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 |
Cisco and Abu Dhabi–based G42 have expanded their collaboration to build a large-scale, secure AI infrastructure featuring AMD’s new Instinct MI350X GPUs. The deployment, announced jointly in San Jose and...
Crusoe has begun deploying NVIDIA’s new BlueField-4 platform across its AI cloud, marking a major step toward higher performance, secure multitenant environments, and 800Gbps network readiness. The announcement, made at...
OpenAI has completed a sweeping recapitalization that simplifies its dual structure and strengthens its nonprofit mission to ensure that artificial general intelligence (AGI) benefits all of humanity. The nonprofit—now renamed...
ENGIE North America and Meta have expanded their renewable energy collaboration to exceed 1.3 GW of capacity through a new round of Power Purchase Agreements (PPAs), including ENGIE’s largest U.S....
HUMAIN and Qualcomm Technologies announced a major collaboration to deploy advanced AI infrastructure in Saudi Arabia, aiming to position the Kingdom as a global AI hub. The initiative, unveiled ahead...
Crusoe raised $1.375 billion in a Series E round valuing the firm at over $10 billion. Mubadala Capital and Valor Equity Partners co-led the oversubscribed round, joined by 137 Ventures,...
Anthropic announced plans to expand its use of Google Cloud technologies, including up to one million Tensor Processing Units (TPUs), in a deal valued in the tens of billions of...
Vantage Data Centers, in partnership with OpenAI and Oracle, announced a $15 billion-plus investment to build a large-scale data center campus in Port Washington, Wisconsin. The new “Lighthouse” campus will...
Applied Digital has signed a 15-year, $5 billion lease agreement with a U.S.-based investment-grade hyperscaler to deliver 200 MW of critical IT capacity at its new Polaris Forge 2 campus...
Oracle unveiled its next-generation Oracle Cloud Infrastructure (OCI) Zettascale10 at Oracle AI World in Las Vegas, calling it the largest AI supercomputer in the cloud. Designed for massive-scale AI workloads, OCI Zettascale10...
Nscale has signed a multi-billion-dollar agreement with Microsoft to deploy roughly 200,000 NVIDIA GB300 GPUs across Europe and the U.S., marking one of the largest AI infrastructure contracts to date....
A global investor consortium led by the Artificial Intelligence Infrastructure Partnership (AIP), MGX, and BlackRock’s Global Infrastructure Partners (GIP) will acquire 100% of Aligned Data Centers in a transaction valued...
QumulusAI has obtained a $500 million non-recourse financing facility through a partnership with Permian Labs, developer of the USD.AI protocol. The deal enables QumulusAI to fund up to 70% of...
A private dossier for networking and telecoms