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 |
Enterprises across the U.S. and Canada are losing significant value from AI investments as legacy data infrastructure struggles to keep pace with rising complexity, according to a new survey from Hitachi...
NVIDIA and CoreWeave are deepening their multi-year collaboration to accelerate buildout of AI infrastructure, targeting more than 5 gigawatts of AI factory capacity by 2030. The expanded collaboration formalizes infrastructure, software, and platform...
Microsoft rolled out a five-point “Community-First AI Infrastructure” plan as it accelerates data center expansion across the United States, framing AI infrastructure as the next major chapter in the nation’s long...
Google confirmed a multi-year collaboration with Apple under which the next generation of Apple Foundation Models will be based on Google’s Gemini models and cloud technology. The agreement will support...
Meta announced the formation of Meta Compute, a new top-level initiative focused on scaling the company’s AI and data center infrastructure to unprecedented levels. Meta said it plans to deploy tens of...
AVAIO Digital plans a large-scale AI-ready data center and power campus near Little Rock, Arkansas, with capacity that could scale to 1 gigawatt. The project, known as the Leo Data Hub,...
Oklo and Meta announced an agreement to support the development of a 1.2-gigawatt advanced nuclear power campus in Pike County, Ohio, aimed at supplying clean, firm electricity for Meta’s growing data center...
xAI plans a data center investment exceeding $20 billion in Southaven, Mississippi, marking the largest economic development project in the state’s history. The facility, branded MACROHARDRR, will anchor xAI’s expanding AI compute footprint...
KKR and Oak Hill Capital committed nearly $2 billion of new equity to Global Technical Realty (GTR), deepening backing for one of Europe’s fastest-growing built-to-suit data center developers. KKR plans to invest an additional $1.5...
xAI closed a $20 billion Series E funding round, exceeding its original $15 billion target, as the company accelerates investment in large-scale AI infrastructure and product development. The round drew participation...
Nebius plans to offer the NVIDIA Vera Rubin NVL72 accelerated computing platform in the United States and Europe beginning in the second half of 2026. The company says it will be...
CoreWeave is aiming to add NVIDIA Rubin technology to its AI cloud platform, becoming one of the first cloud providers expected to deploy the platform in the second half of...
SoftBank Group Corp. agreed to acquire DigitalBridge Group, Inc. in an all-cash transaction valued at approximately $4.0 billion, marking a major step in SoftBank’s effort to secure physical infrastructure for large-scale AI deployment....
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