AI infrastructure

Huawei introduced SuperPoD at HUAWEI CONNECT 2025, a new AI infrastructure architecture that aggregates thousands of AI chips into a unified resource using UnifiedBus (UB). This creates a “supercomputer” from distributed servers, designed to address the limitations of traditional architectures. The Atlas 950 SuperPoD utilizes up to 8,192 Ascend 950DT chips, with future plans for the larger Atlas 960. Beyond AI, TaiShan 950 SuperPoD targets general-purpose computing. Huawei’s open-source approach with UnifiedBus 2.0 aims to accelerate innovation and foster broad industry participation in AI infrastructure development.

Alibaba’s Hong Kong shares surged to 2021 highs after announcing increased AI investment and new AI product updates. Shares jumped over 6%, boosting year-to-date gains above 107%. CEO Eddie Wu revealed plans to increase spending on AI models and infrastructure on top of the existing 380 billion yuan investment. Alibaba unveiled the Qwen3-Max large language model and updates to its AI portfolio, emphasizing its position as a full-stack AI service provider. Wu projected over $4 trillion global AI investment in the next five years, highlighting Alibaba’s strategic AI pivot.

Nvidia is investing $100B into OpenAI to build AI-powered data centers demanding 10 gigawatts. This requires millions of Nvidia GPUs, doubling their output. The first $10B unlocks with the first gigawatt completed. Nvidia’s stock surged, reflecting the collaboration’s strategic importance. OpenAI aims to scale infrastructure for 700M weekly users, driving AI research and product development. While Nvidia remains the preferred supplier, competition in AI chips is growing. The partnership strengthens Nvidia’s dominance in the AI landscape and is “additive” to prior financial commitments.

Nvidia acquired AI hardware startup Enfabrica for over $900 million, gaining its technology and talent to strengthen its AI infrastructure dominance. Enfabrica specializes in networking solutions for GPU clusters, interconnecting over 100,000 GPUs for efficient AI workloads. This move streamlines large-scale AI infrastructure deployment.
Nvidia chips fuel the AI revolution after OpenAI’s ChatGPT, The increasing demand for AI talent leads to “acquihires” among tech giants such as Meta, Google, Microsoft, and Amazon. The company continue to expand in AI field by strategic investments.

Nscale, a UK-based AI infrastructure provider, has rapidly emerged as a key player in the AI market. Fueled by nearly $700 million in funding, including strategic investment from Nvidia, it partners with tech giants like Microsoft and OpenAI to develop hyperscale AI infrastructure in Europe. Nscale plans significant GPU deployments, including a $1 billion investment in Norway. The company focuses on overcoming computing capacity scarcity and market fragmentation in Europe, aiming to become a leader in sovereign AI and support the UK’s AI ambitions.

Microsoft is investing $30 billion in UK AI infrastructure, including a major supercomputer project with Nscale. This follows similar large investments from Nvidia, Google, OpenAI, and Salesforce, totaling over $40 billion for the UK AI sector. The investments reflect confidence in the UK’s AI potential, driven by talent, a shifting regulatory environment, and access to the European market. These moves coincide with increased UK-US collaboration on AI, quantum computing, and nuclear technologies.

Nvidia and OpenAI are reportedly in talks to invest billions in UK AI infrastructure, collaborating with cloud firm Nscale. An announcement could coincide with President Trump’s UK visit. This reflects a global trend of nations seeking partnerships with US AI leaders for “sovereign AI” development. Nvidia CEO Jensen Huang previously praised the UK as an investment hub. The investment aims to diversify geographic presence and capitalize on AI demand while providing OpenAI access to talent and a supportive regulatory environment.

Oracle’s stock soared, boosting Larry Ellison’s net worth by over $110 billion after bullish cloud growth projections. Ellison’s continued leadership role and significant shareholding contrast with other tech leaders. Oracle is expanding into healthcare and AI, partnering with OpenAI, Meta, and others. The company forecasts substantial cloud infrastructure revenue growth, driven by AI demand. Oracle’s success extends beyond AI, maintaining dominance in established software businesses and attracting leading AI players, positioning itself as a key infrastructure provider.

Broadcom (AVGO) is expected to release its fiscal third-quarter earnings, with investors focused on its AI sector performance. Revenue is projected to reach $15.83 billion, a 21% increase year-over-year, driven by custom silicon for cloud giants and networking solutions. Analysts anticipate continued growth due to escalating demand for AI infrastructure. Broadcom’s accelerator chips (XPUs) are gaining traction as cost-effective alternatives to GPUs. Cantor Fitzgerald projects significant revenue from custom silicon, potentially exceeding $40 billion by 2027. Stock has climbed 30% YTD. AI revenue reached $4.4 billion in Q2, and the VMware acquisition further strengthens Broadcom’s position.

Nvidia’s recent SEC filing reveals that two major clients comprised 39% of its Q2 revenue, a significant increase year-over-year, raising concerns about customer concentration. While Nvidia names these as ‘Customer A’ and ‘Customer B’, it is not clear if those are cloud providers, but ‘large cloud service providers’ contribute ~50% of data center revenue. Indirect clients contribute significantly via Customers A & B. Nvidia also highlighted revenue from an “AI research and development company” via both direct and indirect channels and anticipates $20 billion in revenue for “sovereign AI” initiatives this year.