China’s AI infrastructure plan appears to be part of a broader national infrastructure strategy announced by the Chinese leadership in April this year, says Omdia In sum – what to know: National initiative – China is reportedly developing a plan …
AI data centers
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Why the bottleneck always moves, why economics is an equal partner, and why capital recovery in AI infrastructure now depends on workload liquidity. Every infrastructure supercycle has two engines, not one. The technical engine is bottleneck migration. Workloads expose a …
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KDDI said that a central component of the strategy is the “digital belt” initiative, which includes the expansion of low-latency transport and access networks, AIDC infrastructure, satellite ground stations, and subsea cable landing facilities In sum – what to know: …
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Telus chief Darren Entwistle says the telco’s AI enabling capabilities delivered strong double-digit revenue growth of 22% in Q1 2026 In sum – what to know: B.C. expansion – Telus plans three sovereign AI data center facilities in British Columbia, …
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SK Telecom said the improvement was driven by a recovery in its wireless business alongside accelerating growth in AI infrastructure services, particularly AI data centers and GPU-as-a-Service (GPUaaS) In sum – what to know: 5G recovery – SK Telecom added …
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Indosat is working to integrate AI more deeply into its core telecom business, while expanding into adjacent areas such as cloud, cybersecurity and AI-driven services In sum – what to know: AI integration – Indosat is embedding AI across operations …
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The CEO of Turkcell said countries are exploring different strategies to strengthen control over their digital infrastructure In sum – what to know: Connectivity as sovereignty – Turkcell CEO said telecom networks have become a pillar of economic resilience and …
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Density, latency, and real-time data movement are now the make-or-break variables in modern data center design Whether you say “Hey Siri” or ask Alexa to dim the lights, you get the response in a blink — even when millions of …
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SK Telecom noted that AI-related business areas will be grouped into B2C AI, B2B AI, digital platform services, and AI data center operations In sum – what to know: Two-track structure for MNO and AI – SK Telecom creates separate …
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The new Nokia switches support both the firm’s SR Linux NOS and open-source SONiC and also are available in liquid- and air-cooled variants In sum – what to know: Doubles data throughput – The 7220 IXR-H6 series reaches 102.4 Tb/s …
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AI’s next battleground isn’t just capacity — it’s efficiency Demand for AI continues to accelerate, further straining data centers. To support the growth, technology companies plan to spend more than $380 billion on AI infrastructure in the next 12 months. However, despite …
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Under this new strategy, SK Telecom will expand its Ulsan AI data center to a 1 GW-scale capacity In sum – what to know: Ulsan AIDC expands to 1 GW scale – SK Telecom is developing nationwide and global AIDC …
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Oracle began delivering Nvidia GB200 racks in June 2025, enabling the site to begin running early AI training and inference workloads In sum – what to know: Abilene AI hub goes live – Crusoe has powered the first phase of …
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AI Infrastructure Taara beams fiber-class data through the air to keep AI buildouts moving June 19, 2026 Taara Beam swaps mechanical mirrors for a fingernail-sized photonic chip In sum – what we know: Fiber gets all the credit, and for …
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The measure aims to reduce dependence on overseas chip supply and bolster economic security In sum – what to know: Proposed 1:1 production rule – Chipmakers would need to match imports with U.S. production or face tariffs, with exemptions for …
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AI Infrastructure Taara beams fiber-class data through the air to keep AI buildouts moving June 19, 2026 0 comments Complexity, convergence, AI and the demand for trust are reshaping telecom testing June 19, 2026 0 comments Report: Scaling Optical Networks …
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The five new locations were selected from more than 300 proposals across 30 states, according to OpenAI In sum – what to know: New Stargate sites – OpenAI, Oracle, and SoftBank confirmed U.S. data centers in Texas, New Mexico, Ohio, …
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Alibaba Cloud is announcing its first data centers in Brazil, France, and the Netherlands, with additional facilities planned In sum – what to know: Global expansion – New data centers in Brazil, France, the Netherlands, and additional planned sites extend …
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Meta made the request to the Federal Energy Regulatory Commission through its newly formed subsidiary Atem Energy In sum – what to know: Meta enters wholesale power market – Atem Energy has applied to FERC to sell energy and capacity, …
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The deal will expand Ciena’s data center portfolio and add more than 50 engineers to its R&D team In sum – what to know: Ciena acquires Nubis for $270 million – The deal adds advanced optical and copper interconnect technologies …
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Newcomer AI Patfinder said it will allocate £3.4 billion to build a data center in Northamptonshire, in the U.K, with the first phase expected online by December 2025 In sum – what to know: $24.9 billion investment – AI Pathfinder …
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LG Electronics will supply air-cooling products such as chillers and fan wall units, as well as liquid cooling technologies including coolant distribution units (CDUs) In sum – what to know: First energy-focused LG–SK collaboration – The MoU marks their entry …
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Michael Ma, Huawei VP and president of ICT product portfolio management and solutions, said that data centers are “at a turning point to become AI DCs” In sum – what to know: Huawei pushes AI-ready data centers – The Chinese …
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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 …
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Microsoft noted that the location was chosen for its abundant hydropower and low local electricity demand, because of its small population and transmission capacity In sum – what to know: Microsoft signs $6.2B AI deal – Five-year contract from 2026 …