CoreSite Tops Off New Denver Data Center
CoreSite, an American Tower company (NYSE: AMT), marked a major milestone with the topping off of its new DE3 data center at 4900 Race Street in Denver. The 180,000-square-foot facility...
AI Infrastructure
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 |
Fujitsu Taps NVLink Fusion for MONAKA CPUs + NVIDIA GPUs for Industrial AI
Fujitsu expanded its collaboration with NVIDIA to build a full-stack AI infrastructure that combines industry-specific AI agents with high-performance compute. The plan integrates Fujitsu’s FUJITSU-MONAKA Arm-based CPU series with NVIDIA...
Google Commits Multi-Billion Investment for New Arkansas Data Center
Google will build a multi-billion-dollar data center campus in West Memphis, Arkansas, marking one of the largest private investments in the state’s history. The project spans more than 1,000 acres...
OpenAI Plans South Korea Infrastructure
Samsung Electronics and SK Hynix have entered strategic partnerships with OpenAI to advance AI infrastructure development in Korea and globally as part of OpenAI’s Stargate initiative. The collaboration was unveiled...
CoreWeave Signs $14.2B Cloud Capacity Agreement with Meta
CoreWeave disclosed in an SEC filing that Meta has signed a new order form under their existing Master Services Agreement (MSA), committing up to $14.2 billion for cloud computing capacity...
Equinix Unveils Distributed AI Infrastructure with Fabric Intelligence
Equinix has unveiled a Distributed AI infrastructure that features an AI-ready backbone connecting over 270 data centers globally, along with the introduction of Fabric Intelligence, set to launch in Q1...
Nscale Raises Record $1.1B Series B to Build Global AI Data Centers
Nscale has raised $1.1 billion in Series B funding, the largest such round in European history, to accelerate its global AI infrastructure rollout. The round was led by Norway’s Aker...
Nscale Taps Nokia to Power Global AI-Ready Data Center Expansion
Nokia has partnered with UK-based Nscale to accelerate the build-out of AI-ready data center infrastructure worldwide. Under the agreement, Nscale has selected Nokia as a preferred networking partner for its...
CoreWeave Inks new OpenAI Contract Worth up to $6.5B
CoreWeave expanded its agreement with OpenAI to supply compute for training next-generation models in a deal valued up to $6.5 billion, the company said on September 25. The latest award...
OpenAI, Oracle, SoftBank Unveil 5 New Stargate AI Data Center Sites
OpenAI, Oracle, and SoftBank announced five new U.S. sites under the Stargate AI data center program, accelerating their push to deploy 10 gigawatts of AI computing capacity. The combined capacity...
IREN Orders $674M in GPUs, Expands AI Cloud Business
IREN will double its AI Cloud capacity to 23,000 GPUs after procuring 12,400 additional units, including 7,100 NVIDIA B300s, 4,200 NVIDIA B200s, and 1,100 AMD MI350Xs at a cost of...
U.S. Launches Speed to Power Initiative to Fuel AI
The U.S. Department of Energy (DOE) has launched the Speed to Power initiative to accelerate large-scale grid infrastructure projects needed to meet surging energy demand from AI, data centers, and...
Microsoft Unveils Fairwater AI Data Center in Wisconsin
Microsoft unveiled Fairwater, its most advanced AI datacenter to date, located in Mt. Pleasant, Wisconsin. Spanning 315 acres and 1.2 million square feet (111,484 m²), the facility houses three massive...
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