Clouds, GPU clusters, inference stacks and orchestration — the picks-and-shovels layer between chips and applications.
308 articles
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 · 15d 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 · 15d 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 · 16d ago
Industry executives at a Wuxi conference projected that global new data-center infrastructure investment could exceed $4 trillion by 2028. Semiconductor spending is expected to account for more than half of the total, while China showcased advanced-packaging platforms.
Pandaily · 17d ago
Nvidia is investing $3.5 billion in MediaTek to deepen their chip collaboration. The move highlights Nvidia’s strategy for competing with Big Tech companies developing custom AI silicon.
Bloomberg Technology · 19d ago
MiniMax increased the spending ceiling in its three-year Alibaba Cloud agreement by 220% to $1.2 billion. Annual limits now reportedly reach $300 million in 2026, $400 million in 2027, and $500 million in 2028.
TechNode · 19d ago
China’s four domestic GPU makers are entering a differentiation phase after going public. Their focus is shifting from simply producing chips to building complete commercial ecosystems and customer deployments.
Pandaily · 19d ago
Lambda has reportedly raised about $1 billion in short-dated private debt arranged by JPMorgan to purchase Nvidia GPUs that Microsoft will lease. The financing structure resembles Nebius’s $775 million chip-backed borrowing tied to a five-year, $19.4 billion Microsoft contract.
The Next Web (TNW) · 22d ago
光本位科技完成数十亿元融资，投后估值接近200亿元。公司被称为全球融资规模最大、产品研发和商业化进度最快的光计算企业之一。
钛媒体 · 22d ago
全球招聘服務公司在經歷兩年下跌後，2025年股價大幅反彈，部分公司年內接近翻倍。AI 一方面自動化篩選、面試與排程，另一方面提高了經過真實招聘結果驗證的人才數據價值。
虎嗅 · 12d ago
Yotta Data Services is discussing a public offering very soon to raise capital for rapidly growing AI service demand. The move highlights how AI infrastructure providers are seeking funding to expand capacity.
Bloomberg Technology · 22d ago
The UK energy regulator is using various measures to prevent speculative data center projects from connecting to the power grid. The restrictions could affect the country’s plans to expand its AI infrastructure.
Wired AI · 23d ago
The article argues that major technology companies are racing to control chips, data centers, models, agents, applications, and devices, but this breadth may create coordination and resource-allocation problems. OpenAI's platform-oriented stance and Google's AI reorganization are presented as signs that focused control points may be more sustainable than doing everything in-house.
虎嗅 · 24d ago
The article examines OpenAI’s potential 2027 IPO as a test of technology commercialization and trillion-dollar valuation ambitions. It frames the listing around capital-duration matching and an estimated 600 billion yuan in off-balance-sheet compute liabilities.
钛媒体 · 25d ago
OpenAI CFO Sarah Friar outlines how progress in chips, compute, models, and products compounds to deliver more useful intelligence. The strategy aims to increase scale while reducing costs.
OpenAI News · 25d ago
IBM announced a next-generation mainframe processor whose 11 cores can dynamically execute both IBM Z and Arm instruction sets. The chip is designed to run Arm-native Linux software, including AI frameworks, alongside z/OS workloads on the same system.
VentureBeat · 26d ago
Malaysia is introducing data centre rules intended to make the rapidly expanding sector more sustainable rather than restrict investment. Strong demand continues, with global occupancy at 97% and most capacity under construction already committed.
SCMP Technology · 26d ago
DeepSeek、智譜與月之暗面（Kimi）正從追趕式競爭轉向前沿模型競爭，但更大的參數規模也帶來更高的算力、資本與商業化壓力。文章比較三家公司不同的擴展路徑：Kimi押注預訓練、智譜加碼後訓練，DeepSeek則將基礎設施效率納入模型擴展。
虎嗅 · 27d ago
China Mobile, China Telecom and China Unicom are making billable AI tokens a central growth metric as AI adoption and computing demand accelerate. Their strategies increasingly emphasize AI infrastructure and computing operations as new revenue engines.
SCMP Technology · 29d ago
Supermicro fired employees in sales, technical support, and business development after an investigation into the alleged diversion of $2.5 billion in restricted AI chips to China. The independent investigation said senior management was unaware of the transactions and that the company’s financial statements remained reliable.
Tom's Hardware · 29d ago
Alibaba is approaching the halfway point of its 380 billion yuan (US$56 billion) AI infrastructure investment plan. Analysts expect continued cloud growth, expanding operating margins, and faster returns from its AI spending.
SCMP Technology · 29d ago
AI data startup Micro1 has reached a $500 million gross run rate as demand for AI training data accelerates. The growth highlights expanding opportunities for data providers supporting model development.
TechCrunch AI · 29d ago
Alibaba Group reported a 9% revenue increase as growing AI development in China boosted demand for computing capacity from its cloud business. The results highlight how AI infrastructure demand is supporting Alibaba’s broader growth.
Bloomberg Technology · 30d ago
Lightelligence is shifting from computing with light to connecting with light, signaling a more pragmatic focus on photonic interconnects. Despite strong investor enthusiasm following a 383.62% first-day stock surge in Hong Kong, the company faces concentrated customers, slow receivables, declining margins, and supply-chain risks.
Pandaily · 30d ago
China is increasingly deploying supernodes—clusters of dozens or hundreds of chips and supporting hardware—to scale AI computing. By combining larger quantities of domestic chips, these systems aim to deliver competitive performance despite US export restrictions on advanced AI chips.
SCMP Technology · 30d ago
Kingsoft Cloud reported second-quarter FY2026 revenue of 3.072 billion yuan, up 30.8% year over year and above market expectations. AI-related customers drove growth, while the company recorded its first GAAP operating profit and continued investing heavily in AI computing capacity.
IT之家 · 31d ago
Bloomberg Intelligence estimates that Europe would need to spend about $3 trillion through 2035 to reduce reliance on foreign suppliers for AI and other critical technologies. Achieving full technological autonomy would require substantially greater investment.
Bloomberg Technology · 31d ago
AI startup Temporal Technologies is reportedly discussing a new funding round at a pre-money valuation of at least $12 billion. The talks could significantly increase the company’s capitalization if completed.
Bloomberg Technology · 31d ago
China Mobile plans to introduce nationally unified token package pricing for both consumer and enterprise customers. Token call volume in China reportedly surged from roughly 100 billion daily in early 2024 to more than 140 trillion by March 2026, highlighting the rise of token-based billing.
Pandaily · 32d ago
GDS Holdings raised its full-year performance guidance as AI-related orders drive stronger-than-expected demand in China. The company plans to invest 10 billion yuan this year to expand its data center capacity, while sales signings may reach a record high.
钛媒体 · 33d ago