News on the AI infrastructure buildout: data centers, networking, fiber, power, and the physical backbone of artificial intelligence.
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…
The European Union is investing ten billion euros in seven AI Gigafactories, aiming to enhance its AI computing capabilities amid competition from the US…
The upcoming World Radiocommunication Conference in Shanghai will be significant for 6G spectrum allocation, with the U.S. leading a coalition of over twenty nations…
Hut 8 has secured a 15-year, $9.8 billion lease for 704 megawatts of data center capacity from an anonymous "high-investment-grade" tenant at its Beacon…
Jamie Cox of Fluidstack announced an overdue $830 million funding at a $7.5 billion valuation, likening it to significant historical programs. However, this capital…
Nvidia's $500 billion SK Hynix deal is not just a memory purchase. I lay out why locking up HBM supply is Nvidia extending its…
AMD Helios, unveiled at the Advancing AI 2026 event, is entering production, shipping with major clients like Microsoft. Corporate VP Andrew Dieckman downplayed CUDA's…
As of July 2026, Samsung and SK hynix reconsider hybrid bonding for HBM4 due to JEDEC's potential increase in stack height limits. This change…
ChangXin Memory Technologies (CXMT), founded in 2016, rapidly increased its DRAM wafer production, targeting around 240,000 monthly by 2025. With strong political backing and…
Hangul, Korea's unique alphabet created by King Sejong in the 1440s, is illustrated through speech organ shapes. Hancom has safeguarded this heritage via its…
The real issue in AI isn't benchmarks, but sovereignty, focusing on control over compute, models, and access. Hardware access determines power, as seen in…
Huawei's Mate 60 Pro unexpectedly launched in 2023 featuring the Kirin 9000S chip, surprisingly circumventing US sanctions. HiSilicon, Huawei's silicon arm, encompasses its mobile,…
Keller welcomes the Cerebras IPO, then bets cheap DRAM and open RISC-V beat it on cost. The real prize is the CPU Qualcomm is…
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