Constellation Wire
Constellation WireData CenterFinanceInfrastructure
AI infrastructure becoming a national-scale industrial play in US
OpenAI is locking in Foxconn as a US-based manufacturing and integration partner for AI data center hardware, covering power, networking,...
Constellation WireData CenterSovereignty
EUROPE’S NEED FOR SOVEREIGN CLOUD
Europe’s AI sovereignty debate here as less about models and more about who owns the cloud stack, GPUs, and data...
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...
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...
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...