Under the terms of the agreement, Tidal and Innov8 Gases will jointly develop intellectual property (IP) for next-generation cooling technologies
In sum – what to know:
Helium-based cooling for AI and HPC – Tidal NRG and Innov8 Gases will co-develop IP for helium cooling systems, targeting...
LG CNS CEO Hyun Shin-gyoon described the deal as an expansion of their data center operations and a key step to accelerate Vietnam’s digital transformation
In sum – what to know:
LG CNS expands AI infra in Vietnam – A partnership with VNPT and Korea Investment...
CSPs expect to play a broader role in AI connectivity, especially in providing high-bandwidth wavelength services for enterprise customers
In sum – what to know:
Long-haul networks hit hardest - Just over half (52%) anticipate AI will account for more than 30% of long-haul traffic in...
The colo market in APAC is expected to expand at a CAGR of 12.16% during the 2024-2034 period
In sum – what to know:
Market to triple in value – APAC data center colocation is set to grow from $20.23B in 2024 to $70.88B by 2034,...
Macquarie said the new facility will support enterprise AI, private AI, and cloud-based projects for sectors including healthcare, finance, education, and research
In sum – what to know:
Sovereign AI hosting in Australia – Macquarie Data Centres and Dell to launch AI infrastructure meeting national data...
Humain noted that hosting within Saudi Arabia ensures compliance with the Kingdom’s data sovereignty and regulatory requirements, allowing enterprises, public institutions, and developers to use the models without transferring data abroad
In sum – what to know:
Two OpenAI models now hosted in Saudi Arabia –...
Brookfield anticipates AI-oriented data centers will reach roughly 15 GW of capacity by the end of 2025, up from about 7 GW at the end of 2024
In sum – what to know:
$7 trillion AI infrastructure spend forecast (2025–2034) – $4T for chips, $2T for...
The open-weight nature of these models allows Orange to host and run them entirely within its infrastructure, spanning large-scale data centers in France as well as smaller edge and on-premises environments
In sum – what to know:
Orange deploys OpenAI’s models in-house – GPT-oss models run...
Deutsche Telekom noted that the North Rhine-Westphalia region is under consideration for the AI facility
In sum – what to know:
AI Gigafactory set for 2026 start – Deutsche Telekom plans to begin building its AI data center in 2026 using Nvidia chips, with testing of...
du said the LLM model will support operational tasks such as real-time customer complaint handling, device issue diagnostics, and internal process optimization
In sum – what to know:
Arabic telecom LLM for operations – The model supports internal use cases like complaint handling and system insights,...
A unanimous FCC agrees to update subsea cable regulations
The Federal Communications Commission is updating its rules on subsea communications cables, aiming to streamline regulations and add more protections to the increasingly important underwater infrastructure that connects the world.
All three current commissioners voted in...
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...
