News on the AI infrastructure buildout: data centers, networking, fiber, power, and the physical backbone of artificial intelligence.
CME Group is launching two futures contracts on October 5 that will allow trading of Nvidia GPU rental prices, reflecting their high demand in…
In July, Moonshot AI faced accusations of misusing Nvidia chips, but it only rented compute from Thailand, exploiting a loophole in U.S. export controls.…
Alibaba has launched Qwen3.8 Max's weights and released Qwen3.8-27B, a laptop-optimized model claiming to match larger models' performance. This development responds to Meta's recent…
Cerebras unveiled the CS-4, a powerful server rack featuring three wafer-scale chips, promising significant throughput improvements. However, despite reported advancements and a $180.1 million…
A Guardian investigation into internal Microsoft documents found the company has 2.2 million AI chips installed, a fraction of what its own gigawatt claims…
Firebird's Armenia AI factory, the biggest in the former Soviet bloc, is really a story about export licenses: Washington cleared Nvidia Blackwell into a…
The U.S. State Department's recent letter urges 35 countries to choose sides in the AI competition between Washington and Beijing, highlighting concerns over Kazakhstan's…
Chicago's new executive order on data centers lacks a clear definition of what constitutes a data center, complicating regulatory measures. Mayor Brandon Johnson faces…
TSMC's 3nm production is set to reach 180,000 wafers monthly by early Q4, ahead of schedule due to high demand from Nvidia, AMD, and…
Nvidia is partnering with major private capital firms to arrange $500 billion in AI infrastructure financing, allowing customers to purchase its GPUs and build…
The Firebird AI factory needs 300 megawatts in a country whose grid peaks near 1,300 and leans on an aging Russian-fuelled reactor and Russian…
Elon Musk announced SpaceX's exclusive partnership with Nvidia during an earnings call, securing advanced hardware for AI satellite operations. SpaceX disclosed significant investments in…
AMD has agreed to acquire Taalas, a startup focusing on specialized inference silicon that embeds trained model weights directly into chips, enhancing efficiency but…
AI inference, a crucial aspect of enterprise computing, involves a single forward pass through a neural network without learning or adapting post-training. The costs…
AMD and Anthropic announced a partnership involving 2 gigawatts of AMD GPUs in Helios systems, supported by a $5 billion equity investment. The collaboration…
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