Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
NVIDIA and Deutsche Telekom have announced a €1 billion collaboration to build one of Europe’s largest AI factories in Munich. The project, called the Industrial AI Cloud, will use up to 10,000 NVIDIA Blackwell GPUs to boost Germany’s AI computing power by about 50% and is set to begin operations in early 2026.
Gcore has launched Everywhere AI, a unified platform that enables three-click deployment of AI training and inference across cloud, hybrid, and on-premises environments, offering performance optimization, compliance controls, and GPU lifecycle management.
Flex and LG Electronics have announced a collaboration to develop integrated modular cooling technologies for gigawatt-scale AI data centers, combining their liquid and air-based thermal management systems to improve efficiency and scalability.
MPLX LP and MARA Holdings have signed a letter of intent to collaborate on integrated power generation and data center campuses in West Texas, with initial power capacity of 400 MW and potential expansion to 1.5 GW.
Microsoft announced a $15.2 billion investment in the United Arab Emirates through 2029, including $5.5 billion for AI and cloud infrastructure and new export licenses to ship over 60,000 Nvidia GPUs to the country.
Lambda has entered a multibillion-dollar agreement with Microsoft to deploy tens of thousands of NVIDIA GPUs, expanding their long-term collaboration on AI infrastructure.
OpenAI has entered a seven-year, $38 billion agreement with Amazon Web Services to power its AI workloads using AWS infrastructure, including hundreds of thousands of NVIDIA GPUs and the ability to scale to tens of millions of CPUs by 2026.
Salute has introduced a new Direct-to-Chip liquid cooling operations service for AI and HPC data centers, announced at NVIDIA GTC Washington DC. The service aims to help operators manage high-density, liquid-based environments safely and efficiently.
CleanArc Data Centers has acquired 87.5 acres of land to expand its Virginia hyperscale campus by 300MW, increasing total planned capacity to nearly 1GW, with phased power delivery through 2035.
XNRGY Climate Systems has opened its Mesa 1 manufacturing facility in Arizona, expanding its U.S. operations to meet growing demand for data center cooling technologies. The new site is expected to create up to 900 jobs once fully operational.
A new analysis by DC Market Insights forecasts the global Data Center Infrastructure Management market to grow from $1.4 billion in 2020 to nearly $13.9 billion by 2035, driven by AI integration and efficiency needs.
Meta Platforms will invest $1.5 billion to build a new AI-optimized data center in Northeast El Paso, Texas. The facility will employ around 100 permanent workers and is expected to begin operations by 2028.
Supermicro announced plans to deliver next-generation NVIDIA AI platforms in 2026 and introduced U.S.-manufactured, TAA-compliant systems optimized for government applications.
Northstar Enterprise + Defense announced a partnership with Owens Corning to integrate advanced materials into its AI-ready modular data centers, improving insulation, durability, and sustainability.
A report by MarketsandMarkets projects the global data center accelerator market to reach $372.68 billion by 2030, driven by demand for high-performance computing supporting AI, machine learning, and big data analytics.
Caterpillar shares reached an all-time high after reporting stronger-than-expected third-quarter results driven by surging demand for its power-generation equipment used in AI data centers.
Delta Electronics introduced its AI Data Center Microgrid Solution at Energy Taiwan 2025, featuring solid-state transformers with 98.5% efficiency and an integrated architecture designed to handle rapid load changes in AI data centers.
Emerald AI, NVIDIA, and partners have announced the Aurora AI Factory in Virginia, the first power-flexible data center designed to align AI computing with grid needs. The project aims to unlock up to 100 GW of existing grid capacity for AI infrastructure expansion.
Cisco has unveiled new AI infrastructure solutions developed with NVIDIA, including the N9100 series data center switch and a Cloud Partner-compliant reference architecture for neocloud and sovereign cloud customers. The updates also extend to enterprise and telecom sectors with new security, observability, and 6G-ready networking capabilities.
Fermi America has reached agreements with the City of Amarillo and Carson County for its planned 11-gigawatt private energy grid campus in Texas, including a 20-year water supply contract and a 10-year tax abatement plan.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
