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Morgan Stanley expects that global data center IT capacity will increase from 2026 approximately at the end of 136GW to 2030 in 316GW, with a compound annual growth rate of approximately 23%。
GitHub announced Copilot Fusion that it had officially become fully available and that Copilot access had been expanded to all enterprise users without requiring the purchase of additional seats. The company also said it was expanding related infrastructure and Actions computing power.
BlockBeats published a view stating that one should not assume that it had a16z given up Crypto, and that blockchain has become infrastructure.
BlockBeats reports that,a16z Crypto General Partner Ali Yahya said he will leave a16z and establish a company, with a current focus on infrastructure for the open-source software ecosystem.
BlackRock CEO Larry Fink warned that if AI data center construction slows, computing costs could rise, inflationary pressures could intensify, and the economic growth outlook could be affected.
PANews cited ACS as stating in a published study that approximately 25%of operational data centers globally are located in areas facing water stress for at least 1 months each year; under a warming scenario of 3℃, this share could rise to 33%。
According to Xinhua News Agency, Digital CNY Operations Management Center announced the infrastructure service system and launched DCEPS and e-CNY SMART Contract, two achievements.
A Telegram channel claims that the U.S.AI data center boom has experienced fractures, with at least this year 47 large data center disruptions. The original text provides no project list, reasons, or independent corroboration.
NVIDIA CEO At an event in Berlin, Huang Renxun said that recent AI market volatility will not change industry fundamentals, and expressed optimism about the AI long-term economic impact.
According to Bloomberg,OpenAI has appointed Uday Ruddarraju to oversee infrastructure and compute operations, while Sachin Katti will step down and transition to an advisory role;GPT-Infra the work will be handled by Richard Ho.
Mark Zuckerberg said that Meta had pledged to invest up to 200000000000 USD in AI infrastructure, even though it was uncertain whether the related products would succeed.
PANews cited the official announcement as saying that NEAR Treasury company SVRN has completed its acquisition of Fast NEAR, which has become its wholly owned subsidiary, and its two co-founders have joined the SVRN team.
