Clouds, GPU clusters, inference stacks and orchestration — the picks-and-shovels layer between chips and applications.
308 articles
Stripe is reportedly nearing an agreement to acquire OpenRouter for more than $7 billion. OpenRouter helps companies switch between different AI models, making the deal strategically significant for AI infrastructure and model access.
Bloomberg Technology · 33d ago
NVIDIA disclosed that it held 122.8 million SpaceX shares worth nearly $21 billion at the end of June, making SpaceX its second-largest disclosed holding. The investment strengthens NVIDIA’s financial and technical ties with Elon Musk’s companies, as SpaceX plans to build its AI services exclusively on NVIDIA systems.
虎嗅 · 35d ago
Anthropic, Macquarie, and Singapore sovereign wealth fund GIC are forming Theseus Infrastructure to develop and operate AI infrastructure tailored to Anthropic's needs. The platform will initially focus on the United States, with Anthropic as its main tenant and Macquarie and GIC providing most equity capital.
IT之家 · 39d ago
Anthropic has formed a strategic partnership with Macquarie Asset Management and Singaporean wealth fund GIC to build data centers supporting Claude. The venture signals a major investment in infrastructure for Anthropic’s AI development and deployment.
Bloomberg Technology · 39d ago
China’s intelligent-computing capacity reached 2,185 EFLOPS by the end of June, up 177% year over year, while more than 1.4 million PFLOPS entered national monitoring. The article argues that installed capacity does not equal usable compute because scheduling, heterogeneous hardware, network latency, software compatibility, and pricing remain unresolved.
虎嗅 · 40d ago
SpaceX’s reported second-quarter results showed revenue of $7.8 billion, driven by rapid growth in AI infrastructure and Starlink’s business and government segment. Margins improved sharply as high-priced compute leasing began contributing, but aggressive capital spending and 90-day termination clauses in AI contracts create execution and revenue-concentration risks.
虎嗅 · 41d ago
Anthropic reportedly signed a $10 billion cloud partnership with AI cloud startup Volta. The agreement extends Anthropic’s recent strategy of expanding its cloud infrastructure partnerships.
TechCrunch AI · 45d ago
Anthropic signed a six-year, $10 billion compute agreement with Volta, a cloud startup that launched only recently. The deal gives Volta its marquee contract and provides Anthropic with another source of computing capacity.
The Next Web (TNW) · 45d ago
SenseTime has partnered with nearly 20 ecosystem members to launch the 'Galaxy Plan', aiming to build five 10,000-card domestic intelligent computing clusters. The initiative focuses on accelerating the transition of domestic compute from availability to large-scale profitability.
量子位 · 63d ago
Alibaba and ByteDance are engaged in an intense AI resource battle, with both companies heavily subsidizing AI infrastructure through their core businesses. Alibaba leverages cloud revenue, while ByteDance uses advertising income to sustain its Doubao model traffic.
钛媒体 · 64d ago
This update covers key industry moves, including Google's integration of Gemini into Honda vehicles and Apple's partnership with Alibaba's Qwen. It also highlights Nvidia's $1B investment in Nokia for AI-RAN and xAI's aggressive pricing strategy with Grok 4.5.
钛媒体 · 65d ago
Chinese AI startup DeepSeek is reportedly in early talks for a new capital injection at a $71 billion valuation. The funding aims to accelerate infrastructure development, specifically data centers and custom silicon.
钛媒体 · 66d ago
IBM reported that surging demand for AI data center infrastructure is diverting corporate budgets away from software procurement. This shift has triggered a decline in software sector stocks as companies prioritize hardware to secure AI capacity.
IT之家 · 66d ago
This analysis explores how Model-as-a-Service (MaaS) is reshaping the business model for Chinese cloud providers. It examines the incremental growth and strategic shifts driven by AI integration.
钛媒体 · 68d ago
The article analyzes why the US Dollar remains strong despite 'de-dollarization' trends, citing the Fed's credit expansion, AI-driven capital market integration, and European economic stagnation. It highlights how AI is fundamentally changing how US current account deficits are financed.
