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 |
Nokia and Supermicro have formed a strategic partnership to deliver integrated, AI-optimized data center networking solutions targeting hyperscalers, enterprises, cloud providers, and communication service providers (CSPs). The collaboration combines Supermicro’s...
Hitachi Energy announced a $1 billion manufacturing investment in the United States to expand production of critical grid infrastructure, a move directly tied to surging energy demand from AI data...
NTT and a group of 12 Japanese companies have invested in U.S.-based Commonwealth Fusion Systems (CFS) to accelerate the commercialization of fusion energy in Japan. The investment, made through NTT...
Fermi America, the developer of what it calls the world’s largest behind-the-meter artificial intelligence private grid campus, announced it has closed a $100 million Series C equity round led by...
GlobeLink Holdings and Texas Critical Data Centers signed a memorandum of understanding to construct a 1,600-mile high-capacity fiber optic network across Texas. The project is engineered for AI, hyperscale, and...
Commonwealth Fusion Systems (CFS) raised $863 million in a Series B2 round, marking the largest private capital raise among deep tech and energy companies since its own $1.8 billion Series...
NVIDIA introduced Spectrum-XGS Ethernet, unveiling a “scale-across” architecture designed to interconnect distributed data centers into unified, giga-scale AI super-factories. The new capability expands the Spectrum-X Ethernet platform, adding a third...
Avicena sees a huge opportunity to reshape AI cluster design with its microLED-based interconnects, a technology it says could slash energy use while breaking through the short-reach limits of copper....
AI workloads are pushing the limits of copper and conventional optics, and Celestial AI believes its Photonic Fabric is the key to breaking through. At this week's IEEE Hot Interconnects...
Xscape Photonics and Tower Semiconductor introduced an on-chip, optically pumped, multi-wavelength laser platform designed for AI datacenter fabrics. The prototype, available as a validation kit, is built on Tower’s PH18...
AI clusters are hitting a wall with copper cabling, and Avicena CEO Bardia Pezeshki believes microLEDs are the way through. At this week’s IEEE Hot Interconnects online conference, he revealed...
At the IEEE Hot Interconnects online conference, Alan Benjamin, CEO of GigaIO, delivered an online presentation highlighting the company’s SuperNODE architecture as a more efficient alternative to conventional scale-out GPU...
Microsoft is building out AI-scale networking with more than $100 billion in near-term investment, said Deepak Bansal, Corporate VP, during a keynote at the IEEE Hot Interconnects conference. He described...
A private dossier for networking and telecoms