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Washington Takes a Stake in Intel as AI Infrastructure Heads to Orbit: Digital Infrastructure Insights, May 2026

Washington Takes a Stake in Intel as AI Infrastructure Heads to Orbit: Digital Infrastructure Insights, May 2026
May 2026's roundup: the US government's 10% equity stake in Intel (now valued above $50B) underscores how strategic chip manufacturing has become, India and Vietnam both advance new chip fab and testing capacity, the AI chip supply chain keeps fragmenting beyond Nvidia, and Pixxel and Sarvam AI plan India's first orbital data center satellite.

France’s AION Consortium Bids for EU AI Gigafactory

France's AION Consortium Bids for EU AI Gigafactory
Eight French organisations — including Capgemini, Orange, EDF, Iliad and Scaleway — have formally united under the AION consortium to bid for an EU AI Gigafactory designation, backed by approximately €10 billion in committed investment. The bid targets EuroHPC's live call for proposals, closing June 23, 2026, and is designed to demonstrate France's ability to anchor the full AI value chain. For telecom and enterprise IT leaders, AION signals a structural repositioning of European operators as sovereign AI infrastructure enablers, not merely connectivity providers.

AI Optical Networking Market to Hit $154B by 2028

AI Optical Networking Market to Hit $154B by 2028
Runaway AI training demand is pushing data center fabrics past their limits, making optical networking the bottleneck to unlock GPU-scale performance and efficiency. Scale-up connects more GPUs within a box or across tightly coupled racks to form supernodes with ultra-low-latency fabrics. A new forecast from Goldman Sachs positions optical networking as the next mega-trend in AI infrastructure, with spend growing an order of magnitude as clusters densify. CPO—integrating optical engines with switch ASICs or accelerators—features prominently in the growth outlook. Expect a technology mix that also includes pluggable 800G/1.6T optics and emerging Linear Pluggable Optics (LPO) to reduce DSP power at short reaches.

NVIDIA and IREN Partner to Deploy 5 GW of AI Infrastructure

NVIDIA and IREN Partner to Deploy 5 GW of AI Infrastructure
The NVIDIA-IREN partnership, announced May 7, 2026, commits both companies to jointly deploying up to 5 gigawatts of NVIDIA DSX-aligned AI factory infrastructure across IREN's global data center pipeline. A five-year, $3.4 billion managed GPU cloud services contract anchors the deal, alongside a warrant granting NVIDIA rights to purchase up to 30 million IREN shares. The Sweetwater campus in Texas serves as the reference implementation for NVIDIA's DSX architecture, signaling a new phase of vertically integrated, gigawatt-scale AI infrastructure planning that is reshaping competitive dynamics across hyperscalers, telecom operators, and enterprise IT.

SK Telecom B2B AI Push: Public Sector & Defense

SK Telecom B2B AI Push: Public Sector & Defense
SK Telecom is reorganizing around artificial intelligence to accelerate a B2B push, with a sharp focus on public sector and defense opportunities in South Korea. At a town hall marking six months in the role, SK Telecom’s CEO signaled a decisive shift: make AI the company’s growth engine and align operations, culture, and go-to-market around enterprise needs. The operator outlined an organizational, technology, and culture overhaul to strengthen competitiveness across B2B AI. The company will scale its AI data center footprint by combining capabilities from SK Group affiliates and global partners. SK Telecom advanced its in-house foundation model to a second phase.

Intel and Google Advance AI Infrastructure with Xeon 6, IPUs

Intel and Google Advance AI Infrastructure with Xeon 6, IPUs
Intel and Google expanded a multiyear partnership that doubles down on Xeon CPUs and custom infrastructure processing units to scale AI with better efficiency and predictability. Google committed to multiple generations of Intel Xeon for AI, inference, and general-purpose workloads across its global cloud. The latest Xeon 6 processors are already powering Google Cloud’s workload-optimized instances, including C4 and N4, to coordinate large-scale training, serve latency-sensitive inference, and run mainstream compute. In parallel, the companies will broaden co-development of custom ASIC-based IPUs that offload networking, storage, and security from host CPUs to improve utilization and deliver more stable performance at hyperscale.
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