Posts tagged with: data center

Zayo, Equinix draw up a new AI Infrastructure Blueprint

Zayo and Equinix unveiled the industry’s first AI Infrastructure Blueprint, a joint infrastructure architecture framework that defines how next-generation infrastructure powers AI workloads.  AI at scale spans training locations, distributed inference, and network and interconnection nodes that link them. The...

Microsoft, Google investments put UK in AI spotlight

Microsoft and Google just announced multi-billion dollar investments in AI infrastructure in the U.K. The news follows similar investments from a range of other cloud players The U.K. is aiming to build itself into an AI powerhouse but faces challenges...

New investments could transform the data center power equation

Data centers are driving demand for expanded power transmission and distribution from utilities But they’re also contributing to demand for transformers and other critical power gear in a tight supply market Several power component vendors are stepping up manufacturing to...

Oracle’s massive OpenAI deal raises equally big questions

Oracle and OpenAI have reportedly struck a five-year, $300 billion cloud computing deal The deal raises questions about how OpenAI will pay but also about what exactly it’s buying, analysts said The rapidly shifting AI landscape could well derail the...

Nuclear power has hit the data center mainstream

Momentum behind nuclear power in the data center industry is picking up steam as AI drives up energy demand Multiple companies are striking deployment agreements, power purchase deals and collaboration pacts Government backing for nuclear in the U.S. isn’t hurting...

Oracle plots $3B European expansion

Oracle made two major infrastructure investment announcements this week It’s planning to spend big on compute upgrades in Germany and The Netherlands over the next five years But zooming out, the money is a fraction of its planned capex for...

There’s no stopping the liquid cooling train

Dell’Oro’s latest data shows that the liquid cooling market was on fire in Q1 2025 Immersion cooling is less popular than direct-to-chip but is serving several niche use cases Power systems also face major change The data center physical infrastructure...

Global data center capex surged 53% Y/Y in 1Q 2025, says Dell’Oro Group

According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, worldwide data center capex surged 53 percent year-over-year in 1Q 2025, marking the sixth consecutive quarter...

Cheat sheet: Everything you need to know about Stargate

Stargate is OpenAI’s bid to build the data center infrastructure it needs for AI It initially aimed at building facilities in the U.S. A project in the UAE is its first – but not last – international venture People of...

Cisco’s AI infrastructure orders soar past $1 billion

Cisco blew past its $1 billion sales goal for AI infrastructure Huge appetites from three of its webscale customers helped it double AI infrastructure sales quarter over quarter A new partnership with Saudi Arabia comes with huge potential for the...