Data Center News

Forrester analysts have warned that OpenAI and Anthropic face a tougher battle in turning early artificial intelligence leadership into lasting advantage as they move toward public markets. They also said reported talks over a possible 5% US government stake in OpenAI could reshape capital flows and regulation around frontier AI.

academyEX has published a business technology briefing that questions the economics behind the global artificial intelligence race, arguing that the gap between AI spending and revenue is widening. Founder and Chair Frances Valintine said investor expectations have moved ahead of commercial returns, with large technology groups committing vast sums to infrastructure, models and computing capacity while profitability remains uncertain.

Ecolab has completed its acquisition of liquid cooling company CoolIT Systems, in a deal valuing CoolIT at about USD $4.75 billion. The acquisition adds direct-to-chip liquid cooling to Ecolab's business as demand rises for cooling systems in dense AI data centres. According to Ecolab, CoolIT's year-to-date sales have grown by more than 100%, driven by demand for liquid cooling in AI facilities.

Amazon has invested more than USD $23 billion in Ohio, supporting jobs and local business activity across the state. The total covers infrastructure and operations built over the past decade. According to Amazon, its Ohio presence now supports more than 41,000 full- and part-time jobs, as well as an estimated 44,000 indirect jobs in fields including construction and professional services.

Amazon has invested more than USD $27 billion in Florida, saying the spending has created jobs and supported local businesses in the state. According to the company, the figure covers capital and operating spending since 2010, including fulfilment centres, delivery stations, data centres and employee compensation. Amazon says it directly employs more than 65,000 people in Florida and has created more than 95,000 indirect jobs across construction, logistics and other sectors.

Amazon has invested more than USD $35 billion in Louisiana, supporting jobs and local businesses across the state. The total covers infrastructure spending and compensation linked to Amazon's Louisiana operations since 2010. It includes more than USD $17.5 billion invested in the state economy over the past five years. Amazon said its direct investments and employee compensation have contributed more than USD $33 billion to Louisiana's gross domestic product over that period.

Iron Mountain has published four forecasts on how artificial intelligence will reshape global data infrastructure, pointing to a widening gap between data centre demand and supply by 2030. Working with Structure Research, Iron Mountain projects annual global demand for data centre capacity will reach nearly 90GW by the end of the decade. Demand at that level could exceed available supply by as much as 500% as spending on servers, GPUs and new capacity continues to rise.

Nvidia has introduced a revenue-sharing financing model to help AI cloud providers buy its computing infrastructure, broadening access to large-scale AI compute for startups, enterprises, researchers and regional providers. The model is aimed at a market shifting from model development to production inference, where computing systems run continuously to generate AI output at scale.

NVIDIA says it is expanding US-based AI manufacturing and infrastructure through a network of partners spanning semiconductor production, system assembly, optical networking, power and data centre operations, as it pushes to localise more of the supply chain behind its AI platforms. The company said its US partner network now stretches across 43 states and includes work on semiconductor fabrication, packaging, server and rack assembly, optical connectivity and AI factory infrastructure.

Cisco provided the network, security and observability infrastructure used by the United States Golf Association to run the U.S. Open, supporting connectivity, crowd operations, ticketing, merchandise and digital services across the tournament site. The setup was used at the 126th U.S. Open Championship at Shinnecock Hills in New York, where the USGA built a temporary network across a large event footprint rather than relying on a permanent stadium-style environment.