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The Marked Chart Wire · Tech and AI
AI Data Centers
A 1.2 gigawatt facility in Portugal completed a digital twin test to improve power and cooling efficiency. The project involves Nscale, Start Campus, and Schneider Electric, supporting a site planned for 66,000 NVIDIA Rubin GPUs.
Part of a series: AI Data Centers: the latest, in order
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AI Data Centers
Allegro MicroSystems launched new semiconductors for 800V AI data center power and cooling systems. The company projects a $1.7 billion addressable market by fiscal 2031, citing improved efficiency and reduced infrastructure costs.
HotAI Infrastructure
CoreWeave activated 22.5 megawatts of capacity in Copenhagen and announced a dedicated network connecting four continents. The company plans to add locations in Asia and the Middle East by mid-2027.
AI Infrastructure
Akamai introduced beta versions of Akamai Inference and Agent Sandbox, expanding its cloud infrastructure with Nvidia Blackwell Ultra GPUs. The company leverages over $14 billion in existing multiyear cloud contracts to support these new AI workloads.
Memory Demand
Jensen Huang told investors he anticipates robust demand for memory components will persist until 2029, countering recent market worries about a potential slowdown.
AI Infrastructure
Vertiv introduced SmartIT, a factory-validated platform integrating power, cooling, and monitoring for high-density AI data centers. The system supports specific Nvidia architectures and is available globally to simplify installation.
AI Security
The two companies are connecting agent identification to real-time access management for artificial intelligence systems.
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