June 06, 2025 . 5min read
AI workloads already gulp down nearly 20 percent of global data-center power—and research shows that by year-end, AI could be consuming almost half of all data-center electricity as model training soars
🧠 AI & Cloud Infrastructure
NVIDIA’s first industrial AI cloud goes live in Germany
A 10,000-GPU hub built on DGX B200 and RTX PRO servers is now operational, supporting robotics, autonomous systems, and industrial AI workloads. This marks Nvidia’s push to turn “physical AI” into a $50 trillion backbone for manufacturing and infrastructure. NVIDIA builds 10,000-GPU AI cloud to boost European manufacturingMistral Compute launches European AI cloud platform
The new service offers private AI stacks—GPUs, orchestration, APIs—aimed at highly regulated enterprises looking to avoid U.S. or Chinese hyperscalers. Tens of thousands of GPUs are available on day one.Microsoft-backed Mistral launches European AI cloud to compete with AWS and Azure | VentureBeatCoreWeave tapped to power Google’s OpenAI deal
CoreWeave will supply GPU compute capacity under Google’s multi-year arrangement with OpenAI, bolstering the cloud giant’s ability to train and run large-scale models.CoreWeave to supply GPU power for Google-OpenAI dealAWS EU-Only Cloud Region
€7.8 B, Germany-based, fully staffed by EU nationals, dedicated SOC & advisory board—launching end-2025.
Source: https://www.rcrwireless.com/20250606/uncategorized/aws-cloud-europe?utm_source=chatgpt.comNVIDIA “Blackwell” Exaflops Rollout
Partnerships with France, Italy, Spain, UK & major telcos to deploy 3,000 exaflops of Blackwell GPUs across six AI Tech Centers.
Source: https://investor.nvidia.com/news/press-release-details/2025/Europe-Builds-AI-Infrastructure-With-NVIDIA-to-Fuel-Regions-Next-Industrial-Transformation/default.aspxGlobal Cloud Spend Hits $90.9 B in Q1 2025
+21 % YoY; AI workloads drive demand for GPU-optimized instances (TPUs, custom accelerators).
Source: https://www.itpro.com/cloud/cloud-computing/global-cloud-spending-canalys-q1-2025DGX Cloud Lepton Expands in Europe
On-demand Blackwell & RTX GPUs now available via 10+ partners (AWS, Azure, Mistral, Nebius, etc.).
Source: https://uk.finance.yahoo.com/news/nvidia-dgx-cloud-lepton-connects-100900097.html?utm_source=chatgpt.comMicrosoft Discovery debuts
A new “enterprise agentic” platform in Azure AI Foundry, powered by graph-based knowledge and specialized agents, to speed up R&D workflows. All the Azure news you don’t want to miss from Microsoft Build 2025 | Microsoft Azure Blog
🏦Global AI Investments
Europe Commits Billions to Build “Sovereign AI”
The EU announced a $20 billion initiative to construct four continent-wide AI “gigafactories,” while the U.K. pledged £1 billion to boost national computing power. Joint projects—such as Nvidia and Mistral’s plan for a Europe-based AI data center—underscore a push to reduce reliance on U.S. hyperscalers. EU allocates €20bn to developing four “AI gigafactories” - DCD
Scale AI Valued at $29 B After Meta’s $14.3 B Stake
Meta took a 49% stake in Scale AI for $14.3 billion, valuing the data-labeling specialist at $29 billion. As part of the deal, Scale’s young CEO Alexandr Wang will join Meta to lead its new superintelligence division Meta Poaches 28-Year-Old Scale AI CEO After Taking Multibillion Dollar Stake in Startup
Spanish Startup Multiverse Secures €189 M for Model Compression
Multiverse Computing closed a €189 million ($217 million) round led by Bullhound, HP Inc., Forgepoint Capital, and Toshiba. Its technology shrinks large language models by up to 95%—cutting cloud costs by 80%—and is now available on AWS’s AI Marketplace. Multiverse Computing Raises $215M to Scale Ground-Breaking
AI Startups Raised a Record $32.9 B in 2025
Through mid-year, AI companies have already pulled in $32.9 billion in venture funding—nearly matching total VC investments for all of 2022–2023—and now account for 58% of global VC dollars in Q1 2025 AI Startups Secure Record-Breaking $32.9 Billion in Funding for 2025
Cohere seeks $500 M at ~$6 B valuation
The Canadian LLM specialist is in early talks to raise over $500 million, aiming to cement its enterprise-focused position alongside giants like OpenAI and Anthropic. Report: Cohere Trying To Raise Another $500M As AI Race Speeds Up
🧠 Insight of the Day
“Compute isn’t just a cost center—it’s the new competitive moat.”
