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Janitza marks 40 years of growth
Janitza, a German manufacturer of energy measurement and power quality monitoring equipment, is marking its 40th anniversary as demand for power quality and energy monitoring continues to grow across sectors including data centres, industry, and critical infrastructure. The company says it is continuing to expand its international operations, with investment in local subsidiaries and customer support capabilities in markets including the UK, North America, and Australia. Founded in Germany in 1986, Janitza now operates in more than 90 countries, supplying energy monitoring and power quality technologies for applications where resilient electrical infrastructure is essential. Markus Janitza, founder and CEO of Janitza, notes, "The requirements for modern energy infrastructure have changed dramatically over recent decades. "As power grids become more dynamic and energy systems more complex, transparency and power quality are becoming increasingly critical, particularly in sectors such as data centres, industry, and critical infrastructure. "This is exactly where we continue to support our customers globally with precise measurement and monitoring technologies." International expansion continues Janitza says it has grown from a regional manufacturer with around 30 employees into an international supplier serving customers across a range of industries. The company states that it will continue investing in engineering and manufacturing at its German headquarters while expanding its international sales and customer support network. Alexander Veidt, CEO at Janitza, comments, "Over the years, Janitza has always identified technological developments at an early stage and translated them into practical solutions for customers. We will continue to follow this path consistently in the years ahead." Janitza remains a family-owned business and says it expects demand for energy transparency, resilient electrical infrastructure, and power quality technologies to continue increasing as energy systems become more complex. The company also formally celebrated its 40th anniversary with an industry event at its headquarters in Germany on 19 June 2026. For more from Janitza, cick here.

AI infrastructure is booming beyond the bubble
In this exclusive article for DCNN, Damir Špoljarič (pictured above), founder of Gi21 Capital, challenges the idea of an AI bubble, suggesting that long-term investment in data centre infrastructure reflects enduring demand rather than short-term market speculation: The distinction between applications and infrastructure Every conversation about the economics of AI inevitably arrives at the subject of the dreaded AI bubble. Artificial intelligence, we’re told, is a bubble that is just moments from bursting. When the MIT Sloan Management Review compiled its list of the biggest trends in AI and data science for 2026, the deflation of said bubble topped the list. With the IPO race between OpenAI and Anthropic heating up, The Telegraph worried aloud about “history repeating itself” with the “dotcom bubble 2.0”. But these conversations are conflating two distinct categories: AI infrastructure and AI applications. The bubble-indicating hype exists predominantly at the application layer, consisting of AI startups, software platforms, and emerging business models. Infrastructure, by contrast, is driven by non-cyclical demand and is still in the early stages, so it’s more stable than the application layer. The entire AI ecosystem isn’t a single market; therefore, there is no single bubble that can burst. The physical foundation that makes AI possible (data centres, power systems, networking equipment, cooling technologies, and compute capacity) and the investment appear increasingly structural and long-term. Valuation vs demand vs implementation Many AI companies are without a doubt overvalued, lacking strong fundamentals for such valuation, and those company-sized bubbles may indeed burst. However, there is no industry-sized bubble, and it’s a mistake to conflate the failure of individual companies with the long-term trajectory of AI adoption itself. No bubble changes the reality that AI is still in the early stages of implementation across all industries globally, and that it will have a profound effect on the social contract in the coming years. This is real, transformative technology that will create far more winners than failed companies. The models are getting more efficient by the day, but this does not mean that it will soon outpace demand. The world is likely using only a minuscule fraction of the AI that will eventually be deployed. A McKinsey report released last November found that nearly two thirds of organisations are still in their AI pilot and experimentation stages, and have not yet begun proper scaling across their enterprises. As AI progressively penetrates every industry, the need for infrastructure will appear increasingly sensible and structural as opposed to speculative. Efficiency gains don’t change the fact that AI adoption remains at a very early stage, with untold demand yet to be realised. Not-so-peak investment The validity of any argument about an AI bubble rests on the idea that the industry is at, or near, peak investment. At best, we’ve only just finished the warm-up. There are indeed exorbitant amounts of capital flowing into foundation models, but that’s to be expected when building the base infrastructure layer of a technology as transformative