Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
The data center semiconductor and components market saw a 44% year-over-year growth in Q2 2025, driven by AI hardware demand, according to Dell'Oro Group.
The AI data center market is projected to grow from $13.67 billion in 2024 to $78.91 billion by 2032, driven by increasing AI workloads and strategic investments in infrastructure.
Moreh has unveiled its distributed inference system on AMD at the AI Infra Summit 2025, showcasing collaborations with Tenstorrent and SGLang.
Hithium has launched a new AI data center energy storage solution at RE+ 2025, featuring long-duration battery systems designed to enhance renewable energy utilization and efficiency.
VNET Group has secured a 40MW wholesale order from a leading internet company for its new Gu'an IDC Campus, located in the Greater Beijing Area, as announced in a press release.
OpenAI and NVIDIA are set to announce significant investments in UK data centers, partnering with Nscale Global Holdings, according to Bloomberg.
Alibaba and Baidu have started using their own chips for AI model training, partly replacing Nvidia's, as reported by The Information.
Hyperscale Data, Inc. plans to sell its Montana data center properties to concentrate on its Michigan campus, announced in a press release. The Michigan facility aims to expand its power capacity significantly.
Digital Realty has introduced its Innovation Lab to facilitate AI and hybrid cloud deployment, offering a real-world testing environment for infrastructure optimization.
Airtel has started building its 44MW sustainable data centre at Tatu City, Kenya, marking a significant step in establishing East Africa's data centre hub.
Cloud Capital has announced the final close of its oversubscribed Fund II, focusing on data center investments across the U.S., as stated in a press release.
The Data Center Physical Infrastructure market saw an 18% year-over-year growth in Q2 2025, driven by AI demand, according to Dell'Oro Group.
DB HiTek is finalizing its 650V GaN HEMT process, enhancing power efficiency for AI data centers and other applications, as announced in a press release.
OpenAI is exploring the possibility of establishing a data center in South Korea, as announced during the launch of its new office in the country.
Kove has announced benchmark results showing that its software-defined memory solution can handle AI inference workloads up to five times larger than local DRAM, with reduced latency.
Lam Research has introduced VECTOR TEOS 3D, a new deposition tool designed to tackle challenges in advanced chip packaging for AI and high-performance computing applications.
CIQ has announced a collaboration with NVIDIA to integrate the NVIDIA CUDA Toolkit into its Rocky Linux platform, aiming to streamline GPU acceleration for AI and HPC workloads.
Boyd has announced the delivery of five million liquid cold plates to hyperscalers, enhancing AI data center cooling technology, according to BusinessWire.
OpenAI is in preliminary discussions with Indian data center firms and Reliance Industries to bring its $500 billion Stargate AI infrastructure project to India.
OpenAI has signed a historic $300 billion cloud computing deal with Oracle, marking one of the largest contracts in the industry, according to the Wall Street Journal.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
