Digital Infrastructure

Shift to 'AI Factory Operator' model from space leasing planned for operational phase
Chosun | Jun 7 | Funding

Shift to 'AI Factory Operator' model from space leasing planned for operational phase

Plans indicate a move from basic space leasing to an 'AI Factory Operator' approach during the operational phase, integrating strategic and operational services for AI workloads.
Nvidia: Selects Samsung, SK Hynix, and Micron to supply HBM4 for Vera Rubin AI platform; production underway, Q3 shipments planned
Techzine | Jun 5 | Deal Win

Nvidia: Selects Samsung, SK Hynix, and Micron to supply HBM4 for Vera Rubin AI platform; production underway, Q3 shipments planned

Nvidia approved Samsung, SK Hynix, and Micron as HBM4 suppliers for its Vera Rubin platform, with production in progress and first shipments expected in Q3. The move diversifies supply for scarce high-bandwidth memory, addresses AI data center bottlenecks, and coincides with a new R&D center in South Korea.
Multiple Generative AI Vendors: Step up investment to enter India
Economic Times | Jun 5 | Funding

Multiple Generative AI Vendors: Step up investment to enter India

Generative AI vendors are increasing investment to build presence in India, leveraging a user base exceeding one billion internet users.
Megaport: To launch globally distributed AI inference cloud with A$350m on-demand GPU pool and enterprise contract/consumption pricing
Economic Times | Jun 3 | Deal Win

Megaport: To launch globally distributed AI inference cloud with A$350m on-demand GPU pool and enterprise contract/consumption pricing

Megaport announced plans for a globally distributed AI inference cloud built around an on-demand GPU pool funded by A$350 million, offered to enterprise customers via contracted and consumption-based pricing models.
Samsung SDS: Leads race for South Korea’s 2.08T won AI GPU data center project; initial build expected on Nvidia Blackwell
Co | May 29 | Partnership

Samsung SDS: Leads race for South Korea’s 2.08T won AI GPU data center project; initial build expected on Nvidia Blackwell

South Korea’s Ministry of Science and ICT and NIPA completed on-site inspections and are negotiating with Samsung SDS, Naver Cloud, and Elice for a 2.08 trillion won AI GPU infrastructure project. Final operator selection is pending. Evaluation emphasized GPU procurement, large-scale cluster operations, and data center power/cooling design. Initial deployments are expected to use Nvidia Blackwell GPUs, with Vera Rubin phased in later subject to supply and cost. Service launch could slip beyond this year.
Samsung Electronics: Plans $1.5B semiconductor testing plant in Vietnam with Nov 2027 start
Economic Times | May 27 | Feature Update

Samsung Electronics: Plans $1.5B semiconductor testing plant in Vietnam with Nov 2027 start

Samsung will invest 39 trillion dong (~$1.5B) to build its first chip testing plant in Vietnam (Thai Nguyen province, ~60 km north of Hanoi). Construction has begun; operations are targeted for November 2027. The facility will focus on legacy DRAM and NAND, with planned annual output of 153.3 billion Gb (DRAM) and 255.6 billion Gb (NAND). Investment was approved in March; Samsung may reinvest up to ~$2.5B in profits for a potential second factory.
Schneider Electric: Coverage of private 5G, edge computing, automation, and digital infrastructure
Economic Times | May 26 | Industry Analysis

Schneider Electric: Coverage of private 5G, edge computing, automation, and digital infrastructure

The snippet appears to describe general media coverage spanning private 5G, edge computing, devices, automation, and digital infrastructure, without a specific company action, product, or deployment.
Qualcomm Technologies: Unveils Dragonwing MBM chipset family with sub-6GHz 5G NR, Wi‑Fi 7, and on-device AI
Mobile World Live | May 21 | Feature Update

Qualcomm Technologies: Unveils Dragonwing MBM chipset family with sub-6GHz 5G NR, Wi‑Fi 7, and on-device AI

Qualcomm Technologies introduced the Dragonwing Mobile Broadband Multimedia (MBM) Family of broadband chipsets built on a 4nm process, featuring on-device AI, advanced connectivity, and multimedia capabilities. The premium MBM7 Series, led by the MBM715, supports sub-6GHz 5G NR and Wi‑Fi 7 with up to 5.8 Gb/s, 320 MHz channels, and 4K QAM for low-latency, high-throughput performance.

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