OpenAI noted that Japan’s data center market is expected to surpass JPY5 trillion ($33.2 billion) by 2028 In sum – what to know: JPY5 trillion AI infra market by 2028 …

TD Cowen noted that total leasing in Q3 2025 reached a record 7.4 GW, with an additional 10.2 GW of active deals still in the pipeline In sum – what …

Hitachi and OpenAI will collaborate across multiple areas to reduce the environmental footprint of data centers and speed up AI technology deployment In sum – what to know: Strategic alliance …

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 …

There might be movement from vendors like Nvidia and AMD, but supply issues run a whole lot deeper A few short years ago, it would have been hard to predict …

Custom inference chips could help drive down soaring costs — but Nvidia isn’t going anywhere soon While AMD and Nvidia battle for AI accelerator supremacy, hyperscalers and other major players …

Revenues from neoclouds surpassed $5 billion in the second quarter of 2025, according to new data from Synergy Research Group In sum – what to know: Neoclouds surpass $5B in …

Today’s top stories focus predominantly on the big players: OpenAI, AMD, Nvidia, et al. They highlight a major trend in AI semiconductors – Nvidia is the reigning champ right now, …

The so-called Stargate Argentina initiative is part of a new partnership between OpenAI and local energy firm Sur Energy In sum – what to know: OpenAI targets Latin America – …

How AMD’s bold move shakes up the AI hardware landscape The OpenAI-AMD partnership could massively expand OpenAI’s compute capacity for GPT-5 while positioning AMD’s chips as a strong alternative to …