GlobalFoundries Selected for Two Malta Fabs Under Up-to-US$21 Billion Japan Initiative
Japan-backed plans would expand Malta chip production; a separate US$955 million CHIPS amendment targets photonics, SiGe and advanced packaging.
SECTOR INTELLIGENCE
AI Infrastructure
Relevant reporting, projects, organizations and procurement from Infraday’s existing records.
Latest news & analysis
Flex Completes EPC Power Acquisition Following US$4.4 Billion Agreement
Flex confirmed the EPC Power acquisition closed October 14; the US$4.4 billion value comes from its September agreement, subject to customary adjustments.
Supermicro’s September Shipping Update Details Liquid-Cooled Vera Rubin NVL72 Racks
Background update: Supermicro said on September 23 that Vera Rubin NVL72 racks were shipping with its integrated liquid-cooling and deployment stack.
Broadcom Outlines Ethernet, PCIe and Optical Networking Portfolio for OCP 2026
The October 8 announcement describes ORV3 rack networking for scale-up, scale-out and scale-across AI clusters; it is not a new data-center capacity announcement.
Lambda Closes $1.008 Billion Delayed-Draw Loan for GPU Infrastructure
The October 1 financing supports three committed customer deployments and aligns draws with commissioning milestones.
Digital Realty Starts 24 MW KIX15 Data Center Construction in Osaka
The MC Digital Realty joint venture targets fourth-quarter 2028 operations with hybrid air and liquid cooling.
Bard Targets Fourth-Quarter Completion of Georgia Factory Expansion
The 106,000-square-foot addition in Madison will add production capacity and advanced manufacturing equipment.
Gorilla Signs Nonbinding Letter of Intent for First U.S. Data Center
The proposed acquisition starts with 6 MW of existing utility capacity and a path to 36 MW, subject to closing and grid expansion.
Nebius and Palantir Connect Sovereign AI Services With Modular Capacity Deployment
The partnership combines AI cloud infrastructure with customer control of compute, models and data.
Projects & capital programs
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Companies & organizations
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Starcloud
Developing orbital data centers to provide GPU computing in space.
Westgate
Industrial distribution of pipes, valves and fittings for data centers, semiconductor fabs and power facilities.
Proprio Robotics
Developing robots for data center buildout, maintenance and eventual decommissioning workflows.
Posh
Developing deployable energy storage and generation systems for commercial, industrial and AI data center customers.
Liquid Energy
Modular solar-powered data center infrastructure designed to host AI inference workloads.
Photonium
Optical engineering software and services covering design optimization, verification, component sourcing and prototyping.
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Infraday Capital
Review reported funding in project records and research investor, lender and program criteria in Infraday Capital. Coverage of financing does not mean capital is currently available.
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