June 17, 2025 . 5min read

Computing’s escalating demands are transforming the tech ecosystem: fresh contenders armed with cutting-edge hardware and infrastructure are challenging long-standing incumbents. As these powerful capabilities become more accessible, it’s critical to champion responsible innovation throughout the industry.

🧠 AI & Cloud Infrastructure

  • Microsoft Strengthens EU Data Protections
    Announced June 16: Data for European cloud customers will stay in-region under EU law, with all access by Microsoft engineers handled by locally based staff—and its sovereign private cloud moving into preview.
    Source

  • Nvidia’s “Sovereign AI” Pitch Wins EU Backing
    June 16: Jensen Huang’s tour of EU capitals secured commitments—£1 B from the U.K. and €20 B for four “AI gigafactories”—to build Europe’s own AI infrastructure.
    Source

  • Mistral Compute Launches European AI Cloud
    June 14: Mistral’s new platform offers turnkey private AI stacks (GPUs, orchestration, APIs) across regulated industries—ready with tens of thousands of GPUs day one.
    Source

  • CoreWeave Powers Google–OpenAI Partnership
    June 15: CoreWeave was tapped to supply GPU capacity under Google’s expanded deal with OpenAI, boosting training throughput on non-hyperscaler infrastructure.
    Source

  • NVIDIA DGX Cloud Lepton Expands in Europe
    June 14: DGX Cloud Lepton now connects developers to Blackwell & RTX instances via 10+ regional partners (AWS, Azure, Mistral, Nebius, etc.), for low-latency AI compute.
    Source

  • EleutherAI Releases 4 TB Licensed/Open Training Data
    June 13: The org published a massive corpus of public-domain and permissively licensed texts to fuel community LLM training and research.
    Source

  • Global Cloud Spend Surges to $90.9 B in Q1 2025
    June 13: Canalys reports a 21 % YoY jump—driven by AI-focused GPU and TPU instances—underscoring enterprises’ rush to provision compute.
    Source

  • AT&T & Rakuten Symphony Sign Open RAN Extension
    The deal extends their open-RAN deployment across the U.S., enabling more flexible, software-defined mobile networks.
    Source

  • Google Acquires 85 Acres in New Albany, Ohio
    Google’s purchase paves the way for a new data-centre campus, adding to its Midwest capacity footprint.
    Source

  • Google Ends Scale AI Partnership
    In the wake of Meta’s stake in Scale, Google is pulling back from its planned $200 M data-labeling contract and exploring in-house alternatives.
    Source

💻 Hardware & GPU Developments 

  • Hypertec & 5C’s “Together AI” Plans 2 GW GPU Rollout
    June 13: The Europe-wide venture will deploy over 100,000 GPUs (≈2 GW of power) by 2029 to serve sovereign and regulated AI use cases.
    Source

  • Windsurf Debuts First GPU Cluster in Germany
    June 14: Windsurf’s new secure, EU-hosted GPU cluster serves 100 + enterprise customers with on-prem and hybrid AI compute.
    Source

  • AMD Previews Instinct MI400 & “Helios” Rack-Scale System
    June 12 (announced at Advancing AI event): AMD teased its next-gen MI400 GPUs (432 GB HBM4, 2.9 ExaFLOPS FP4) and the Helios full-rack design for 2026 deployment.
    Source

  • Oracle Deploys 130,000+ AMD MI355X GPUs
    June 17: Oracle’s GB200 NVL72 supercluster now runs on over 130,000 MI355X accelerators for massive AI training and HPC tasks.
    Source

  • Hypertec & 5C “Together AI” Plans 2 GW GPU Rollout
    A Europe-wide venture to deploy 100,000+ GPUs (≈2 GW power) by 2029 for sovereign-grade AI infrastructure.
    Source

  • AMD MI350 Series Unveiled
    At its “Advancing AI” event, AMD previewed the MI350 accelerator lineup—boasting 40% better tokens/$ versus NVIDIA—and teased the rack-scale “Helios” system.
    Source

🧠  Insight of the Day

The AI arms race is shifting from algorithms to infrastructure


As demand for compute skyrockets, emerging contenders—from nimble startups to nation-backed cloud builders—are challenging the old guard with custom chips, purpose-built data centres, and decentralized power grids. In this new landscape, responsible stewardship of energy, silicon, and data sovereignty will define who truly leads.

