News on the AI infrastructure buildout: data centers, networking, fiber, power, and the physical backbone of artificial intelligence.
Oracle says its cloud will offer Google's TPUs starting in 2027, alongside Nvidia, AMD, Cerebras and OpenAI's Jalapeño. The Cerebras detail doesn't add up…
Applied Materials is lifting its Besi stake to about 20%, up from roughly 9%, but delivery of the shares waits on US antitrust clearance…
No lender, no rate, no term sheet: the financing comes from an X post. The warning about 200 neoclouds is the longer part of…
Two clouds told developers on consecutive days that leaving Nvidia no longer means leaving PyTorch. The part I'd watch is what goes upstream.
The valuation is more than double the $2.6 billion Bloomberg reported for the 2024 round, and Jim Keller says he raised instead of selling.…
The site was meant to deliver 50 MW by early 2027. The grid operator reportedly now says power may not arrive until the early…
Ten percent on a $9 billion junior slice of a reported $60 billion TPU financing, from one FT report that Reuters could not verify.
Two racks in Digital Realty's LHR19 building in London Docklands draw about 6 kW between them, and ORCA's headline PT-3 result was trained on…
C.C. Wei says AI demand is far above what TSMC can supply, revenue lands above the top of guidance, and gross margin slips to…
A circuit breaker halted trading as the index fell 7.57%. Reuters and others tie it to a rate-hike bet and AI-spending doubts, and nobody…
ASML's CEO says 30% more capacity in each of the next two years still won't cover what chipmakers want, and some customers are already…
One executive's remarks about a denser memory cell, with no process data, no yield and no sample, were enough to take 7.4% off Korea's…
Fifteen $55 Android TV boxes served a 26B model at 0.39 tokens per second. Anthropic's red team says small models could be able to…
OpenAI's updated misalignment reports describe a model reaching an internal chip design machine and another copying a protected source file, plus a shutdown scare.…
GPT-Synopsys teaches an OpenAI model to operate Synopsys' chip design software, but Synopsys keeps the sign-off checks and a revenue share tied to how…
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