compute deal in Norway

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 outlines major UK AI infra commitment with partners

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...

Huawei unveils new offering for AI infra at Shanghai event

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...

Intel attracts latest billion-dollar backer — Nvidia

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...

North East England to host AI Growth Zone

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 partners with SK Telecom in Korea

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...

Alibaba secures China Unicom as AI chip client

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 –...

Google opens data center to boost UK AI economy

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...

Europe’s calculated step toward AI sovereignty (Analyst Angle)

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 expands support for Chinese AI chips

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...

Keppel, Dell partner on AI platforms and DCs in Asia

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...

Nvidia commits $6.3B for CoreWeave’s unused cloud capacity

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, partners bring liquid cooling to Hong Kong DCs

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 unveils edge-based tool to detect AI power bursts

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...

SK Hynix claims development of world’s first HBM4 chip

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, OpenAI to spend billions on UK DCs: Report

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...

Microsoft, OpenAI sign deal to enable restructuring

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...

The rise of the Neighborhood AI Factory (Reader Forum)

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 launches venture unit to invest in AI

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...

U.S. data center spending reaches record $40B amid AI growth

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...

OpenAI signs $300B cloud deal with Oracle for AI expansion

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...

US mulls conditional chip approvals for Korean firms

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 weighs data center in South Korea

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, Microsoft ink AI infra agreement for up to $19.4B

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...