AI infrastructure - Page 4
Coverage of AI infrastructure: data centres, GPU clouds, power and energy supply, chip supply chains and the financing behind the build-out.
Stories from AI infrastructure come first, newest first, then stories from connected topics (data centres, Data Centres & Energy, AI Chips & Compute, OCP, AI networking, Tech News), each labelled with where it comes from. This view is not indexed by search engines.
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Emirates NBD Will Run OpenAI GPT Models on In-Country UAE Inference
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.
Optical Fibre Prices Jump Severalfold as AI Demand Outruns Supply Until 2028
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.
Hitachi, Brookfield, Hartree and Tokyo Gas Sign Japan Green Data-Centre MoU
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 Forecasts 50GW of Data Centres in 2027; Gerstner Says 25
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 Pulls Out of Nscale’s Loughton AI Data Centre in Essex
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 Plans CAD 479m Transformer Insulation Plant in Ontario
Hitachi Energy will invest CAD 479m in a London, Ontario plant for transformer pressboard and laminates — insulation, not transformers. Due by 2028.
VESSL AI Plans a Vera Rubin NVL72 Cluster in H1 2027 and 200,000 GPUs by 2030
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 TeraNova DC Plans $12-15bn, 2GW-Plus India Build by 2032
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 Begin Construction of Fully Pre-Let 64MW Mumbai 3
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 Sign MOU on AI Data-Centre Immersion Cooling
LG Electronics, GS E&C and GRC signed an MOU in Seoul to develop immersion cooling and standard designs for AI data centres.
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