Tech giants expand AI infrastructure with new partnerships and data centers

Tech giants are rapidly expanding AI infrastructure to meet the growing demands of this computing-intensive technology. Recent collaborations between major companies like Schneider Electric, Oracle, NVIDIA, and Digital Realty highlight the industry’s push toward more sophisticated simulation technologies, cloud integration, and global data center expansion. These developments point to a strategic shift in how companies are building the physical and digital foundations needed to support increasingly complex AI workloads.

The big picture: Major tech and infrastructure companies are forming strategic partnerships to build more advanced AI infrastructure systems that can optimize power usage, accelerate workloads, and expand global data center footprints.

• Schneider Electric and ETAP have created the first AI factory digital twin that simulates power requirements from grid to chip level using NVIDIA’s Omniverse Cloud APIs.
• Oracle and NVIDIA are integrating their platforms to make over 160 AI tools and 100+ NVIDIA NIM microservices available through Oracle Cloud Infrastructure.
• Data center operators Digital Realty and Bridge Data Centres are expanding their presence in Asia with significant new investments.

Why this matters: The AI boom is creating unprecedented demand for specialized infrastructure that can efficiently handle massive computational workloads while managing energy consumption.

• As AI adoption accelerates, companies are scrambling to build infrastructure that balances computational power with sustainability concerns.
• These infrastructure developments provide the foundation that makes advanced AI applications possible for enterprises worldwide.

Key details: Schneider Electric’s digital twin technology represents a significant advancement in how AI data centers can be monitored and optimized.

• Built on NVIDIA Omniverse Cloud APIs, the solution enables real-time monitoring and predictive analytics that can improve power efficiency and reliability.
• The technology integrates ETAP’s Electrical Digital Twin with NVIDIA’s Omniverse, allowing operators to visualize and optimize complex power systems.

Oracle’s cloud initiative: Oracle and NVIDIA’s collaboration makes advanced AI tools more accessible through standard cloud interfaces.

• The integration will streamline deployment of generative AI models and vector search capabilities in Oracle Database 23ai.
• NVIDIA AI Enterprise will be available for both bare-metal instances and Kubernetes clusters within Oracle’s cloud environment.

Behind the numbers: Data center expansions in Asia reflect the growing global demand for AI-ready infrastructure.

• Digital Realty’s joint venture in Indonesia includes a new facility with initial 5MW capacity and potential to expand to 32MW.
• Bridge Data Centres has secured $2.8 billion in financing to accelerate hyperscale campus development in Malaysia, Thailand, and other Asian markets.

Implications: These infrastructure developments signal a maturation of the AI industry as it moves beyond experimental models to production-scale deployments.

• Companies are investing heavily in the physical and digital infrastructure needed to support increasingly sophisticated AI applications.
• The focus on power optimization and simulation suggests growing awareness of the environmental impact of AI’s massive computational requirements.