Dell Technologies World 2025 underscored a defining theme of the AI era: the infrastructure challenge is of course about scale, but it's also about access. With the Dell AI Factory solution set now in the hands of 3,000 customers, Dell’s next move is to...
ZTE is heavily investing in AI-native network architecture and high-efficiency computing
In sum – what to know:
AI-native networks – ZTE is redesigning telecom infrastructure with embedded intelligence, modular data centers and AI-driven energy systems to meet escalating AI compute demands.
Smarter models, better data – With...
Named Chile Central, the new Microsoft region is located in the Santiago metropolitan region and includes three physically independent sites housing multiple data centers
In sum – what to know:
Microsoft region in Chile – new data center in Chile links the country to the Microsoft's...
Beijing-based Haoyang Cloud & Data Technology has acquired land in Rayong, Thailand, with the goal of building a 300MW AI data center campus
In sum – what to know:
AI infra surge in Asia – New data center projects in Thailand and South Korea by Haoyang...
AWS will invest $4 billion in the AI project, while SK’s key subsidiaries will contribute substantial resources to the initiative
In sum – what to know:
Massive AI infrastructure – Korean conglomerate SK Group and U.S. firm AWS will jointly build South Korea’s largest AI data...
Edgnex Data Centers is a global digital infrastructure company backed by UAE-based Damac Group
In sum – what to know:
Edgnex expands in Indonesia – Backed by Dubai’s Damac Group, Edgnex will invest $2.3 billion in a 144MW AI-ready data center in Jakarta, marking one of...
A new report from Ericsson shows that as enterprises embrace 5G and AI to future-proof operations, spectrum and complexity remain key hurdles
Ericsson’s 2025 State of Enterprise Connectivity report reveals that as enterprises navigate economic uncertainty, labor shortages, and rapid tech adoption, reliable connectivity is...
Amazon noted that the planned investment will fund the continued operation and expansion of its infrastructure in Sydney and Melbourne
In sum – what to know:
Record-setting tech investment – Amazon will invest AU$20 billion ($13.08 billion) through 2029 to expand AWS cloud and data center...
In sum – what to know:
Industrial AI – Deutsche Telekom and Nvidia will build Europe’s first sovereign industrial AI cloud, to accelerate AI adoption in European manufacturing.
Telco managed – the platform, featuring 10,000 GPUs, will be managed and sold by Deutsche Telekom, bundled with...
Deutsche Telekom noted that the implementation of the new industrial AI cloud is expected to take place by 2026 at the latest
In sum – what to know:
AI cloud for European industry – Deutsche Telekom and Nvidia will launch what it claims to be the...
ABB said the new design reduces cabling, improves reliability and enhances energy efficiency
In sum – what to know:
Partnership on AI infra – ABB and Applied Digital will co-develop energy-efficient power systems at the latter’s 400 MW greenfield AI campus in North Dakota.
Medium-voltage UPS boosts...
TCS is integrating Nvidia AI Enterprise software to design and integrate telecom models into agentic AI workflows
In sum – what to know:
TCS-Nvidia team up on telco AI – The companies are building AI-native tools for telecos, including automated agents and network digital twins.
Use of...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual 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...
Temasek is joining the AI Infrastructure Partnership, which aims to mobilize up to $100 billion in the AI infra field
In sum – what to know:
Temasek backs major AI infra push – Singapore’s Temasek has joined Microsoft- and BlackRock-backed AI Infrastructure Partnership, aiming to develop...
Here’s a long editorial ramble – about the capability, trajectory, and sustainability of AI. It takes recent Apple research about the practical real-world struggles of the latest hyped AI systems as its (delayed) start point, and then gets buried in the weeds, and in...
Nvidia said the initiative spans France, Italy, Spain, the U.K. and several Nordic countries
In sum — what to know:
Massive AI infrastructure expansion – France, Italy, Spain, the U.K. and other nations are rolling out sovereign AI infrastructure using Nvidia Blackwell systems.
Public-private collaborations – Nvidia...
EIA highlighted that a major contributor to the revised outlook is the expansion of data centers, particularly those supporting AI workloads
In sum — what to know:
AI fuels surging power demand – U.S. electricity consumption is growing faster than expected, driven in large part by...
LiquidStack CEO noted that many data center operators remain hesitant to adopt liquid cooling chiefly due to persistent misconceptions
In sum – what to know:
AI infrastructure bottlenecks – Data center operators are hitting serious delays due to limited power availability, long lead times for cooling...
Ericsson said that the combined offering would integrate its enterprise wireless solutions, including 5G and SD-WAN technologies
In sum – what to know:
Ericsson and Supermicro team up – The two firms plan to offer integrated 5G and edge AI systems to help enterprises deploy AI...
Cisco said that the new solutions include hardware, software and system integration
In sum – what to know:
Cisco hits $1B in AI infra orders early – Strong Q3 performance reflects rising demand for scalable AI infrastructure.
New tools boost AI networking – Innovations include unified fabrics,...
Flatlining consumer revenues are forcing telecom operators to consider B2B services as a long-term growth engine
In sum – what to know:
Operators shift focus to B2B – Telecom providers are targeting enterprise sectors like energy, transport and healthcare to boost future revenues as consumer growth...
The new Qualcomm facility, staffed by scientists and AI experts in both Hanoi and Ho Chí Minh City, is part of company’s global AI research division
In sum – what to know:
AI R&D hub – The U.S. chipmaker opened a new AI research center in...
AI could prove hugely and positively transformative — but it's also not without its difficulties
Recently, OpenAI announced the Stargate Project — a $500 billion investment in infrastructure to support artificial intelligence (AI) technology. Although this investment is necessary to support the booming growth of...
Samsung recently began beta testing its AI-powered coding assistant within its Device eXperience division
In sum – what to know:
AI-enabled development – Samsung will roll out its open-source coding assistant Cline next month, after testing it within the DX division’s mobile, TV and home appliance...
