According to TD Cowen, U.S. data center leasing in Q3 surpassed all of 2024, with a record 7.4 GW leased by hyperscalers, and an additional 10.2 GW of active deals …
AI Infrastructure Newsletter
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- AI Infrastructure Newsletter
Your AI infrastructure is as good as your DNS strategy, and the resiliency of both cloud and network infrastructure
As the AI ecosystem expands and becomes more complex, it will be increasingly important to consider DNS a mission-critical component of AI infrastructure.
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The AWS outage highlights the need to make DNS a mission-critical component of resiliency — here are 4 key areas to consider. In sum – what to know: DNS is …
- AI Infrastructure Newsletter
Capex in AI infrastructure spills over to test-and-measurement market as data-center performance, efficiency grow in importance
The massive capital expenditure on AI infrastructure is creating a new and specialized market for testing and benchmarking, which in turn is driving collaborations between testing companies and infrastructure providers.
- AI Infrastructure Newsletter
California passes landmark AI laws, which undergo new scrutiny in OpenAI-Encode Dispute
Because California’s tech laws often serve as defacto national standard for other states, AI stakeholders are carefully reviewing a cluster of new bills that were passed last week by Governor …
- AI Infrastructure News
California’s AI Transparency Act and Chatbot Law likely to have ripple effect
The ‘Sacramento Effect’ could mean last week’s flurry of landmark AI legislation could serve as a blueprint for other states In sum – what to know: California passes landmark AI …
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The scrutiny over the interrelationships of Nvidia, OpenAI, Oracle, CoreWeave, and other AI leaders continues, but the mammoth deals keep on coming.
- AI Infrastructure News
OpenAI, Nvidia and other AI innovators have helped create a 3-year bull market
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Susana Schwartz 3 minutes read Some say the circular nature of the deals is ‘bull,’ while others say they’re the best way to keep pace with the breakneck speed of AI infrastructure’s development. There’s daily …
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Following its mammoth deal with OpenAI just last week, AMD announced another big deal to supply compute to Oracle’s cloud services.
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Yesterday was another day of staggering dollar mounts and circular deals, with BlackRock’s GIP Consortium announcing a record-breaking $40 billion acquisition of Aligned Data Centers from Macquarie Group.