News/AI Infrastructure
Marvell stock plunges 11% as AI chip demand goes from hot to cool
Marvell Technology's shares plummeted 11.3% in premarket trading after the chipmaker delivered a disappointing data center outlook that fell short of investor expectations. The decline reflects growing concerns about the AI chip market's cooling momentum, as even companies positioned to benefit from artificial intelligence infrastructure buildouts struggle to meet lofty growth projections. What you should know: Marvell's third-quarter data center revenue is expected to remain flat sequentially, despite investor bets on the company's custom AI chips for cloud giants. CEO Matthew Murphy attributed the weakness to normal "lumpiness" when large cloud providers build infrastructure, but didn't specify the source of...
read Aug 28, 2025Fermi America partners with South Korea’s Doosan for 11GW nuclear AI campus
Fermi America has signed a strategic partnership with South Korea's Doosan Enerbility to advance nuclear power development at its massive 11-gigawatt HyperGrid AI campus in Amarillo, Texas. The memorandum of understanding covers both traditional large-scale nuclear plants and cutting-edge small modular reactor technologies for what promises to be one of the world's largest AI infrastructure projects. The HyperGrid campus represents a new scale of AI infrastructure, featuring 18 million square feet of data centers—roughly equivalent to 315 football fields of computing space. This facility will require up to 11 gigawatts of continuous power, enough electricity to power approximately 8 million...
read Aug 28, 2025“Intelligent economy, intelligent society”: China unveils 10-year plan to become fully AI-powered
China's State Council has unveiled a comprehensive ten-year plan to transform the country into a fully AI-powered economy by 2035, declaring artificial intelligence will become a "key growth engine" for national development. The ambitious roadmap aims to integrate AI across six major societal pillars by 2027 and achieve a 90% AI usage rate by 2030, positioning China to compete directly with Western nations despite current technological gaps. What you should know: China's plan targets comprehensive AI integration across society within the next decade. By 2027, AI will be deeply embedded in science and technology, citizen wellbeing, industrial development, consumer goods,...
read Aug 27, 2025Just Deserts: Micropolis Robotics expands to North Africa with exclusive UAE partnership
Micropolis Robotics, a developer of unmanned ground vehicles and AI-driven security solutions, has secured an exclusive distribution agreement with UAE-based Aerxio to expand across Egypt and North Africa. The partnership represents a significant milestone in Micropolis's international expansion strategy, targeting high-growth regional markets where autonomous security solutions can address critical infrastructure challenges including border protection. What you should know: The agreement grants Aerxio exclusive rights to distribute Micropolis's advanced robotics technologies throughout Egypt and the broader North African region. Aerxio brings established strategic relationships with companies across the target markets, providing local expertise for Micropolis's expansion. The partnership focuses on...
read Aug 27, 2025Bayou Brains: Meta commits $50B to Louisiana AI data center in superintelligence push
Meta's planned artificial intelligence data center in Louisiana will cost $50 billion, according to President Donald Trump, who revealed the figure during a Tuesday cabinet meeting. The facility in Richland Parish represents Meta's largest data center project and highlights the company's massive financial commitment to AI infrastructure as it pursues superintelligence capabilities. What you should know: Meta is building its largest data center in rural Louisiana's Richland Parish, designed to handle intense computational workloads for AI applications. The company has secured $29 billion in financing through U.S. bond giant PIMCO and alternative asset manager Blue Owl Capital to support the...
read Aug 25, 2025Nvidia’s Jetson Thor delivers 7.5x AI boost for robotics at $3.5K
Nvidia has launched its Jetson AGX Thor developer kit and production modules, a next-generation robotics platform powered by Blackwell GPUs designed to enable millions of robots, including humanoids, with advanced AI capabilities. The platform delivers record-breaking performance and efficiency, reinforcing Nvidia's position in AI infrastructure as analysts project stronger earnings driven by its GB200 and Blackwell product ramps ahead of the company's August 27 earnings report. Key performance specs: The Blackwell GPU-powered platform delivers up to 2,070 FP4 teraflops of AI compute with 128GB of memory in a 130-watt power envelope. This represents 7.5 times the AI compute and 3.5...
