Google and Intel announced an expanded multiyear partnership on April 9 for Google Cloud to continue using Intel AI infrastructure.

Google and Intel announced an expanded multiyear partnership on April

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Industrial Solar Moves From Margin To Core Strategy JTEKT Corporation, a critical supplier within

SK Telecom is tightening its grip on the AI data center stack. The company

Close to half of planned U.S. data center builds in 2026 face delays or

OpenAI, Oracle, and SoftBank announced five new U.S. data center sites under the Stargate

Edged US has launched a 36-MW, AI-optimized data center near Phoenix, placing high-density compute

Alibaba Group and China Telecom have launched a new AI-focused data center in southern

Equinix has launched its fourth International Business Exchange (IBX) data center in Mumbai, reinforcing

Eaton Corporation is doubling down on U.S. manufacturing with a $30 million investment in

Microsoft has announced a $10 billion investment in Japan spanning 2026 through 2029. The

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Neocloud operator Nscale has deepened its Nordic expansion strategy through a new

ArcelorMittal has completed a $1.1 billion investment program in Brazil’s renewable energy

Infineon Technologies AG and DG Matrix have entered a strategic collaboration to

Samsung Electronics has reported preliminary operating profit of 57.2 trillion won for the first quarter of 2026, an eightfold increase.

Australian AI infrastructure builder Firmus has raised $505 million in a strategic equity round led by Coatue Management, with participation.

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Industry Intelligence

The next phase of data infrastructure will not be defined by how fast

As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of

The global AI race is being fought on multiple fronts- in semiconductor fabs,

Speed has become the defining currency of the AI era. But in the

Article By: Louis Charlton, CEO, Global Commissioning For most of the data centre

The data center industry is scrambling to accommodate a wave of demand unlike

52% of UK IT leaders cite rising power costs as top data centre

Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued

Speed has become the defining currency of the AI era. But in the

For the past two years, the story of artificial intelligence in the United

Community opposition to AI infrastructure is not new. Residents near proposed data center

A Digital Surge Meets a Finite Resource Indonesia’s rise as a digital infrastructure

The data center industry has a story it tells about itself. It creates

The announcements come in waves now. Another hyperscaler commits tens of billions to

The global artificial intelligence race has moved beyond algorithms and model benchmarks. It

The data center industry has responded to growing scrutiny over its grid impact

Artificial intelligence infrastructure has become a focal point of global policy debate, but

The Contradiction at the Heart of the AI Race The United States has

GPU density inside modern data center racks has increased at a pace that

Capital deployment in data center infrastructure often begins generating financial exposure long before

The default assumption in AI infrastructure has always favoured greenfield. Build new, build

For the past three years, AI training dominated the infrastructure conversation. Building the

The Queue That Doesn’t Show Up in Capacity Numbers Capacity metrics in AI

Machine learning built its credibility on static datasets that allowed controlled iteration, benchmarking,

Telecom operators spent the last decade watching hyperscalers build the infrastructure that runs

The uninterruptible power supply has not changed much in thirty years. It bridges

The construction timeline for a conventional data center has always been one of

AI Can’t Run on Intermittent Power AI infrastructure operates on continuous execution cycles

The nuclear narrative in AI infrastructure has never been louder. Microsoft restarted a

Stability Is a Design Parameter Infrastructure deployment decisions in the data centre sector

For most of data center history, the network was the least interesting part

The power procurement strategies that hyperscalers pursued during the first decade of cloud

The operational boundary between human oversight and machine execution has dissolved under the

The power infrastructure that industrial economies built over the past century to serve

The next phase of digital infrastructure growth is no longer constrained by compute

The conversation about AI infrastructure has spent considerable time focused on chips, cooling

For the past three years, the data center industry organised itself around a

The AI infrastructure buildout is the largest peacetime investment project in human history.

Colocation once operated as a clearly bounded layer where infrastructure ownership and workload

For most of the past decade, the global data center map looked predictable.

For most of the past two decades, sovereign wealth funds occupied a predictable

Tecto Data Centers Brazil expansion plans include a $2 billion investment through 2028,

For most of the commercial internet era, data center site selection followed a

A new constraint has quietly taken control of AI infrastructure, and it does

Submarine cables carry more than ninety-five percent of international internet traffic. Yet they

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Bitdeer has moved decisively to anchor its European AI footprint, signing a full-scope construction

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