Intel Details Inference GPU and Xeon Rack Designs at OCP
Intel’s October 12 announcement details GPU D-series inference hardware and Xeon rack designs; customer sampling is underway.
SECTOR INTELLIGENCE
Data Centers & Digital Infrastructure
Relevant reporting, projects, organizations and procurement from Infraday’s existing records.
Latest news & analysis
Arm Highlights Modular Agentic AI Racks and Liquid-Cooled Partner Systems
Arm’s October 15 OCP review outlines modular racks and Supermicro configurations, with CPU, memory, cooling and networking planned together.
AMD Targets November Availability for Helion Agentic AI Rack Designs
AMD’s October 12 Helion announcement outlines CPU-only and combined CPU/GPU rack designs, with partner configurations planned for November.
NiSource Signs 20-Year Microsoft Power Agreement for Indiana Campus
NiSource expects Microsoft service to start in 2028 under an agreement adding about 1,100 MW to GenCo’s resource pool.
NVIDIA and Cisco Plan 400-Gb/s-per-Lane USFP Optics for AI Networks
The proposed USFP form factor targets 12.8 Tb/s modules and denser Ethernet fabrics; its open industry specification remains planned.
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.
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.
SoftBank Completes Acquisition of DigitalBridge Common Stock for About $3.1 Billion
DigitalBridge became a controlled subsidiary on September 30 and continues as a separately managed platform.
Projects & capital programs
Explore all →Project records and reported funding are research context, not a statement that contracts are open.
TxDOT Paris Joint Duct Broadband Project
A TxDOT joint-duct project in Paris, Texas intended to place shared conduit infrastructure in state right of way for broadband providers, with completion targeted…
AWS Richmond County Energy Way Tech Campus
An AI and cloud infrastructure campus tied to Amazon's announced $10 billion North Carolina investment. Final air permits for campus backup engines and temporary…
Microsoft Fairwater Atlanta AI Data Center
An operational Fairwater AI facility connected to Microsoft's distributed AI computing network. Microsoft reported that the Atlanta site began operation in October 2025.
Microsoft Fairwater Mount Pleasant AI Data Center
Microsoft's first Fairwater facility in Mount Pleasant is fully operational. The June 2026 milestone concerns the first facility rather than completion of every planned…
Meta Prometheus AI Supercluster
Meta's planned 1 GW AI cluster spans multiple data center buildings. New Albany confirms its location and that the data center draws power from…
SB Energy Milam County AI Data Center
A planned 1.2 GW AI data center that OpenAI selected SB Energy to build and operate. The January 2026 announcement links the campus to…
Companies & organizations
Explore all →Organizations classified in this sector. Inclusion is not an endorsement.
Delaware Broadband Office
Delaware’s state broadband office administers connectivity planning and federal deployment programs, including BEAD.
ZutaCore
Direct-to-chip, waterless two-phase liquid cooling for AI and high-performance computing.
Credo
Electrical and optical interconnects, transceivers and diagnostics for AI networks.
Astera Labs
Connectivity semiconductors and systems for rack-scale AI infrastructure.
Flexnode
Prefabricated modular data center infrastructure for AI and high-performance computing.
Vultr
Cloud computing and GPU infrastructure for AI and high-performance computing.
Verified open procurement
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Infraday Capital
IFM global infrastructure debt — Published investment criteria
ADIA infrastructure — Published investment criteria
EQT Infrastructure VI
Brookfield Infrastructure Fund V
CyrusOne — USD 7.9 billion warehouse credit facility
Partners Group
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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