China’s AI infrastructure plan appears to be part of a broader national infrastructure strategy announced by the Chinese leadership in April this year, says Omdia In sum – what to know: National initiative – China is reportedly developing a plan…
The push for orbital data centres promises abundant solar power, but faces severe constraints in heat rejection, launch costs, congestion, downlink bandwidth and depreciation – suggesting niche applications rather than hyperscale displacement of Earth-based infrastructure overall. Vish Nandlall tells the…
AI runs at the speed of light. More and more, that light is made in Texas. Coherent broke ground today on an expanded manufacturing building in Sherman, Texas. The company makes the lasers, optical components and compound semiconductors that wire AI systems together — and runs what it calls the world’s first 6-inch indium phosphide […]
T
The Kuwait Investment Authority (KIA) has joined forces with Nvidia, KKR and US power producer Vistra to launch Helix Digital Infrastructure, a new company backed by more than $10 billion in committed capital to develop large-scale infrastructure supporting the rapid expansion of artificial intelligence. The venture will be led by Adam Selipsky, the former chief executive of Amazon Web […]
The…
Enterprises are moving agentic AI from proof of concept to production — and the next generation of AI factories are built for the era of agents. At HPE Discover Las Vegas, running through Thursday, June 18, NVIDIA and HPE are expanding the HPE AI Factory with NVIDIA, including NVIDIA Vera CPU and NVIDIA Agent Toolkit […]
Every breakthrough AI model starts the same way: with a training run. The infrastructure running those training jobs shapes everything: how fast teams can iterate, what scale of model they can build and whether those jobs complete reliably. As models grow in size, complexity and intelligence, the demands on training infrastructure are also rising. In […]
Per Narvinger replaces Börje Ekholm as chief executive at Ericsson, signalling strategic continuity in the Swedish vendor’s focus on 5G execution and operator-led growth – thrown into relief as old rival Nokia continues to pursue a more aggressive AI infrastructure…
According to Helen Xenos, senior director of portfolio marketing at Ciena, selecting the appropriate optical technology depends on the customer’s primary constraint In sum – what to know: AI reshapes DCI – Helen Xenos said AI scale-across deployments require roughly…
Communications service providers are currently focused on the practical use of AI to reduce opex; the next step is leveraging AI to create new revenue streams Telecommunications infrastructure is being recast as AI infrastructure, and communications service providers (CSPs) have…
As nations race to build sovereign AI capabilities, successful strategies are converging on a common formula: control critical bottlenecks. The real differentiator is no longer ambition or spending, but the ability to turn power, infrastructure, regulation and demand into lasting…
AgentPerf from Artificial Analysis, the industry’s first agentic AI benchmark, gives developers, enterprises and infrastructure providers a clear way to compare systems for agentic AI. In the first round of published results, the NVIDIA Blackwell Ultra NVL72 platform delivers leading performance across the agentic AI workloads tested, running 20x more agents per megawatt than NVIDIA […]
The Nvidia-powered AI-RAN deal moves the partners’ year-long collaboration to deployment In sum – what we know: Nokia and Indosat have signed a strategic network modernization and AI-RAN rollout agreement that puts their Nvidia-powered collaboration on a path to actual…
T
The emergence of trillion-dollar technology companies is reshaping global finance and giving rise to what investors increasingly describe as the AI Capital Market — a new investment ecosystem centered on artificial intelligence, computing infrastructure, advanced communications networks and the sovereign capital financing them. At the forefront of this transformation is SpaceX, whose planned…
Speaking during a recent RCR webinar, AFL’s Noah Taylor said that as hyperscalers expand AI deployments, the networks linking data centers are becoming increasingly important alongside the facilities themselves In sum – what to know: DCI scales rapidly – Taylor…
European telcos are rebuilding scale in their fixed networks through acquisitions, joint ventures, and wholesale models to reduce fiber overlap, improve economics, and prep the AI-edge. In sum – what to know: Telenor – is acquiring Norwegian fiber operator Enivest…
