AI infrastructure

As AI workloads move from centralised training to distributed inference, the industry’s infrastructure challenge is changing shape. Power and land matter, but Nvidia, SUBCO, and Zayo – on a panel …

Hyperscaler capex is surging, vacancy has all but vanished, and AI is pushing data centre demand far beyond traditional hubs – but questions remain over power, people, and long-term returns …

PTC, once a small and sunny telecoms event, is now a fully-fledged AI infrastructure show. The 2026 version, in Honolulu, opened with familiar fanfare about the scale of the global …

The AI build-out is rewriting the fibre comms order-book – between data centres and within data centres, right down to the rack itself. As power constraints, scale-out architectures, and interconnect …

Marvell is acquiring XConn to strengthen its PCIe, CXL, and UALink switching capabilities, combining electrical and optical interconnect expertise to become a vendor-neutral platform provider for large-scale AI data centers. …

Predictions from Zayo, Digital Infrastructure, and Mission Critical Group about what to expect from AI infrastructure in 2026 As AI workloads scale and infrastructure cycles compress, the pressure on networks, …

Combining Dell’s hardware, software, services and ecosystem with AMD’s advanced CPUs and GPUs, CSPs can build a future-ready foundation to capitalize on AI  Communications service providers (CSPs) operate networks that …

Nearly all international internet traffic – from cloud workloads to streaming video – voyages along a handful of submarine fibre-optic cable highways. These undersea trunks connect continents, power the internet, …

As telecom operators face growing pressure to innovate and scale, AI is emerging as a powerful ally. In this webinar, we’ll explore how AI infrastructure is opening the door to …

Whether you buy the specifics of the latest from MIT on 95% of enterprise gen AI projects failing to impact P&L, the directional signal is still clear: it’s difficult for …

Nokia expects to allocate $3.5 billion to U.S.-based R&D, covering next-generation connectivity technologies In sum – what to know $4B to expand U.S. operations – The plan adds major R&D …

Nokia’s latest strategic reboot – splitting its business in two and sidelining private networks – looks like a bold bet on an AI-fuelled future. But in shedding the unit where …

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 …

SoftBank’s CFO Yoshimitsu Goto said the sale of Nvidia shares provided liquidity to fund the company’s growing commitment to OpenAI In sum – what to know: Record-breaking profit – SoftBank’s …

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 …

AI’s future depends less on algorithms and more on the physical realities of silicon, power, capital, and geopolitics The artificial intelligence sector has entered a new industrial phase. For two …

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 …

Earlier this year, Meta had begun testing its first in-house AI chip, according to previous reports In sum – what to know: Meta acquires RISC-V startup – Meta is buying …

Under the agreement, Meta will gain access to Nvidia’s latest GB300 systems, which CoreWeave operates In sum – what to know: $14.2B compute deal – CoreWeave will supply Meta with …

Deloitte said the CoE is part of the firm’s Silicon2Service AI factory-as-a-service model In sum – what to know: Global AI Infrastructure CoE launched – Deloitte has established a hub …