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AI Infrastructure & Telecom News — Daily Newsletter

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Nebius raised its year-end contracted power target to 5GW and said its future capacity pipeline puts it among a small number of companies able to build more than 1GW of new capacity per year In sum – what to know: 2027 capacity – Nebius says it could sell its entire …

Synergy Research Group said the increase will be driven primarily by aggressive build-outs from hyperscale operators, whose owned data center capacity is expected to double within two years In sum – what to know: Capacity growth – Synergy expects U.S. data center capacity to double over the next three years, …

Consider brownfield locations when possible, abandon isolated real estate transaction models for ecosystem-shaping models, and engage communities early on In sum, what to know: When it comes to data center siting and approval, local opposition to data centers is becoming a major constraint, cutting across political parties and demographics, especially …

In its latest “AI Infrastructure Insight” article, SK Hynix argues that the expansion of AI workloads is changing how data centers are designed and operated In sum – what to know: Integrated infrastructure – AI performance increasingly depends on compute, memory, storage, networking, power and cooling working together. Rack-scale design …

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