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Data CenterFinanceStar Signal
AI infrastructure hinges on land, power, and hyperscale-ready data centers
Brookfield is raising a $10 billion AI infrastructure fund, targeting roughly $100 billion of build-and-buy capacity for data centers, power,...
Constellation WireData CenterSovereignty
us authorizes semiconductor exports to uae, saudi
The U.S. just approved AI accelerator exports equal to ~35,000 Nvidia Blackwell (GB300) units to Gulf tech players. This is another sign...
Constellation Wire
Google named AI Application Development Platforms leader
Google is using the Gartner “Leader” badge to frame Vertex AI as a full-stack AI app platform, from Gemini 3...
AmazonStar SignalSuper Micro
Supermicro has new AI Factory Clusters Available
Supermicro announced turnkey rack-scale “AI factory” clusters built on NVIDIA Enterprise Reference Architectures with Blackwell GPUs, Spectrum X Ethernet, and...
Constellation WireFinanceUncategorized
brookfield raising $10B for new ai infrastructure fund
Brookfield is raising $10 billion for a new AI infrastructure fund, and the early backers include NVIDIA and the Kuwait Investment Authority. This is...
Constellation WireData CenterHumansMichigan
State‑backed AI data center exposes tensions between utilities and locals
Michigan is pushing a multi‑billion‑dollar AI data center backed by Stephen Ross, Oracle, and OpenAI into Saline Township, despite local...
CiscoConstellation WireData Center
Hyperscaler AI orders validate Cisco as a serious infrastructure partner
Cisco is finally landing real AI data center business, with $1.3 billion in hyperscaler AI orders this quarter and more...
Data Center
Lambda × Prime Data Centers: The New Blueprint for AI-Native Infrastructure
A deeper look at why this partnership signals the next era of AI factories and how regional, physical infrastructure is...
Constellation WireData CenterStorage
Storage efficiency emerges as my key battleground in AI infrastructure
Dell is using PowerScale F710 energy, rack density, and switch count claims to position itself as the more efficient way...