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Temasek, Microsoft, BlackRock Boost Global AI Infrastructure
- Temasek, Microsoft, BlackRock, and MGX have partnered to enhance global artificial intelligence infrastructure through the AI Infrastructure Partnership.
- The initiative seeks to secure up to $100 billion to expand AI-focused data centers and power systems in the US.
- Initially targeting a $30 billion investment, the AIP has recently welcomed Kuwait Investment Authority, Nvidia, xAI, and Cisco as new partners.
- Ravi Lambah from Temasek highlighted AI's potential to transform various sectors, calling it the most impactful technology.
- The alliance's efforts extend beyond the US, with Schneider Electric and Nvidia collaborating to advance AI infrastructure in Europe.
- Schneider Electric has introduced AI-ready data center solutions like EcoStruxure Pod and Rack Infrastructure to support AI-focused projects in Europe.
- The European Commission's 'AI Continent Action Plan' envisions the establishment of AI and gigafactories in Europe, a goal Schneider Electric and Nvidia aim to contribute to.
- CEO Olivier Blum mentioned the success of deploying AI-specific power and liquid cooling solutions in partnership with Nvidia.
- The consortium's investor day presentation highlighted Temasek's significant role in the partnership.
- The collaboration aims to drive AI infrastructure development globally, focusing on data centers and systems supporting AI applications.
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