Temasek is becoming a member of the AI Infrastructure Partnership, which goals to mobilize as much as $100 billion within the AI infra discipline
In sum – what to know:
Temasek backs main AI infra push – Singapore’s Temasek has joined Microsoft- and BlackRock-backed AI Infrastructure Partnership, aiming to develop next-gen information facilities and power methods for AI progress.
$100B objective for AI infrastructure – The AI Infrastructure Partnership plans to mobilize as much as $100 billion, together with debt, to increase U.S.-focused AI information facilities and energy methods.
Tech giants – New members together with Temasek, Kuwait Funding Authority, Nvidia and xAI strengthen one of many world’s most bold AI infrastructure initiatives.
Singapore’s state-owned funding agency Temasek has joined a consortium supported by Microsoft, BlackRock and tech investor MGX to increase international synthetic intelligence infrastructure, in response to a Reuters report.
Temasek is now a part of the AI Infrastructure Partnership (AIP), which additionally consists of BlackRock’s World Infrastructure Companions, in response to a BlackRock’s current investor day presentation slides.
Launched in September final yr, AIP goals to initially make investments over $30 billion in AI-focused infrastructure tasks. It’s thought of some of the bold international efforts to develop information facilities and power belongings required to assist AI purposes.
The report famous that the consortium plans to mobilize as much as $100 billion, together with debt financing, with investments primarily focusing on the USA.
Temasek’s entry follows the current participation of the Kuwait Funding Authority, which joined the AI infra consortium earlier this month. Kuwait’s sovereign wealth fund was the primary non-founding monetary anchor investor to hitch the initiative.
Over the previous yr, AIP has turn into one of many world’s main AI infrastructure platforms with the addition of expertise companions Nvidia, xAI and Cisco, together with agreements with GE Vernova and NextEra Vitality to assist speed up the scaling of power options for AI information facilities.
“Temasek’s funding within the AI Infrastructure Partnership displays our deal with the large shifts and traits of the long run,” mentioned Ravi Lambah, Temasek’s head of strategic initiatives.
“AI is doubtlessly probably the most transformative and impactful expertise for all sectors and companies,” he added.
Schneider Electrical, Nvidia speed up improvement of AI factories
In different AI infra information, Schneider Electrical introduced it’s collaborating with Nvidia to serve the rising demand for AI-ready infrastructure.
Beneath the partnership, Schneider Electrical and Nvidia are advancing analysis and improvement (R&D) initiatives for energy, cooling, controls and high-density rack methods to allow the following technology of AI factories throughout Europe and past.
Leveraging its experience in AI-ready infrastructure, sustainability and grid coordination, Schneider Electrical and Nvidia are responding to the European Fee’s “AI Continent Motion Plan,” which outlines a shared mission to arrange not less than 13 AI factories throughout Europe, whereas establishing as much as 5 AI gigafactories.
Olivier Blum, CEO of Schneider Electrical, mentioned: “Schneider Electrical and Nvidia should not simply companions — our groups are driving superior R&D, co-developing the infrastructure wanted to energy the following wave of AI factories globally,”
“Collectively, we’ve seen large success in deploying next-generation energy and liquid cooling options, purpose-built for AI information facilities. This strategic partnership permits us to additional speed up this momentum, pushing the boundaries of what’s potential for the AI workloads of tomorrow.”
In assist of this announcement, Schneider Electrical has additionally unveiled a set of AI-ready information middle options, together with new EcoStruxure Pod and Rack Infrastructure. Designed to speed up AI developments globally, the Prefabricated Modular EcoStruxure Pod Information Middle is a scalable, pod-based structure, enabling fast AI information middle deployment, the corporate mentioned.
The pair have additionally co-developed a sequence of full electrical and liquid cooling-based reference designs as an authorized CDU vendor for Nvidia — a lot of which additionally embrace options from Motivair’s liquid cooling portfolio, following its acquisition by Schneider Electrical in March 2025.
Final month, European Fee President Ursula von der Leyen formally launched InvestAI, a €20 billion ($21.4 billion) initiative aimed toward reworking Europe into a number one hub for AI innovation. A central a part of this initiative is the creation of 4 large-scale AI gigafactories throughout the EU. These amenities will likely be able to coaching among the world’s most complicated AI fashions, utilizing round 100,000 next-generation AI chips every.