News on the AI infrastructure buildout: data centers, networking, fiber, power, and the physical backbone of artificial intelligence.
Hyperscaler AI capex hits ~$700 billion in 2026, nearly double 2025. The buildout is real, power is the bottleneck, and the Nvidia-funds-its-own-customers circularity should…
Chicago's data center market hit 1.9% vacancy with $11 billion in new builds, as hyperscaler spillover from Northern Virginia turns the Third Coast into…
Chicago AI startups have a new engine: UChicago's AI Research Commons with Microsoft and Nvidia, plus the Transform accelerator. Why homegrown AI may finally…
Data center deals hit a record $61 billion in 2025, fueled by nearly $182 billion in debt issuance. A genuine supercycle, or a debt-heavy…
Anthropic committed $50B to custom data centers in Texas and New York, and Microsoft wired an Atlanta site into a Wisconsin 'superfactory' the same…
TSMC's 2nm node brings gate-all-around nanosheets at last, three years after Samsung, into the first real leading-edge fight with Intel's 18A in a decade.
Stargate's Abilene flagship is live with Nvidia GB200 racks, and five new sites push the project toward 7 gigawatts and $400 billion. The moment…
Jensen Huang's presence in Beijing coincided with the U.S. Commerce Department's lifting of a chip ban, allowing Nvidia and AMD to resume shipments to…
Nvidia's data center revenue surged to $115.2 billion in FY2025, reflecting a 142% year-over-year increase. The company is now financing data center projects, enhancing…
Nvidia and AMD regained export licenses for China, reviving significant revenue potential after prior restrictions. Concurrently, a Senate vote ended a federal AI moratorium,…
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…
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