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AI & Enterprise

Trump regulation puts AI data centers on alert; costs could jump if Chinese equipment is blocked

The U.S. boom in building AI data centers is heightening supply-chain risks tied to reliance on Chinese power and optical communications equipment. If Washington tightens restrictions on national security grounds, shortages and higher costs could slow data center construction. Key components such as transformers, switchgear, batteries and optical transceivers depend heavily on China, while existing supply shortfalls for power equipment are already emerging, with limited near-term substitution capacity.

AI & Enterprise

In the AI inference era, corporate infrastructure shifts its centre of gravity

More than half of corporate AI investment is now going into running models rather than building them, as infrastructure shifts from training to inference, Kim Dong-hyuk writes. Inference runs at scale all day and can reshape data centre baselines and costs. As inference moves into production, latency, data location and governance drive more workloads toward on-premises or hybrid designs. Bottlenecks often emerge in data access, not computing, raising risks when data is copied or moved.

AI & Enterprise

Hitachi Vantara\'s U.S. Norman manufacturing site named WEF Lighthouse factory

HS Hyosung Information Systems said Hitachi Vantara\'s storage manufacturing facility in Norman, Oklahoma, has been selected as a World Economic Forum Lighthouse factory. Lighthouse factories are manufacturing sites that deliver innovative results in productivity, supply chain resilience and sustainability using technologies such as AI and robotics. HS Hyosung said the site runs an end-to-end digital manufacturing and supply chain hub and cut lead time by 77 percent and inventory by 50 percent by applying agentic AI.