AI Infrastructure

Aviz ONES 4.2.1 adds JWT bearer-token authentication for tenant APIs alongside SSL certificate authentication, supporting automation and multi-tenant deployments.

Aviz ONES 4.2.1 adds Minimal Configuration Support for deploying and validating AI fabric orchestration in reduced-topology environments.

ABI Research forecasted US OLS scale-across revenue of about $5B by 2035, citing hyperscaler Tier One deployments and distributed AI training across smaller data centers.

Micron and Anthropic signed an agreement on memory and storage AI architecture, supply, Claude adoption, and a Series H investment.

Digital Realty made ServiceFabric MCP available as a programmable control layer for Private AI across its global interconnection platform.

Dell’Oro Group says Data Center IT Semiconductors and Components revenue rose 116% year over year in 1Q 2026 on AI buildout and memory prices.

Schneider Electric announced its VivaTech 2026 agenda, featuring executive sessions on energy intelligence, AI and demand-side efficiency, and sovereignty. The company cites a Bloomberg New Economy Energy Technology Coalition case study and references partnerships for AI data-center infrastructure in France, plus a collaboration with Foxconn for deployable solutions.

Nokia said it will expand advanced test and packaging in Allentown, adding capacity for photonic chips and more than 500 jobs.

The blog says AI changes networking from application transport to part of the AI runtime, outlining six shifts in traffic, automation, costs, operations, multi-vendor setup, and digital twins.

Crusoe contracted 4.9 GW of AI infrastructure across data center projects and Crusoe Cloud, with a pipeline exceeding 40 GW.

NVIDIA and SK hynix entered a multiyear partnership to codevelop next-generation memory for AI factory buildout.

Dell’Oro Group projects Microsegmentation market growth at a 21% CAGR from 2025 to 2030 and tracks HMFW at 12%.