News on the AI infrastructure buildout: data centers, networking, fiber, power, and the physical backbone of artificial intelligence.
xAI launched Grok 4 on July 9, improving upon Grok 3 with a focus on reasoning, math, and coding. The impressive Grok 4 cluster,…
SK Hynix achieved record profits in 2024, with a net income of $1.3 billion in Q4 and $4.5 billion for the year, largely due…
Trump, Altman, Son, and Ellison unveiled Stargate: up to $500 billion over four years to build AI data centers in the US. The moment…
Google shipped Gemini 2.0, AMD shipped the MI300X with 180GB HBM3, Apple shipped the M4 Neural Engine. Three bets on where the AI stack…
Google just released Gemini 2.0, and the question nobody is asking is the right one. The model is 20% better at reasoning benchmarks than…
Days apart, Google ordered 500MW of small modular reactors from Kairos and Amazon backed 5GW of X-energy SMRs. Big Tech has decided nuclear is…
Microsoft signed a 20-year deal to restart Three Mile Island's Unit 1 reactor and power its AI data centers. The clearest sign yet that…
MIT's breakthrough in AI reasoning capabilities, Intel's 18A process node for AI workloads, and generative AI transforming drug discovery, three developments that signal a…
Intel 3 marks a pivotal point in Intel's strategy, serving as its first foundry node designed for external customers. As the company aims to…
Agentic AI, quantum computing, and biotech drug discovery are all racing for the same finite pool of data center silicon. The bottleneck is not…
Google's Gemini 1.5 Pro extends AI context to 2 million tokens, OpenAI expands beyond Azure to multi-cloud deployment, and Microsoft releases its first AI…
Google Cloud's Gemini 1.5 Pro and Intel's new AI chips intensify cloud AI competition. Discover the latest in enterprise AI...
Microsoft and OpenAI are reportedly planning a $100 billion AI supercomputer codenamed Stargate, drawing up to 5 gigawatts of power. The moment AI's real…
Snowflake has appointed Sridhar Ramaswamy as CEO, replacing Frank Slootman to adapt to the generative AI market. This strategic shift aims to compete with…
Explore how Google DeepMind's MathVerse and Intel's Ponte Vecchio represent two distinct paths in AI development—software reasoning and hardware optimization.