read Aug 25, 2025Latin America charts independent, flexible course amid US-China AI rivalry
Latin America faces a pivotal choice as the U.S. and China advance competing visions for global AI governance, with Washington framing artificial intelligence as a zero-sum race for technological dominance while Beijing positions AI as a collaborative "global public good." The region's response could determine its technological sovereignty for decades, but a third path of digital non-alignment may offer the strongest strategy for preserving independence while accessing benefits from both superpowers. The competing visions: Two radically different AI strategies emerged from the world's technological superpowers in recent weeks, creating pressure for Latin American nations to choose sides. The Trump administration's...
read Aug 22, 2025LG wins $720M AI data center cooling contract in Indonesia
LG Electronics has secured a major contract to provide advanced cooling systems for a large-scale AI data center under construction in Jakarta, Indonesia. The project positions LG to significantly expand its business-to-business cooling solutions footprint across Asia, with ambitious targets to reach $720 million in annual chiller sales and triple data center cooling orders within two years. What you should know: LG will supply a comprehensive suite of thermal management technologies for the Jakarta facility, expected to be among Indonesia's largest data centers.• The cooling package includes chillers, computer room air handlers (CRAH), air handling units (AHU), computer room air...
read Aug 21, 2025Job alert: Y Combinator’s Cua hiring founding engineer for AI agent platform at $150K
Y Combinator-backed Cua is seeking a founding engineer to own the user experience and design for their AI agent infrastructure platform. The San Francisco-based startup, which has gained 9,000+ GitHub stars in just four months, is building tools that enable AI agents to safely interact with real computers and applications at scale. What you should know: This founding role combines frontend engineering with UX/design responsibilities, offering significant equity and product ownership in a fast-growing AI infrastructure company. The position offers $100,000-$150,000 salary plus 0.50%-0.75% equity for someone with 2+ years of frontend experience. Candidates will own the entire UI/UX across...
read Aug 21, 2025Vodafone Idea partners with IBM to build AI hub for 200M subscribers
Vodafone Idea, India's third-largest telecom operator, has forged a strategic partnership with IBM to integrate artificial intelligence throughout its operations, marking a significant step in the carrier's digital transformation efforts. The collaboration establishes a dedicated AI innovation hub designed to modernize telecom operations and accelerate service delivery in one of the world's most competitive mobile markets. The partnership addresses a critical challenge facing Indian telecom operators: managing increasingly complex networks while delivering faster, more reliable services to over 200 million subscribers. As data consumption surges and 5G networks expand across India, telecom companies must streamline operations and reduce costs to...
read Aug 21, 2025AI in smart factory infrastructure, manufacturing projected to reach $155B by 2030
The global artificial intelligence in manufacturing market is projected to surge from $34.18 billion in 2025 to $155.04 billion by 2030, representing a compound annual growth rate of 35.3%, according to a new MarketsandMarkets™ report. This explosive growth reflects manufacturers' accelerating adoption of AI technologies for real-time data analysis, intelligent automation, and operational optimization across industries ranging from automotive to pharmaceuticals, positioning AI as a foundational technology for next-generation manufacturing capabilities. Key market dynamics: The expansion is fueled by the integration of AI with industrial IoT platforms, edge computing, and cloud analytics, enabling responsive and scalable operations across diverse manufacturing...
read Aug 20, 2025Vantage Data Centers builds $25B AI campus in rural Texas the size of 900 football fields
Vantage Data Centers is making the largest investment in its corporate history: a $25 billion artificial intelligence campus in rural Texas that signals just how dramatically the AI boom is reshaping America's digital infrastructure landscape. The massive project, dubbed Frontier, will span 1,200 acres in Shackelford County, Texas—roughly the size of 900 football fields. When complete, this hyperscale facility will deliver 1.4 gigawatts of power capacity, enough electricity to power roughly one million homes, making it the largest data center campus in Vantage's global portfolio. Why this matters This investment represents more than just corporate expansion—it's a window into the...
