News on the AI infrastructure buildout: data centers, networking, fiber, power, and the physical backbone of artificial intelligence.
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.
TSMC's 3nm node is FinFET's last stand: hard, expensive, and splitting into N3B and N3E, just as AI accelerators arrive to fight phones for…
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