For the past couple of years, the telco industry has arguably watched from the sidelines while hyperscalers and chipmakers absorbed the AI infrastructure spend. Now the operators are moving.

The past few days were defined by South Korea’s emergence as the undisputed workshop of global AI infrastructure. The K-AI Summit in San Francisco produced not one but three massive …

As artificial intelligence reshapes the global economy, the challenge for governments is expanding beyond accelerating investment to maintaining public support for the infrastructure that powers it. As data centers multiply …

As the artificial intelligence race enters a more capital-intensive phase, competitive advantage is increasingly being defined by access to compute capacity rather than model development alone.

As the global artificial intelligence market matures, success is increasingly being determined not only by model performance but by the ability to combine capital, compute infrastructure, and enterprise distribution at …

As artificial intelligence infrastructure expands at unprecedented scale, access to electricity is emerging as one of the industry’s most critical strategic challenges.

As artificial intelligence infrastructure expands at unprecedented scale, attention is beginning to shift beyond compute, networking, and power toward a new question: how should future data centers be designed to …

As countries compete to secure leadership in artificial intelligence, investment is shifting beyond commercial data centers toward nationally coordinated AI infrastructure designed to strengthen industrial competitiveness, technological sovereignty, and long-term …

As governments race to attract AI investment, the debate over data center expansion is evolving from a technical discussion about power and permitting into a broader political contest over economic …

The AI infrastructure industry is entering a fundamentally different phase—one where the biggest challenges are no longer simply securing land, power, or capital, but making infrastructure decisions that will shape …