Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Tencent Cloud announced at MWC Barcelona the opening of a new availability zone in Frankfurt, expanding its European infrastructure to three zones in Germany and supporting growing demand for AI and cloud services across the region.
Flex has started manufacturing AMD's Instinct MI355X 8x GPU platform at its Austin, Texas facility, marking a step toward expanding domestic AI infrastructure production. The collaboration will extend to future generations of AMD Instinct platforms.
Vertiv has introduced a new double-stack configuration for its PowerBar Track busway system, designed to deliver flexible, high-capacity power distribution for AI-driven data centers.
SK Telecom has signed a memorandum of understanding with Supermicro and Schneider Electric to develop a pre-fabricated modular solution for AI data centers, aiming to reduce construction time and improve scalability.
Akash Systems has introduced the first commercially available AI servers using its Diamond Cooling technology, featuring AMD Instinct MI350X GPUs and manufactured by MiTAC Computing.
Qualcomm Technologies introduced its Wi‑Fi 8 portfolio at MWC Barcelona 2026, featuring the FastConnect 8800 mobile connectivity system and new Dragonwing networking platforms designed for AI‑native performance across devices and networks.
Blackstone is preparing to launch a publicly traded company focused on acquiring AI data centers, aiming to raise tens of billions of dollars from global investors. The new entity will target pre-built and leased facilities and could debut later this year, pending regulatory approval.
EdgeConneX has announced plans to develop a data center campus in Skellefteå, Sweden, with a potential capacity of up to one gigawatt. The facility will support AI and cloud workloads and be primarily powered by renewable energy.
Duos Technologies Group has signed a non-binding $200 million letter of intent with Hydra Host to deploy a high-density NVIDIA GPU cluster and appointed Doug Recker as its new CEO effective April 1, 2026.
SoftBank Corp. announced its Telco AI Cloud vision, integrating GPU cloud, AI-RAN, and a new software stack to build distributed AI infrastructure leveraging its telecommunications network.
Supermicro announced expanded support for AI-RAN and Sovereign AI infrastructure at MWC Barcelona, showcasing systems powered by NVIDIA technologies and collaborations with Nokia, SK Telecom, and Telenor.
Dutch AI chipmaker Axelera AI has raised $250 million to scale manufacturing and commercialization of its energy-efficient inference chips designed for edge computing, according to Sifted.
SWI Stoneweg Icona Group has agreed to acquire a majority stake in Polarise, a German NVIDIA Cloud Partner, to expand its AI infrastructure capabilities. The deal includes a €1 billion investment to develop GPU- and AI-as-a-Service offerings across Europe.
OpenAI has partnered with India's Tata Group to secure 100 megawatts of AI-ready data center capacity, with plans to scale to 1 gigawatt as part of its Stargate infrastructure initiative.
Lattice Semiconductor reported $523.3 million in revenue for the full year 2025 with strong growth in communications and computing. The company expects up to 37% year-over-year revenue growth in the first quarter of 2026.
Dell'Oro Group projects a 25% compound annual growth rate for the global data center accelerator market over the next five years, citing increasing adoption of AI workloads and custom accelerators by hyperscale cloud providers.
Energy Vault and Peak Energy have announced a strategic partnership to co-develop a sodium-ion energy storage platform for AI-first data center operators, including a 1.5 GWh supply agreement for U.S.-manufactured batteries.
Sunrise New Energy Co., Ltd. has rebranded to E-Power Inc. to align with its shift toward artificial intelligence data center microgrid solutions, effective February 12, 2026.
Microsoft is exploring high-temperature superconductors to improve energy efficiency and power capacity in its data centers, reducing transmission losses and physical infrastructure needs.
Zettabyte and LITEON Technology have announced a research and development collaboration to build the Ultra Edge Pod, a distributed edge AI inferencing platform designed for deployment at cell tower and network-proximate locations.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
