News on the AI infrastructure buildout: data centers, networking, fiber, power, and the physical backbone of artificial intelligence.
The AI chip war isn't won by the loudest GPU launches. It's won by the infrastructure nobody talks about: the CPUs running the orchestration…
The post details the rapid advancement of AI from 2023 to 2026, highlighting significant investments, partnerships, and innovations in infrastructure, robotics, and consumer devices,…
In 2026, storage prices are rising due to DRAM and NAND shortages, pushing some companies toward failure. Most brands are assemblers rather than manufacturers,…
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…
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