as this. It’s also necessary. We’re building the infrastructure required for future growth, not responding to already realised demand. Data centres, power grids, transmission networks, and compute clusters are years-long projects from planning to construction. Entire economies would struggle with capacity shortages if we waited until demand fully materialised. Consider it the opening phase of a much longer infrastructure buildout. The cash flow is justified when viewed as front-loading the infrastructure of the biggest industrial shift of the century. Although AI is mostly limited to software, its next phase will be real-world, physical integration, particularly through robotics. Once that occurs, an even bigger (and more obviously justified) explosion in capital volume is likely to occur. Autonomous, AI-driven robotics will become central to manufacturing, logistics, and daily life, and require a capital expenditure that makes today’s spending look tiny. Real demand and imagined bubbles Supply constraints are good evidence that infrastructure demand remains strong, but it’s also more complex than that. Global project delays often come down to the limited availability of critical data centre infrastructure components such as transformers and UPS batteries. Lead times for both typically exceed a year. GPU supply is under hard pricing pressure due to high demand. Such realities are wholly inconsistent with the concept of a market suffering from excess capacity. The likelihood of overbuilding is low. Genuine long-term demand exists behind current infrastructure development. Decade-long contracts are now commonplace in this market. Speculative projects haven’t disappeared, but overall financing conditions remain relatively disciplined. To that end, banks and infrastructure investors remain relatively conservative when it comes to financing, insofar as they still want to see meaningful long-term customer commitments before backing new AI data centre developments. Infrastructure is always built ahead of demand - only with AI has this fact inspired such panic. The gap between current end-user consumption and projected future demand is fairly standard in the tech world. Less bubble, more well-laid plans Rather than view AI infrastructure as a bubble, we should view it as akin to city planning. Roads and water pipelines are built before they’re demanded en masse, and demand follows their construction. Construction and deployment take time. AI infrastructure, like any other kind of infrastructure, must be planned years in advance. The bubble is not about to burst, because the bubble doesn’t exist. This is only the beginning of development, implementation, and investment. However it looks in a decade, it is not cause for frantic concern today.

Lenovo to supply HPC for research at Southampton Uni
Lenovo, a Chinese multinational technology company making servers and AI infrastructure systems, has signed a four-year agreement with the University of Southampton in the UK to supply high-performance computing (HPC) infrastructure, supporting the university's research programmes. Through and in addition to this, the company says it also plans to return to the 'Top500' ranking of the world's most powerful supercomputers. Under the agreement, Lenovo will become the university's preferred supplier of HPC infrastructure following a competitive tender process. The partnership builds on a relationship between the two organisations spanning more than a decade. The first order, valued at approximately £7 million, is scheduled for delivery during summer 2026. New systems to support AI and scientific research The initial deployment will include Lenovo ThinkSystem SR675 V3 servers equipped with NVIDIA H200 GPUs and NVLink technology, designed for artificial intelligence, simulation, and other compute-intensive workloads. A second phase is expected to introduce a cluster based on NVIDIA Grace Blackwell architecture using Lenovo ThinkSystem SC777 V4 Neptune servers, further increasing the university's computing capacity. According to Lenovo, the systems will support research across a range of scientific disciplines and help expand the university's computational capabilities. Andy Rhodes, Managing Director of Lenovo UK & Ireland, says, "As research demands continue to grow in scale and complexity, access to powerful, scalable computing is critical. "Lenovo's latest HPC solutions, including next-generation GPU-accelerated systems, will enable the University of Southampton to tackle data-intensive workloads and accelerate breakthrough research. We are proud to support their ambition to further elevate their global research standing." Partnership extends beyond infrastructure Alongside the deployment of HPC systems, the agreement includes opportunities for collaboration on end-user computing, researcher engagement, and the adoption of new technologies across the university. Professor Mark Spearing, Vice President Research and Enterprise at the University of Southampton, comments, "This partnership represents a major step forward in strengthening our research infrastructure. "These new HPC capabilities will play a vital role in enabling cutting-edge research and innovation, helping to raise the global profile of Southampton's research community and compete at the highest international level." The organisations also expect to work together on activities linked to the British Science Festival, which will be hosted by the University of Southampton in September 2026. For more from Lenovo, click here.

