TSMC said the firm is evaluating the situation and taking appropriate measures, including communicating with the U.S. government
In sum – what to know:
TSMC loses U.S. shipment license – From December 31, the firm’s Nanjing plant will need export licenses for chip equipment, potentially slowing...
1Finity will bundle AI compute services from its parent Fujitsu with AI network management software from Arrcus for network, enterprise, and data centre operators.
In sum – what to know:
Go-to-market – Fujitsu, 1Finity and Arrcus sign partnership to address rising AI-driven network demand.
AIDC software –...
Reliance will work closely with Meta to build advanced enterprise AI solutions while investing heavily in gigawatt-scale, AI-ready data centers
In sum – what to know:
Reliance launches Reliance Intelligence with Meta – The new venture will build gigawatt-scale green data centers and Llama-based enterprise AI...
Alibaba’s Cloud Intelligence Group posted revenue of $4.66 billion in fiscal Q1, compared with $4.15 billion in the same quarter last year
In sum – what to know:
Cloud revenue surged 26% – Alibaba Cloud posted $4.66B in Q1 2026, outpacing the company’s overall 2% growth,...
The Technical University of Munich (TUM) is setting up a new education, training, and research hub focused on the design of AI chips
In sum – what to know:
TUM launches AI chip training hub – MACHT-AI will train over 300 students and researchers in AI...
Tennessee Valley Authority says that Small Modular Reactors will generate enough power to fuel 60 data centers
The largest public utility in the United States, the Tennessee Valley Authority (TVA), has signed a deal for the development of six Small Modular Reactors that will provide...
SK Telecom will also integrate Schneider Electric’s Electrical Transient Analyzer Program (ETAP), a digital twin software for power systems, into its AI Data Center Infrastructure Management (DCIM) platform
In sum – what to know:
First step in Ulsan AIDC build – Schneider Electric will provide mechanical,...
The development of the new AI chip by Alibaba comes amid efforts by Chinese technology firms to reduce reliance on foreign AI chip suppliers
In sum – what to know:
Alibaba develops new AI chip – The processor is designed for a wider set of inference...
Amazon said its AWS Asia Pacific (New Zealand) Region begins operations with three Availability Zones, each consisting of one or more data centers
In sum – what to know:
NZ cloud expansion – AWS launches its New Zealand Region, giving local organizations secure data residency and...
OpenAI is in discussions with potential local partners to establish a facility with at least 1 gigawatt of capacity
In sum – what to know:
OpenAI targets Indian expansion – The company is planning a gigawatt-scale data center in India, potentially one of the largest in...
For the first half of its fiscal year, Nvidia reported that these two unnamed customers contributed 20% and 15% of total revenue
In sum – what to know:
Two buyers drive 39% of Q2 revenue – Nvidia’s filing shows that two customers accounted for nearly two-fifths...
Editor’s note: I’m in the habit of bookmarking on LinkedIn, 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 commentary and doing anything with...
The Kuala Lumpur data center colocation market is projected to be worth $300 million in 2025 and is expected to reach $1.1 billion by 2030
In sum – what to know:
Kuala Lumpur market accelerating – Forecast to grow from $300M in 2025 to $1.1B in...
A recent report by Wood Mackenzie noted that electricity demand in Japan will be concentrated in Tokyo and Kansai
In sum – what to know:
Triple electricity use by 2034 – Data center power consumption could reach 66 TWh, equal to up to 18 million households,...
Omdia anticipates AI infrastructure spending will peak as a share of total data center investment in 2026, before gradually easing through the end of the decade
In sum – what to know:
Market to hit $286B by 2030 – Omdia projects strong long-term demand, though the...
The CEO of Nvidia, Jensen Huang, said the Chinese AI market could expand by 50% annually
In sum – what to know:
Blackwell sales to China possible – Jensen Huang said there is a “real possibility” of exporting modified Blackwell AI chips, provided U.S. licensing hurdles...
Across the banking sector, AI is emerging as both a transformative tool and a workforce disruptor, reshaping how institutions operate and interact with clients. Citigroup’s Citi Wealth division has rolled out Advisor Insights and AskWealth, AI platforms designed to give advisors rapid access to...
At the edge, solving for thermal and power efficiency is just as critical as managing bandwidth and latency
AI at the edge is helping telecom operators enhance network reliability, optimize performance, and detect threats in real-time. These use cases require powerful compute, often in locations...
For this initiative, Fermi America signed a Memorandum of Understanding (MoU) with South Korea’s Doosan Enerbility, a major supplier of nuclear power plant components
In sum – what to know:
Fermi adds Doosan partnership to HyperGrid project – The MoU covers large-scale nuclear and SMR development...
In the United States alone, the AI data center market was valued at $3.35 billion in 2024 and is forecast to reach $20.12 billion by 2032
In sum – what to know:
Market projected to reach $98B by 2032 – The AI data center market is...
With these efforts, China aims to keep pace with the United States in advance computing capabilities
In sum – what to know:
Chip output push – China aims to triple AI chip production next year, with new fabs boosting Huawei and SMIC’s capacity.
DeepSeek influence – FP8...
Crusoe noted that the expansion includes new Nvidia hardware, such as Nvidia DGX GB200 NVL72 systems and Blackwell GPUs
In sum – what to know:
$175M credit facility backs expansion – Crusoe secured financing from Victory Park Capital to grow its cloud capacity with advanced GPU...
IBM and AMD said the joint effort focuses on hybrid computing models where quantum computers and classical HPC systems work in tandem
In sum – what to know:
Quantum + HPC convergence – IBM and AMD are collaborating on architectures that blend quantum computing with high-performance...
Enterprises including Disney, Foxconn, Hitachi, Hyundai, Lilly, SAP, Siemens, and TSMC have deployed Nvidia’s new RTX Pro server platform to transform old computing clusters into AI factories; CoreWeave and Google Cloud are deploying in regional hubs.
In sum – what to know:
AI infrastructure – new...
