SoftBank & AMD Team Up, Adani's $100B AI Investment, Meta & Nvidia Chip Partnership - Silicon Brief #57
February 23, 2026 -
Silicon Brief
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In this edition of Silicon Brief, we delve into the dynamic world of AI chips and data centers, highlighting significant developments and collaborations shaping the industry. SoftBank and AMD are joining forces to enhance AI infrastructure by validating AMD Instinct GPUs, aiming to optimize resource management for AI applications. Meanwhile, Policloud has ambitious plans to deploy 1,000 AI micro-data centers by 2030, focusing on energy efficiency and local governance across Europe, the Gulf, and the US.
Additionally, Firebird is set to invest $4 billion in an AI factory in Armenia, supported by both the Armenian and US governments, while Meta and Nvidia are expanding their partnership to deploy millions of AI chips in the US. In India, AMD and Tata Consultancy Services are collaborating on the 'Helios' AI architecture, and OpenAI is partnering with Tata Group to establish significant AI-ready data center capacity. These stories, among others, underscore the rapid advancements and investments in AI infrastructure globally.
In this edition of Silicon Brief, we delve into the dynamic world of AI chips and data centers, highlighting significant developments and collaborations shaping the industry. SoftBank and AMD are joining forces to enhance AI infrastructure by validating AMD Instinct GPUs, aiming to optimize resource management for AI applications. Meanwhile, Policloud has ambitious plans to deploy 1,000 AI micro-data centers by 2030, focusing on energy efficiency and local governance across Europe, the Gulf, and the US.
Additionally, Firebird is set to invest $4 billion in an AI factory in Armenia, supported by both the Armenian and US governments, while Meta and Nvidia are expanding their partnership to deploy millions of AI chips in the US. In India, AMD and Tata Consultancy Services are collaborating on the 'Helios' AI architecture, and OpenAI is partnering with Tata Group to establish significant AI-ready data center capacity. These stories, among others, underscore the rapid advancements and investments in AI infrastructure globally.
SoftBank and AMD Collaborate on AI Infrastructure
SoftBank and AMD are working together to validate AMD Instinct GPUs for AI infrastructure, focusing on efficient resource management for AI applications. Read more
Policloud to Deploy 1,000 AI Micro-Data Centers by 2030
Policloud announced its plan to establish 1,000 sovereign AI micro-data centers by 2030, focusing on energy efficiency and local governance. The company is expanding in Europe, the Gulf, and the US, with 8 installations already completed. Read more
Firebird to Build $4 Billion AI Factory in Armenia
American startup Firebird plans to construct a $4 billion AI factory in Armenia, with initial server and GPU deliveries expected in two months. The project is backed by both the Armenian and US governments. Read more
AMD and TCS Collaborate on AI Architecture in India
AMD and Tata Consultancy Services (TCS) have announced a collaboration to develop the 'Helios' rack-scale AI architecture in India, aimed at enhancing AI capabilities for enterprises. Read more
Innovo, Castrol ON, and LiquidStack Launch UAE's First AI-Ready Data Center
Innovo, Castrol ON, and LiquidStack have partnered to launch the UAE's first modular AI-ready liquid-cooled data center. This initiative aims to meet the increasing demands for AI and high-performance computing in the GCC region. Read more
Adani Group's $100 Billion AI Data Center Investment
Adani Group plans to invest $100 billion by 2035 to develop AI-ready data centers in India. This initiative aims to enhance India's role in AI and cloud computing. Read more
AsiaPhos and China Mobile Partner for AI Data Centers in Southeast Asia
Singapore-based AsiaPhos Limited and China Mobile International Limited have signed a Letter of Intent to collaborate on AI computing and data center services in Indonesia, Malaysia, and Singapore. Read more
Meta and Nvidia Partner for AI Chip Deployment
Meta has announced an expanded partnership with Nvidia to deploy millions of AI chips across its U.S. data centers. This initiative is part of Meta's $600 billion investment in data center infrastructure by 2028. Read more
Solaris Energy Signs 10-Year Power Supply Deal for AI Data Centers
Solaris Energy Infrastructure has entered a 10-year agreement to supply over 500 MW of power generation equipment to AI data centers run by a major tech company, addressing the rising need for dependable power in the AI industry. Read more
Mesh Optical Technologies Secures $50M for Optical Transceivers
Mesh Optical Technologies, founded by former SpaceX engineers, has raised $50 million in Series A funding to produce optical transceivers for data centers, focusing on AI applications. Read more