SUBCO activates Australian SMAP subsea cable
SUBCO, an Australian developer of undersea fibre optic cable networks, has announced that its 5,000km Sydney–Melbourne–Adelaide–Perth (SMAP) subsea cable system is now ready for service. The company says the system is the largest transcontinental capacity upgrade in Australia for almost 25 years, connecting the country's four largest cities through a single, fully armoured subsea cable. SMAP comprises 16 fibre pairs and uses space division multiplexing (SDM) technology to provide more than 400Tbps of capacity. According to SUBCO, it is Australia's first 'hypercable' and the first submarine cable system to land in both Melbourne and Adelaide, providing an additional route between Sydney and Perth. Bevan Slattery, founder and Co-CEO of SUBCO, comments, "SMAP going live is the culmination of more than three years of hard work, and a landmark moment for Australia's digital future. "For the first time, the nation's four major cities are connected by a single, fully armoured, high-capacity subsea system, delivering the resilience and scale that Australia's digital economy, and its role as a connectivity hub for the Indo-Pacific, demands." Foundation customers begin using new network The system's foundation customers include 5GN, Swoop, Aussie Broadband, Cloudflare, GSL, Host Universal, Kinetix, Leaptel, Megaport, Telair, and Virtutel. Brad Parker, CTO at Aussie Broadband, notes, "By coming on board early as a foundational customer of SMAP, we're locking in the capacity, performance, and resilience our customers will need for the next decade and beyond. "The hyperscale capacity and added redundancy allows us to move massive volumes of traffic between our capital city points of presence with lower latency, higher availability, and far more headroom for growth." Damian Matacz, Director, Network Strategy at Cloudflare, adds, "A better internet is built on resilient infrastructure. SMAP gives Cloudflare diverse new domestic paths across Australia, strengthening our network and elevating the experience for everyone our customers serve." Brendan Halley of Host Universal concludes, "SUBCO have always been forward thinking in how they design and operate their cable systems. SMAP is a standout example of that, delivering the resilient, sovereign infrastructure Australia needs. We're proud to continue our relationship as a foundation partner." For more from SUBCO, click here.

Why the UK’s AI ambitions demand a new power paradigm
In this exclusive article for DCNN, Javier Cavada (pictured above), President & CEO EMEA at Mitsubishi Power, considers how private power networks and on-site generation could help data centre operators overcome grid constraints while supporting the UK's AI ambitions: Decoupling digital growth In the UK, expanding digital and AI infrastructure is a strategic priority. The Government has indicated that the country will need at least 6GW of AI-capable data centre capacity by 2030 to support this ambition. However, this digital growth is outpacing the capacity of the UK’s physical energy infrastructure, resulting in a growing mismatch between the country’s AI ambitions and the systems needed to support AI-powered data centres. Electricity demand from data centres is already significant, at a time when the wider economy - indeed, society as a whole - is rapidly electrifying. Currently, data centres account for around 6% of UK electricity consumption, and the National Energy System Operator (NESO) projects that this could increase to 8.8% by 2030 as AI adoption accelerates. At the same time, grid connection requests for demand-side projects have surged from around 41GW in late 2024 to 125GW by mid-2025, with approximately 50GW linked to data centre developments. This rapid build-up in the connection queue is creating significant congestion, with some large, high-capacity projects now facing delays of up to a decade. All of this has prompted regulatory intervention, with NESO moving away from the previous “first come, first served” approach towards a more selective “first ready, first served” model for prioritising connection requests. While this shift is welcome, it will take time to translate into tangible improvements on the ground. In the