SK Group Chairman Chey Tae-won has forecast that the global semiconductor wafer shortage will persist through 2030, driven by surging AI infrastructure demand. The shortage, affecting chipmakers and A...
Microsoft has announced a $52 million investment to build new AI-optimized data center facilities in Medina, Texas, near San Antonio. The expansion aims to boost Azure cloud capacity, reduce latency, ...
Agentic AI platforms, renewable energy commitments, and novel chip technologies are converging to reshape AI infrastructure. This blog explores how these trends connect and what to watch for in the co...
Bridge Data Centres announced a S$3-5 billion investment to develop AI-optimized data centers in Singapore, aiming to enhance the city-state’s position as a leading AI and cloud hub in Asia Pacific. T...
AWS’s partnership with Cerebras to integrate specialized AI inference chips into Amazon Bedrock marks a strategic shift toward inference disaggregation in cloud AI infrastructure. This move challenges...
Naver Cloud and Hankuk University announced a partnership in March 2026 to develop scalable and energy-efficient AI infrastructure in South Korea. The collaboration aims to enhance the country’s AI ca...
CoreWeave announced a $2 billion capital expenditure increase in March 2026 to expand its AI cloud infrastructure, focusing on data center growth and GPU procurement. The investment reflects surging A...
Arista Networks has introduced a 12.8 Tbps liquid-cooled pluggable optic module aimed at improving bandwidth and thermal management in AI data centers. The module’s advanced photonic and cooling techn...
AMC Robotics has partnered with Hive Digital Technologies to deploy GPU-based AI compute infrastructure designed to enhance robotics performance in manufacturing and logistics sectors. This collaborat...
Clayco has launched a dedicated power and energy division to meet the rising electrical demands of AI data centers and reshored manufacturing in the U.S. The division will focus on scalable, reliable,...