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AEACTS OF EVOLUTION
Companies Briefings Index Updates Open the AI Map

Data centers and physical infrastructure

The buildings, land, cooling systems, backup power and electrical equipment that physically house AI computing. Every AI model has to run somewhere — these companies build and operate the real-world facilities that make that possible.

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Equinix jointly offers AI inference services with Together AI

Equinix, NVIDIA and Together AI announced a joint offering to provide open-model AI inference services to enterprise customers, with Equinix supplying colocation infrastructure and Together AI supplying the inference platform.

Source: 2026-09-02 · reviewed 2026-09-20

Evidence: Primary-source statement · Reported operating collaboration as of September 2026

Limits: Describes a newly announced joint go-to-market offering; does not establish revenue, customer volume, or exclusivity.

Equinix Accelerates AI Inference for Enterprises with NVIDIA and Together AI ↗

Schneider Electric co-develops AI data center reference designs with AMD

Schneider Electric and AMD released a joint reference-design blueprint for deploying AMD's Helios rack architecture (6th Gen AMD EPYC CPUs, AMD Instinct MI455X GPUs, AMD Pensando Vulcano NICs) at up to 246kW per rack and 10.4MW per cluster, covering facility power, cooling, IT space and lifecycle software.

Source: 2026-07-23 · reviewed 2026-09-27

Evidence: Primary-source statement · Reported operating

Limits: Describes a published reference design, not a supply contract; does not establish order volumes, which data centers will use it, or financial terms.

Schneider Electric and AMD release first Helios platform reference design to accelerate AI Factory deployment ↗

Vertiv supplies liquid cooling infrastructure to CoreWeave

Vertiv supplies CoolChip coolant distribution units (rated at 121kW of liquid-to-liquid heat rejection) plus CFD modeling and deployment engineering to support CoreWeave's liquid-cooled NVIDIA GB300 NVL72 AI infrastructure.

Source: 2026-06-19 · reviewed 2026-09-27

Evidence: Primary-source statement · Reported operating

Limits: Describes Vertiv's product and engineering role; does not establish contract value, exclusivity, order volumes, or which specific CoreWeave sites are using this equipment.

How Vertiv and CoreWeave are orchestrating AI innovation ↗

VNET operates Microsoft cloud services in China in partnership with Microsoft

In its annual report for 2025, VNET said failure to maintain its partnership with Microsoft may have a material and adverse effect on its operations.

Source: 2026-04-16 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating

Limits: Establishes an ongoing partnership as described by VNET; does not establish its revenue contribution, contract terms, which VNET entity holds it, or any AI-specific capacity supplied to Microsoft.

VNET Group, Inc. Form 20-F for fiscal year 2025 ↗

American Tower is an equityholder in AST SpaceMobile

AST SpaceMobile's annual report for 2025 lists American Tower (through ATC TRS II LLC) among its 'AST Equityholders' and among companies it has developed relationships with.

Source: 2026-03-02 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating

Limits: Establishes an equity holding as described by AST SpaceMobile; does not establish the size of the stake, its current value, or any commercial tower-leasing arrangement between the companies.

AST SpaceMobile, Inc. Form 10-K for fiscal year 2025 ↗

Applied Digital leases AI data center capacity to CoreWeave

Applied Digital said its first 100 MW building at the Polaris Forge 1 campus in North Dakota reached full Ready for Service status for CoreWeave, which leases the campus's 400 MW under long-term agreements.

Source: 2025-11-24 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating

Limits: Establishes that the first building was delivered to CoreWeave; does not establish when the remaining buildings will be delivered, lease payments actually received, or what CoreWeave runs there or for whom.

Applied Digital Completes Phase II Ready for Service at Polaris Forge 1, Fully Energizing First 100 MW Building ↗

Data centers and physical infrastructure

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