Digital Infrastructure Monthly Insights

EnterpriseWeb launched a Snowflake Native App that brings a standards-based Telecom Ontology to Snowflake’s AI Data Cloud, enabling deterministic, policy-governed agentic AI for multi-domain orchestration, assurance, and AIOps. The solution supports causal reasoning, provides context to LLMs via Snowflake Cortex AI, uses MCP for shared memory, and is deployed in Snowpark containers. It offers zero-copy/no-code data mapping to typed objects, permissioned access via TM Forum ODA/OpenAPIs, and a coordination agent for end-to-end orchestration. Debuted around MWC Barcelona 2026.

Singtel created a dedicated AI center to accelerate internal development and deployment of AI-driven solutions.

Equinix announced an AI Discovery Hub in Hong Kong to help enterprises evaluate and deploy AI workloads, featuring enterprise-grade agentic AI capabilities within its colocation environment.

SK Innovation and SK Telecom signed an MOU with authorities in Nghe An, Vietnam, to develop an AI-focused data center, marking SK Group’s entry into Vietnam’s AI market.

Coverage indicates a Nokia–NVIDIA collaboration to position telecom networks as distributed compute platforms for AI workloads, suggesting tighter integration between network infrastructure and accelerated computing at the edge.

Equinix announced availability of Equinix Fabric Intelligence, an AI-native operational layer for managing network infrastructure and enabling AI-powered, multi-cloud networking on Equinix Fabric.

Meta has secured access to millions of Amazon-designed CPUs through AWS to run agentic AI workloads, highlighting increased use of CPU-based compute alongside GPUs for AI tasks.

TIA announced new AI-focused data center standards work, including an addendum to ANSI/TIA-942 to address AI infrastructure requirements and the DCE 9000 initiative.

Korean AI chip startup DeepX is preparing a public share offering (IPO), according to Reuters.

Google expanded its partnership with Intel, committing to use multiple generations of Intel CPUs in its AI data centers. Intel's latest Xeon 6 processors will support AI training and inference workloads.

SK Telecom signed an MOU with Arm and Rebellions to integrate Arm's newly launched AGI CPU with Rebellions' RebelCard AI accelerator (planned for Q3 2026) to develop AI inference server solutions. Systems will be tested and validated in SK Telecom’s AI data centers.

Intel announced it will collaborate with SpaceX, Tesla, and xAI on Elon Musk’s Terafab AI chip initiative, aiming to refactor silicon fabrication processes to enable production capacity equivalent to 1 terawatt of AI compute per year for orbital data centres and humanoid robots. Details were shared via social media posts, with limited technical specifications disclosed.

Nvidia will invest $2B in Marvell and form a strategic partnership connecting Marvell to the Nvidia AI Factory and AI-RAN ecosystem using Nvidia's NVLink interconnect.

Firmus, an Australia- and Singapore-based AI infrastructure provider, is raising USD 505 million in strategic equity led by Coatue with participation from Nvidia (subject to closing) to scale deployment of its AI Factory platform based on Nvidia's Vera Rubin DSX reference design across the Asia-Pacific region.

Microsoft plans a $10 billion investment to expand AI-focused data center capacity in Japan, with related efforts to enhance cybersecurity collaboration with Japanese government agencies and to train up to one million engineers in cooperation with domestic telecom/tech stakeholders.

AWS announced a KRW 12.6 trillion investment through 2031 to expand AI and cloud infrastructure in South Korea, with emphasis on generative AI services and security capabilities including IAM Access Analyzer and Zero Trust approaches.

Intel has recruited a seasoned Samsung semiconductor manufacturing leader to bolster its contract foundry operations and process execution.