Clouds, GPU clusters, inference stacks and orchestration — the picks-and-shovels layer between chips and applications.
308 articles
Global NAND flash market revenue grew 70% quarter over quarter in Q2 2026, following a 90% increase in Q1. Counterpoint Research attributes the surge to explosive demand for high-capacity flash storage driven by AI infrastructure construction.
cnBeta (Full RSS) · 16d ago
Nearly 70% of voters in Independence, Missouri, supported recalling councilor John Perkins after his vote to grant Nebius more than $6 billion in data center tax breaks. Perkins argued that disagreement over a single vote should not overturn an election held two years earlier.
Tom's Hardware · 16d ago
After a year of intense competition among Meituan, Alibaba, and JD.com, the three platforms now define victory differently: profitability, loss reduction, and per-order efficiency. Their earnings also highlight a broader strategic shift toward AI, with Alibaba increasing AI infrastructure spending and Meituan embedding AI into local services.
虎嗅 · 16d ago
HPE reported fiscal 2026 first-half revenue of $32.192 billion and net income of $2.529 billion. Third-quarter revenue rose 34% year over year to $12.213 billion, while the company raised its full-year revenue growth outlook to 34%–37% and highlighted strong Networking growth.
IT之家 · 17d ago
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The article argues that AI’s future depends not only on models and compute, but also on the network infrastructure connecting them. It frames networking as a strategic foundation for scaling AI systems.
iTNews Australia · 17d ago
A Freedom of Information request revealed that the UK government does not know who uses the country’s largest data centres or what workloads they run. The information gap is raising concerns about the environmental impact of AI-driven infrastructure growth.
The Guardian Technology · 17d ago
Tape storage companies reported a 57% year-over-year increase in shipped capacity during Q1 2026. AI-driven data growth, continued LTO-9 demand, and early LTO-10 adoption are contributing to the expansion, following 160 exabytes shipped in 2025.
Tom's Hardware · 17d ago
Kingspan Group Plc is reportedly seeking to raise approximately €800 million through a two-part green bond sale. The move follows stronger profit expectations driven partly by demand from AI data center construction.
Bloomberg Technology · 17d ago
Nvidia’s price increases are drawing renewed attention to application-specific integrated circuits, or ASICs. Broadcom, Marvell, and custom-chip startups are becoming increasingly sought-after suppliers.
钛媒体 · 17d ago
SEMI President and CEO Ajit Manocha discusses the outlook for memory chip prices and the semiconductor market’s ongoing supercycle. The interview was recorded at SEMICON Taiwan in Taipei with Bloomberg Technology.
Bloomberg Technology · 17d ago
AI-native cloud platforms are entering a period of accelerated growth. The article attributes this momentum to architectural advantages gained by designing cloud infrastructure specifically for AI workloads.
钛媒体 · 18d ago
AWS was recognized as a Leader in The Forrester Wave: AI Infrastructure Solutions, Q4 2025. Among 13 evaluated providers, AWS received the highest score in the Strategy category.
AWS Machine Learning Blog · 19d ago
President Donald Trump renewed his support for data center expansion, arguing that it will make Americans wealthier and more successful. His criticism of communities opposing new facilities comes as concerns over project costs and impacts grow ahead of the U.S.
cnBeta (Full RSS) · 19d ago
President Donald Trump said communities that reject AI data center construction risk becoming “backwards and poor.” He also claimed China would welcome growing opposition to data center projects in the United States.
Tom's Hardware · 19d ago
Nvidia CEO Jensen Huang says the company’s chips accelerate every stage of the AI lifecycle. He also claims Nvidia can serve AI markets that competitors cannot address.
Bloomberg Technology · 19d ago
Huawei allocated more than a quarter of its first-half revenue to R&D as it prioritizes long-term technological independence. R&D spending rose 25% year over year to 121.4 billion yuan, while first-half profit fell 36%.
SCMP Technology · 19d ago
Grassroots opposition to data centers is creating unusual political unity in rural communities, including among voters who support Trump. A proposed 550-acre Google project in Monrovia, Indiana, has become a focal point for concerns about local control and the impact of large-scale infrastructure.
The Guardian Technology · 20d ago
UK telecom executives warn that slow 5G modernization could weaken the country’s competitiveness in the global AI race. Although fiber deployment has improved broadband access, mobile network coverage and performance remain behind EU and G7 peers.
IT之家 · 20d ago
天数智芯 reported first-half 2026 revenue of RMB 946 million, up 191.6%, while adjusted profit reached RMB 246 million. However, its 7.6 billion RMB fair-value investment gain drove the profit, and gross margin fell sharply from 50.1% to 17.2%, showing that its chip business remains loss-making.
虎嗅 · 20d ago
The article describes a capital shift from U.S. Treasuries into higher-yield bonds issued by major AI companies.
虎嗅 · 21d ago
The data center boom may fail to deliver its economic promise if construction safety and workforce development remain secondary priorities. The article argues that rapid capital deployment, compressed schedules, and accelerated hiring must be balanced with protecting workers and building long-term expertise.
The Next Web (TNW) · 22d ago
China’s Ministry of Industry and Information Technology has selected 17 provinces and municipalities for the construction of national compute interconnection regional nodes. The nodes will aggregate compute resources, support cross-region scheduling, register infrastructure identifiers, and monitor data under a unified national framework.
IT之家 · 22d ago
Internet, AI, and hard-tech companies are increasingly buying land and buildings for headquarters, R&D campuses, data centers, and regional operations. The shift is driven by business expansion, lower core-city property prices, and local-government incentives tied to long-term tax revenue, jobs, and industrial commitments.
虎嗅 · 22d ago
S&P Global CFO Eric Aboaf said the AI buildout is increasing demand for transparency around hyperscalers and related investment activity. He also described AI as an accelerant for the company’s client and revenue growth through features that improve access to key data.
Bloomberg Technology · 23d ago
NASA Administrator Jared Isaacman said the United States should consider placing AI data centers in Earth orbit. He argued that abundant solar energy could ease terrestrial power constraints while strengthening U.S.
cnBeta (Full RSS) · 23d ago
Debt issuance by leading AI companies is testing how much risk the bond market will accept. JPMorgan’s top European bond banker says pricing premiums are an important signal of investor tolerance.
Bloomberg Technology · 23d ago
美國勞工統計局預測，2025至2035年總就業將增加約590萬個職位，許多高AI暴露職業仍會成長。AI更可能先拆解傳統崗位中的任務，重新分配人類與機器的工作邊界。
虎嗅 · 10d ago
Seaport Research Partners analyst Jay Goldberg says Nvidia’s second-quarter results and sales forecast were not impressive enough. His assessment raises questions about whether Nvidia’s recent growth pace can continue to satisfy investors.
Bloomberg Technology · 24d ago
Changjiang Memory Holdings has filed for acceptance on the STAR Market, seeking to raise 33 billion yuan in what would become the exchange’s largest IPO. The NAND flash producer is positioned as a major AI-infrastructure beneficiary, with reported first-quarter revenue of 47.042 billion yuan and net profit of 33.379 billion yuan.
虎嗅 · 24d ago
BlackRock strategist Wei Li remains optimistic about the artificial intelligence trade ahead of Nvidia’s quarterly earnings report. She says Nvidia’s price increases demonstrate strong earnings pricing power and momentum.
Bloomberg Technology · 24d ago