As AI models proliferate, raw algorithmic innovation only takes you so far. The real winners will be those who architect, finance, and secure the underlying infrastructure—owning both the electricity contracts and the exaflops. In this era, winning the AI race means mastering not just the model, but the metal, the megawatts, and the megafactories.
💻 Hardware & GPU Developments
Oracle rolls out 130,000+ AMD MI355X GPUs
Its new GB200 NVL72 supercluster, live today, features over 130,000 MI355X accelerators—targeting large-scale AI training, inference, and HPC workloads.
Oracle NewsNVIDIA to build 20 AI “gigafactories” across Europe
Announced at GTC Paris, these next-gen GPU clusters will boost local training capacity and chip manufacturing, reducing reliance on external hyperscalers.
NVDA: Nvidia to Power Europe's First AI Factory With 10,000 GPUsHypertec & 5C target 2 GW of GPU power in Europe by 2029
Their “Together AI” venture plans continent-wide rollout of GPU clusters—enough to power 100,000+ GPUs—for AI research and enterprise compute.
DatacenterDynamics20 New NVIDIA AI “Factories”
Five gigafactory-scale clusters + 18,000 Blackwell GPUs in Paris via Mistral partnership—boosting LLM training capacity.
Source: https://www.dailysabah.com/business/tech/nvidia-unveils-plan-for-20-new-ai-factories-across-europe?utm_source=chatgpt.comAMD MI350 Series Revealed
3 nm Instinct MI350 (288 GB HBM3e) launched; MI400 & full-rack “Helios” previewed, Mi355X in customer trials.
Source: https://techwireasia.com/2025/06/advancing-ai-2025-new-amd-gpus-and-rack-design-aim-at-cheaper-ai-compute/
🛠️ Tools & Updates
Dia Browser Beta
AI-first web browser with a chatbot in the URL bar that summarizes tabs, drafts content, and adapts to your workflow.
Source: https://thebrowser.company/dia-betaMeta AI Video Editing
New in Meta AI app: change outfits, locations, lighting, and more in short-form videos with preset prompts.
Source: https://ai.meta.com/video-editingAstra Upscaler by Topaz Labs
AI-driven video upscaler delivering 4K output using Starlight models—perfect for enhancing generated or legacy footage.
Source: https://www.topazlabs.com/astra-upscalerManus Chat Mode
Free, unlimited AI chat built on Claude 3.7 Sonnet and Alibaba Qwen—integrated with its advanced agentic assistant.
Source: https://manus.ai/chat-modeKrea 1 Image Model
First release from Krea, offering advanced control over composition and quality for AI-generated illustrations.
Source: https://krea.ai/models/krea-1
🗓️ This Day in AI - June 16
2022 – Lightning AI platform launches
Lightning AI (formerly Grid.ai) debuts its open-source AI development platform and raises a $40 million Series B to “reinvent the way AI is built.”2023 – Mercedes-Benz integrates ChatGPT into MBUX
The automaker begins a U.S. beta (900,000+ vehicles) of ChatGPT-powered “Hey Mercedes” voice control to deliver more intuitive, natural interactions.2024 – EU’s dedicated AI Office goes live
Under the new AI Act, the European Commission’s AI Office officially begins operations, coordinating regulation, compliance, R&D, and societal-impact initiatives.
🏢Sovereign & Data Center News
Proximus & Thales win NATO IT modernization contract
The deal covers secure communications upgrades and data-center enhancements across multiple alliance sites. Proximus and Thales awarded major contract by NATO to modernize its IT infrastructure | Proximus GroupSchneider Electric’s Cooling Innovation Day
Showcased next-gen direct-to-chip liquid cooling and modular retrofit solutions, designed to improve energy efficiency for high-density, AI-driven data centers.
Schneider Electric Cooling Innovation Day - DCDAWS & Talen Energy sign 1.92 GW nuclear PPA
A long-term power-purchase agreement with a Pennsylvania nuclear plant will underpin AWS data-center sustainability commitments in the Eastern U.S. Amazon joins the big nuclear party, buying 1.92 GW for AWS | TechCrunchAres closes $2.4 bn Japan data-center fund
The fund will back three Tokyo facilities built by Ada Infrastructure, focusing on high-density AI and cloud workloads. Ares closes $2.4bn data center fund focused on Japan - DCD
🏁 Outro: Until Tomorrow…
That’s a wrap on today’s dispatch — a whirlwind of power grids, prompt stacks, and sovereign pivots.
We’re watching a new digital order form in real time, where infra isn’t just a backend concern — it’s the battleground for geopolitical leverage and enterprise dominance.
If you learned something, forward it. If you’re building something, tell us. And if your AI agent finally booked that meeting right — give them a raise.
Catch you tomorrow at the edge of compute.
