The pace of investment in AI infrastructure is accelerating worldwide, with billions pouring into new ventures, massive cloud agreements, and record levels of data center construction.

AI infrastructure is shifting gears fast. OpenAI is moving beyond Nvidia, locking in a $10 billion deal with Broadcom to mass-produce its own chips from 2026.

The AI data center chip market is still surging, with Omdia projecting $286 billion by 2030, though growth is already slowing after a rapid 2022–2024 run and spending is expected …

AI infrastructure is being built at breakneck speed, and the strategies are diverging. At the hyperscale end, Meta just signed a reported $10 billion deal with Google Cloud to secure …

The race to build AI-ready capacity is heating up, with Dell’Oro forecasting the physical data center infrastructure market to reach $63.1 billion by 2029, growing at a 15% CAGR on …

The explosive demand for AI is reshaping the energy equation. As hyperscalers and enterprises deploy high-density compute infrastructure to train and run AI models, electricity consumption is surging. Utilities, regulators, …

OpenAI is taking a bold step with its first data center initiative in Europe: Stargate Norway.