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.
Recent Stories
DOE fusion roadmap targets 2030s commercial deployment as AI drives $9B investment
The Department of Energy has released a new roadmap targeting commercial-scale fusion power deployment by the mid-2030s, though the plan lacks specific funding commitments and relies on scientific breakthroughs that have eluded researchers for decades. The strategy emphasizes public-private partnerships and positions AI as both a research tool and motivation for developing fusion energy to meet data centers' growing electricity demands. The big picture: The DOE's roadmap aims to "deliver the public infrastructure that supports the fusion private sector scale up in the 2030s," but acknowledges it cannot commit to specific funding levels and remains subject to Congressional appropriations. Why...
Oct 17, 2025Tying it all together: Credo’s purple cables power the $4B AI data center boom
Credo, a Silicon Valley semiconductor company specializing in data center cables and chips, has seen its stock price more than double this year to $143.61, following a 245% surge in 2024. The company's signature purple cables, which cost between $300-$500 each, have become essential infrastructure for AI data centers, positioning Credo to capitalize on the trillion-dollar AI infrastructure expansion as hyperscalers like Amazon, Microsoft, and Elon Musk's xAI rapidly build out massive computing facilities. What you should know: Credo's active electrical cables (AECs) are becoming indispensable for connecting the massive GPU clusters required for AI training and inference. The company...
Oct 17, 2025Vatican launches Latin American AI network for human development
The Vatican hosted a two-day conference bringing together 50 global experts to explore how artificial intelligence can advance peace, social justice, and human development. The event launched the Latin American AI Network for Integral Human Development and established principles for ethical AI governance that prioritize human dignity over technological advancement. What you should know: The Pontifical Academy of Social Sciences, the Vatican's research body for social issues, organized the "Digital Rerum Novarum" conference on October 16-17, combining academic research with practical AI applications. Participants included leading experts from MIT, Microsoft, Columbia University, the UN, and major European institutions. The conference...