NVIDIA GPUs with Confidential Computing are now used for confidential inference in Apple’s Private Cloud Compute (PCC), as it expands beyond Apple’s data centers to Google Cloud. Unveiled during Apple’s annual WWDC gathering for developers from around the globe, NVIDIA GPUs will support server-side inference for Apple Foundation Models, custom-built by Apple and Google, leveraging […]
Spending patterns in the optical market are increasingly shaped by hyperscalers rather than traditional telecom operators – says Ciena, Nokia, and Dell’Oro on an RCR webinar. In sum – what to know: DCI demand surges – Dell’Oro said spending on…
The UK government’s £1.1bn AI hardware plan anchors a new national compute strategy, including a £750m supercomputer in Edinburgh and targeted support for UK chip startups, alongside major private commitments from AMD and Nebius worth nearly £4bn, and a growing…
NVIDIA and LG Group are building an AI factory to accelerate LG Group’s next wave of AI-driven businesses, spanning robotics, autonomous driving, data center technologies and GPU cloud services. The AI factory will provide LG Group with accelerated computing infrastructure to train, simulate, validate and deploy AI-based applications across its key businesses. The collaboration brings […]
NVIDIA and Doosan Group are expanding their collaboration to advance new opportunities across physical AI, robotics and AI factory infrastructure, spanning Doosan Robotics, Doosan Bobcat, Doosan Enerbility and Doosan Corporation Electro-Materials BG. The collaboration will bring together NVIDIA’s full-stack accelerated computing platforms with Doosan Group’s capabilities in industrial automation,…
Hyperscalers are focused on monetizing their AI compute investments, which continues to direct a larger share of spending towards network infrastructure, observes Ciena chief Gary Smith. In sum – what to know: Market expansion – Ciena said its addressable market…
Home to cutting-edge sovereign AI infrastructure and robotics innovators, as well as one of the world’s most passionate gaming communities, South Korea is one of the world’s centers of AI. NVIDIA founder and CEO Jensen Huang is in Seoul this week to meet the partners and builders behind that work. Stay tuned here for live […]
Orange Business is advancing its enterprise strategy through sovereign and secure data management and services. A new French hospital deployment shows the model in use – but everything from the French firm, lately, is pinned to the same message, including…
The agentic AI moment has arrived, but delivering on its promise requires more than good models. It also takes fast hardware, secure runtimes, a responsive data layer and models tuned for long-running reasoning. NVIDIA and Microsoft are bringing that full stack to developers across Windows devices, Azure cloud and local deployments. At Microsoft Build, NVIDIA […]
A reciprocal infrastructure deal between Telstra and Google, a new India-Singapore route from FLAG, and a record-breaking fiber transmission test from Japan’s NICT all point to the same thing – that the subsea market is entering a new phase, and…
Synergy said five neocloud companies are now among the world’s top 30 cloud providers by infrastructure services revenue In sum – what to know: Growth moderating – Synergy expects cloud growth rates to ease over time, although absolute revenue increases…
Softbank’s €75bn plan to build 5GW of AI data center capacity in France is being hailed in Paris as a breakthrough for European digital sovereignty. But the scale of foreign capital – despite the absence of US hyperscalers – raises…
T
The first phase of the artificial intelligence revolution created a clear winner: Nvidia. As demand for AI computing exploded, the company’s advanced processors became the essential engines powering everything from chatbots and large language models to hyperscale data centres. Yet as the AI industry enters a new stage of development, investors are increasingly asking a […]
The post Beyond…
The NVIDIA AI Cloud ecosystem is accelerating the global buildout of AI factory infrastructure. Partners are expanding capacity to meet growing demand from enterprises, startups, nations, AI labs and developers scaling agentic AI applications. NVIDIA AI Clouds are a growing ecosystem of purpose-built clouds serving the exploding token demand behind today’s most popular AI applications. […]
As factories move from isolated automation to plant-wide intelligence, manufacturers need AI systems that can connect live machine signals, quality systems, work instructions and operational alerts into a unified decision layer. Today at GTC Taipei at COMPUTEX, NVIDIA announced the NVIDIA Factory Operations Blueprint (FOX) — a reference design for building an autonomous factory manager […]
Page 1
Older →