read Aug 20, 2025Canada builds sovereign AI infrastructure to keep data cozy, warm and at home
Canada is making a bold play for AI independence. Buzz High Performance Computing (Buzz HPC), a subsidiary of publicly-traded Hive Digital Technologies, has partnered with Bell Canada to build nationwide AI infrastructure that keeps sensitive data entirely within Canadian borders—a concept known as "sovereign AI." This partnership addresses a growing concern among governments and enterprises: maintaining control over their most sensitive data while accessing cutting-edge AI capabilities. Rather than relying on foreign cloud providers, Canadian organizations will soon have access to powerful AI computing resources hosted exclusively in Canadian-owned facilities. The infrastructure backbone The collaboration centers on Bell AI Fabric,...
read Aug 19, 2025Hinterlands for the (H)internet: Applied Digital plans $3B AI data center campus in North Dakota
Applied Digital announced plans for a $3 billion AI data center campus in North Dakota, marking the company's second major project in the state. The 280-megawatt Polaris Forge 2 facility near Harwood will break ground in September 2025, strengthening North Dakota's position as a strategic hub for AI infrastructure development. What you should know: The massive data center campus represents Applied Digital's continued expansion in North Dakota's favorable business environment. Construction begins in September 2025 with initial operations planned for 2026 and full capacity by early 2027. The facility will create over 200 permanent jobs plus long-term contractor positions. Applied...
read Aug 19, 2025Google strikes nuclear power deal to fuel AI data centers
Google has struck a groundbreaking deal to power its data centers with advanced nuclear energy, marking a significant shift in how tech giants plan to meet their soaring electricity demands. The partnership involves Kairos Power, a nuclear technology company, and the Tennessee Valley Authority (TVA), one of America's largest public power providers, to build a next-generation reactor specifically designed to support Google's operations. The collaboration centers on the Hermes 2 plant in Oak Ridge, Tennessee, which will begin delivering clean electricity to Google's data centers in Tennessee and Alabama starting in 2030. This represents the first time a U.S. utility...
read Aug 19, 2025Bubble? No trouble. Altman admits “insane” AI mania while planning trillion-dollar spending
OpenAI CEO Sam Altman has openly acknowledged that artificial intelligence is currently experiencing a bubble, with "insane" valuations and irrational investor behavior driving the market. Despite warning that some investors will get "very burnt," Altman remains committed to aggressive spending on AI infrastructure, with OpenAI planning to invest trillions in datacenter construction as demand outpaces what any single cloud provider can supply. What they're saying: Altman didn't mince words about the current state of AI investment during a recent dinner with reporters. "Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes,"...
read Aug 18, 2025Data center vacancy hits 2.3% as AI triggers $1T investment surge
The North American data center sector has reached a "critical tipping point" with vacancy rates hitting record lows of 2.3% despite surging development, according to JLL's midyear 2025 report. JLL, a global commercial real estate firm, forecasts up to $1 trillion in North American data center investment from 2025-2030, driven by AI demand and cloud expansion that's forcing operators to completely rethink their strategies. What you should know: Power access, not physical space, has become the primary bottleneck constraining data center growth across North America. Grid connections now take four years on average, while commercial electricity rates have risen nearly...
read Aug 18, 2025SoftBank acquires $375M Ohio plant for AI data center manufacturing
SoftBank Group, the Japanese telecommunications and investment giant, has acquired a Foxconn manufacturing facility in Ohio for $375 million, marking a significant step in the company's ambitious push into artificial intelligence infrastructure. The acquisition transforms the former electric vehicle plant into a hub for AI data center equipment production, positioning SoftBank as a key player in America's rapidly expanding AI infrastructure landscape. This purchase represents more than just a real estate transaction—it's a strategic move within Stargate, a massive $500 billion joint venture between SoftBank, OpenAI, and Oracle that aims to revolutionize AI computing capacity across the United States. The...
