Engineering the AI Factory Converge Digest tracks the technologies defining next-generation AI data centers—from GPUs and CPUs to networking fabrics, storage, cooling, power systems and hyperscale infrastructure. Coverage spans the complete architecture of modern AI factories. |
Technology Pillars AI Infrastructure ›GPUs ›CPUs ›Ethernet Fabrics ›Storage ›DCI ›Liquid Cooling ›Power › |
Key Players NVIDIA ›AMD ›Intel ›Broadcom ›Arista ›Cisco ›Supermicro ›Equinix › |
| Tracking: Scale Up • Scale Out • AI Factories • Rack-Scale Systems • Ultra Ethernet • InfiniBand • PCIe • CXL • HBM • 1.6T |
At a high-profile AI Summit at the White House, President Trump unveiled “America’s AI Action Plan” focused on scaling infrastructure, reviving domestic semiconductor manufacturing, and positioning the United States as...
Cornelis Networks has deployed its CN5000 intelligent networking solution at the Lawrence Livermore National Laboratory (LLNL) as part of a major upgrade to the U.S. Department of Energy’s (DOE) National...
Sam Altman confirmed a 4.5 gigawatt expansion of the Stargate AI infrastructure project, pushing the total planned capacity beyond its original 10 gigawatt target. The $500 billion initiative, developed in...
Oklo Inc. and Vertiv have signed a collaboration agreement to co-develop advanced power and cooling solutions tailored for hyperscale and colocation data centers in the United States. The initiative will...
Cologix has secured $525 million in asset-backed financing to accelerate the expansion of its AI-ready digital infrastructure portfolio across North America. The deal, backed by its COL4 hyperscale data center...
TECO Electric & Machinery has won two major mechanical, electrical, and plumbing (MEP) contracts for hyperscale data centers in Malaysia, following its March acquisition of NCL Energy. The projects, located...
Vertiv has signed a definitive agreement to acquire Great Lakes Data Racks & Cabinets for $200 million, bolstering its capabilities in high-density, integrated infrastructure solutions for AI, edge, enterprise, colocation,...
The explosive scale in AI back-end networks is driving the need for additional capacity in data center switch front-end networks for data ingest, according to a new report from Dell'Oro...
Vantage Data Centers plans to develop a $3 billion hyperscale data center campus just outside Reno, Nevada. Marking the company’s eighth market in North America, the 224MW “NV1” campus in...
Ethernet is winning the war against InfiniBand in AI back-end networks, potentially driving nearly $80 B in data center switch sales over the next five years, according to a new...
CoreWeave announced plans to invest over $6 billion in a new AI-optimized data center in Lancaster County, Pennsylvania. The initial 100MW facility—expandable to 300MW—will be one of the region’s first...
Brookfield Asset Management and Google have signed the world’s largest corporate hydroelectric power agreement, paving the way for up to 3,000 megawatts (MW) of carbon-free capacity across the United States....
PPL Corporation and Blackstone Infrastructure have established a new joint venture to develop natural gas-fired combined-cycle generation in Pennsylvania, targeting the fast-growing energy demands of the data center sector. Announced...
A private dossier for networking and telecoms