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...
The selected locations by the DoE are Idaho National Laboratory, Oak Ridge Reservation in Tennessee, the Paducah Gaseous Diffusion Plant in Kentucky, and the Savannah River Site in South Carolina
Four federal sites chosen – DoE opens up land in Idaho, Tennessee, Kentucky, and South...
The fuel cells offer Oracle an energy solution that minimizes environmental impact, delivering power with almost zero air pollution and no water consumption
In sum – what you need to know:
Fast deployment for AI growth – Bloom Energy will deliver fuel cell systems to Oracle...
The platform will be operated by SB Intuitions, a SoftBank subsidiary focused on AI model development
In sum – what you need to know:
World’s largest DGX SuperPOD – SoftBank now operates the biggest NVIDIA Blackwell GPU deployment globally, with over 4,000 units powering its AI...
NatWest has signed a five-year deal with AWS and Accenture to unify and modernise its data systems using AI, aiming to simplify operations, personalise services, and improve security and compliance.
In sum – what to know:
Architecture – AWS and Accenture will build a new AI...
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...
Google Cloud was a small but mighty contributor to Alphabet's Q2 earnings
In sum – what to know:
AI paying off - Google Cloud is still a relatively small portion of Alphabet's overall business. But it is seeing particularly strong growth, driven by AI, and...
Supermicro has seen substantial growth over the past two years, driven by rising demand for high-performance GPU systems used in AI training and inference
In sum – what you need to know:
AI demand is driving global expansion – Supermicro is building up operations in Europe...
Telekom Malaysia recently launched a GPUaaS platform to allow customers to tailor their infrastructure by selecting combinations of hardware, GPUs, and connectivity
In sum – what you need to know:
AI demand reshapes infrastructure – Cloud growth, immersive apps, and national AI initiatives are driving urgent...
Nokia’s Network Infrastructure unit overtook Mobile Networks in Q2, reflecting a shift toward AI-driven IP and optical demand. Enterprise sales hit records, while traditional telco sales declined. Restructuring looms.
In sum – what to know:
AI supercycle – Network Infrastructure, led by optical and IP sales,...
What's in? Federal support for domestic AI tech and data center projects. What's out? Any regulations that "unnecessarily hinder" AI, and LLMs that factor DEI into responses.
In sum – what you need to know:
AI action framework: The 23-page report lays out the Trump administration's...
OpenAI said that the construction of Stargate I in Abilene is progressing and parts of the facility are now up and running
In sum – what to know:
4.5 GW added – OpenAI and Oracle will expand Stargate with another 4.5 GW, pushing total U.S. AI capacity...
Tata Communications noted that the purpose-built network aims to deliver performance and scalability necessary for modern AI workloads
In sum – what to know:
Massive network roll-out – Tata will connect AWS’s Mumbai, Hyderabad, and Chennai sites with a national long-haul network designed for AI workloads.
Cutting-edge...
Meta has embedded low-carbon requirements into its data center construction specs, aiming to lower concrete’s carbon intensity by up to 20% below regional baselines
In sum – what to know:
AI-designed concrete – Amrize and Meta developed a unique concrete mix using AI models and lab-generated...