meantime, the key takeaway for developers is clear: securing a guaranteed power connection has become a far more significant constraint on new data centre development than access to land. More broadly, the structural limitations of the UK’s centralised and ageing grid are emerging as a major barrier to delivering on the country’s AI and digital infrastructure ambitions. The grid bottleneck and the competitiveness risk The reality is that to ensure operational uptime from day one, operators can no longer rely solely on the UK’s national grid. Instead, delivering the power required to build and operate this critical infrastructure will increasingly depend on on-site energy parks and dedicated private-wire networks. This challenge extends well beyond a single industry; it is fundamental to the UK’s ability to sustain a dynamic, modern economy. AI, cloud computing, and high-performance computing (HPC) have become core drivers of global competitiveness, and, in turn, access to reliable power is a decisive factor in where hyperscalers and technology firms choose to deploy capital. These decisions shape long-term job creation and regional economic growth. Without sufficient power availability, the UK risks losing major digital investments - as well as the high-skilled employment they bring - to leading European markets. Competitors in the Netherlands, Ireland, and the Nordics are gaining ground by offering faster access to power - a trend already evident in the Slough/M4 corridor, where connection moratoriums have pushed operators to look beyond traditional hubs simply to keep pace with demand. One response is the deployment of high-efficiency gas turbine systems to help bridge this capacity and infrastructure gap. Gas turbines provide a practical interim solution, delivering reliable, dispatchable power at scale today while offering a pathway to lower-carbon operation as hydrogen and other low-carbon fuels mature. Why private power models are becoming essential By connecting dedicated power assets directly to the data campus via private-wire networks, operators can bypass multi-year utility queues, significantly compress construction timelines, and secure a predictable envelope of capacity. Operating behind the meter also provides a critical commercial advantage, shielding multi-million-pound infrastructure investments from volatile wholesale market prices and localised grid congestion, as well as enabling greater long-term cost certainty. However, access to power alone does not fully resolve the challenge. AI workloads require continuous, 24/7 baseload stability - something intermittent renewables cannot deliver in isolation. As the UK continues to scale wind and solar generation, managing intermittency becomes an increasing constraint, reinforcing the role of on-site gas turbines in providing immediate, dispatchable power to stabilise private networks. Crucially, deploying on-site gas generation does not mean abandoning sustainability goals. Instead, it offers a pragmatic bridge to net zero. The industry is already shifting towards flexible thermal infrastructure that can meet current demand using natural gas, while remaining compatible with lower-carbon fuels. Modern high-efficiency gas turbines, for example, can already operate on a 30% hydrogen blend, with engineered pathways to 50% and ultimately 100% hydrogen capability from around 2030 onwards, as technology and fuel supplies mature. This ensures that assets deployed today remain viable in a decarbonised future. Embracing a new model of infrastructure self reliance The UK cannot become a global AI leader if its data centres remain dependent on an increasingly constrained public grid. Colocated energy parks represent a shift from grid dependency to infrastructure self-reliance. By deploying on-site generation, operators can decouple build timelines from grid constraints while laying the foundations for a more resilient, future-ready, low-carbon digital economy. In this context, digital sovereignty cannot wait for grid reinforcement. The sector is moving towards a model in which operators take greater control of their energy supply, ensuring both immediate resilience and long-term strategic flexibility. For more from Mitsubishi, click here.

