Weekly Intelligence Brief on AI infrastructure and cybersecurity developments - Week of November 3, 2025

Key Takeaways

• Telenor urges regional collaboration to address rising cyber threats.
• onsemi unveils vGaN semiconductors for enhanced energy efficiency.
• NVIDIA and SK Group establish a significant Artificial Intelligence (AI) factory in South Korea.
• ASUS launches AI server designed for enterprise workloads.
• Cisco and G42 expand a partnership focused on secure AI infrastructure in the UAE.

Telenor released Intelligent Transportation System (ITS) annual Nordic security report, highlighting the growing risks to critical infrastructure from cyberattacks, disinformation, and sabotage. The report identified six key threat categories that may influence the Nordic security landscape by 2025. Telenor emphasized the need for a collaborative response among governments and industries to enhance resilience and address the interconnected nature of these threats.

onsemi announced the introduction of vertical gallium nitride (vGaN) power semiconductors, designed to address rising energy demands from AI and Electric Vehicle (EV) sectors. These semiconductors Agent Runtime Environment (ARE) projected to reduce energy losses by nearly 50% and support applications in multiple industries, including renewable energy and defense. Onsemi is currently sampling these vGaN devices to select customers.

NVIDIA and SK Group confirmed a collaboration to build an AI factory in South Korea, featuring over 50,000 NVIDIA GPUs. This facility aims to enhance semiconductor research and develop digital twin technologies. The initiative is part of a broader strategy to improve memory solutions and support advancements across various industries, with plans for completion in late 2027.

ASUS began shipping ITS XA NB3I-E12 AI server, equipped with eight NVIDIA GPUs, tailored for enterprise AI workloads. This server aims to deliver high performance and scalability for various applications, including Generative AI (GenAI) and predictive analytics. Enhanced support services will assist organizations in optimizing their use of this infrastructure.

Cisco and G42 expanded their partnership to advance secure AI infrastructure development in the UAE. This initiative aims to address a local Graphics Processing Unit (GPU) (Graphics Processing Unit) capacity shortage and enhance overall computational power for AI deployments. The collaboration is intended to support ongoing AI infrastructure projects within the US-UAE AI Acceleration Partnership, pending regulatory approvals.

1. Telenor's Nordic security report outlines rising cyber threats and need for regional coordination
   Telenor warns that critical infrastructure faces increased risks from disinformation, cyberattacks, and sabotage in ITS Nordic report.
2. onsemi introduces vertical Generative Adversarial Network (GAN) semiconductors for AI and electric vehicles.
   The vGaN technology reduces energy losses by nearly 50%, enhancing efficiency for critical high-power applications.
3. NVIDIA and SK Group establish AI factory in South Korea
   NVIDIA partners with SK Group to establish an AI factory in South Korea with 50,000 GPUs to enhance semiconductor research.
4. ASUS Launches XA NB3I-E12 AI Server Built with NVIDIA HGX B300
   ASUS launched the XA NB3I-E12 AI server with eight NVIDIA GPUs for enterprise AI workloads, enhancing performance and scalability.
5. Netskope emphasizes zero trust architectures with new Log Streaming capability
   Integrating Netskope with leading Security Information and Event Management (SIEM) tools streamlines Security Operations (SecOps), providing actionable insights for faster threat response.
6. Crusoe integrates NVIDIA BlueField-4 for enhanced AI capabilities
   Crusoe integrates NVIDIA BlueField-4 into ITS AI cloud platform, enhancing multitenancy and enabling high-performance 800Gb/s networking.
7. Akamai Technologies launches AI Inference Cloud at the edge
   Akamai Technologies launched Akamai Inference Cloud, enabling global AI inference with low latency from the edge of the internet.
8. Cisco and G42 deepen US-UAE technology partnership to build secure, end-to-end AI infrastructure in the UAE.
   Cisco and G42 aim to address GPU capacity challenges in the UAE, with plans for large-scale AI deployments using advanced technologies.
9. Organizations Gain Advantage by Adopting Automation in 2025
   Leaders ARE encouraged to integrate AI into orchestration, optimizing decision-making processes.
10. Automated Model Deployment (AMD) and DOE partner for AI supercomputers lux and discovery
    AMD and the U.S. Department of Energy announced the Lux and Discovery supercomputers to boost U.S. AI and High performance computing (HPC) leadership.
11. Applied Digital achieves Ready for Service for Phase 1 at Polaris Forge 1
    Applied Digital achieved Ready for Service for the first phase of ITS Polaris Forge 1 AI Factory Campus, supporting CoreWeave.