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Topiccloud data centersCurrent section signal
TopicCore42Current section signal
TopicG42Current section signal
TopicTeraWulfCurrent section signal
Coverage areaAIOngoing coverage
Coverage areaCloudOngoing coverage
Coverage areaCybersecurityOngoing coverage
Coverage areaSemiconductorsChips and supply chain
30 articles
Core42's 42MW Lake Mariner Expansion Turns US Power Capacity Into a Gulf AI Cloud Signal
Cloud & Data CentersNews
CAPACITY TEST:

Core42's 42MW Lake Mariner Expansion Turns US Power Capacity Into a Gulf AI Cloud Signal

Core42 expanded its AI cluster at TeraWulf's Lake Mariner site in Buffalo, raising compute capacity there by 42MW to 60MW. The UAE-headquartered G42 company's AI cloud platform has ten global sites operational, with additional deployments planned for 2026. The practical test is whether Core42 exercises further Lake Mariner capacity and turns the expanded US footprint into durable hyperscale and enterprise workloads.

June 4, 2026Read More →
AI Infrastructure Borrowing Pushes Big Tech Deeper Into Global Bond Markets
Cloud & Data CentersFunding
FUNDING GAP:

AI Infrastructure Borrowing Pushes Big Tech Deeper Into Global Bond Markets

Alphabet and Amazon are using non-U.S. corporate bond markets to broaden funding for AI infrastructure and data center investment. Amazon raised 14.5 billion euros in March, while Morgan Stanley expects about 50 billion euros of hyperscaler euro debt this year. The practical test is whether international bond markets can absorb more AI-linked technology issuance without taking on greater sector volatility.

June 3, 2026Read More →
FTC Probe Puts Microsoft Azure And AI Competition Under Scrutiny
Cloud & Data CentersNews
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FTC Probe Puts Microsoft Azure And AI Competition Under Scrutiny

The FTC is examining Microsoft’s cloud, software and related services, with questions pointing to Azure, interoperability, bundling and AI products. The probe began in 2024 and does not guarantee a lawsuit, but FTC staff and the agency’s two commissioners could later decide whether to proceed. The outcome could matter for enterprise software buyers, cloud competitors and companies building AI products on major platforms.

June 2, 2026Read More →
India’s UAE-backed AI compute deal tests sovereign cloud alternatives
Cloud & Data CentersPolicy
REGULATION WATCH:

India’s UAE-backed AI compute deal tests sovereign cloud alternatives

G42 and Cerebras plan to deploy 64 supercomputers in India under a May 15 agreement aimed at sovereign AI infrastructure. The arrangement gives India another route beyond AI capacity rented from Amazon, Microsoft and Google, while keeping data under Indian governance rules. The next test is whether the G42-Cerebras model can match the software, services and support offered by major U.S. cloud platforms.

June 2, 2026Read More →
SoftBank’s €75 Billion France Plan Signals Europe’s AI Infrastructure Race
Cloud & Data CentersExplainer
CAPACITY TEST:

SoftBank’s €75 Billion France Plan Signals Europe’s AI Infrastructure Race

SoftBank plans to invest up to €75 billion in AI data centres in France, with initial sites expected to come online in five years. The first phase includes €45 billion for 3.1 GW of capacity in Hauts-de-France by 2031, including locations in Dunkirk’s Loon-Plage, Bosquel and Bouchain. The plan could strengthen Europe’s AI infrastructure base, but questions remain over financing, regulatory approvals and what technological sovereignty means when a Japanese group leads the buildout.

June 1, 2026Read More →
Acronis Targets Japan Post-VMware Cloud Gap With Partner-Led HCI Push
Cloud & Data CentersNews
CAPACITY TEST:

Acronis Targets Japan Post-VMware Cloud Gap With Partner-Led HCI Push

Acronis Japan introduced Acronis Cyber Frame, an HCI-based IaaS platform aimed at service providers and hosting partners. The move is positioned around demand for VMware alternatives, data sovereignty, local hosting options and stronger managed security services. Acronis also outlined AI automation, MDR, identity-threat detection and GenAI protection plans for Japanese partners and mid-market customers.

May 31, 2026Read More →
Lenovo opens Japan liquid cooling lab as AI data centers face power pressure
Cloud & Data CentersFunding
CAPACITY TEST:

Lenovo opens Japan liquid cooling lab as AI data centers face power pressure

Lenovo Japan opened Neptune Lab for liquid cooled AI infrastructure testing inside MC Digital Realty NRT12 data center in Chiba. The project targets rising AI power density and cooling constraints as Japan AI investment and data center electricity demand grow. The lab lets customers test servers, coolant distribution, racks, networking and monitoring before production deployments.

May 31, 2026Read More →
CAS Star’s Photonics Bet Turns Into an AI Infrastructure Test
Cloud & Data CentersFunding
CAPACITY TEST:

CAS Star’s Photonics Bet Turns Into an AI Infrastructure Test

CAS Star founder Mi Lei says the AI boom has validated a decade-long investment thesis around photonics and other hard-tech fields. The firm has more than 200 photonics-related companies among roughly 600 portfolio companies, spanning sensing, communications, computing, storage and display. The next test is whether optical links, laser chips and photonic computing companies can turn AI data-centre demand into durable commercial scale.

May 31, 2026Read More →
NTT Docomo, Accenture and AWS deepen work on AI governance infrastructure
Cloud & Data CentersNews
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NTT Docomo, Accenture and AWS deepen work on AI governance infrastructure

NTT Docomo Global widened its collaboration with Accenture and AWS around enterprise agentic AI infrastructure centered on governance and trust. The work focuses on further development of Universal Wallet Infrastructure, which manages identity, credentials, money and documents across apps, wallets and services. NEXT: NTT will supply the trust layer, Accenture will handle strategy and engineering support, and AWS will provide cloud and AI services.

May 31, 2026Read More →
A niche data-center game becomes a window into real infrastructure bottlenecks
Cloud & Data CentersNews
CAPACITY TEST:

A niche data-center game becomes a window into real infrastructure bottlenecks

An ITmedia feature examined the indie Steam game "Data Center" by having a data-center company executive play it and critique its realism from an operator’s perspective. The review found the game captures some core workflows of server deployment, but simplifies or omits major realities including layered security, redundant connectivity, cooling design, patch-panel operations, and automation. The episode matters as a signal of rising public and industry curiosity around data-center operations at a time when AI demand is pushing infrastructure into the mainstream technology conversation.

May 30, 2026Read More →