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AI Infrastructure Newsletter
BROWSING:
Oracle
Enterprise
Estonia to India, plot to purpose – three more private 5G stories
James Blackman
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October 8, 2025
AI Infrastructure
Ellison’s media bets and the new rules of the AI economy (Analyst Angle)
Vish Nandlall
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October 2, 2025
AI Infrastructure
Crusoe brings Abilene AIDC online with Oracle partnership
Juan Pedro Tomás
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October 1, 2025
Fundamentals
AI at the sharp end – 10 enterprise stories
James Blackman
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September 29, 2025
AI Infrastructure
OpenAI, Oracle, and SoftBank expand Stargate
Juan Pedro Tomás
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September 25, 2025
AI Infrastructure
SoftBank Vision Fund weighs 20% cuts amid AI pivot
Juan Pedro Tomás
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September 23, 2025
AI Infrastructure
OpenAI signs $300B cloud deal with Oracle for AI expansion
Juan Pedro Tomás
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September 12, 2025
AI Infrastructure
Crusoe in talks for $10 billion valuation: Report
Juan Pedro Tomás
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August 25, 2025
Private 5G
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James Blackman
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AI Infrastructure
Oracle, Bloom Energy to power AI DCs with fuel cells
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July 27, 2025
AI Infrastructure
Oracle, OpenAI add 4.5 GW of Stargate AI capacity
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July 23, 2025
AI Infrastructure
Oracle to invest $3 billion in AI, cloud in Europe
Juan Pedro Tomás
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July 16, 2025
AI Infrastructure
Geopolitical pressures are impacting AI server growth – but shipments rising
Juan Pedro Tomás
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July 10, 2025
AI Infrastructure
That $30 billion a year Oracle deal? It’s with OpenAI
Kelly Hill
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July 3, 2025
AI Infrastructure
Oracle signs $30 billion-a-year cloud contract, amid explosive growth
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AI Infrastructure
AIS claims first Thai-operated hyperscale cloud platform
Juan Pedro Tomás
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June 27, 2025
AI Infrastructure
OpenAI eyes India for AI infrastructure partnership
Juan Pedro Tomás
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June 9, 2025
AI Infrastructure
Nvidia, OpenAI, Oracle back UAE-leg of global Stargate AI mega-project
Juan Pedro Tomás
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May 21, 2025
AI Infrastructure
OpenAI plans global expansion of Stargate project
Juan Pedro Tomás
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May 12, 2025
AI Infrastructure
What is the Stargate AI project?
Juan Pedro Tomás
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May 8, 2025
AI Infrastructure
OpenAI, SoftBank mull UK Stargate investment
Juan Pedro Tomás
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April 21, 2025
AI Infrastructure
Five things to know about AI infrastructure data center liquid cooling
Juan Pedro Tomás
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April 10, 2025
AI Infrastructure
AI infra brief: From Meta, InfiniLink, SoftBank and more
Juan Pedro Tomás
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April 7, 2025
AI Infrastructure
AI infra brief: From Johnson Controls, Oracle, Cassava and more
Juan Pedro Tomás
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March 25, 2025
AI Infrastructure
AI infra brief: From Schneider Electric, Oracle, Digital Realty and more
Juan Pedro Tomás
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March 20, 2025
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