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 |
TeraWulf and Fluidstack priced project-level financing for their 168 MW high-performance computing (HPC) joint venture at the Abernathy, Texas campus, advancing development of a large-scale, liquid-cooled AI data center. The...
Oracle plans to power on a new AI data center campus in Saline Township, Michigan, with construction set to accelerate ahead of a full build starting in Q1 2026. Oracle...
Senator Bernie Sanders on Tuesday urged the U.S. Congress to impose a temporary moratorium on new data center construction, arguing that the rapid, largely unregulated expansion of AI infrastructure risks...
Nostrum Data Centers announced plans to bring large-scale, AI-ready data center assets online across Spain beginning in 2027, as hyperscalers and cloud providers accelerate infrastructure buildouts across Europe. The Spain-based...
1547 Critical Systems Realty today launched the McAllen Internet Exchange (MCT-IX), formalizing a localized traffic exchange inside the Chase Tower carrier hotel in McAllen, Texas. The move anchors a new...
AlphaTON Capital entered a five-year enterprise colocation agreement with Nordic data center operator atNorth to anchor its decentralized AI infrastructure strategy tied to the Telegram ecosystem. The agreement secures long-term...
NextEra Energy and Google Cloud unveiled a sweeping strategic partnership that links AI infrastructure expansion with utility-scale power development across the United States. The companies plan to jointly develop multiple...
Microsoft unveiled a US$17.5 billion investment plan for India spanning 2026–2029, marking its largest commitment in Asia and positioning the company to operate the country’s largest hyperscale cloud presence by...
Boom Supersonic, which is developing commercial supersonic aircraft, unveiled its new 42 MW Superpower natural-gas turbine for data centers and confirmed Crusoe as the launch customer with an order for...
Fermi America signed a definitive Electric Service Agreement with Xcel Energy subsidiary Southwestern Public Service Company to supply up to 200MW of power to its 11GW Project Matador Campus in...
NTT DATA secured more than 130MW of new hyperscale commitments across its Chicago, Dallas, Phoenix, and Northern Virginia campuses, strengthening the company’s position in the fast-growing market for AI-ready digital...
BT launched a UK sovereign platform designed to give public- and private-sector customers greater control over sensitive data, systems, and operations. The platform responds to rising demand for digital sovereignty...
Malaysia advanced its AI sovereignty strategy this week by activating a 600MW Nvidia-powered data center in Kulai, Johor—a major step in establishing sovereign compute capacity and reducing dependence on foreign...
A private dossier for networking and telecoms