ZTE said that revenue from computing-related businesses in the period grew by 180% year-on-year, accounting for 25% of total revenue
In sum – what to know:
Surging segments – Computing-related revenue jumped 180% year-on-year, making up 25% of total sales, while enterprise revenue grew 130%.
Domestic 5G...
AI is driving data center interconnect growth
The AI era is unleashing a new wave of data center interconnect growth. At a recent industry conference, a leading hyperscale operator revealed a striking internal metric: AI-related backbone traffic is growing at an astonishing 100% compound annual...
Preparing data centers for AI means rethinking capacity, efficiency, and cost in a rapidly growing market
By 2034, the global AI data center market will reach approximately $157.3 billion. That’s a significant increase from the $14.3 billion in 2024. While hyper-increased demand for computing power is needed...
Equinix is working on one of its first xScale data centers in the United States
Trillions of dollars are pouring into the data center market, and the sites can't be built fast enough. A gigawatt of capacity here, a gigawatt there. Every day, it seems...
The business is valued at up to $416 million, and Spark said it expects to receive $287 million in cash, as well as $57.8 million if certain performance-based criteria are met by the end of 2027
In sum – what to know:
Deal finalized - Spark...
Spark aims to sell between 50% and 75% of its data center unit, with the stake expected to fetch around NZ$550 million (US$327.5 million)
In sum – what to know:
PEP deal close – Spark NZ is reportedly finalizing a sale of a majority stake in...
GPUaaS represents a major opportunity — but ABI Research Analyst Larbi Belkhit said that revenue isn’t the sole motivation behind telcos’ AI factory buildouts
Telecom operators are positioning themselves as major players in the AI infrastructure space, with ABI Research projecting they could generate more...
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...
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,...
During London Tech Week, Nvidia founder and CEO Jensen Huang also confirmed the launch of a new Nvidia AI tech center in the UK
In sum – what to know:
U.K. commits to AI compute – The country aims to become a global AI leader by...
Amazon Web Services previously acquired land and a Talen Energy facility near the Susquehanna nuclear plant
In sum – what to know:
Historic investment – This investment commitment by Amazon marks the largest private-sector investment in Pennsylvania’s history, with innovation campuses planned in Salem and Falls...
OpenAI executives and top Indian officials are currently in talks to build AI infra in India
In sum – what to know:
AI infra ambitions – OpenAI is exploring collaboration with the Indian government to build out local data center capacity as part of its global...
The AWS European Sovereign Cloud will be fully physically and logically separate from other AWS global regions
In sum – what to know:
Sovereign AWS cloud – AWS is launching a cloud region in Germany with complete operational independence, managed and staffed entirely within the...
New investment will be focused on a new large AI facility in Strängnäs, Sweden – says Brookfield
In sum – what you need to know:
Swedish AI infra push – Brookfield will fund a major AI hub in Strängnäs, doubling data center capacity to 750MW and...
Amazon said that the investment is expected to create at least 500 new high-skilled jobs while supporting thousands of other jobs in the AWS data center supply chain
In sum – what you need to know:
$10bn for North Carolina AI – AWS will invest $10...
Shell said that DLC fluids can improve power usage effectiveness by up to 27%, in comparison with the power usage effectiveness of air-cooling
In sum – what you need to know:
Shell expands into direct cooling — The company unveiled Shell DLC Fluid S3, a direct...
Microsoft noted that this new investment scales up existing capabilities while deepening initiatives in AI, skills training and innovation
In sum – what you need to know:
Microsoft expands in Switzerland — The company commits $400 million to scale AI and cloud infrastructure, upgrading data centers...
Eaton will supply a comprehensive range of electrical systems, including switchgear, uninterruptible power supplies, busways, IT racks and more
In sum – what you need to know:
Fast-track data centers — Eaton and Siemens Energy team up to build data centers faster using modular designs and...
LiquidStack said the new modular and scalable CDU platform is capable of delivering up to 10 MW of cooling
In sum – what you need to know:
LiquidStack unveils new CDU platform — The company launched GigaModular, a scalable coolant distribution unit delivering up to 10...
NTT Anode currently manages a total of 340 MWh of BESS capacity across 23 sites in nine Japanese power grid regions
In sum – what you need to know:
NTT expands into storage services – The company launches a dedicated battery storage division under NTT Anode...
LG Uplus plans to launch AI data center tours for customers and industry partners starting later this year
In sum – what you need to know:
LG Uplus launches cooling demo — The company opens a real-world demo room to test liquid cooling tech for high-density...
JLL noted that the advent of AI in data centers has brought significant changes to the industry, particularly in terms of power density and facility size
In sum – what you need to know:
AI reshaping data center design – The rise of AI is driving...
