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AI Infrastructure & Telecom News — Daily Newsletter

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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 …

NTT Data reported total net sales of $8 billion for the quarter, representing a 15.8% year-over-year increase In sum – what to know: $634M invested in DCs – NTT Data reported $634 million in data center investment during April-June 2026, with data center sales reaching $733 million. Strong overall growth …

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