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 |
The U.S. Department of Energy (DOE) selected the Tennessee Valley Authority (TVA) and Holtec Government Services to receive up to $800 million in cost-shared federal funding to accelerate early deployments...
AMD and HPE announced an expanded collaboration to accelerate open, rack-scale AI infrastructure, with HPE becoming one of the first OEMs to adopt the new AMD “Helios” architecture. The platform integrates AMD...
HPE strengthened its NVIDIA alliance at HPE Discover Barcelona by unveiling new AI-ready data-center solutions and announcing an AI Factory Lab in Grenoble, France. The initiative positions European enterprises to...
DigitalBridge signed a memorandum of understanding with KT Corporation to pursue large-scale AI data center developments in Korea, marking its first formal collaboration with a major Korean telecom operator. The...
AMD’s strategy to tightly couple high-memory MI300X GPUs with high-bandwidth Pensando Pollara networking took a major step forward as Zyphra completed large-scale pretraining of the ZAYA1-base foundation model entirely on...
President Donald J. Trump moved to centralize federal AI-driven scientific research today by signing an Executive Order establishing The Genesis Mission, a national initiative designed to fuse Department of Energy (DOE)...
Amazon is moving ahead with a plan to invest up to $50 billion to expand AI and high-performance computing infrastructure across AWS Top Secret, AWS Secret, and AWS GovCloud (US)...
Google Cloud plans to launch a new cloud region in Türkiye as part of a decade-long $2 billion investment, marking one of the country’s largest foreign digital-infrastructure commitments. The project...
Amperesand closed an $80 million Series A round co-led by Walden Catalyst Ventures and Temasek, aiming to scale its medium-voltage solid-state transformer (MV SST) platform for AI data centers and...
Microsoft used its Ignite keynote in San Francisco to highlight a next-generation AI infrastructure platform anchored by the new Fairwater AI data center campus in Atlanta. The facility connects to...
Nokia unveiled a sweeping corporate reset at its 2025 Capital Markets Day, outlining a strategy designed to capture the value of AI-driven network transformation. The company reorganized its operations into...
Brookfield launched a $100 billion global AI infrastructure program designed to deploy capital across the full AI value chain. The program begins with the Brookfield Artificial Intelligence Infrastructure Fund (BAIIF),...
Phase one launches with 100 MW of AI capacity in 2026 AMD, Cisco, and HUMAIN, a technology company backed by Saudi Arabia’s Public Investment Fund (PIF), announced plans to form...
A private dossier for networking and telecoms