Weekly Intelligence Brief on AI infrastructure and data centers - Week of October 13, 2025
Key Takeaways
- Nokia launched high-capacity shelves for its 1830 PSS.
- Crusoe appointed Matt Field as Chief Real Estate Officer.
- Crusoe expands Artificial Intelligence (AI) data center projects in Texas and Wyoming.
- Verkada partnered with Simac to enhance security in Benelux.
- Simac to integrate Verkada's security platform into its offerings.
Nokia introduced new high-capacity shelves for its 1830 Photonic Service Switch (PSS) to respond to rising bandwidth demands. The shelves enhance current deployments, allowing operators to effectively scale their networks at a reduced cost.
The 1830 PSS high-capacity shelves offer three times higher density, achieving up to a 60% reduction in power consumption per bit. This upgrade integrates seamlessly with existing 1830 PSS systems and supports modern coherent optical engines.
Crusoe appointed Matt Field as Chief Real Estate Officer, focusing on the real estate strategy for its AI data center portfolio. Crusoe is expanding with a new 1.2 gigawatt AI data center in Texas and plans for a 1.8 gigawatt facility in Wyoming, aiming to bolster its global real estate initiatives.
Verkada partnered with Simac to enhance security solutions in the Benelux region. This collaboration will incorporate Verkada's security platform, which includes video surveillance and access control, into Simac's service offerings, responding to increasing demand for modern security systems.
With a nearly 50% year-over-year growth in Verkada's EMEA customer base, the partnership aims to modernize legacy systems. The integration of Verkada's comprehensive suite supports Simac's goal of offering user-friendly, cloud-based security solutions.
- Nokia launched high-capacity shelves for the 1830 PSS to address bandwidth demand
New 1830 PSS high-capacity shelves enable seamless upgrades for existing systems and support advanced coherent optical engines. - Crusoe appoints Matt Field as Chief Real Estate Officer
Crusoe appointed Matt Field as Chief Real Estate Officer to lead real estate strategy for its expanding AI data center portfolio. - Verkada partners with Simac to enhance security solutions in the Benelux.
Simac will incorporate Verkada's comprehensive security platform, including video and access control, into its service offerings.