Browsing Tag
AI infrastructure
180 posts
Google signs $3bn clean energy deal with Brookfield for 3GW of hydropower to power AI data centers
Alphabet Inc. (NASDAQ: GOOGL) inks a $3 billion hydropower deal with Brookfield, marking the largest-ever U.S. corporate hydro PPA as data center electricity demand accelerates.
July 19, 2025
Can open‑source AI chip stacks like AMD ROCm or Intel OpenVINO challenge NVIDIA’s dominance in sovereign and enterprise AI by 2026?
Explore why ROCm and OpenVINO are gaining traction against NVIDIA’s GPU stack in sovereign AI programs and enterprise inference through 2026. Read more here.
July 10, 2025
Can owning power infrastructure become the new moat for AI hyperscalers in 2025?
Discover why controlling energy and data center infrastructure is becoming a defining advantage in the AI cloud race—vertical power is now strategy.
July 10, 2025
Inside CoreWeave’s $9bn takeover of Core Scientific: from GPU startup to AI infrastructure empire
Explore how CoreWeave’s $9B acquisition of Core Scientific could reshape AI infrastructure—vertical power meets GPU scale. Read the full story.
July 9, 2025
CoreWeave to acquire Core Scientific in $9bn deal to expand AI infrastructure footprint
CoreWeave’s $9B buyout of Core Scientific shifts its AI growth trajectory—see what this means for infrastructure, power, and future margins.
July 7, 2025
How AI GPU marketplaces are evolving into sovereign cloud infrastructure platforms in 2025
Explore how GPU marketplaces like CoreWeave and Lambda are powering sovereign AI cloud platforms using NVIDIA infrastructure. Find out what this means for 2025.
July 7, 2025
Can Microsoft’s $80bn AI infrastructure bet deliver long-term margin expansion?
Explore how Microsoft’s $80B AI infrastructure investment could drive future margin growth—or pressure profitability. Read expert insights and forecasts.
July 4, 2025
How Supermicro is capitalizing on the Blackwell wave with custom AI server design in 2025
Supermicro’s liquid-cooled Blackwell systems are setting new benchmarks in GPU server design, efficiency, and scale. Discover its leadership in the AI infrastructure arms race.
July 1, 2025
Aker Solutions renews AI-first digital infrastructure pact with Cognizant to modernize energy IT stack
Aker Solutions renews Cognizant partnership to modernize global energy IT infrastructure with AI-driven scalability, cloud services, and flexible commercial models.
June 30, 2025
AI and cloud boom to push global server market to $224.9bn by 2032
The global server market is poised to reach a valuation of USD 224.9 billion by 2032, nearly doubling…
June 26, 2025