News on the AI infrastructure buildout: data centers, networking, fiber, power, and the physical backbone of artificial intelligence.
AMD and Anthropic announced a partnership involving 2 gigawatts of AMD GPUs in Helios systems, supported by a $5 billion equity investment. The collaboration…
Halo Studios faced layoffs following the successful launch of Campaign Evolved, part of Microsoft's larger job cuts across its studios. As hardware costs rise…
Anthropic is establishing an in-house chip team while securing multiple partnerships, including a $10 billion deal with Volta. The company aims to reduce dependency…
TSMC is expanding its CoWoS outsourcing to OSAT partners due to overwhelming demand, particularly from Nvidia. Despite doubling capacity, TSMC will still fall short…
Alibaba's Qwen team launched the Qwen3.8-Max, a 2.4 trillion parameter model, outperforming competitors in key benchmarks. While it promises "open weights" soon, skepticism remains…
JASM's Kumamoto fab reported a $29 million net profit in Q1 2026, rebounding from prior losses. This news, announced amidst production halts due to…
Qualcomm's aggressive 2026 strategy aims to reinvent the company amid threats from Apple's in-house chip development. They face pressures in the mobile sector while…
On August 1, OpenAI unveiled "Astra," a model that solved ten long-standing mathematical problems, including group theory's non-sofic groups. However, concerns arise over Astra's…
Qualcomm's recent agreement with the European Commission raises concerns about its suitability for Europe’s AI gigafactories, as it specializes in inference rather than training…
Orange and Morrison announced a €3 billion joint venture to build data centers in France, targeting 400 megawatts of capacity. Despite its sovereign branding,…
In 2026, AI liability laws' landscape shifted dramatically. California eased court access for AI harm victims, while Europe withdrew an extensive liability directive, complicating…
MediaTek's board approved a $5 billion discretionary financing framework to pivot towards AI data center chips amid falling mobile chip revenues. Although CEO Rick…
China's yuan-denominated integrated circuit exports surged 88.7% in early 2025, driven by global AI demand, though currency depreciation and outsourced assembly inflate figures. Despite…
Microsoft is reviving the Three Mile Island reactor under a $16 billion deal, while various tech giants are pursuing nuclear power to meet energy…
The European AI sector faces a significant challenge: while purchasing AI accelerators is quick, connecting them to the power grid can take seven to…