On September 24, Oracle issued a force majeure notice related to Project Jupiter, a 1,400-acre data center campus under development in New Mexico by Stack Infrastructure, a subsidiary of Blue Owl. Blue Owl has provided an $18 billion debt facility to support the project, which is part of the Stargate initiative involving OpenAI and SoftBank,… Read More: Oracle, Force Majeure, and the Hidden Risks Behind the AI… »
Earlier last week, on October 28, Nvidia held its GPU Technology Conference (GTC) in Washington, DC, where it made a number of announcements. One of these was a $1 Billion investment in Nokia, which sparked excitement across the telecom sector. This post takes a deeper look at that investment. For context, I would note the… Read More: Nvidia and Nokia: A Strategic Bet on Edge AI RAN »
A confluence of factors drives the race to build sovereign AI infrastructure—Generative AI and Large Language Models (LLMs), escalating geopolitical and national security concerns, and NVIDIA’s aggressive expansion into the data center market with its powerful GPU hardware and software stack that fuels the next generation of neoclouds. As a result, “AI Factories” have emerged… Read More: Navigating Risks and Opportunities in Sovereign AI Infrastructure »