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 |
Huawei Cloud introduced a new “Agentic Infra” architecture and a broad portfolio of AI infrastructure, model development, and agent orchestration products at its INSPIRE 2026 conference in Shanghai. The company...
AmpTank AG announced that its subsidiary Data Tank Nordic Oy has secured legally valid building permits and a binding grid connection agreement for a 200 MW AI-focused data center in...
MIAMI, FL — Hut 8 Corp. has closed a historic $4.25 billion private offering of investment-grade senior secured notes to finance the ground-up development of its premier Beacon Point data center...
Crusoe announced that it now has 4.9 GW of contracted AI infrastructure capacity across its data center projects and Crusoe Cloud platform, marking a major expansion of its energy-first AI...
Google and Intersect announced plans to build the Meitner Energy Center in Gray and Roberts Counties, Texas, combining a new Google data center with more than 1 GW of co-located...
Stark Power announced plans to acquire Sagebrush Infrastructure Partners, adding a 5.6 GW pipeline of U.S. data center development opportunities as demand for AI infrastructure continues to accelerate. The acquisition...
NVIDIA, SK Telecom, and SK hynix unveiled a broad set of initiatives aimed at building Korea’s AI infrastructure ecosystem, spanning gigawatt-scale AI factories, next-generation memory development, and AI-driven semiconductor manufacturing....
DayOne Data Centers, a Singapore-based digital infrastructure developer, closed a US$4.5 billion Series C financing round, one of the largest recent private capital raises in the global data center sector....
IREN announced plans for an 800MW AI data center campus in Bundey, South Australia, marking the company’s first announced Australian data center project and one of the largest AI infrastructure...
President Donald Trump signed a new Executive Order aimed at strengthening U.S. cybersecurity through expanded use of artificial intelligence while maintaining a light regulatory approach to AI development. The order...
NVIDIA moved the NVIDIA Vera Rubin platform into full production, marking the company’s next major step in scaling infrastructure for agentic AI workloads. Announced at NVIDIA GTC Taipei, Vera Rubin is...
SoftBank Group outlined plans to build and operate 5 GW of AI data center capacity in France, marking one of Europe’s largest announced AI infrastructure investments to date. The initiative...
Anthropic said it raised $65 billion in Series H funding, valuing the company at $965 billion post-money, in one of the largest capital raises yet for a generative AI company. The round...
A private dossier for networking and telecoms