read Aug 18, 2025Oracle cuts 300+ jobs while boosting AI infrastructure spending by 70%
Oracle has cut over 300 jobs across its U.S. operations, with 143 positions eliminated in Redwood City, California, and 161 in Seattle, Washington, according to Worker Adjustment and Retraining Notification (WARN) filings. The layoffs represent part of Oracle's strategic shift toward AI infrastructure investments, though the company has been more restrained in workforce reductions compared to other tech giants that have eliminated tens of thousands of positions. What you should know: The actual scope of Oracle's layoffs may be significantly larger than officially reported figures suggest.• An Oracle worker familiar with the situation told The Register that the numbers "sound...
read Aug 18, 2025Google Gemini now runs natively on Oracle’s cloud infrastructure
Google has partnered with Oracle to bring its Gemini AI models directly to Oracle Cloud Infrastructure, marking a significant departure from typical exclusive cloud-AI partnerships. This integration allows enterprise customers to access Gemini's advanced language and multimodal capabilities natively within Oracle's cloud environment, bypassing traditional barriers to cross-cloud AI adoption and positioning Oracle as a multi-vendor AI platform provider. What you should know: Oracle customers can now consume Gemini models as part of the Oracle Cloud Infrastructure Generative AI suite, not just as external APIs. The partnership starts with Gemini 2.5 and plans to expand to include models for image,...
read Aug 18, 2025Malaysia’s AI data center boom strains power grid and water supply
Malaysia's southern state of Johor has emerged as one of Southeast Asia's fastest-growing data center hubs, attracting billions in investments from tech giants like Google, Microsoft, and ByteDance amid the AI boom. However, the massive infrastructure demands are straining the region's energy grid and water resources, forcing officials to slow project approvals and implement sustainability measures as the state grapples with powering what could become a 5,800-megawatt data center ecosystem. The scale of growth: Johor's data center expansion represents one of the most dramatic infrastructure buildouts in Southeast Asia, driven by AI's computational demands. The state currently operates about 580...
read Aug 18, 2025Electricity prices surge twice as fast as inflation, driven by AI data centers
Electricity prices are surging more than twice as fast as overall inflation, creating a financial strain for households nationwide as they grapple with soaring summer cooling costs. The rapid price increases stem from multiple factors, including rising natural gas costs, explosive growth in power-hungry AI data centers, and increased natural gas exports that drive up domestic energy prices. What you should know: American households are facing unprecedented electricity cost increases that far exceed general inflation rates. Electricity prices have jumped more than twice as fast as the overall cost of living in the past year, hitting families hardest during peak...
read Aug 18, 2025Foxconn sells $375M Ohio plant, pivots from EVs to AI servers
Foxconn has sold its 3-million-square-foot Ohio manufacturing facility to Crescent Dune LLC for $375 million, while retaining operational control through a long-term occupancy agreement. The strategic move allows Foxconn to pivot the Lordstown plant from troubled electric vehicle production to manufacturing AI servers for major clients including Nvidia and Apple, capitalizing on the more predictable, high-margin AI hardware market. What you should know: The ownership transfer is essentially a financial restructuring that keeps Foxconn in charge of operations while offloading real estate assets. Foxconn will continue operating the facility under a long-term occupancy agreement, maintaining control over production and employment....
read Aug 15, 2025Delete emails to help conserve water (and support data centers), England drought officials say
England's National Drought Group has advised millions of residents to delete old emails and photos to help conserve water during the country's driest six-month period since 1976. The unusual recommendation stems from the fact that data centers storing digital information require vast amounts of water to cool their systems, creating an unexpected link between digital habits and water conservation during drought conditions. What you should know: England is experiencing severe drought conditions with five areas under formal drought declarations and reservoirs averaging just 67.7% full compared to the typical 80.5% for this time of year. The affected regions include Yorkshire;...
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