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Juan Pedro TomásAlibaba Cloud said the new facility is part of its previously announced $53 billion global investment In sum – what to know: Double capacity – Alibaba Cloud opened its second regional data center in Dubai to handle rising AI and cloud workloads in the Middle East. $53B global investment – The expansion aligns with Alibaba’s larger multiyear commitment to AI …
The report projects that utility power provided to hyperscale, leased, and crypto-mining data centers will increase by roughly 11.3 GW in 2025, reaching 61.8 GW In sum – what to know: Data center power use rising sharply – U.S. grid demand will grow 22% in 2025 and nearly triple by 2030, driven largely by hyperscale and AI workloads, says 451 …
Susana SchwartzConsortium of heavyweight investors includes Nvidia, Microsoft, Temasek, MGX, xAI, and Kuwait Investment Authority In sum – what to know: Largest deal of its kind. BlackRock says $40 billion is the starting point to what it believes can turn into $80 billion to $100 billion in capital raised. Major capital backing. Investing are heavyweights like xAI, MGX, Kuwait Investment Authority, …
Macquarie noted that the transaction values Aligned at approximately $40 billion In sum – what to know: Record $40B transaction – The sale of Aligned Data Centers marks the largest-ever global data center deal, highlighting the sector’s continued surge in strategic value. From 85 MW to 5 GW – Under Macquarie’s ownership, Aligned expanded from two sites to a 50-facility …
Christian de LooperBlaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
The potential agreement would mark a shift in how Anthropic sources specialized silicon for its models In sum – what we know: Anthropic is in early-stage talks to buy inference accelerators from Fractile, a London-based chip startup, according to reporting from The Information. It’s a small deal on the surface, but there might be a little more to it. Anthropic …
Operators are rapidly shifting from traditional air cooling to advanced liquid-to-air distribution systems Data centers are going through a massive shift. Facilities that used to measure capacity in megawatts are now pushing toward gigawatt territory, driven by the relentless compute demands of AI training, inference workloads, and cloud expansion. The result? More servers, but also a whole lot more heat. …
Verkor autonomously generated a layout-ready RISC-V core from a short requirements document In sum – what we know: Chip design startup Verkor.io has made a pretty bold claim — that its agentic AI system, called Design Conductor, has autonomously designed a complete RISC-V CPU core in 12 hours flat. The design started from a 219-word requirements document, and the system …
The U.S. broadband duopoly of cable and telcos is fading as fixed wireless, Starlink, WISPs, and fiber overbuilders expand rapidly. Increased competition from carriers and alternative providers is giving consumers …
The GSMA and CTIA have misrepresented early 6GHz Wi-Fi adoption data to justify reallocating spectrum for mobile use, arguing the technology remains in a normal growth phase with significant long-term …
Defense communications has entered a new phase of urgency. Networks are no longer just the pipes that move information across the battlespace; they are becoming the sensing, compute, coordination and …
Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in …
