Compute infrastructure
Accelerators, servers, memory and storage scale with commissioned AI capacity.
Verification signalNamed platform architecture, hardware award or capacity reservation.Technology · Industry intelligence
AI Infrastructure
Data centers, compute, power, cooling, networking and supporting construction.
Supply-chain opportunities
Procurement priorities
Categories to monitor as projects move from announcements into engineering, tenders and supplier awards.
Power delivery
Grid connections, transformers, switchgear and UPS systems gate usable data-center capacity.
Verification signalInterconnection filing, substation package or electrical EPC award.Cooling and water systems
High-density compute requires heat rejection, water management and often heat-reuse integration.
Verification signalCooling design, water permit, heat-offtake agreement or mechanical tender.Network infrastructure
Fiber backhaul and switching connect new campuses to cloud regions and users.
Verification signalCarrier agreement, fiber route, optical equipment or network-integration award.Industry analysis
Oracle sends force majeure notice on Project Jupiter data center, sparking AI debt concerns
Oracle issued a force majeure notice to Project Jupiter's developer over potential 2028 delays, sending shares down and ...
BlackRock and IFM move toward $25 billion Stack data center deal
The investor group includes the BlackRock-backed Artificial Intelligence Infrastructure Partnership (AIP) alongside IFM,...
Nvidia's Huang projects doubled chip volumes next year, reiterates $3-4 trillion AI infrastructure outlook
Nvidia CEO Jensen Huang said the chipmaker expects to sell twice as many chips next year as this year, reiterating his $...
Latest developments
Google to invest €13bn in Finland AI infrastructure in 2027–2028
Google will invest at least €13bn in Finnish data centers and clean energy through 2028, its largest single European com...
Sands Capital highlights Lam Research as core AI infrastructure bet in Q2 2026 letter
Sands Capital's Q2 2026 Select Growth Fund letter spotlights Lam Research (LRCX) as a leading semiconductor equipment su...
Nvidia-SK Group formalize $500B AI infrastructure pact as AMD pushes Helios rack-scale systems
Nvidia and SK Group formalize a $500B AI infrastructure pact with a planned 2GW South Korean data center, while AMD outl...
Utah data center boom fuels debate over jobs, electricity prices and property taxes
Utah residents and researchers challenge data center developers' promises of jobs and revenue, warning electricity price...
HPE and Oracle Announce AI Data Center Deal as OpenAI Pact Spurs Fears Over Oracle's Risk Profile
HPE will supply AI networking systems for Oracle data centers, disclosed alongside HPE's fiscal Q3 beat, as analysts war...
Infineon to acquire Bengaluru-based C2i Semiconductors to expand AI data center power business
Infineon Technologies is acquiring Bengaluru-based C2i Semiconductors to add software-defined multiphase controllers and...
Trane Technologies and Eaton unveil AI data center reference design built on NVIDIA DSX
Trane Technologies and Eaton unveiled an AI data center reference design built on NVIDIA DSX, claiming up to 15% better ...
AMD pairs with Core Scientific for 2.5 GW of US AI data center capacity
AMD announced a partnership with Core Scientific to secure up to 2.5 gigawatts of US AI data center capacity, with more ...
AMD and Majestic Labs Unveil New AI Server Platforms as Memory Crunch Pressures Data Center Build-Outs
AMD launched its Helios rack-scale AI platform and Majestic Labs unveiled a memory-rich Prometheus server, while Deloitt...
Oracle deepens Google Gemini AI integration and faces scrutiny over Wisconsin data center collateral
Oracle embeds Google's Gemini models across Fusion Applications and NetSuite, while the CEO of Wisconsin's WEC Energy Gr...
Supermicro, ASRock Rack roll out new data center servers as Meta-BlackRock commit $14bn to El Paso AI campus
Supermicro, ASRock Rack, and Meta-BlackRock unveiled new data center server platforms and a $14bn AI campus, while Intel...
AI data center buildout surges with Korea mega-deals and new SMCI servers as US lawmakers push for oversight
NAVER, SK Group and NVIDIA announced tens of billions in new AI factory capacity while Supermicro unveiled H15 servers, ...
AMD Ramps Helios AI Server Production as NVIDIA Reportedly Lifts RTX Memory Prices
AMD moved Helios AI servers into full production with OpenAI and Anthropic commitments, while NVIDIA reportedly raised G...
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