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 |
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...
Baker Hughes has received an order from Twenty20 Energy for 10 Frame 5 gas turbines and associated generator technology to support up to 250 MW of power generation capacity for U.S. data center...
Equinix reported strong fourth-quarter 2025 results and issued a 2026 outlook that targets double-digit revenue growth, supported by higher bookings, expanding recurring revenue, and continued capacity buildouts. The company said...
Cisco expanded its AgenticOps portfolio, extending agent-driven automation across networking, security, and observability. The company positions AgenticOps as its operating model for modern IT, designed to automate execution while preserving...
Cisco introduced a new generation of AI-focused data center networking platforms built around its 102.4 Tbps Silicon One G300 switch silicon. The launch targets the next phase of AI infrastructure buildouts...
NTT DATA has acquired Zero&One, a Dubai-based cloud consultancy and the first homegrown Amazon Web Services Premier Tier Services Partner in the Middle East and North Africa (MENA). The deal expands NTT DATA’s...
Constellation Energy Corporation and CyrusOne expanded their Texas data center power partnership with a new agreement supporting a large-scale facility adjacent to the Freestone Energy Center. Under the deal, Calpine LLC will provide 380 MW...
A consortium led by KKR and Singtel Group agreed to acquire the remaining 82% stake in ST Telemedia Global Data Centres from founding shareholder ST Telemedia, valuing the business at an implied enterprise value of about S$13.8 billion...
SiTime Corporation announced an agreement to acquire key assets of Renesas Electronics Corporation’s timing business, a move that significantly expands SiTime’s clocking portfolio and deepens its exposure to high-growth AI datacenter and...
Digital Edge plans to invest US$4.5 billion to develop the 500MW “CGK Campus,” an AI-ready hyperscale data center campus in the GIIC Industrial Estate in Bekasi, east of Jakarta. The...
Serverfarm secured a $3.0 billion credit facility in December 2025 to accelerate construction of multiple hyperscale data center campuses across North America. A syndicate of 23 institutional lenders backed the facility,...
atNorth, a Nordic data center operator known for high-density, renewable-powered facilities and integrated heat-reuse schemes, is expanding again in Sweden—signaling continued momentum for energy-efficient data center construction in Northern Europe....
A private dossier for networking and telecoms