Power Electronics reaches 170GW installed capacity
Power Electronics, a global manufacturer of energy storage and solar inverters, has announced that it has reached 170GW of installed AC power worldwide, up from 150GW at the end of 2025. The company says the increase reflects growth across a number of international markets, particularly within the energy storage sector. Power Electronics reports continued expansion in markets including the United States, Australia, and the UK, alongside growth across the EU in countries such as Spain, Italy, Lithuania, and Poland. Its latest developments focus on energy storage, solar power, and data centre infrastructure, with an emphasis on grid stability, energy resilience, and operational efficiency. Energy storage and data centre infrastructure In the energy storage sector, Power Electronics is highlighting its PCSM and Multi PCSM battery inverters, designed for utility-scale battery energy storage system (BESS) projects. The company says the products support direct connection to medium-voltage networks and can operate in both grid-following and grid-forming modes. Their modular design is intended to support scalability, availability, and maintenance requirements. Power Electronics is also showcasing its Freesun DC/DC converter, which is designed for DC-coupled solar and storage installations. According to the company, the technology enables direct connection between photovoltaic systems and battery storage while supporting grid-forming operation. The manufacturer says it has gained significant experience with grid-forming technologies in markets including Australia, where such systems are increasingly being deployed to support grid stability and renewable energy integration. It is also increasing its focus on data centres, driven by growing demand associated with artificial intelligence and high-performance computing. Power Electronics' portfolio includes the AIPCS-integrated medium-voltage to 800VDC power supply, designed for high-density data centre environments. The company says the system is intended to improve efficiency and reduce energy losses. The offering is supported by the PCSM and Multi PCSM battery inverters, alongside the XMV670 medium-voltage drive, which is designed to provide control of cooling systems and support energy efficiency. According to Power Electronics, the combined technologies are intended to support scalable data centre infrastructure capable of operating under varying load conditions. Solar technologies for utility-scale projects Within its solar portfolio, the company is highlighting the HEM solar inverter and the Freemaq DC/DC converter. It says the HEM integrates medium-voltage equipment within a single enclosure, simplifying installation and reducing connection requirements. The inverter is also designed to support hybrid solar and storage configurations. The Freemaq converter is intended for hybrid renewable energy projects and supports functions including energy shifting, frequency response, ramp-rate control, and clipping energy recovery. Power Electronics says the technology is compatible with multiple battery technologies and can be configured for a range of project requirements. At The smarter E Europe 2026, the company also highlighted its European manufacturing operations, supply chain capabilities, cyber security measures, and after-sales support services. Raúl Padierna, CSO at Power Electronics, comments, "Reaching 170 GW of installed AC power is the result of accelerated growth over the past months and reflects the trust our customers place in our technology globally. "This momentum, especially in markets such as Europe, the US, and Australia, positions us strongly to continue scaling our solutions and supporting the next generation of energy systems."

Data Centre Expo Europe to address infrastructure challenges
Data Centre Expo Europe will take place on 19–20 October 2026 at the RAI Amsterdam in the Netherlands as part of TechEx Europe 2026, bringing together data centre directors, infrastructure leaders, and cloud and colocation specialists from across Europe. The event forms part of a wider programme of enterprise technology conferences and exhibitions, focusing on the challenges and opportunities facing digital infrastructure operators as demand for data centre capacity continues to grow. As organisations respond to the requirements of artificial intelligence, sustainability targets, and increasing energy demands, the event will examine the strategies shaping the next generation of data centre infrastructure. Infrastructure planning amid growing demand Data centre operators across Europe are facing increasing pressure to expand capacity while managing energy availability, efficiency requirements, and evolving regulatory obligations. Topics expected to be discussed during the event include scaling infrastructure for AI and high-density computing workloads, improving energy efficiency, strengthening operational resilience, and developing facilities capable of adapting to future demand. The first day of the conference will focus on the relationship between infrastructure investment, sustainability, and digital innovation. Sessions are expected to explore how organisations are balancing capacity growth with environmental objectives, alongside discussions on energy strategy, power availability, cooling requirements, and infrastructure planning. The programme will also examine the role of automation and intelligent operational practices in improving performance and reducing operational risk. In addition, speakers will consider how growing demand for AI and cloud services is influencing infrastructure planning, project delivery, and long-term investment decisions. The second day will shift its focus towards data centre services, commercial models, and ecosystem development. Discussions will explore how providers are responding to changing enterprise requirements through partnerships, integrated platforms, and service-based offerings. Topics include consumption-based commercial models, hybrid and edge infrastructure deployments, ecosystem development, recurring revenue strategies, and customer onboarding practices. The programme will also consider how AI-driven demand is affecting capacity planning, pricing structures, and service delivery across the sector. Operational insight from across the sector The event aims to provide infrastructure leaders with practical insight into challenges affecting the European market. Areas of focus include managing energy constraints, balancing cloud, colocation, and on-premise infrastructure, long-term capacity planning, and aligning infrastructure strategies with wider digital transformation initiatives. More than 250 speakers are expected to contribute to the programme, sharing experiences from large-scale infrastructure projects, AI deployment initiatives, and operational improvement programmes. Sessions will also examine approaches to resilience, uptime, risk management, and cost control, with an emphasis on lessons learned from real-world deployments. Data Centre Expo Europe is positioned as a forum for organisations assessing how infrastructure, investment, and operational strategies must evolve to support future growth across the European data centre sector. Registration is open via the event website.

