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…
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…
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…
KKR is making a massive bet on the future of artificial intelligence. The investment giant has launched Helix Digital Infrastructure with more than $10 billion in committed capital, backed by NVIDIA, Vistra, and the Kuwait Investment Authority. Led by former AWS CEO Adam Selipsky, the new company aims to build the data centers, power infrastructure, and connectivity needed to fuel the next phase…
Why the bottleneck always moves, why economics is an equal partner, and why capital recovery in AI infrastructure now depends on workload liquidity. Every infrastructure supercycle has two engines, not one. The technical engine is bottleneck migration. Workloads expose a…
BY THE OPTIMIST DAILY EDITORIAL TEAM Monterey Park voted 86 percent to 14 percent last Tuesday to permanently ban data centers from the city. It is the first US city to do it through a ballot initiative. Campaign organizer Steven Kung called it “a landslide victory.” On the reasons: “The noise pollution, the air pollution, […]
The post Monterey Park becomes first US city to permanently ban data…
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…
AI’s growth is increasingly constrained not by chips but by infrastructure, from data storage and energy demand to connectivity bottlenecks. As data centers expand, the weakest link shifts, threatening to limit AI’s future scale and performance. Frontier AI companies are…
Meta has launched America’s Workforce Academy, a new skilled trades initiative that offers free training, industry certifications, and guaranteed jobs for graduates. The company says the program will help build the workforce needed for America’s growing AI infrastructure boom, though some may worry a flood of new workers could eventually impact wages in the trades.
As organizations accelerate investment in artificial intelligence, access to compute resources is becoming one of the most valuable strategic assets in the technology economy.
Governments around the world are pushing sovereign AI initiatives to reduce dependence on foreign cloud providers and protect national data. There is just one awkward problem though. Nearly all of this supposedly independent AI infrastructure still runs on NVIDIA hardware and software. As countries build AI factories across Europe, Asia, and the Middle East, the global AI race increasingly looks…
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…
In complex software systems, our traditional definition of operational health has always been comfortably binary. For over a decade, site reliability engineering (SRE) teams have relied on the industry-standard ‘Four Golden Signals’ — latency, traffic, errors and saturation — as the ultimate truth of platform stability. If our API-response times are hovering at sub-100 ms, […]
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…
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…
Samsung has started shipping industry first HBM4E memory samples as the AI infrastructure race pushes demand for faster bandwidth, better thermals, and improved power efficiency in next generation data centers.
OWC is acquiring PowerON Services as AI infrastructure upgrades accelerate hardware replacement cycles. The deal focuses on extending device lifespans, recovering value from aging equipment, and reducing unnecessary tech waste.
Microsoft says its first self-built data center campus helped transform Quincy, Washington from a struggling farming town into a growing tech hub with better jobs, lower poverty, and major public investments. But is Big Tech rewriting the narrative around AI infrastructure?
Most enterprise AI projects start with retrieval. You connect Jira, Confluence, SharePoint, and Slack. Maybe a few internal databases nobody has touched in five years. You tune embeddings, optimize chunking, wire up a vector database, and convince yourself you’ve built an AI-powered knowledge system. Then the model server crashes. And suddenly, you discover the uncomfortable […]
A new report claims only 8 percent of organizations fully understand the true cost of serving AI features. As GPU bills rise and pricing models remain messy, the AI industry may be running into a profitability problem nobody wants to discuss.
Kevin O’Leary’s Stratos Project promises power, jobs and a fierce fight over water.
The biggest AI story in business right now is not another chatbot launch. It’s the rapid shift toward “agentic AI” — software systems that can complete tasks, make decisions, and operate parts of a company with minimal human input. This week alone, major enterprise players including Microsoft, SAP, Anthropic, and Google Cloud announced new initiatives […]
The post The AI Industry Has Moved Past…
Elon Musk’s AI empire appears to be expanding again after a mysterious SpaceX subsidiary reportedly acquired the Colossus I data center property in Memphis for $185 million.
Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in Germany alongside its French PREMI3NS infrastructure. STL Partners has a…
The AI industry is entering a new phase, and businesses need to pay attention. Companies like Anthropic, OpenAI, Google, and Microsoft are no longer competing just to build better chatbots. They are racing to become the operating system behind modern business operations. AI Is Moving From Assistant to Employee For the past two years, most […]
The post The AI Wars Have Changed — Businesses Are No…
SpaceX’s IPO filing reads like a techno-futurist manifesto – but then that’s its business: a vertically integrated empire of rockets, satellites, and AI infrastructure to scale intelligence globally – and make humans a multi-planetary species. The numbers are enormous, the…
KDDI said that a central component of the strategy is the “digital belt” initiative, which includes the expansion of low-latency transport and access networks, AIDC infrastructure, satellite ground stations, and subsea cable landing facilities In sum – what to know:…
For the last two years, the artificial intelligence race has been framed around who could build the smartest model. That phase is ending. The next corporate battleground is becoming painfully clear: who controls the AI agents that actually perform work inside businesses. This week’s wave of announcements from Google, Microsoft, Anthropic, and major infrastructure investors […]
The post The AI…
For the past two years, businesses have treated AI like a pilot project. Companies tested chatbots, generated marketing copy, experimented with coding assistants, and ran isolated automation projects inside departments. That phase is ending. This week Openai.com launched the OpenAI Deployment Company, a new enterprise-focused operation backed by more than $4 billion in investment and […]
The…