Building the AI Economy Converge Digest tracks the global build-out of AI infrastructure—from hyperscale AI factories and sovereign AI initiatives to GPU cloud providers, power systems, networking and optical infrastructure. We follow the investments, technologies and architectures redefining digital infrastructure worldwide. |
Technology Pillars AI Factories ›Hyperscalers ›GPU Clouds ›Sovereign AI ›Data Centers ›Data Center Networking ›Power Infrastructure › |
Key Players NVIDIA ›Microsoft ›Google ›Amazon ›Meta ›Oracle ›CoreWeave ›xAI ›OpenAI ›Equinix ›Digital Realty ›NTT DATA › |
| Tracking: Scale-Up • Scale-Out • AI Campuses • AI Infrastructure Investment • National AI Strategies • AI Economics • Ultra Ethernet • InfiniBand • Optical Networking • Fiber Infrastructure • Energy • Rack-Scale Systems • DCI |
Cerebras Systems expanded both its AI systems manufacturing capacity and international infrastructure footprint, announcing plans to increase production capacity for its CS-3 systems by approximately 7x through 2026 while building...
DeepInfra Opens Toronto AI Data Center with 1,000+ NVIDIA Blackwell B300 GPUs DeepInfra opened its first international data center location in Toronto, deploying more than 1,000 NVIDIA Blackwell B300 GPUs...
Applied Digital delivered the first 75 MW phase of Building 2 at its Polaris Forge 1 campus in Ellendale, North Dakota, bringing total operational capacity at the AI infrastructure campus...
TeraWulf signed a 20-year lease with Anthropic for approximately 401 MW of critical IT load at its Justified Data campus in Hawesville, Kentucky, establishing one of the largest long-duration AI...
KT outlined an KRW 18 trillion ($11.8 billion) investment program spanning cybersecurity, next-generation networks, AI data centers, and submarine cable infrastructure as the South Korean telecom operator moves to position...
Indosat Ooredoo Hutchison plans to extend Vikram Sinha’s term as President Director and CEO for another five years as the Indonesian telecom operator moves into the next phase of its...
QTS ended its pursuit of the Prince William Digital Gateway data center project in Virginia after withdrawing its remaining appeals before the Supreme Court of Virginia on July 2, 2026....
Oklo advanced its Groves Isotope Test Reactor in Lockhart, Texas, after the U.S. Department of Energy approved the facility’s Documented Safety Analysis under DOE’s Reactor Pilot Program. The approval moves...
Digital Realty agreed to acquire Blackstone’s ownership interests in three hyperscale data centers in Northern Virginia, increasing its exposure to one of the world’s most important AI infrastructure markets. The...
DigitalBridge and Japan Extensive Infrastructure (JEXI), part of the Sumitomo Mitsui Trust Group, have launched Nippon Gateway Infrastructure (NGI), a new enterprise-focused colocation data center platform targeting Japan’s growing demand...
IREN announced that it has achieved NVIDIA Exemplar Cloud status for its NVIDIA HGX B300 platform, validating that its AI cloud infrastructure meets NVIDIA’s reference performance targets for large-scale AI...
South Korea has launched one of the world’s most ambitious national AI infrastructure initiatives, aligning government policy with unprecedented long-term investments from Samsung and SK Group to strengthen the country’s...
NTT DATA, in partnership with NTT Global Data Centers and economic consultancy ThoughtLab, has released a new global analysis examining whether the infrastructure required to support the next wave of...
A private dossier for networking and telecoms