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 |
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...
Fermi America is advancing plans for large-scale nuclear construction in the U.S. through an expanded partnership with Hyundai Engineering & Construction Co., Ltd., focusing on Project Matador, an 11 GW private...
Fermi America secured a $500 million non-recourse equipment financing facility to accelerate development of its planned 11 gigawatt private energy campus in Amarillo, Texas. The loan, provided by MUFG Bank Ltd., funds...
Meta broke ground on a more than $10 billion data center campus in Lebanon, Indiana, expanding its U.S. infrastructure footprint to support next-generation AI and cloud services. The site, located...
Amazon Web Services delivered revenue of $35.6 billion in the fourth quarter of 2025, up 24% year over year, marking its fastest growth rate in 13 quarters. Full-year AWS revenue reached...
Germany’s first industrial AI factory officially entered operation in Munich, marking one of Europe’s largest sovereign AI infrastructure deployments. Led by Deutsche Telekom, the new Industrial AI Cloud in Munich’s Tucherpark provides...
At its second annual Cisco AI Summit, Chuck Robbins, CEO of Cisco, told customers and partners that 2026 is shaping up as the “year of agentic applications,” marking what he described as...
Cisco Outlines AI Is Strategy as AI Moves into Production Cisco used its AI Summit to frame what it sees as the next phase of artificial intelligence, as enterprises shift...
At Cisco’s AI Summit, Google detailed how closer collaboration between infrastructure, silicon, and frontier model teams—and faster paths from lab to scale—now shape its AI platform strategy. Amin Vahdat, VP...
At the Cisco AI Summit, Matt Garman, CEO of Amazon Web Services, joined Jeetu Patel to discuss why many enterprises stall between AI pilots and production—and what that means for infrastructure at scale. Garman...
At Cisco’s AI event, Lip-Bu Tan, CEO of Intel, sat down with Jeetu Patel to discuss Intel’s recovery, its evolving foundry strategy, and the system-level constraints shaping AI infrastructure. Tan described Intel as an...
Oracle Corporation disclosed a sweeping equity and debt financing plan earlier this week, outlining how the company intends to fund expansion of its Oracle Cloud Infrastructure (OCI) business throughout calendar year...
A private dossier for networking and telecoms