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 |
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...
CoreWeave introduced unified agentic AI capabilities designed to close the gap between model training and production inference, giving enterprises a feedback loop for improving AI agents with real-world operating data....
Modal raised $355 million in Series C funding at a $4.65 billion post-money valuation, after growing fivefold since September and surpassing $300 million in annualized revenue. General Catalyst and Redpoint...
The U.S. Department of Commerce and the U.S. Department of Energy announced a public-private partnership with SoftBank Group and AEP Ohio to redevelop federal land at the Portsmouth Site in...
Prime Data Centers broke ground on the first three buildings of its new PHX01 hyperscale campus in Avondale, Arizona, advancing a planned $3 billion investment aimed at supporting AI-ready digital...
Blackstone and Google are planning to launch a new U.S.-based cloud infrastructure company focused on delivering AI compute services built around Google’s Tensor Processing Units (TPUs). The venture combines Blackstone’s...
Nebius reported Q1 2026 revenue of $399 million as the company accelerated construction of a global AI cloud platform built around gigawatt-scale AI factories, large GPU deployments, and vertically integrated...
Nebius launched construction of a new gigawatt-scale AI factory campus in Independence, Missouri, marking the company’s first large-scale AI infrastructure project in the United States. The Amsterdam-based AI cloud provider...
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