DigitalBridge Teams with KT for AI Data Centers in Korea
November 26, 2025
DigitalBridge signed a memorandum of understanding with KT Corporation to pursue large-scale AI data center developments in Korea, marking its first formal collaboration with a major Korean telecom operator. The companies will evaluate AI-factory–style facilities that could reach gigawatt-scale power footprints and require multi-billion-dollar investments, aligning with Korea’s rise as a regional AI infrastructure hub and DigitalBridge’s strategy following the close of its $11.7 billion DBP III fund. The partnership builds on DigitalBridge’s aggressive global
Telefónica Germany Awards Nokia a 5-Year RAN Modernization Deal
November 26, 2025
Telefónica Germany awarded Nokia a new five-year agreement to modernize its nationwide radio access network and accelerate 5G deployment through 2030. The contract expands a long-running partnership between the companies and positions Nokia as a key supplier for Telefónica’s next phase of 5G densification, indoor coverage improvements, and energy-efficient radio upgrades across Germany. The deal introduces Nokia’s Cloud RAN solutions alongside its latest AirScale hardware portfolio, including Habrok Massive MIMO radios for the n78 band,
AMD’s Compute + Pensando Network Architecture Powers Zyphra’s AI
November 25, 2025
AMD’s strategy to tightly couple high-memory MI300X GPUs with high-bandwidth Pensando Pollara networking took a major step forward as Zyphra completed large-scale pretraining of the ZAYA1-base foundation model entirely on an AMD platform. The run demonstrates that AMD’s combined compute-network architecture can support frontier-class AI training, delivering more than 750 PFLOPs of max achievable throughput across an IBM Cloud–hosted 128-node cluster co-engineered with Zyphra. The AMD architecture—192GB HBM per MI300X GPU paired with eight 400Gbps
Orange Business Begins Migration of 70% of IT Infrastructure to Bleu Cloud
November 25, 2025
Orange Business has initiated a major internal modernization program by starting the migration of 70% of its IT infrastructure to Bleu, the sovereign cloud joint venture created by Capgemini and Orange to deliver Microsoft services under France’s “trusted cloud” framework. The move aligns with national digital-sovereignty priorities and sets the foundation for a long-term hybrid cloud strategy spanning Bleu and Orange’s Cloud Avenue private cloud. The company assessed more than 400 applications to determine placement
Dell Raises FY26 AI Infrastructure Outlook as AI Server Shipments Surge 150%
November 25, 2025
Dell Technologies lifted its full-year AI infrastructure outlook after reporting strong Q3 FY26 results, driven by record AI-optimized server demand and a rapidly expanding multi-quarter pipeline. Q3 revenue reached $27.0 billion, up 11% year over year, supported by $5.6 billion in AI server shipments and an AI backlog standing at $18.4 billion entering Q4. Dell now expects to ship roughly $25 billion in AI servers in FY26, more than 150% higher than last year, according to
GlobalFoundries Acquires InfiniLink for Silicon-Photonics Expertise
November 25, 2025
GlobalFoundries expanded its silicon-photonics design capability with the acquisition of InfiniLink, a Cairo-based startup specializing in high-speed connectivity silicon, including SerDes, optical transceiver chipsets, and monolithic photonics designs. The company said InfiniLink’s engineering team and IP portfolio will strengthen GF’s ability to support hyperscalers and networking vendors seeking tighter integration of optical engines, pluggables, and co-packaged optics (CPO) as AI datacenters shift toward higher-bandwidth, lower-pJ/bit architectures. InfiniLink’s design assets will be integrated into GF’s silicon-photonics
