Khamila Mulia

The latest transaction brings the total secured under the framework to US$4.4 billion across three projects over the past year.

Jensen Huang says the company's commitment to Taiwan has grown sharply as the island becomes more central to its AI infrastructure push.

This week, we look at what Nvidia's Taiwan push could mean for the next phase of AI infrastructure.

As AI compute demand surges, specialist GPU cloud providers are expanding in Australia to supply capacity still concentrated in the US and Europe. Scaling a neocloud now requires more than GPUs, it demands capital, partnerships and disciplined execution.

The investment would go towards data centres and other infrastructure needed to support its AI push in China and overseas.

Limited supply, higher build costs, and demand from hyperscalers and AI-focused cloud providers are pushing prices higher.

LG Energy Solution will supply battery energy storage systems for eight grid-scale projects in Michigan, including storage linked to Oracle's data centre in Saline Township.

Tighter control over supply chains is becoming more important as AI and hyperscale builds grow larger and more complex, according to AirTrunk's top executive.