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 |
Schneider Electric unveiled new AI infrastructure reference designs co-engineered with NVIDIA to accelerate the deployment of Blackwell-based GPU clusters. The announcement introduces the first industry framework that integrates power management...
Nscale confirmed plans for a major UK expansion aimed at positioning the country as a key hub for sovereign AI infrastructure through partnerships with Microsoft, OpenAI, and NVIDIA. The goal...
Flexential released its 2025 State of AI Infrastructure Report, finding that enterprises are shifting to long-term planning horizons to secure the data center capacity and expertise needed for AI workloads....
Microsoft announced a $30 billion investment in the United Kingdom to expand AI infrastructure and operations between 2025 and 2028. The commitment, the company’s largest in the UK to date,...
OpenAI, NVIDIA, and Nscale announced Stargate UK, a new AI infrastructure partnership aimed at strengthening Britain’s sovereign compute capabilities. The project ensures that OpenAI’s models can run locally in the UK,...
Supermicro has begun shipping NVIDIA Blackwell Ultra systems and rack-scale solutions in high volume to customers worldwide. The company is delivering pre-validated NVIDIA HGX B300 systems and GB300 NVL72 racks...
Nebius Group raised approximately $4.2 billion through a combined public and private offering aimed at financing its global AI infrastructure expansion. The Amsterdam-based company closed the sale of 10.8 million...
CoreWeave disclosed in a new SEC filing that it has entered into a $6.3 billion agreement with NVIDIA under its existing Master Services Agreement (MSA). The order, dated September 9, 2025, covers...
CoreWeave has launched CoreWeave Ventures, a new investment arm designed to fund and support companies building the next wave of AI infrastructure, platforms, and applications. The initiative will provide capital, technical...
In a keynote at the AI Infrastructure Summit, Broadcom’s Ram Velaga argued that Ethernet is the only viable foundation for AI systems that must scale across racks and data centers....
Lightmatter CEO Nick Harris took the stage at the AI Infrastructure Summit in Santa Clara to argue that the next 1000X leap in AI performance will come not from GPUs...
NVIDIA’s Ian Buck used his keynote at the AI Infrastructure Summit to lay out the company’s latest architectural advances for scaling inference workloads across hyperscale data centers. Buck, vice president...
Nebius Group (Nasdaq: NBIS) signed a multi-billion dollar agreement to deliver dedicated GPU capacity to Microsoft from a new data center in Vineland, New Jersey, with services beginning later this...
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