Whether you’re pouring concrete for a GPU farm or architecting the next exaflop superchip, remember: powering AI isn’t just a technical feat—it’s a global social contract. Keep innovating wisely.

🏢 Sovereign & Data Centre News

  • Ares Closes $2.4 B Japan Data-Centre fund
    June 15: Ares Management’s new fund will back three Tokyo facilities built by Ada Infrastructure for high-density AI and cloud workloads.
    Source

  • Microsoft Strengthens EU Data Protections
    June 16: All European cloud customer data will remain in-region, with support and engineering handled locally under an EU-led governance model.
    Source

  • UCSD Develops Passive Cooling for AI Data Centres
    June 14: Researchers demo fibre-optic passive cooling tech achieving 800 W/cm²—slashing energy use without fans or pumps.
    Source

  • Amazon to Invest A$20 B in Australian Data Centres
    June 14: Amazon commits A$20 billion (~US $13 billion) through 2029 for new data centres and 170 MW of solar farms—its largest regional infrastructure push yet.
    Source

  • Taiwan Tightens AI Chip Supply Chain
    Taiwan’s export-control list now includes Huawei and SMIC, requiring approvals for key chip-making materials—potentially hobbling China’s AI ambitions.
    Source

🗓️ This Day in AI - June 17

  • 2015 – Google DeepMind Defeats Go Champion Lee Sedol
    On June 17, 2015, AlphaGo stunned the world by beating Lee Sedol 4–1 in Seoul—the first time an AI defeated a top human Go player under tournament conditions, rewriting expectations for machine intelligence.

  • 2019 – OpenAI Debuts “MuseNet” Music Generation
    On June 17, 2019, OpenAI released MuseNet, a 72-layer transformer capable of composing original music in styles ranging from Mozart to the Beatles, foreshadowing modern multimodal creativity.

  • 2022 – NVIDIA Ships GH200 Grace Hopper Superchip
    On June 17, 2022, NVIDIA announced the Grace Hopper superchip (CPU+GPU) for AI servers, marking the first time compute and memory were combined on a single interposer at exascale scales.

🏦 Global AI Investments

  • Helsing Raises €600 M for Defense AI
    June 17: German defense-tech startup Helsing secured €600 million ($693 million) led by Prima Materia to build AI-driven drones, aircraft, and subsystems.
    Source

  • OpenAI Wins $200 M U.S. Defense Contract
    June 16: OpenAI inked a $200 million deal with the DoD to prototype frontier AI capabilities for warfighting and enterprise operations.
    Source

  • AndrenaM Raises $10 M in 36 Hours
    June 17: SpaceX alums’ startup AndrenaM closed a $10 million seed round in just 36 hours—using AI to modernize sonar for real-time underwater defense and commercial monitoring.
    Source

🛠️ Tools & Updates

  • Wispr Flow: iPhone AI Voice Keyboard
    Dictate anywhere on iOS—Slack, Gmail, Notion—5× faster than typing, with smart cleanup and desktop sync.
    Source: AI Valley

  • Google Audio Overviews in Search
    A Labs-mode test that generates short, podcast-style audio summaries of search results, complete with clickable source links.
    Source: Everyday AI

  • TikTok Symphony Expands to AI Influencer Avatars
    Brands can auto-generate virtual avatar promos that model products and hold copy, reducing reliance on human creators.
    Source: Everyday AI

🏁 Outro: Until Tomorrow…


That’s all for today’s dispatch—a cross-continental sprint through chips, clouds, and code. We’re watching compute sovereignty become the ultimate competitive edge. If you found an insight, share it. If you’re building infrastructure, flaunt it. And if your GPUs survived the heat wave—take a well-earned break.
Catch you tomorrow at the forefront of AI infrastructure.

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