OpenAI said the Stargate initiative, unveiled earlier this year by U.S. President Donald Trump, has an estimated long-term cost of $500 billion
In sum – what you need to know:
OpenAI expands Stargate abroad – The company launched ‘OpenAI for Countries’, offering AI infrastructure partnerships to...
According to ABI Research Principal Analyst Sebastian Wilke, the U.S remains at the forefront of AI data center investments
The demand for AI-focused data centers is set to grow significantly in the coming years, outpacing general-purpose cloud infrastructure by a factor of two to three,...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, and newspapers) 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...
SK Telecom, South Korea’s leading telecommunications company, is making significant strides in AI infrastructure to position itself as a global powerhouse
Through its comprehensive “AI Infrastructure Superhighway” and “AI Pyramid Strategy,” the Asian telco is investing heavily in AI data centers, cloud-based GPU services and...
The Stargate AI project is one of the most ambitious infrastructure initiatives ever launched to support AI
Spearheaded by a powerful group of technology and investment firms, this massive project aims to build the physical and digital backbone for the next generation of AI models...
Microsoft reported a record Q3 and unshaken capex plans, dispelling rumors around soft demand
A few weeks back, speculation made the rounds that Microsoft was pulling back on its historic 2025 capex guide due to lower-than-projected demand for AI workloads. Turns out that wasn’t the...
As AI becomes more embedded in our daily lives, supporting infrastructure must evolve to meet the surging demands.
While GPUs and data center design often attract the attention, networking is an equally critical pillar of AI infrastructure. Without robust networking, the most powerful compute resources...
The European Union has unveiled an ambitious new plan dubbed InvestAI, part of which includes the buildout of large-scale AI gigafactories
At the AI Action Summit in Paris, European Commission President Ursula von der Leyen officially launched InvestAI, a €20 billion ($21.4 billion) initiative aimed...
In sum – what to know:
Capacity boost – 1.2 Tbps upgrade lifts EXA’s network by 15%, coutesy of a Nokia coherent optical engine and transport system.
Efficiency leap – new system slashes energy use and cost per bit by 50%, addressing rising sustainability pressures...
As AI reshapes nearly every industry, the infrastructure supporting these technologies is rapidly evolving
Though often mentioned together, AI colocation and AI edge data centers serve different roles in delivering the performance, scale and geographic reach that modern AI applications increasingly need. Understanding what they...
The rapid growth of AI is putting pressure on global electricity systems and raising a new set of problems
As artificial intelligence (AI) becomes more powerful, it needs more computing power, and that means more energy, and this surge is reshaping industries, infrastructure and even...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) 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...
'Cloud and AI are the essential inputs for every business', said CEO Satya Nadella
Microsoft reported a record quarter driven by its cloud business, which saw revenues boom 22% year-over-year to $42 billion. Microsoft CEO Satya Nadella declared on the company's quarterly call that "Cloud...
As artificial intelligence continues to transform industries worldwide, the demand for high-performance AI infrastructure is expanding at a fast pace
These facilities are the digital backbone for training and running AI models, from large language models to autonomous systems. But AI data centers require more...
The Nordic region — which includes Sweden, Norway, Denmark and Finland — is becoming one of the most important areas in the world for building AI infra
Thanks to clean and reliable energy, a cool climate and well-developed power grids, global tech companies are choosing...
Corning's strong quarter was buoyed by explosive growth in its enterprise optical business and rising demand for gen AI solutions
Corning Incorporated delivered better-than-expected Q1 2025 results this week, buoyed by explosive growth in its enterprise optical business and rising demand for connectivity solutions tailored...
The rise of artificial intelligence (AI) is changing the world, but behind this new scenario lies an immense and growing need for energy.
As this demand increases, tech companies and governments are scrambling to find reliable, clean energy sources to power the next generation of...
In sum – what to know
AI power panic – South Carolina’s Santee Cooper hikes rates on mega users (50MW+), amid wider fears that surging AI energy demand could burden ordinary customers with 70% higher bills.
AI gold rush – Google, Meta, and others are pouring...
The data center is powered by NVIDIA GPU servers and features the first “GPU as a Service” (GPUaaS) offering in the Philippines
In sum – what you need to know:
AI-first infra – PLDT’s VITRO Sta. Rosa is the Philippines’ first hyperscale data center built for...
du noted that new AI data center facility will enhance the company’s existing network of data centers across the UAE.
In sum – what you need to know:
New AI data center with Microsoft – Emirati telco du will build a AED 2 billion ($544 million)...
In sum – what to know
Carry-on AI – new Gryf system from GigaIO delivers AI compute power in a portable form, designed for edge deployments across defense, sports, media, energy, healthcare, and industrial sectors.
DOD demand – reported sales to the US Department of Defense...
Stonepeak said its global data center footprint includes assets such as Cologix, CoreSite, Digital Edge and Cirion, spanning more than 100 facilities and 500 MW of capacity
In sum – what you need to know:
Stonepeak bets $1.5B on AI-powered infra – The firm launched Montera...
India is actively promoting AI adoption through initiatives like the IndiaAI mission
India is rapidly emerging as a global hub for artificial intelligence (AI) development. As the demand for compute power and AI model training increases, hyperscale data centers are becoming central to India's digital...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) 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...
