Equinix has long been recognized in the AI industry as a critical foundational infrastructure and interconnection provider, praised for its commitment to its business and enterprise customers, its vendor-neutral ecosystem, …

The Trump administration is walking a tightrope between promoting U.S. AI leadership while at the same time ensuring cybersecurity protections against growing risks.

Today, President Trump meets with Meta, Anthropic, OpenAI and Google to discuss “voluntary government safety testing” of AI labs’ advanced models for cybersecurity and hacking capability assessments. Embedded in those …

Earlier today, I read with interest TechInsights “The Great Chinese AI Decoupling: The AI Tigers,” which talks of emerging hardware-pipeline archetypes forming under the weight of U.S. export controls and …

Yesterday we led with the quarter-trillion dollars piling into AI infrastructure. Today, the money is moving downstream — from raw compute to the tools, networks, and models that determine whether …

The money moving through AI infrastructure right now is unlike anything the industry has seen. Nvidia is making a “substantial investment” — reported by Bloomberg as $5 billion — into …

The AI infrastructure conversation this week has been around the fact that compute needs are starting to center on inference, rather than training.

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 …