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Today’s Storystream

Nvidia has unveiled DGX Cloud Lepton, a global GPU marketplace connecting compute from partners like CoreWeave, SoftBank, and Foxconn. The platform integrates Nvidia’s full software stack and supports sovereign AI efforts by offering regional access to Blackwell and other architecture GPUs. It marks a strategic expansion following Nvidia’s April acquisition of Lepton AI, reinforcing its grip on AI infrastructure across borders.

Google is expanding its Jakarta cloud region to meet rising demand from sectors like education, health, and digital banking. The move comes just weeks after Microsoft quietly launched its own Jakarta-based cloud infrastructure. With both tech giants deepening their presence, Indonesia’s cloud landscape is fast becoming a competitive front in Southeast Asia’s digital transformation.

OpenAI has inked a fresh $4 billion compute deal with CoreWeave, reinforcing its pivot away from Microsoft’s cloud exclusivity. The agreement adds to prior multi-billion contracts and comes as the companies renegotiate terms around equity and tech access post-2030. As OpenAI realigns its strategy and Microsoft tempers spending, the balance of power in AI infrastructure continues to quietly, but significantly, shift.

The U.S. and UAE have announced a 5GW AI data center campus in Abu Dhabi, backed by G42 and supported by Microsoft. Framed as a regional cloud hub, the project reflects growing geopolitical realignments in AI infrastructure. Powered by nuclear, solar, and gas, the site aims to serve U.S. hyperscalers while navigating complex tech transfer concerns with China. Phase one targets 1GW deployment.

CoreSite is partnering with Nokia to overhaul network infrastructure across 30 U.S. data centers, deploying high-capacity routers to meet surging AI and HPC demands. The upgrade enhances CoreSite’s edge capabilities with low-latency interconnection for multicloud environments. By leveraging Nokia’s scalable routing systems, the move reflects growing pressure on data centers to support next-gen workloads without compromising speed, reliability, or operational efficiency.

Apto plans to build Italy’s largest data center campus near Milan, backed by a €3 billion investment. Set to support up to 300MW, the site blends AI-ready capacity with renewable power, rooftop solar, and local infrastructure upgrades. With ties to global cables and a focus on digital skills, Apto is positioning Lombardy as a serious node in Europe’s expanding data economy.