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‘Grid capacity is the biggest constraint’: Schneider Electric on the UK’s AI infrastructure squeeze

10th Jul 2026

4 minutes

Capacity spoke to Matthew Baynes, VP of secure power & data centres for the UK and Ireland at Schneider Electric, at London Climate Action Week, where the company hosted a session on sustainability and energy innovation in digital infrastructure.
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China’s DeepSeek reportedly developing in-house AI chip to cut Nvidia, Huawei reliance

8th Jul 2026

3 minutes

DeepSeek’s push to design its own in-house inference chips to sidestep US export controls hit the headlines yesterday, according to three unnamed sources cited by Reuters.
AI

Nscale’s $900m credit facility promises to scale AI data centres

7th Jul 2026

3 minutes

Nscale has closed a $900m revolving credit facility to accelerate global AI data centre expansion across the US, Europe and APAC.
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UK government reportedly urged Nscale AI data centre approval

6th Jul 2026

4 minutes

Nscale’s AI data centre site in Essex was reportedly approved despite local council objections, as the UK government got involved.
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Meta’s $48bn cloud question: Structural competitor or bursty-capacity opportunist?

3rd Jul 2026

3 minutes

Bloomberg’s report that Meta is building a cloud business to sell excess AI computing capacity wiped 10-17% off CoreWeave and Nebius in a single trading session and added more than 10% to Meta’s own share price.

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Schneider Electric buys Cognite for $3.1bn in industrial AI bet

1st Jul 2026

5 minutes

Schneider Electric’s $3.1bn all-cash acquisition of Cognite folds the Norwegian industrial AI platform into AVEVA.
Agentic AI

‘$80 versus five cents’: Corpora.ai founder Mel Morris on why the AI research cost model is broken

26th Jun 2026

5 minutes

Processing two million documents per second on a single server, Corpora.ai is making a pointed case that the industry’s reliance on frontier models and agentic web search is neither efficient nor necessary.
5G Cui Li, CDO at ZTE Corporation

ZTE CDO Cui Li at MWC Shanghai 2026: Unlocking value and embracing uncertainty in the AI era

25th Jun 2026

12 minutes

ZTE’s ‘All in AI’ strategy aims to embed AI-native capabilities into products and solutions while building resilient systems addressing uncertainty.
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Qualcomm rumoured to be discussing AI chips with ByteDance

24th Jun 2026

2 minutes

The reports come as Qualcomm continues its aim to diversify beyond smartphones and power the next generation of AI digital transformation.
AI

AMD powers 41% of new Top500 systems and more than half of Green500’s top 50

23rd Jun 2026

2 minutes

AMD has extended its footprint across the world’s leading supercomputing benchmarks, powering 191 systems in the June 2026 Top500 list, up 11% year on year.

AI

MGX reportedly eyeing DayOne acquisition to scale AI infrastructure

22nd Jun 2026

2 minutes

MGX is reportedly weighing up a potential US$20 billion deal to acquire data centre operator, DayOne, as it looks to scale globally in AI infrastructure.