Datum supports Manchester STEM code club
UK data centre provider Datum Datacentres has partnered with a STEM code club in Wythenshawe, Manchester, donating eight iPad Air tablets to support technology education for local children. Based in the IT suite at Forum Library, the club helps children aged nine to 12 develop computer science and digital skills through a range of coding activities and projects. The programme introduces participants to programming concepts and wider STEM subjects, while also exploring areas such as artificial intelligence and machine learning. Sessions are designed to accommodate different learning styles, with both drop-in activities and longer-term projects available. Datum says the initiative forms part of its ongoing commitment to supporting the communities surrounding its data centre campuses. The company operates facilities in Farnborough and Manchester, including the MCR1 and MCR2 data centres located in Wythenshawe itself. Investment in future technology skills According to Datum, supporting grassroots technology education can help encourage future participation in the region's growing technology sector. The donated devices will be used to support coding activities and improve access to digital learning resources for young attendees. Code club tutor Liam Cookson comments, "We’re pleased to have the support of an important local player in the tech industry." Kerry Quinn, Manager of People & Office Operations at Datum Datacentres, adds, "We value our role within the local community in Wythenshawe and are pleased to be supporting such a worthwhile project. "Technical digital skills are becoming increasingly important, so it’s excellent to see that a cohort of potential new talent is being shaped so young." Datum says the partnership reflects its wider focus on creating educational opportunities and supporting local initiatives in the communities where it operates. For more from Datum Datacentres, click here.

Oriole, AMD to advance photonic AI networking
Oriole Networks, a London-based photonic networking startup, has announced further progress in its collaboration with AMD, an American multinational semiconductor company, as part of the UK's Advanced Research and Invention Agency (ARIA) Scaling Inference Lab programme, including plans to deploy what the company describes as the "world's first" large-scale AI system based on a pure photonic network. The project combines Oriole's PRISM photonic networking technology with AMD Instinct GPUs and AMD EPYC CPUs to explore new approaches to AI infrastructure that aim to reduce latency, improve performance, and lower energy consumption. According to the companies, the collaboration has been underway for more than a year and is focused on addressing networking challenges associated with increasingly large AI deployments. Oriole's PRISM platform replaces traditional electronic switches within the network core with optical circuit-switching technology, enabling data to be transmitted using photons rather than electrical signals. The company says this approach is intended to reduce network power consumption and minimise latency between computing resources, helping to improve the efficiency of AI inference workloads. AMD is providing processor and accelerator hardware for the project, alongside technical support to develop and evaluate large-scale AI networking models. James Regan, CEO of Oriole, notes, "A year ago, we were proving the physics. Today, we’re proving the business. "Our collaboration with AMD has moved from concept to deployment to a system an order of magnitude larger, and the data proves this is already driving performance increases at pace. "This is what it looks like when photonic networking stops being a research curiosity and starts being the foundation of how serious AI infrastructure gets built." Exploring alternatives to traditional networking Oriole says PRISM has been designed to operate independently of specific processor or accelerator vendors, allowing it to be deployed across different AI hardware platforms. The company states that the technology can reduce the reliance on conventional electronic networking equipment while also lowering cooling requirements and associated water consumption. Madhu Rangarajan, Corporate Vice President, Compute and Enterprise AI Business at AMD, says, "AMD is excited to