AVK has committed $1 billion to develop energy infrastructure supporting the rollout of NVIDIA's 10,000 GPU GB300 NVL72 cluster in the Philippines. The investment focuses on microgrid technology and m...
Infinigence AI has raised RMB 2.3 billion in a rapidly completed Series C funding round to expand its AI compute infrastructure amid surging demand in China. The capital will support data center upgra...
The AI boom is no longer just about GPUs. Innovations in power sourcing—from renewables to nuclear—and advances in cooling technologies are reshaping AI infrastructure. This diversification signals a ...
Tesla has begun building a 450MW solar farm paired with a large battery storage system near Phoenix, Arizona. The project, with 90% of its output secured through off-take agreements, targets energy-in...
AM Intelligence has finalized a binding agreement to purchase 20,000 NVIDIA Rubin GPUs in 2026, marking one of the largest firm GPU orders this year. The contract’s strict delivery and cancellation te...
In March 2026, Google committed to purchasing nearly 890 megawatts of power from advanced nuclear reactors operated by Constellation Energy to supply its AI data centers across the U.S. This partnersh...
Agentic AI—autonomous, multi-tasking digital workers—are transforming the AI landscape. Yet the industry remains fixated on scaling models and compute, neglecting the urgent need for new talent, gover...
AMD and OpenAI have signed a multiyear deal for AMD to supply six gigawatts of GPUs starting in the second half of 2026. The agreement emphasizes OpenAI's expansion of AI inference infrastructure and ...
Upscale AI, supported by Nvidia, launched Token Fabric in March 2026, a networking technology designed to interconnect AI chips from multiple vendors within data centers. Token Fabric aims to break do...
Arista Networks Expands Ethernet Solutions to Compete with Nvidia’s Proprietary AI Networking Fabric
Arista Networks announced expanded Ethernet-based networking solutions aimed at competing with Nvidia’s proprietary NVLink technology in AI data centers. The new offerings include advanced hardware an...