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 |
NTT DATA reported new customer commitments totaling nearly 115MW across its U.S. data center portfolio, underscoring strong demand for infrastructure designed to support AI and high-density compute workloads. The agreements...
Amazon will invest €33.7 billion to expand its data center footprint in Spain, marking the company’s largest technology commitment in the country and coinciding with its 15th anniversary of operations...
The European Commission and a consortium led by Telefónica unveiled EURO-3C, a €75 million program funded under Horizon Europe to build a federated pan-European infrastructure integrating telecom, edge, cloud and...
Barcelona — At a press roundtable during MWC 2026, Cisco President and Chief Product Officer Jeetu Patel outlined what he described as a pivotal transition for the telecom industry: the...
OpenAI raised $110 billion in new funding at a $730 billion pre-money valuation, deepening strategic ties with Amazon, NVIDIA, and SoftBank as AI demand accelerates across consumers and enterprises. The...
Amazon and OpenAI have entered a multi-year strategic partnership that pairs OpenAI’s frontier models and enterprise agent platform with Amazon Web Services (AWS) infrastructure, custom silicon, and global distribution. As...
AI infrastructure spending accelerated again as NVIDIA posted record results and laid out a roadmap centered on inference economics, next-generation platforms, and “AI factory” buildouts. The company reported Q4 fiscal...
Meta signed a multi-year agreement with Advanced Micro Devices to deploy up to 6GW of AMD Instinct GPUs across its AI infrastructure, deepening a strategic push to diversify compute suppliers for large-scale...
STACK Infrastructure announced plans for a $12 billion multi-campus data center development across Caddo and Bossier Parishes in northwest Louisiana, in collaboration with Amazon and regional public-sector partners. The Denver-based...
Telefónica closed 2025 with 12 fully operational Level 4 use cases under its Autonomous Network Journey (ANJ) program, marking a significant step in its transition toward intent-driven, AI-enabled network operations. The...
On India’s west coast, Google will deploy a direct fiber path between Mumbai and Western Australia. In combination with the TalayLink subsea cable system and Honomoana subsea cable system, this creates another South...
NVIDIA’s Blackwell Ultra architecture is delivering major gains in inference economics for agentic AI workloads, according to new InferenceX data published by SemiAnalysis. In a February 16 blog post, SemiAnalysis...
Anthropic raised $30 billion in Series G funding, valuing the company at a $380 billion post-money valuation as enterprise demand for generative and agentic AI accelerates. The round was led...
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