Flexential CEO Chris Downie outlined a new playbook for data center operators, amid unprecedented demand, investment and chokepoints
RESTON, Virginia—The wake-up call for Flexential CEO Chris Downie started innocently enough: He sent a picture of himself meeting former Ukrainian heavyweight boxing champion Wladimir Klitschko to...
The collaboration between Amazon, X-energy and two Korean companies covers reactor design, supply chain development, construction, investment strategies, and long-term operations
In sum – what to know:
5 GW of nuclear planned by 2039 – The partnership targets U.S. deployments of Xe-100 SMRs to power AI...
Humain is sourcing semiconductors from U.S. suppliers, including Nvidia’s most advanced AI chips, for which it has secured local regulatory approval
In sum – what to know:
Saudi Arabia builds AI data centers – Humain has begun construction in Riyadh and Dammam, targeting 100 MW per...
In Chicago, EdgeConnex and Lambda will develop a 23 MW single-tenant facility scheduled to be ready for service in 2026
In sum – what to know:
30MW+ AI capacity planned – EdgeConneX and Lambda will expand data center infrastructure in Chicago and Atlanta, with a 23...
Crusoe is expected to raise around $1 billion through a mix of equity and debt, according to the report
In sum – what to know:
Crusoe seeks $10B valuation – The AI data center startup is in talks to raise about $1 billion, more than tripling...
LG has set ambitious targets, aiming to boost annual sales from its chiller business to $720 million and more than triple orders for data center cooling solutions over the next two years
In sum – what to know:
LG secures major AI data center contract in...
Through the acquisition, Crusoe is also expanding into the Middle East, with the establishment of its Tel Aviv office
In sum – what to know:
Crusoe acquires Atero for GPU optimization – The deal strengthens Crusoe Cloud’s AI infrastructure performance, integrating Atero’s proprietary technology to boost...
The six-year agreement reportedly gives Meta the compute power to support its AI expansion
In sum – what to know:
Meta signs $10B AI deal – The six-year agreement reportedly gives Meta the compute power to support its AI expansion, including plans for 1.3 million GPUs...
U.S. President Donald Trump recently mentioned the fact that Nvidia was looking to make its Blackwell chips available to the Chinese market
In sum – what to know:
Nvidia prepares Blackwell-based AI chip for China – The B30A is expected to surpass the H20 in...
The core part of the collaboration is the establishment of an AI innovation hub, bringing together Vodafone Idea and IBM Consulting specialists to co-develop AI solutions
In sum – what to know:
AI Innovation Hub launched – Vodafone Idea and IBM set up a joint hub...
Bell and Buzz HPC's main goal is to provide secure access to large-scale AI computing resources located entirely within Canada
In sum – what to know:
Canada gains sovereign AI capacity – Buzz HPC and Bell Canada are building a nationwide AI infrastructure using Nvidia GPUs,...
Vantage noted that construction is already underway, with the first building expected to be operational in the second half of 2026
In sum – what to know:
$25B AI mega-campus in Texas – Vantage will invest $25 billion in a 1.4 GW campus, its largest project...
Applied Digital has secured more than 900 acres for the project and reached a power supply agreement with Cass County Electric Cooperative
In sum – what to know:
$3B AI campus in North Dakota – Applied Digital will break ground on Polaris Forge 2 in September...
Google noted that Hermes 2 will deliver up to 50 megawatts (MW) of reliable electricity to TVA’s grid, supporting its data centers in Tennessee and Alabama
In sum – what to know:
50 MW nuclear plant to power Google data centers – Kairos Power’s Hermes 2...
Despite strong results, CoreWeave stock has been on a slide as the market reacts to high expenses for the AI infrastructure company
CoreWeave CEO Mike Intrator said that the company is in a "hypergrowth journey" and saw "unprecedented demand" for its artificial intelligence cloud services...
JLL forecasts up to $1 trillion in North American data center investment from 2025–2030, with more than 100 GW of capacity potentially delivered
In sum – what to know:
Vacancy at record low – Colocation vacancy dropped to 2.3% across 15.5 GW of inventory, with Northern...
SoftBank has been evaluating multiple potential data center sites across the U.S. over the past eight months, prioritizing access to water, power, and telecoms
In sum – what to know:
$375M factory deal confirmed – SoftBank acquired Foxconn’s Ohio plant to build AI data center equipment...
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 VAST Data AI operating system within Petasus Cloud enables sovereign infrastructure control, keeping all AI services within Korea
In sum – what to know:
South Korea builds sovereign AI cloud – SKT’s Haein Cluster, powered by Nvidia Blackwell and VAST Data, supports national AI model...
Rogers will continue to sell data center services on behalf of InfraRed and provide network connectivity to the sites
In sum – what to know:
Nine Canadian data centers – Rogers is divesting its Rogers Business portfolio to InfraRed Capital Partners, while retaining facilities used for...
The market for physical data centre infrastructure will grow at a compound annual rate (CAGR) of 15 percent from 2024 to 2029, reaching $63.1 billion by the end of the period. Analyst house Dell’Oro Group puts the growth down to (you guessed it) the...
Cisco delivered strong results for its Q4 and fiscal 2025, and expects a record 2026 driven by AI infrastructure growth
In sum — what to know:
AI infrastructure orders exceed goal: Cisco had set itself the goal of $1 billion in AI infrastructure order in fiscal 2025...
KT and Viettel had signed an initial framework agreement in May of this year
In sum – what to know:
Southeast Asia AI push – KT and Viettel will jointly develop AI language models, AX platforms, and global partnerships, targeting rapid growth in the region’s digital...
Under the terms of the agreement, Core42 will have access to up to 10,000 GPUs from Northern Data’s Taiga Cloud
In sum – what to know:
10,000 GPUs to boost sovereign AI – Core42 gains access to Northern Data’s Taiga Cloud resources for rapid deployment of...
