Telegram's HPC Data Center in Sweden and Nvidia's H200 Boost for China - Silicon Brief #49
December 22, 2025 -
Silicon Brief
Hi there,
Welcome to this edition of Silicon Brief, where we delve into the latest developments in AI chips and data centers. This week, Telegram announced plans to open a high-performance computing data center in Sweden, aiming to bolster decentralized AI computing. Meanwhile, Nvidia is ramping up production of its H200 chips to meet the growing demand from Chinese tech giants like Alibaba and ByteDance, following approval from the US Department of Commerce.
In other news, Itochu Corporation and Castrol are collaborating to promote liquid cooling solutions in Japan, addressing the rising electricity demands of data centers. Additionally, Vantage Data Centers has begun constructing a new campus in Texas to support OpenAI, promising significant job creation. These stories highlight the ongoing global expansion and innovation in AI infrastructure, reflecting the sector's critical role in technological advancement.
Welcome to this edition of Silicon Brief, where we delve into the latest developments in AI chips and data centers. This week, Telegram announced plans to open a high-performance computing data center in Sweden, aiming to bolster decentralized AI computing. Meanwhile, Nvidia is ramping up production of its H200 chips to meet the growing demand from Chinese tech giants like Alibaba and ByteDance, following approval from the US Department of Commerce.
In other news, Itochu Corporation and Castrol are collaborating to promote liquid cooling solutions in Japan, addressing the rising electricity demands of data centers. Additionally, Vantage Data Centers has begun constructing a new campus in Texas to support OpenAI, promising significant job creation. These stories highlight the ongoing global expansion and innovation in AI infrastructure, reflecting the sector's critical role in technological advancement.
Telegram to Launch HPC Data Center in Sweden
Telegram plans to open a new high-performance computing data center in Kista, Sweden, in collaboration with AlphaTON Capital Corp. The facility will support decentralized AI computing with a significant power capacity. Read more
Nvidia Plans to Boost H200 Chip Production for China
Nvidia is planning to increase production of its H200 chips due to high demand from Chinese companies like Alibaba and ByteDance, following US approval for sales in China. Read more
Broadcom Announces AI Sales Surge with Major Deals
Broadcom has reported a significant increase in AI-related sales, including a $10 billion custom-chip deal with Anthropic and additional orders totaling $11 billion. The company also disclosed a $1 billion order from an unnamed customer, contributing to a $73 billion backlog in AI orders. Read more
Itochu and Castrol Partner for Liquid Cooling in Japan
Japanese conglomerate Itochu Corporation and Castrol have signed an agreement to promote liquid cooling solutions for data centers in Japan, addressing rising electricity demands and heat loads. Read more
Vantage Data Centers Starts Texas Campus for OpenAI
Vantage Data Centers has started construction on a new data center campus in Shackelford County, Texas, to support OpenAI. The project will include 10 data centers and create over 5,000 jobs. Read more
ASEAN to Gain from AI Investment by Global Tech Giants
Maybank Investment Bank predicts significant growth in AI investments in ASEAN, fueled by global tech companies' increased spending on chips and data centers. The report notes a rise in U.S. AI-related imports and growth in electronics exports from Vietnam, Thailand, and Malaysia. Read more
Record High U.S. Power Demand Forecasted by EIA
The U.S. Energy Information Administration predicts record electricity consumption in 2025 and 2026, driven by data centers, AI workloads, and grid constraints. Read more
Dell in Talks to Acquire AI Startup Dataloop
Dell Technologies is reportedly in discussions to acquire Dataloop, an Israeli startup specializing in AI data infrastructure. The acquisition aims to enhance Dell's enterprise AI capabilities. Read more
Pure Data Centres to Build €1 Billion AI-Ready Data Center in Amsterdam
Pure Data Centres has announced a significant investment of over €1 billion to construct Europe's largest standalone hyperscale data center in Amsterdam. The new facility, named AMS01, will include three towers and is projected to generate over 1,000 jobs, enhancing digital growth and energy resilience in the area. Read more
Oracle Expands AI with gpt-oss Models and Import Feature
Oracle Cloud Infrastructure has launched OpenAI gpt-oss models and a Model Import feature, enhancing its Generative AI capabilities with enterprise-grade reliability and customization options. Read more
X8 Cloud to Invest $50 Billion in Paraguay AI Data Center
U.S.-based X8 Cloud plans a significant investment in Paraguay to build South America's largest AI data center, starting in 2026. The project will leverage local dam power and aims to generate thousands of jobs, though it faces scrutiny over energy and regulatory issues. Read more
Argyll Infrastructure Holdings Secures Funding for AI Data Center
Argyll Infrastructure Holdings has obtained £15 million in initial funding for an AI data center in Dunoon, Scotland, with plans for further expansion. The development aims to position Scotland as a hub for AI computing infrastructure, utilizing renewable energy. Read more
