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 |
SoftBank Group and OpenAI have established a joint venture called SB OAI Japan GK to commercialize “Crystal intelligence,” a new enterprise AI solution aimed at transforming corporate management and operations across Japan....
OpenAI Infrastructure Tracker Mapping the Global Expansion of Project Stargate and AI Compute Partnerships Last updated: November 2025 | Version 1.4 (Updated with SB OAI Japan) OpenAI is executing one...
Amazon Web Services (AWS) and OpenAI have signed a seven-year, $38 billion infrastructure partnership that will see OpenAI run and scale its advanced generative AI workloads on AWS. The deal...
Lambda announced a multibillion-dollar agreement with Microsoft to deploy large-scale AI infrastructure powered by tens of thousands of NVIDIA GPUs, including NVIDIA’s new GB300 NVL72 systems. The deal underscores Microsoft’s...
IREN Limited (NASDAQ: IREN) signed a landmark multi-year contract with Microsoft valued at approximately $9.7 billion, positioning the company as a key infrastructure partner for the hyperscaler’s AI cloud expansion....
NVIDIA has emerged as the unifying force behind South Korea’s national push to industrialize artificial intelligence. In partnership with Samsung Electronics, SK Group, Hyundai Motor Group, and NAVER, NVIDIA is...
Fermi America has signed a 20-year capital lease agreement with Mobile Power Solutions (MPS) for seven GE TM2500 gas turbines totaling 157.5 MW. The deal supports the first 500 MW...
OpenAI, Oracle, and Related Digital announced plans to build a more than 1-gigawatt data center campus in Saline Township, Michigan, marking a major expansion of their Stargate AI infrastructure initiative....
Amazon Web Services (AWS) posted a 20% year-over-year revenue increase to $33 billion in Q3 2025—its fastest growth since 2022—driven by surging demand for AI compute and cloud infrastructure. CEO...
Lambda is expanding its U.S. data center footprint with plans to convert a vacant 2009-built facility in Kansas City, Missouri, into a large-scale AI factory. The site, expected to come...
Amazon Web Services (AWS) has activated Project Rainier—its largest-ever AI data center development—transforming 1,200 acres of farmland in New Carlisle, Indiana, into one of the world’s most powerful AI compute hubs. In...
Alphabet reported a strong third quarter for 2025, surpassing $100 billion in quarterly revenue for the first time as it continued to scale its AI infrastructure and cloud operations. Total...
NextEra Energy and Google have announced a landmark collaboration to restart the Duane Arnold Energy Center in Palo, Iowa — the state’s only nuclear facility — and explore new nuclear...
A private dossier for networking and telecoms