Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
S&P Global reports that data center and AI-related investments accounted for 80% of U.S. private domestic demand growth in the first half of 2025, highlighting the sector’s increasing macroeconomic impact.
BrainChip Holdings Ltd has launched the AKD1500, a neuromorphic Edge AI co-processor designed for high performance with low power consumption. The chip was unveiled at Embedded World North America and is aimed at applications in wearables, sensors, and industrial systems.
Target Hospitality reported $99.4 million in revenue for Q3 2025 and announced new multi-year contracts, including a $43 million agreement in the AI and data center sector.
OpenAI CEO Sam Altman announced that the company is exploring ways to sell its own computing capacity directly to businesses and individuals, signaling plans to launch an AI-focused cloud service that could compete with Amazon, Microsoft, and Google.
A consortium of about 20 banks is extending an $18 billion project finance loan to fund the construction of a data center campus tied to Oracle in New Mexico, part of the Stargate AI infrastructure initiative led by OpenAI, SoftBank, and Oracle.
Meta Platforms announced it will invest $600 billion in U.S. infrastructure and jobs over the next three years, focused on expanding artificial intelligence data centers and computing capacity.
Saudi AI firm Humain has partnered with DataVolt to develop a network of multi-gigawatt AI data centers across Saudi Arabia, aiming to support large-scale AI workloads and strengthen the Kingdom's computing infrastructure.
The White House has decided to block Nvidia from selling its B30A AI chip to Chinese customers, halting the company's latest attempt to comply with export restrictions.
atNorth has promoted Camilla O'Leary to Director of Client Management and appointed Howard Shutt as Director of Hyperscale Sales and Espen Bjanes as Sales Director in Norway, reflecting continued growth in demand for its data centers across the Nordics.
DataM Intelligence projects the global AI in edge computing market to grow from $16.54 billion in 2024 to $83.86 billion by 2032, driven by industrial IoT, 5G, and intelligent infrastructure expansion.
China has ordered that state-funded data centers use only domestically made AI chips, effectively barring foreign suppliers such as Nvidia, AMD, and Intel from participating in these projects. The move reinforces Beijing's efforts to reduce reliance on foreign technology and boost local semiconductor production.
Microsoft and Abu Dhabi-based G42 announced a 200-megawatt expansion of data center capacity in the UAE, to be delivered through Khazna Data Centers as part of Microsoft's $15 billion investment plan in the country.
Google has announced Project Suncatcher, a research initiative to develop solar-powered AI data centers in orbit using satellite constellations equipped with TPUs, with prototype launches planned for 2027.
NVIDIA and Deutsche Telekom have announced a €1 billion collaboration to build one of Europe’s largest AI factories in Munich. The project, called the Industrial AI Cloud, will use up to 10,000 NVIDIA Blackwell GPUs to boost Germany’s AI computing power by about 50% and is set to begin operations in early 2026.
Gcore has launched Everywhere AI, a unified platform that enables three-click deployment of AI training and inference across cloud, hybrid, and on-premises environments, offering performance optimization, compliance controls, and GPU lifecycle management.
Flex and LG Electronics have announced a collaboration to develop integrated modular cooling technologies for gigawatt-scale AI data centers, combining their liquid and air-based thermal management systems to improve efficiency and scalability.
MPLX LP and MARA Holdings have signed a letter of intent to collaborate on integrated power generation and data center campuses in West Texas, with initial power capacity of 400 MW and potential expansion to 1.5 GW.
Microsoft announced a $15.2 billion investment in the United Arab Emirates through 2029, including $5.5 billion for AI and cloud infrastructure and new export licenses to ship over 60,000 Nvidia GPUs to the country.
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.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
