The AI Infrastructure Investment Race: Trillions Committed as Agentic AI Reshapes the Tech Landscape
Leading technology companies have committed nearly $2.4 trillion to AI infrastructure, driven by the demands of agentic AI systems requiring advanced hardware and sustainable energy solutions. This ma...
Amazon announced a $220 billion capital expenditure plan for 2026 to expand and upgrade data centers optimized for AI workloads. This represents one of the largest infrastructure investments in techno...
LG CNS has deployed direct-to-chip liquid cooling technology at Naver Cloud's data center in Goyang City, South Korea, to improve thermal management of AI workloads. This installation aims to enhance ...
Agentic AI is rapidly evolving from passive assistants to autonomous agents managing complex workflows and verifying their own outputs. This shift is driving major infrastructure changes in sectors li...
Rumble has secured a $13.7 billion GPU procurement deal in March 2026 to expand its AI infrastructure and compete with hyperscale cloud providers. The deal aims to boost AI model training and inferenc...
Cisco announced a partnership with Supermicro to integrate liquid-cooled servers into its Secure AI Factory platform, enhancing its AI infrastructure to support trillion-parameter AI models. The colla...
Navitas Semiconductor announced plans to acquire Claros, integrating advanced Voltage Power Delivery and Integrated Voltage Regulator technologies to improve power efficiency and scalability in AI inf...
This opinion piece argues that AI’s rapidly growing energy demands are outpacing sustainable energy infrastructure, posing a significant climate risk. The author calls for urgent investment in renewab...
Navitas Semiconductor Acquires Claros for $232.8 Million to Enhance AI Power Management Technologies
Navitas Semiconductor finalized its $232.8 million acquisition of Claros, a power management specialist for high-speed AI chipsets, in March 2026. The integration aims to improve energy efficiency and...
Echelon has partnered with biotech-founded startup Trinovium to deploy advanced liquid cooling technologies in AI data centers, aiming to improve thermal management and reduce energy consumption. Init...