Industry News
Updated: October 2025 — Weekly digest of global technology, AI, and data center developments
Broadcom unveils end-to-end AI networking at OCP Global Summit
Updated Ethernet portfolio (Tomahawk 6, Jericho4, CPO, etc.) targeting large-scale AI clusters.
October 1, 2025 •SourceFujitsu and NVIDIA announce joint AI infrastructure
Combining MONAKA CPUs and NVIDIA GPUs via NVLink Fusion for scalable enterprise AI platforms.
October 3, 2025 •SourceGoogle to invest €5B in AI and cloud infrastructure in Belgium
Capex to expand DC campuses and clean-energy partnerships.
October 8, 2025 •SourceS&P Global (451 Research): AI infrastructure market accelerates
Mid-year outlook highlights hyperscaler investments across DC and edge.
October 2, 2025 •SourceCoreWeave signs up to $14.2B AI infrastructure deal with Meta
Long-term agreement to provide GPU cloud capacity for Meta’s AI workloads.
September 30, 2025 •SourceRussia DC colocation build-outs may slow, says iKS-Consulting
New colocation rack supply could drop to ~4.6k despite overall capacity growth.
September 30, 2025 •SourceAvito weighs building an owned 5→20MW data center near Moscow
Land plot acquired; contractors under consideration; outsourcing expansion remains an option.
September 22–23, 2025 •Source 1•Source 2First hyperscale DC near Irkutsk clears state expertise
Cloud X project gets positive state review and moves toward implementation.
September 22, 2025 •SourceEight new Russian data centers slated through 2026 (Key Point and others)
Projects across major regions totaling 10k+ racks, including St. Petersburg, Rostov-on-Don, and Ekaterinburg.
September 8, 2025 •Source