Constellation Wire

AI infrastructure becoming a national-scale industrial play in US

AI infrastructure becoming a national-scale industrial play in US

Melissa Palmer
November 22, 2025

OpenAI is locking in Foxconn as a US-based manufacturing and integration partner for AI data center hardware, covering power, networking,...

EUROPE’S NEED FOR SOVEREIGN CLOUD

EUROPE’S NEED FOR SOVEREIGN CLOUD

Melissa Palmer
November 21, 2025

Europe’s AI sovereignty debate here as less about models and more about who owns the cloud stack, GPUs, and data...

Meta confirmed as buyer behind $1B Howell-area data center project

Meta confirmed as buyer behind $1B Howell-area data center project

Melissa Palmer
November 20, 2025

Meta has been confirmed as the $1 billion, 1,000+ acre data center buyer near Howell Township, aimed at large-scale AI...

us authorizes semiconductor exports to uae, saudi

us authorizes semiconductor exports to uae, saudi

Melissa Palmer
November 20, 2025

The U.S. just approved AI accelerator exports equal to ~35,000 Nvidia Blackwell (GB300) units to Gulf tech players. This is another sign...

Google named AI Application Development Platforms leader

Google named AI Application Development Platforms leader

Melissa Palmer
November 19, 2025

Google is using the Gartner “Leader” badge to frame Vertex AI as a full-stack AI app platform, from Gemini 3...

brookfield raising $10B for new ai infrastructure fund

brookfield raising $10B for new ai infrastructure fund

Melissa Palmer
November 19, 2025

Brookfield is raising $10 billion for a new AI infrastructure fund, and the early backers include NVIDIA and the Kuwait Investment Authority. This is...

State‑backed AI data center exposes tensions between utilities and locals

State‑backed AI data center exposes tensions between utilities and locals

Melissa Palmer
November 17, 2025

Michigan is pushing a multi‑billion‑dollar AI data center backed by Stephen Ross, Oracle, and OpenAI into Saline Township, despite local...

Hyperscaler AI orders validate Cisco as a serious infrastructure partner

Hyperscaler AI orders validate Cisco as a serious infrastructure partner

Melissa Palmer
November 16, 2025

Cisco is finally landing real AI data center business, with $1.3 billion in hyperscaler AI orders this quarter and more...

Storage efficiency emerges as my key battleground in AI infrastructure

Storage efficiency emerges as my key battleground in AI infrastructure

Melissa Palmer
November 10, 2025

Dell is using PowerScale F710 energy, rack density, and switch count claims to position itself as the more efficient way...