OpenAI and Tata Group Partner for AI Data Centers in India
OpenAI has teamed up with Tata Group to establish 100MW of AI-ready data center capacity in India, with future plans to expand to 1GW. This initiative is part of OpenAI's efforts to boost AI infrastructure and adoption in the region. Read more
Reliance Plans $110 Billion AI Investment in India
Reliance has announced a $110 billion investment plan to develop AI computing infrastructure in India over the next seven years. The plan includes building data centers and an edge computing network, focusing on integrating AI services into Reliance's Jio platform. Read more
AI Models and Memory Management Challenges
The article explores the growing importance of memory management in AI infrastructure, noting a significant rise in DRAM chip prices and the complexities involved in optimizing memory for AI model performance. Read more
AMD Guarantees $300 Million Loan for Crusoe's AI Chip Acquisition
AMD is guaranteeing a $300 million loan for Crusoe to support its AI chip deployment, with the loan backed by Goldman Sachs. This move allows Crusoe to benefit from a lower interest rate, and AMD will lease back its chips if necessary. Read more
G42 and Cerebras to Deploy Supercomputer in India
Abu Dhabi's G42 and U.S. chipmaker Cerebras are collaborating to establish a supercomputer in India with 8 exaflops of power, announced at the India AI Impact Summit. Read more
OpenAI CEO Addresses AI's Environmental Impact in India
At an AI summit in India, OpenAI CEO Sam Altman discussed concerns about AI's energy and water usage, refuting claims of excessive water consumption and advocating for renewable energy. Read more
Google Plans $100M Investment in AI Chip Market
Google is reportedly planning to invest around $100 million in the cloud-computing startup Fluidstack to expand its artificial intelligence chip market. This investment aims to increase the demand for Google's tensor processing units (TPUs) among data center partners. Read more
Molex Introduces Copper Solutions for AI Data Centers
Molex has launched its Impress Co-Packaged Copper Solutions to improve connectivity in data centers and AI workflows, supporting ultra-high-speed data transmission and simplifying maintenance. Read more
Midwest FiberPath Plans 1,200-Mile AI Infrastructure
Midwest FiberPath has announced a 1,200-mile backbone infrastructure to support AI traffic and enhance network diversity in the Midwest, positioning Iowa as a central hub for AI networks. Read more
SEMIFIVE and Niobium Collaborate on FHE Accelerator
On February 19, 2026, SEMIFIVE and Niobium announced a partnership to develop a Fully Homomorphic Encryption (FHE) hardware accelerator, aimed at enhancing privacy in AI infrastructure. Read more
Boyd to Present AI Liquid Cooling at Data Centre World 2026
Boyd will present its latest AI-optimized liquid cooling systems at Data Centre World London 2026, focusing on high-density computing solutions. Read more
New Brunswick Cancels Data Center Plans After Protest
The New Brunswick City Council has decided to cancel its data center project following public protests led by NJ Build Up Resistance Now. The council will instead pursue the development of a public park on the site. Read more
OpenAI Addresses Chip Supply and AI Safety in India
OpenAI has expressed confidence in its chip supply management and emphasized the need for global collaboration on AI safety standards at a summit in India. Read more
Adani Group to Invest $100 Billion in AI Data Centers
The Adani Group has announced a significant investment of $100 billion by 2035 to develop renewable-energy-powered data centers for AI workloads in India. This initiative aims to expand AdaniConnex's data center capacity and includes collaborations with Google and Microsoft. Read more
Israel Plans New AI Data Centers to Boost Growth
The Israeli government has approved plans to accelerate the establishment of new AI data centers, aiming to enhance sector growth. These centers are expected to significantly increase the country's energy consumption. Read more
ChipAgents Secures $74 Million for AI Chip Design Platform
ChipAgents has raised a total of $74 million, including a recent $50 million Series A1 funding round led by Matter Venture Partners, to expand its AI platform for semiconductor design. Read more
Converged Technology Networks to Build Malawi's First AI Data Center
Malawian company Converged Technology Networks plans to build the country's first AI-focused micro data center to reduce reliance on foreign infrastructure and boost local AI capabilities. Read more
Nokia and KDDI Showcase Quantum-Safe Optical Transport in Japan
Nokia and KDDI have demonstrated quantum-safe optical transport at KDDI's Sakai Data Center, aiming to enhance security and scalability for AI workloads in Japan. Read more
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