Data Center

India Mobile Congress 2025 in New Delhi framed a clear ambition: scale domestic innovation, shape 6G, and turn telecom into a larger engine of GDP growth. Leaders underscored a whole-of-government approach, with multiple ministries backing IMC and the Department of Telecommunications and the Cellular Operators Association of India co-hosting. Indiaโ€™s telecom and digital sector is estimated to contribute roughly 12โ€“14% to GDP today. Leaders at IMC projected this could reach about 20% by the mid-2030s if India scales advanced connectivity, software-led services, and domestic manufacturing. Indiaโ€™s 6G push was tied to a potential GDP uplift exceeding a trillion dollars by 2035.
Intel detailed its first client and server products on the new 18A process, positioning the company for AI PCs and powerโ€‘efficient cloud at a time when onshore manufacturing and TCO matter more than ever. Intel previewed Core Ultra series 3 โ€œPanther Lake,โ€ its first client SoC line on 18A, with a multiโ€‘chiplet design that blends new performance and efficient cores with an upgraded Arc GPU and dedicated AI acceleration across the CPU, GPU, and NPU. On the server side, Intel previewed โ€œClearwater Forest,โ€ branded Xeon 6+, its nextโ€‘gen Eโ€‘core product built on 18A and targeted for launch in the first half of 2026.
Nokia and du completed a production-style trial that applied classical and generative AI to accelerate optical network planning and day-to-day operations. The partners tested Nokiaโ€™s WaveSuite AI, an automation assistant that exposes network intelligence through a natural-language interface. du cited faster troubleshooting, fewer errors in routine changes, and better resource utilization. The operator also reported concrete planning gains: roughly half the time to develop optical plans and about 30% greater efficiency in network designs, which translates to less overbuild and faster time-to-market. The net effect is improved service delivery and a smoother experience for operations teams tasked with meeting strict SLAs.
South Korea is funding a national AI stack to reduce dependence on foreign models, protect data, and tune AI to its language and industries. The government has committed โ‚ฉ530 billion (about $390 million) to five companies building large-scale foundation models: LG AI Research, SK Telecom, Naver Cloud, NC AI, and Upstage. Progress will be reviewed every six months, with underperformers cut and resources concentrated on the strongest until two leaders remain. The policy goal is clear: build world-class, Korean-first AI capability that supports national security, economic competitiveness, and data sovereignty. For telecoms and enterprise IT, this is a shift from โ€œconsume global modelsโ€ to โ€œoperate domestic AI platformsโ€ integrated with local data, compliance, and services.
Two narratives are converging: Silicon Valleyโ€™s rush to add gigawatts of AI capacity and a quiet revival of bunkers, mines, and mountains as ultra-resilient data hubs. Recent headlines point to unprecedented AI infrastructure spending tied to OpenAI. The draw is physical security, thermal stability, data sovereignty, and a narrative of longevity in an era where outages and cyberโ€‘physical risks are rising. Geopolitics, regulation, and escalating outage impact are reshaping site selection and architectural choices. The AI buildโ€‘out collides with grid interconnection queues, water scarcity, and rising scrutiny of carbon and noise. Set hard thresholds on PUE and WUE; require realโ€‘time telemetry and thirdโ€‘party assurance.
Hitachi has launched a global AI Factory built on NVIDIAโ€™s reference architecture to speed the development and deployment of โ€œphysical AIโ€ spanning mobility, energy, industrial, and technology domains. Hitachi is standardizing a centralized yet globally distributed AI infrastructure on NVIDIAโ€™s full-stack platform, pairing Hitachi iQ systems with NVIDIA HGX B200 platforms powered by Blackwell GPUs, Hitachi iQ M Series with NVIDIA RTX 6000 Server Edition GPUs, and the NVIDIA Spectrum-X Ethernet AI networking platform. The environment is designed to run production AI with NVIDIA AI Enterprise and support simulation and physically accurate digital twins using NVIDIA Omniverse libraries.
Databricks is adding OpenAIโ€™s newest foundation models to its catalog for use via SQL or API, alongside previously introduced open-weight options gpt-oss 20B and 120B. Customers can now select, benchmark, and fine-tune OpenAI models directly where governed enterprise data already lives. The move raises the stakes in the race to make generative AI a first-class, governed workload inside data platforms rather than an external service tethered by integration and compliance gaps. For telecom and enterprise IT, it reduces friction for AI agents that must safely traverse customer, network, and operational data domains.
OpenAI introduced ChatGPT Pulse, a new capability that assembles personalized morning briefs and agendas without a prompt, indicating a clear shift from reactive chat to proactive, task-oriented assistance. Pulse generates five to ten concise reports while you sleep, then packages them as interactive cards inside ChatGPT. Each card contains an AI-generated summary with source links, and users can drill down, ask follow-up questions, or request new briefs. Beyond public web content, Pulse can tap ChatGPT Connectors, such as Gmail and Google Calendar -to highlight priority emails, synthesize threads, and build agendas from upcoming events. If ChatGPT memory is enabled, Pulse weaves in user preferences and past context to tailor briefs.
Telefรณnica reports โ‚ฌ77 billion invested over ten years to expand sustainable, resilient connectivity, with SDG 9 (industry, innovation and infrastructure) as the strategic anchor. The operator now serves nearly 350 million accesses, has passed 81.4 million premises with FTTH, and runs one of the largest ultra-broadband footprints globally, second in scale only to China. Spain is Telefรณnicaโ€™s showcase for fiber-led modernization. Dense FTTH has enabled a managed copper switch-off, which simplifies operations, cuts energy use, and improves service quality. The operator targets net zero by 2040 – ten years ahead of many international timelinesโ€”and reports a 52% reduction in CO2 emissions across the value chain from 2015 to 2024.
HUMAIN, a Saudi PIF-backed AI company, introduced Horizon Pro, an โ€œagentic AIโ€ PC built on Qualcommโ€™s Snapdragon X Elite, positioning it as a new class of Windows laptop where on-device AI drives workflows, decisions, and user interaction. At Qualcommโ€™s Snapdragon Summit in Maui, HUMAIN CEO Tareq Amin unveiled the Horizon Pro PC and the companyโ€™s agentic software layer, Humain One, which runs on top of Windows 11 and is slated for formal launch at the Future Investment Initiative in Riyadh.
OpenAI plans five new US data centers under the Stargate umbrella, pushing the initiativeโ€™s planned capacity to nearly 7 gigawattsโ€”roughly equivalent to several utility-scale power plants. Three sitesโ€”Shackelford County, Texas; Doรฑa Ana County, New Mexico; and an undisclosed Midwest locationโ€”will be developed with Oracle following their previously disclosed agreement to add up to 4.5 GW of US capacity on top of the Abilene, Texas flagship. Two additional sites in Lordstown, Ohio and Milam County, Texas will be developed with SB Energy, SoftBankโ€™s renewables and storage arm. OpenAI also expects to expand Abilene by approximately 600 MW, with the broader program claiming tens of thousands of onsite construction jobs, though ongoing operations will need far fewer staff once live.
New analysis from Bain & Company puts a stark number on AIโ€™s economics: by 2030 the industry may face an $800 billion annual revenue shortfall against what it needs to fund compute growth. Bain estimates AI providers will require roughly $2 trillion in yearly revenue by 2030 to sustain data center capex, energy, and supply chain costs, yet current monetization trajectories leave a large gap. The report projects global incremental AI compute demand could reach 200 GW by 2030, colliding with grid interconnect queues, multiyear lead times for transformers, and rising energy prices.

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