Aggreko Expands Load Bank Fleet for AI Data Centers
Aggreko has expanded its liquid-cooled load bank fleet by 120MW to meet the increasing demand from AI data centers. The company aims to double this capacity by 2026 with investments in North America, Europe, and Asia. Read more
Siemens and nVent Develop AI Data Center Architecture
Siemens and nVent are collaborating to create a liquid cooling and power reference architecture for hyperscale AI data centers, integrating their technologies with NVIDIA's designs. Read more
Palantir Launches Chain Reaction OS with Nvidia and CenterPoint Energy
US software developer Palantir has introduced Chain Reaction, an operating system designed to assist power generation and distribution companies in accelerating AI data center development. The platform, developed in collaboration with Nvidia and CenterPoint Energy, aims to modernize power plants and stabilize power grids to address energy challenges in AI development. Read more
Summit Acquires HorizonIQ, Expands Data Centers
Managed IT infrastructure provider Summit has acquired HorizonIQ, enhancing its private cloud capabilities and gaining access to nine data centers. Read more
Accenture Acquires Majority Stake in DLB
Accenture has agreed to acquire a 65% stake in DLB Associates, a US-based AI data center engineering firm. This move aims to boost Accenture's capabilities in AI infrastructure development. Read more
Senators Probe Tech Giants on Data Centers' Energy Impact
U.S. Senators are investigating the impact of data centers operated by Google, Amazon, and Meta on household energy costs, questioning if their energy demands are causing higher utility bills. Read more
MillCompute LLC Plans $300M AI Data Center in Maine
MillCompute LLC is proposing a $300 million AI data center at Bates Mill No. 3 in Lewiston, Maine, aiming to create jobs and boost tax revenue. The city council will review the proposal, which includes modern office spaces and environmental measures. Read more
BrainChip Secures $25M for Akida Chips and AI
Australian company BrainChip has raised $25 million to advance its Akida chips and on-device AI technology, with plans to showcase at CES. Read more
Aetherflux Plans AI Data Centers in Space
Tech startup Aetherflux has announced its Galactic Brain Project, which aims to create AI data centers in space using solar energy. The company faces skepticism about the feasibility of its ambitious plans. Read more
HITC and Evolution Data Centers Form Joint Venture in Vietnam
HITC International Telecommunication JSC and Evolution Data Centers have partnered to develop large-scale AI and hyperscale data centers in Vietnam. The venture aims to support the country's digital economy with sustainable infrastructure. Read more
Supermicro Expands NVIDIA Blackwell Portfolio with New Systems
Supermicro has announced the expansion of its NVIDIA Blackwell architecture portfolio with new liquid-cooled systems designed for high-density hyperscale and AI factory deployments. Read more
Sandia Labs Unveils Spectra Supercomputer with NextSilicon Chips
Sandia National Laboratories has introduced the Spectra supercomputer, featuring NextSilicon Maverick-2 chips. The system will support national security research, including fluid dynamics and nuclear weapons simulations. Read more
Oklahoma's 'Behind-the-Meter' Law for AI Data Centers
Oklahoma lawmakers, including Governor Kevin Stitt, support a 2024 law mandating large power users like AI data centers to produce their own electricity, aiming to shield residential consumers from higher utility bills. Read more
Efficient Computer Unveils Electron E1 Processor for AI
Efficient Computer has launched the Electron E1, a new processor aimed at improving energy efficiency in AI applications. The processor features a unique spatial dataflow architecture and is designed for edge computing and embedded systems. Read more
OpenAI Seeks $10 Billion from Amazon for AI Chips
OpenAI is in early talks with Amazon to raise $10 billion, potentially using Amazon's Trainium chip, which could value OpenAI at over $500 billion. Read more
S2C, MachineWare, and Andes Technology Unveil RISC-V Co-Emulation Solution
In a joint effort, S2C, MachineWare, and Andes Technology have launched a co-emulation solution to enhance RISC-V chip design, focusing on hardware and software co-verification. Read more
Rebellion Aims to Compete with Nvidia in AI Chip Market
Rebellion, a South Korean AI semiconductor startup, has reached a valuation of approximately 2 trillion won ($1.5 billion) and aims to challenge Nvidia in the AI chip market. The company plans for global expansion and an upcoming IPO. Read more
Hut 8 Partners with Anthropic and Fluidstack for AI Data Centers
Hut 8 Corp. has partnered with Anthropic and Fluidstack to develop up to 2,295 MW of AI data center infrastructure in Louisiana. The project begins at the River Bend campus and includes a 15-year lease with Fluidstack. Read more
Rapidus Unveils AI Tools for Chip Design
At SEMICON Japan, Rapidus Corporation introduced new AI design tools to enhance semiconductor manufacturing efficiency. Read more
Google and Meta Collaborate on AI Chips for PyTorch
Google is collaborating with Meta to enhance its AI chips' compatibility with PyTorch through an initiative called 'TorchTPU'. This effort aims to challenge Nvidia's market dominance by making Google's TPUs more accessible to PyTorch users. Read more