虎嗅 · 69d ago
MoleculeOS, developed by Xu Jinbo's team, is officially released as an operating system designed to orchestrate AI-driven biological research workflows. It aims to transform AI from a simple tool into the central organizer of the drug discovery process.
量子位 · 70d ago
Investment bank Piper Sandler projects that Oracle Cloud Infrastructure (OCI) revenue will exceed market expectations by fiscal year 2027. The growth is driven by the efficient conversion of large-scale capital expenditures into actual production capacity and revenue.
36氪 · 73d ago
Samsung reported a massive 19x year-over-year increase in quarterly operating profit, driven by high demand for AI-related memory chips. Despite record-breaking results, the stock price fell as investors shifted focus to free cash flow and shareholder returns.
虎嗅 · 73d ago
Seagate executive Jason Feist discusses how AI workloads are redefining data center infrastructure, moving from a compute-first to a storage-centric architecture. The surge in AI-generated data is making high-capacity HDD and object storage essential for long-term data retention.
虎嗅 · 75d ago
Meta's recent move to sell excess compute capacity suggests a shift in the AI hardware bubble, highlighting a transition from pure infrastructure investment to a focus on application profitability.
虎嗅 · 77d ago
Lianxun Instrument, a high-speed optical module testing company, became the most expensive stock on the A-share market. The company must now transition from a hardware-focused business to a platform-based testing giant to sustain its valuation.
虎嗅 · 77d ago
SiliconFlow, a major Chinese AI token supply platform, has filed for a Hong Kong IPO under the 18C rule. Despite rapid growth in token throughput and users, the company faces significant financial pressure with negative gross margins due to high compute costs.
36氪 · 77d ago
Nvidia is reportedly introducing a 'Compute Credit' financing model to address the high barrier to entry for AI hardware. This initiative aims to help customers access expensive GPU clusters despite liquidity constraints.
钛媒体 · 78d ago
Kioxia has begun shipping samples of its 10th generation 332-layer BiCS FLASH 3D NAND, featuring 1Tb TLC capacity. These chips are designed to meet the high-performance, high-capacity, and low-power demands of AI-driven data centers.
cnBeta (Full RSS) · 78d ago
China's official average daily token consumption reached 500 quadrillion by the end of June, but the article warns that comparisons with the US remain uncertain because providers use incompatible scopes and may double-count or omit workloads. Token volume also does not directly translate into AI revenue, as model quality, latency, workload value, and infrastructure economics matter.
虎嗅 · 10d ago
Alibaba Cloud, Cambricon and Ant Group joined the PyTorch Foundation, with Alibaba Cloud and Cambricon becoming Platinum members. The companies gathered with Huawei at PyTorch Conference China in Shanghai to advance the open-source AI stack.
PyTorch Blog · 11d ago
Zhongke Naono has completed a B+ financing round led by a centrally administered state-owned enterprise. The company plans to use the opportunity to develop a “Token Factory,” positioning the financing within a broader shift in AI infrastructure and production capabilities.
钛媒体 · 12d ago
Prime Minister Mark Carney’s effort to attract investment in Canadian data centers is encountering political and public backlash. The resistance mirrors opposition to data center expansion in the United States and could complicate AI infrastructure growth in Canada.
Bloomberg Technology · 14d ago
Nazhen Technology passed its Hong Kong Stock Exchange listing hearing and is expected to become Hisense’s sixth listed company. Although it holds only 4% of the global optical-module market and remains a second-tier vendor, it is Hisense’s largest and most AI-relevant technology business outside consumer appliances.
虎嗅 · 14d ago
China State Construction reported first-half revenue of 975.8 billion yuan and net profit of 23.0 billion yuan, both down year over year as housing and infrastructure demand weakened. To offset the downturn, the company is shifting toward industrial facilities, data centers, compute centers, and overseas projects, with compute-center contracts up 328.3%.
虎嗅 · 15d ago