Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Lambda has entered a multibillion-dollar agreement with Microsoft to deploy tens of thousands of NVIDIA GPUs, expanding their long-term collaboration on AI infrastructure.
OpenAI has entered a seven-year, $38 billion agreement with Amazon Web Services to power its AI workloads using AWS infrastructure, including hundreds of thousands of NVIDIA GPUs and the ability to scale to tens of millions of CPUs by 2026.
Salute has introduced a new Direct-to-Chip liquid cooling operations service for AI and HPC data centers, announced at NVIDIA GTC Washington DC. The service aims to help operators manage high-density, liquid-based environments safely and efficiently.
CleanArc Data Centers has acquired 87.5 acres of land to expand its Virginia hyperscale campus by 300MW, increasing total planned capacity to nearly 1GW, with phased power delivery through 2035.
XNRGY Climate Systems has opened its Mesa 1 manufacturing facility in Arizona, expanding its U.S. operations to meet growing demand for data center cooling technologies. The new site is expected to create up to 900 jobs once fully operational.
A new analysis by DC Market Insights forecasts the global Data Center Infrastructure Management market to grow from $1.4 billion in 2020 to nearly $13.9 billion by 2035, driven by AI integration and efficiency needs.
Meta Platforms will invest $1.5 billion to build a new AI-optimized data center in Northeast El Paso, Texas. The facility will employ around 100 permanent workers and is expected to begin operations by 2028.
Supermicro announced plans to deliver next-generation NVIDIA AI platforms in 2026 and introduced U.S.-manufactured, TAA-compliant systems optimized for government applications.
Northstar Enterprise + Defense announced a partnership with Owens Corning to integrate advanced materials into its AI-ready modular data centers, improving insulation, durability, and sustainability.
A report by MarketsandMarkets projects the global data center accelerator market to reach $372.68 billion by 2030, driven by demand for high-performance computing supporting AI, machine learning, and big data analytics.
Caterpillar shares reached an all-time high after reporting stronger-than-expected third-quarter results driven by surging demand for its power-generation equipment used in AI data centers.
Delta Electronics introduced its AI Data Center Microgrid Solution at Energy Taiwan 2025, featuring solid-state transformers with 98.5% efficiency and an integrated architecture designed to handle rapid load changes in AI data centers.
Emerald AI, NVIDIA, and partners have announced the Aurora AI Factory in Virginia, the first power-flexible data center designed to align AI computing with grid needs. The project aims to unlock up to 100 GW of existing grid capacity for AI infrastructure expansion.
Cisco has unveiled new AI infrastructure solutions developed with NVIDIA, including the N9100 series data center switch and a Cloud Partner-compliant reference architecture for neocloud and sovereign cloud customers. The updates also extend to enterprise and telecom sectors with new security, observability, and 6G-ready networking capabilities.
Fermi America has reached agreements with the City of Amarillo and Carson County for its planned 11-gigawatt private energy grid campus in Texas, including a 20-year water supply contract and a 10-year tax abatement plan.
Vertiv has announced new gigawatt-scale reference architectures for NVIDIA’s Omniverse DSX Blueprint, designed to accelerate AI infrastructure deployment using its prefabricated OneCore platform and digital twin simulations.
SK hynix introduced its new AIN (AI-NAND) Family of storage products at the 2025 Open Compute Project Global Summit in San Jose, designed to enhance performance, density, and bandwidth for AI workloads.
Qualcomm announced two new AI accelerator chips, the AI200 and AI250, aimed at data center inference workloads. The chips will launch in 2026 and 2027, marking the company’s latest move to compete with Nvidia and AMD in the AI hardware market.
Cisco will provide technology to power and secure G42’s large-scale AI cluster in the UAE, featuring AMD MI350X GPUs and a full-stack infrastructure designed for compliance and performance under the US–UAE AI Acceleration Partnership.
iDEAL Semiconductor announced that its SuperQ technology has achieved AEC-Q101 automotive qualification, launching its first automotive-qualified MOSFET, the iS20M028S1CQ, designed for high-reliability applications including EV powertrains and ADAS.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
