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Tech giants forge AI infrastructure partnerships to meet growing computing demands
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Major tech partnerships are transforming the AI infrastructure landscape, with top companies focusing on digital twins, cloud integrations, and increased data center capacity in Asia. These collaborations highlight how the underlying technology powering AI systems is evolving to meet growing demands for more efficient, sustainable computing resources capable of running increasingly complex AI workloads.

The big picture: Schneider Electric and ETAP have created what they claim is the first AI factory digital twin, allowing comprehensive simulation of power requirements across AI data centers.

  • The solution runs on NVIDIA Omniverse Cloud APIs and provides real-time monitoring and predictive analytics for AI infrastructure.
  • By combining ETAP’s Electrical Digital Twin with NVIDIA’s Omniverse, the system helps operators optimize power efficiency, lower total cost of ownership, and improve reliability.

Key partnerships: Oracle and NVIDIA have integrated Oracle Cloud Infrastructure with NVIDIA AI Enterprise, significantly expanding AI tooling options for enterprise customers.

  • The collaboration makes more than 160 AI tools and 100+ NVIDIA NIM microservices accessible directly through the OCI Console.
  • The partnership will enhance generative AI model deployment and vector search capabilities in Oracle Database 23ai.
  • NVIDIA AI Enterprise will be available for bare-metal instances and Kubernetes clusters, combining NVIDIA’s AI acceleration with Oracle’s cloud security and scalability.

Asia expansion: Digital infrastructure companies are aggressively scaling their data center footprints across Asian markets to support growing AI workloads.

  • Digital Realty and Bersama Digital Infrastructure Asia have formed a joint venture called Digital Realty Bersama to develop and operate data centers in Indonesia.
  • The venture includes Jakarta-based data center platform Bersama Digital Data Centers and introduces a new facility, CGK11, 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 high-growth markets across Asia.

Why this matters: These major infrastructure investments reflect the industry’s rapid shift toward more scalable and sustainable AI computing foundations as demand for AI processing continues to accelerate globally.

AI infra brief: From Schneider Electric, Oracle, Digital Realty and more

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