AI infrastructure - Page 4

Emirates NBD and OpenAI say the bank will deploy GPT models on UAE in-country inference — a first-in-MENA claim. No value, model names or go-live date.

TrendForce: 180m fibre-km shortfall in 2026; spot prices 2.8–5× 2025 levels. AI data-centre demand keeps the squeeze on until at least 2028.

Joint MoU adds Tokyo Gas to Hitachi–Brookfield–Hartree Japan green DC plan: on-site generation first; Kanto and Kyushu due diligence. No MW or cost.

SemiAnalysis says 50GW of data centres will be built in 2027, citing 24GW in advanced construction and nearly $1tn of leases. Gerstner expects about 25GW.

Microsoft has reportedly pulled out as anchor tenant of Nscale's Loughton data centre in Essex, The Telegraph says. Nscale says it is still committed.

Hitachi Energy will invest CAD 479m in a London, Ontario plant for transformer pressboard and laminates — insulation, not transformers. Due by 2028.

Seoul Economic Daily and Edaily say VESSL AI plans a Vera Rubin NVL72 cluster in H1 2027 and 200,000 GPUs by 2030. Targets, not done deals.

Hillhouse's new TeraNova DC platform plans $12-15bn and over 2GW of Indian data centres by 2032. How that compares with a market of about 2GW today.

Colt DCS and RMZ began construction of Mumbai 3, a fully pre-let 64MW AI-ready data centre at their Navi Mumbai campus.

LG Electronics, GS E&C and GRC signed an MOU in Seoul to develop immersion cooling and standard designs for AI data centres.