AI Infrastructure

Alibaba’s Cloud Intelligence Group posted revenue of $4.66 billion in fiscal Q1, compared with $4.15 billion in the same quarter last year In sum – what to know: Cloud revenue …

The Technical University of Munich (TUM) is setting up a new education, training, and research hub focused on the design of AI chips In sum – what to know: TUM …

Tennessee Valley Authority says that Small Modular Reactors will generate enough power to fuel 60 data centers The largest public utility in the United States, the Tennessee Valley Authority (TVA), …

SK Telecom will also integrate Schneider Electric’s Electrical Transient Analyzer Program (ETAP), a digital twin software for power systems, into its AI Data Center Infrastructure Management (DCIM) platform In sum …

The development of the new AI chip by Alibaba comes amid efforts by Chinese technology firms to reduce reliance on foreign AI chip suppliers In sum – what to know: …

Amazon said its AWS Asia Pacific (New Zealand) Region begins operations with three Availability Zones, each consisting of one or more data centers In sum – what to know: NZ …

OpenAI is in discussions with potential local partners to establish a facility with at least 1 gigawatt of capacity In sum – what to know: OpenAI targets Indian expansion – …

For the first half of its fiscal year, Nvidia reported that these two unnamed customers contributed 20% and 15% of total revenue In sum – what to know: Two buyers …

Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What I’m not in the habit of …

The Kuala Lumpur data center colocation market is projected to be worth $300 million in 2025 and is expected to reach $1.1 billion by 2030 In sum – what to …

A recent report by Wood Mackenzie noted that electricity demand in Japan will be concentrated in Tokyo and Kansai In sum – what to know: Triple electricity use by 2034 …

Omdia anticipates AI infrastructure spending will peak as a share of total data center investment in 2026, before gradually easing through the end of the decade In sum – what …

The CEO of Nvidia, Jensen Huang, said the Chinese AI market could expand by 50% annually In sum – what to know: Blackwell sales to China possible – Jensen Huang …

Across the banking sector, AI is emerging as both a transformative tool and a workforce disruptor, reshaping how institutions operate and interact with clients. Citigroup’s Citi Wealth division has rolled …

At the edge, solving for thermal and power efficiency is just as critical as managing bandwidth and latency AI at the edge is helping telecom operators enhance network reliability, optimize …

For this initiative, Fermi America signed a Memorandum of Understanding (MoU) with South Korea’s Doosan Enerbility, a major supplier of nuclear power plant components In sum – what to know: …

In the United States alone, the AI data center market was valued at $3.35 billion in 2024 and is forecast to reach $20.12 billion by 2032 In sum – what …

With these efforts, China aims to keep pace with the United States in advance computing capabilities In sum – what to know: Chip output push – China aims to triple …

Crusoe noted that the expansion includes new Nvidia hardware, such as Nvidia DGX GB200 NVL72 systems and Blackwell GPUs In sum – what to know: $175M credit facility backs expansion …

IBM and AMD said the joint effort focuses on hybrid computing models where quantum computers and classical HPC systems work in tandem In sum – what to know: Quantum + …