collaborate with Oriole on the ARIA Scaling Inference Lab cluster. "Oriole’s AI backend networking with nanosecond optical circuit switching represents a fundamentally different way to connect accelerators at scale. We are helping to validate how photonic fabrics can work alongside AMD compute to deliver the low-latency, high-bandwidth connectivity that AI inference workloads demand." The deployment also represents the first commercial implementation of Oriole's technology, which the company says has progressed from research and development to production readiness within three years. Suraj Bramhavar, Programme Director at ARIA, comments, "Meeting the demands for modern AI requires rapidly identifying ways to improve the performance and cost-efficiency of large-scale AI clusters. "ARIA is thrilled to collaborate with Oriole and AMD to demonstrate the benefits of this new technology, and it’s exactly the type of collaboration, between innovative startups and industry leaders, that the Scaling Inference Lab was designed to foster." Oriole says wider deployment of its photonic networking technology is planned from 2027 as demand grows for infrastructure capable of supporting large-scale AI workloads.

Supermicro reveals Arm-based AI infrastructure
Supermicro, a provider of application-optimised IT systems, has announced a new portfolio of rack-scale infrastructure platforms based on Arm AGI CPUs, targeting enterprise AI and agentic AI workloads. The company says the systems have been designed to address increasing demand for compute capacity while improving energy efficiency and rack density within existing data centre environments. The new platforms combine Arm's Neoverse CSS V3-based CPU architecture with Supermicro's Data Center Building Block Solutions (DCBBS) approach, which integrates servers, storage, networking, cooling, and rack infrastructure. Charles Liang, President and CEO of Supermicro, says, "Supermicro continues to lead the industry when it comes to deploying new and innovative rack-scale solutions that maximise performance and efficiency. "Our DCBBS technology stack delivers end-to-end data centre solutions of any size, which, combined with the new density and efficient, performance-optimised Arm AGI CPU microarchitecture, helps enterprises realise significant TCO savings on their agentic AI infrastructure investments." The launch includes air-cooled and liquid-cooled server platforms designed for AI inference, AI training, cloud computing, and high-density enterprise workloads. Among the systems announced are a dual-socket 2U server for compute-intensive applications, a 5U GPU server supporting up to eight double-width GPUs, a liquid-cooled multi-node platform for rack-scale deployments, and a single-socket edge-focused server design. Focus on rack density and energy efficiency According to Supermicro and Arm, the infrastructure has been developed to maximise performance per watt and increase compute density for AI environments. Arm says its AGI CPU architecture features up to 136 cores per processor and is designed to support large-scale AI orchestration workloads through increased memory bandwidth, expanded memory capacity, and scalable I/O capabilities. The companies state that deployments can exceed 6,000 CPU cores within a single air-cooled rack, while larger Open Compute Project-based configurations can support significantly higher densities. Mohamed Awad, Executive Vice President, Cloud AI Business Unit at Arm, says, "Agentic AI is driving a fundamental shift in infrastructure requirements, where efficiency, scalability, and orchestration performance are becoming just as critical as raw compute. "By combining Arm AGI CPUs with Supermicro's rack-scale system expertise, we're enabling infrastructure designed to deliver higher AI throughput, maximum compute density, and improved data centre economics at scale." Supermicro says the platforms are intended to help organisations deploy AI infrastructure while making more efficient use of available data centre space, power, and cooling resources. The announcement expands Supermicro's portfolio of AI-focused infrastructure as demand continues to grow for high-density computing environments capable of supporting increasingly complex AI workloads. For more from Supermicro, click here.



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