Juan Pedro Tomás
Global AI buildout gains speed
The scale-up of AI infrastructure is accelerating worldwide, with the U.S., Asia, and Europe each marking major moves. In America, OpenAI, Oracle, and SoftBank have unveiled five new Stargate data center sites — pushing planned capacity to nearly 7GW and over $400 billion in committed investment, ahead of schedule. In Asia and Europe, Alibaba Cloud has launched its most ambitious international expansion yet, adding data centers in Brazil, France, and the Netherlands, with more sites set for Mexico, Japan, Korea, Malaysia, and Dubai. And in South Korea, Samsung has secured long-awaited validation from Nvidia for its HBM3E memory chips, positioning the company back in the race to supply a critical component of AI accelerators. Taken together, these developments underline how the AI buildout is both deepening and broadening — spanning hyperscale infrastructure, global cloud coverage, and critical chip supply. Let’s dive in!
Juan Pedro Tomas
Editor
RCRTech
AI Infrastructure Top 3
Stargate adds five new sites: OpenAI, Oracle, and SoftBank announced five new Stargate data center sites across the U.S., adding nearly 7GW of planned AI capacity and pushing the $500 billion, 10GW target ahead of schedule.
Alibaba Cloud expands globally: Alibaba Cloud will build new data centers across Europe, Latin America, Asia, and the Middle East while launching an AI support program and integrating Nvidia’s Physical AI stack into its development platform.
Samsung wins Nvidia validation: Samsung has cleared Nvidia’s validation tests for its 12-layer HBM3E chips, a breakthrough that restores credibility in AI memory, though initial supply volumes will be modest as rivals SK Hynix and Micron lead.
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AI effect in Texas: OpenAI and Oracle launch the first Stargate data center in Abilene, Texas, part of a $500 billion push to secure AI compute across the U.S.
Nscale’s record $1.1B raise: U.K.-based Nscale secures the largest-ever European Series B to expand AI-native infrastructure, building data centers in Europe, North America, and the Middle East.
Deutsche Bank flags $800B gap: Bank analysis warns AI’s rapid expansion faces a massive shortfall in data centers, compute hardware, and power systems despite its boost to U.S. economic growth.
QIA and Blue Owl pact: Qatar Investment Authority and Blue Owl form a $3 billion platform to scale digital infrastructure, targeting surging demand for data centers and global compute capacity.
Japan cooling market growth: Japan’s data center cooling sector is projected to triple by 2033, driven by AI workloads, liquid and immersion cooling, and sustainability-focused infrastructure.
Canada’s 9GW pipeline builds: DC Byte reports Canada’s data center pipeline nears 9GW, with most projects clustered in Toronto, Montreal, and Alberta, fueled by AI and GPU-driven demand.
Fermi America IPO plans: U.S.-based Fermi America launches IPO roadshow to raise funds for private grid campuses, with listings planned on Nasdaq and London Stock Exchange.
OpenAI for Germany: SAP and OpenAI launch a sovereign AI initiative supported by Microsoft Azure to deliver secure AI services for Germany’s public sector and boost digital sovereignty.
Zayo and Equinix blueprint: The firms unveil the first AI Infrastructure Blueprint, defining how fiber, networks, and interconnection hubs link training and inference to scale AI workloads globally.
