👀In Case You Missed It
Microsoft secures initial approval for new AI data-centre campuses in Aragón, Spain.
Baidu launches its Kunlun M100 and M300 chips, plus new Tianchi supernodes.
Exowatt debuts solar-thermal “hot-rock” power reactors aiming for 1¢/kWh energy for AI data centres.
Read more here
🧠 Cloud & Infrastructure Watch
Microsoft wins initial approval for multi-site data-centre campuses in Aragón, Spain, locking in another big European AI region for Azure build-out.
Read MoreAI cloud firm Firmus secures AU$500m to kick off “Project Southgate” in Tasmania, aiming to build what could become Australia’s largest AI data-centre campus (up to ~390MW) and an “AI Factory Zone” for the island.
Read MoreCBRE reports European AI data-centre capacity has tripled, driven by “neocloud” GPU providers and sovereign workloads, confirming Europe’s infra super-cycle is very real.
Read MoreVodacom partners with Starlink to bolster satellite backhaul, tightening telco–space links that will feed African edge and AI workloads.
Read MoreSuperconducting start-up VEIR completes its first data-centre transmission pilot, showing how cryogenic lines could move far more power into dense AI racks with lower losses.
Read MoreDCD spotlights the coming 1MW AI rack and 800VDC power sidecars from Schneider & others, signalling a new class of ultra-dense GPU rows that traditional power trains can’t handle.
Read MoreTechCrunch asks how much of the AI data-centre boom can really be powered by renewables, highlighting the tension between gigawatt-scale campuses and local grids.
Read More
💻 Hardware & Semiconductor Moves
Baidu launches its Kunlun M100 and M300 AI accelerators plus new Tianchi “supernodes,” doubling down on home-grown silicon to blunt U.S. export controls.
Read MoreChinese chip founder Chen Tianshi (Cambricon) sees his fortune jump to ~$23B, as U.S. sanctions ironically turbo-charge demand for domestic AI processors.
Read MoreNvidia is reportedly gearing up to sell full AI servers, not just GPUs, centralising Rubin-generation system assembly and squeezing traditional OEMs in the value chain.
Read MoreBoston Dynamics unveils an upgraded Atlas robot with high-precision three-fingered hands, showcasing how next-gen manipulation will lean on large-scale vision + control models.
Read MoreChina’s UBTech begins shipping the first mass batch of humanoid robot workers, turning factory-ready humanoids from concept videos into actual shipped product.
Read More