MetaX Shares Surge in Trading Debut
Shares of the Chinese AI chip startup MetaX Integrated Circuits surged nearly eightfold on their first trading day, following a successful IPO. Read more
AZIO AI Valued at $480 Million
AZIO AI Corporation has been independently valued at approximately $480 million, highlighting its growth in the AI infrastructure sector. Read more
Biren Technology Plans $300 Million Hong Kong IPO
Chinese AI chip startup Biren Technology is set to launch an IPO in Hong Kong, aiming to raise $300 million. This follows approval from the China Securities Regulatory Commission as China strengthens its semiconductor industry amid U.S. export restrictions. Read more
LIG Nex1 and Boss Semiconductor Collaborate on AI Chips
LIG Nex1 has partnered with Boss Semiconductor to develop AI semiconductors for drones and robots, aiming to enhance autonomous capabilities and reduce cloud computing reliance. Read more
Last Energy Raises $100M for AI Data Center Reactors
Austin-based startup Last Energy has secured $100 million in funding to develop small modular nuclear reactors aimed at powering AI data centers. The company plans a pilot reactor deployment at Texas A&M. Read more
Ford Shifts Focus from Electric Trucks to AI Energy Storage
Ford has announced the discontinuation of its all-electric F-150 Lightning truck to concentrate on developing stationary batteries for data centers, addressing the increasing energy needs of the AI industry. Read more
Oracle and OpenAI Get Green Light for Michigan Data Center
Michigan regulators have approved a new data center project by Oracle and OpenAI in Saline Township, following a hearing on environmental and community concerns. Read more
Chindata Unveils AI Power and Cooling System for Data Centers
Chindata has launched the AI Data Center Total Solution Next, a new power and cooling system for AI data centers in China, featuring advanced energy and architectural integration. Read more
Vultr and 5c to Open $1.3 Billion Data Center in Ohio
A new data center in Springfield, Ohio, operated by Vultr and 5c, is planned to open in early 2026 with a $1.3 billion investment. The facility will include an AI supercomputer and create 120 jobs. Read more
HT Materials Science Consortium Awarded $2.6 Million Grant
The HT Materials Science consortium, including Dublin City University and Exergyn Ltd., received a grant from the Disruptive Technologies Innovation Fund to develop heat-transfer fluid additives for direct liquid cooling systems. Read more
Pure DC Signs €1 Billion Lease for Amsterdam Data Centre
Pure Data Centres Group has signed a lease for a 78 MW hyperscale data centre in Amsterdam, investing over €1 billion. The project aims to create over 1,000 jobs and support digital growth in the region. Read more
U.S. House Advances SPEED Act for AI Infrastructure
The U.S. House of Representatives has moved forward with the SPEED Act, which aims to streamline the federal permitting process for AI infrastructure projects. Supported by major tech companies, the bill seeks to expedite AI data center and semiconductor facility construction. Read more
Mythic Inc. Secures $125 Million to Challenge Nvidia in AI Chips
Mythic Inc. has raised $125 million to compete with Nvidia Corp. in the AI chip market, focusing on energy-efficient analog chips. Read more
Cerebras Systems Plans US IPO After $1.1 Billion Funding
Cerebras Systems, an AI chipmaker, is planning to file for an IPO in the US by the second quarter of 2026, following a $1.1 billion funding round and clearance from CFIUS after previous delays. Read more
PayPal Uses PYUSD for AI Infrastructure Funding
PayPal is using its PYUSD stablecoin to finance AI infrastructure through the USD.AI protocol, supporting onchain funding for GPUs and data centers with a $1 billion customer incentive program. Read more
STC and Humain Partner for Saudi Data Centres
Saudi Arabia's largest telecom operator, STC, has partnered with AI company Humain to develop and operate data centres in the kingdom. The joint venture aims to enhance AI infrastructure with a target capacity of 6 gigawatts by 2034. Read more
AirTrunk Announces Second Data Center in Osaka
APAC data center firm AirTrunk has revealed plans for a new hyperscale data center, OSK2, in East Osaka, Japan, with a capacity of 100MW. This expansion increases AirTrunk's total capacity in Japan to 530MW, highlighting its investment in cloud and AI infrastructure. Read more
Ares Management Invests $700M in Virginia Data Centers
Ares Management Corp. is investing $700 million in a data-center complex in Virginia, including a $200 million site purchase and $500 million for fully-leased centers, to meet AI-driven demand. Read more
GigaStream Toyama to Build Japan's Largest Data Centre
Nanto city in Toyama prefecture, Japan, is set to host the country's largest data centre hub with a 3.1 gigawatt capacity, developed by GigaStream Toyama. The project aims to support AI services and will be operational by 2028. Read more
POLYN Technology to Showcase Neuromorphic AI Chip at CES 2026
POLYN Technology will present its NeuroVoice Voice Activity Detection chip at CES 2026, highlighting its low-power neuromorphic technology for continuous speech detection. Read more
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