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Amidst the rapid advancement of artificial intelligence, a significant strategic deployment concerning the future AI infrastructure is quietly unfolding. Sources reveal the UK is emerging as a prime contender to host a new overseas AI infrastructure project jointly developed by OpenAI and SoftBank, a development that has captured significant attention within the global tech community. This massive data center initiative, dubbed Stargate, boasts a staggering $500 billion investment, representing a colossal undertaking in the history of AI infrastructure. Although the project will initially be entirely based in the US,

Nvidia recently announced plans to establish over one million square feet of manufacturing space in Arizona and Texas for the production and testing of AI chips. This represents a significant move by Nvidia to bring some of its manufacturing back to the United States. Nvidia's Blackwell chip is already in production at TSMC's Arizona facility. Additionally, Nvidia is establishing "supercomputer" manufacturing plants in Texas, partnering with Foxconn in Houston and Wistron in Dallas. In Arizona, Nvidia is collaborating with Amkor and others.

At the 2025 SenseTime Technology Exchange Day in Beijing, SenseTime officially announced a comprehensive upgrade to its SenseCore 2.0 large-scale AI infrastructure. As a leader in AI infrastructure, SenseCore 2.0 aims to provide businesses with agile, flexible, and reliable full-stack AI infrastructure services, driving the efficient implementation and large-scale application of large-scale models at an optimal price-performance ratio.

According to AIbase, Google's parent company Alphabet has reaffirmed its $75 billion capital expenditure plan for 2025 in recent earnings calls and public statements. This underscores Google's continued commitment to infrastructure development, particularly in maintaining its leadership position in Artificial Intelligence (AI). The massive investment focuses on AI computing power. As a global tech giant, Google's capital expenditure plans are closely watched by the industry. AIbase analysis indicates that the reiterated $75 billion...

Alphabet Inc., Google's parent company, recently reaffirmed its capital expenditure plan of approximately $75 billion for 2023. This investment aims to expand data centers and acquire necessary chips and servers to support core business enhancements and the development of artificial intelligence (AI) services. Sundar Pichai, Alphabet's CEO, detailed the plan at Google Cloud's annual conference. Image note: Image generated by AI, image licensing service Mi.

SenseTime announced that its 2025 SenseTime Technology Exchange Day will be held on April 10th at 2 PM. SenseTime's SenseCore AI infrastructure is set for a major upgrade, promising exponential growth in its technological capabilities. This upgrade will significantly enhance its capabilities, particularly in AI infrastructure, embodied AI research and development, and the application of industry-specific large models. Since its launch in 2021, SenseCore has successfully integrated nationwide resources as a new type of AI infrastructure.

Oxford-based startup Lumai, a key player in AI infrastructure, has announced securing over $10 million in funding. The round was led by deep tech investor Constructor Capital, with participation from IP Group, Ventures, Journey Ventures, LIFTT, Qubits Ventures, State Farm Ventures, and TIS.

Joelle Pineau, Meta's Vice President of AI Research, announced on Tuesday via Facebook that she plans to leave the company in May. A highly respected leader within Meta's AI research lab (FAIR) for over two years, she oversaw the company's innovation and development in AI. Pineau's departure comes at a crucial time for Meta, as the company plans to invest up to $65 billion in AI by 2025.

According to The Information, Nvidia is on the verge of acquiring Lepton AI, a prominent AI startup, in a deal reportedly worth hundreds of millions of dollars. This move signals Nvidia's aggressive push into the cloud computing and enterprise software market, aiming to compete with major cloud providers like Amazon and Google. Founded two years ago by renowned scientist Yangqing Jia and his team, Lepton AI focuses on building new infrastructure for the AI era, simplifying the building and deployment of AI models. Unlike many startups...

Elon Musk's xAI is collaborating with Nvidia, Microsoft, and BlackRock to significantly increase investment in artificial intelligence infrastructure. This partnership aims to accelerate advancements and development in the field of AI.

Amidst the global AI boom, Microsoft and BlackRock have announced a partnership with Elon Musk's xAI to form a new AI infrastructure alliance, the AI Infrastructure Partnership (AIP). The core objective of this collaboration is to jointly build $30 billion worth of data centers and related AI infrastructure. Nvidia will also join the alliance as a technology advisor. The alliance was initially formed by BlackRock and its Global Infrastructure Partners...

Social media giant Meta is facing unprecedented AI infrastructure costs, with projected AI-related spending soaring to a staggering $65 billion, potentially contributing to a total annual expenditure of $119 billion! Faced with this astronomical bill, the tech giant has decided to develop its own AI chips, and has already made significant progress. Recent reports indicate that Meta is about to begin a small-scale deployment of its custom chips, signaling a gradual move away from Nvidia and its reliance on their GPUs.

GPU cloud services company CoreWeave recently announced a five-year, $119 billion strategic partnership agreement with OpenAI. Under the agreement, CoreWeave will provide OpenAI with the necessary computing power to support the training and delivery of its AI models. This significant deal marks a deepening collaboration between the two companies in the field of artificial intelligence. As part of the collaboration, CoreWeave will also issue $3...

Tech giant Microsoft recently announced a $298 million investment in South Africa to build artificial intelligence and data center infrastructure. This initiative aims to boost South Africa's digital economy and provide better technology support and services to local businesses and individuals. With the global demand for AI increasing, Microsoft's investment will help strengthen South Africa's competitiveness in this field. Microsoft's investment plan includes not only financial contributions but also technology transfer and talent development. Through collaborations with local businesses and educational institutions, Microsoft hopes to foster growth and innovation within South Africa's technology sector.

Recently, Meta officially announced a major project named Project Waterworth. This initiative represents a multi-billion dollar investment spanning several years, aimed at constructing an undersea cable exceeding 50,000 kilometers to support global AI infrastructure. Once completed, this undersea cable project will become the longest in the world, capable of withstanding damage from ship anchors and other hazards. According to the project plan, the cable will extend from the East Coast of the United States to the West Coast, with depths reaching up to 7,000.

On February 11, 2025, at the World Governments Summit held in Dubai, UAE, Baidu founder Li Yanhong engaged in an in-depth dialogue with UAE AI Minister Omar Sultan Al Olama to explore future development trends in AI infrastructure. During the discussion, Al Olama mentioned the recent global attention towards DeepSeek, which caused significant fluctuations in the stock prices of several major chip manufacturers and exchanges, and asked Li Yanhong for his views on the future of data centers and AI infrastructure.