AI Infrastructure Newsletter

The AI infrastructure boom is moving from a phase of expansion to one of definition. The rush to build compute capacity has revealed a more complex question: who controls intelligence at scale — and on whose terms?

The AI data center boom is entering a new and more complex phase — one defined by power constraints, regulatory pressures, and the need for sustainable design.

A new phase of the AI infrastructure boom is unfolding as OpenAI extends its reach deep into the global supply chain — from power systems to GPUs and data center design.

The next phase of the AI infrastructure boom is being defined by record investment, strategic alliances, and the race for global compute capacity.

The global AI buildout is increasingly shaped by cross-border alliances and strategic delays that reveal the sector’s shifting power map.

The AI infrastructure landscape is tightening links between U.S. tech firms and Korea’s industrial base. In Seoul, Samsung, SK, and OpenAI signed a series of agreements under the Stargate initiative, pledging to expand DRAM wafer production to 900,000 starts per month and study next-generation AI data centers across Korea.

The global AI infrastructure race is broadening across multiple fronts — from neocloud partnerships and enterprise AI to rapid data center buildouts.

The AI infrastructure build-out is accelerating across every layer — from chips and enterprise deployment to sovereign data centers and advanced cooling systems.

From Hawaii to Washington, AI’s infrastructure story is broadening and deepening. At Qualcomm’s Snapdragon Summit in Maui, Sean Kinney reports how AI is being embedded directly into next-generation devices.

The race to build next-generation AI infrastructure continues to intensify, with fresh moves across cloud compute, industrial platforms, and sovereign capacity.