Clouds, GPU clusters, inference stacks and orchestration — the picks-and-shovels layer between chips and applications.
308 articles
Moonshot AI is set to launch the 2-3 trillion parameter Kimi K3 model. Meanwhile, xAI has open-sourced Grok Build, and Japan is investing in Nvidia's Rubin chips for robotics.
36氪 · 64d ago
TSMC reported strong Q2 2026 revenue driven by AI chip demand, with 3nm processes reaching full capacity. The company significantly raised its annual capital expenditure guidance to $60-64 billion to support 2nm ramp-up.
虎嗅 · 65d ago
New York has become the first state to temporarily pause the approval of large data centers. Governor Kathy Hochul cited concerns over rising electricity costs, water consumption, and the need for greater local control amidst the AI-driven infrastructure boom.
TechCrunch AI · 67d ago
China has successfully deployed its first large-scale computing cluster consisting entirely of domestic AI chips, reaching a capacity of 100,000 cards. This milestone marks a significant step in reducing reliance on foreign hardware for large-scale model training.
钛媒体 · 67d ago
Following their IPO lock-up expiration, Chinese AI leaders Zhipu and MiniMax have issued internal letters committing to long-term AGI development over short-term commercial gains. Both companies are securing massive funding to invest in foundational model research and infrastructure.
虎嗅 · 69d ago
Samsung Electronics reports a massive surge in Q2 2026 profits, driven by the high demand for AI-focused memory products like HBM4 and the development of UFS 5.0 storage solutions.
虎嗅 · 74d ago
China’s Ministry of Industry and Information Technology aims to reach 9,800 EFLOPS of intelligent computing capacity by 2030. The plan includes RMB 3.8 trillion in information infrastructure investment and new large-scale computing clusters.
TechNode · 8d ago
Chinese and overseas game companies are sharply increasing investments in AI chips, embodied intelligence, XR, brain-computer interfaces, advanced packaging, and other hard-tech fields. Beyond direct investments, they are acting as LPs, technology acquirers, AI customers, and buyers of compute and data.
虎嗅 · 12d ago
Three Chinese space-computing companies disclosed more than 100 million yuan in funding within five days, targeting onboard AI systems, orbital data-center payloads, and computing-service platforms. The funding signals strong investor interest, but commercial demand, operating economics, thermal management, and hardware refresh cycles remain unresolved.
虎嗅 · 13d ago
Andreessen-backed AI startup Gimlet raised $300 million in its latest funding round, reaching a $3 billion valuation. The company develops technology that divides AI tasks among different chips.
Bloomberg Technology · 15d ago
Hua Hong Grace Semiconductor plans to invest US$2 billion in a new 12-inch specialty chip production line in Wuxi. The expansion aims to meet surging domestic demand for AI infrastructure while reducing exposure to US technology restrictions.
SCMP Technology · 17d ago
Anthropic reportedly agreed to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia. The agreement is intended to rapidly expand Anthropic’s AI capacity.
Bloomberg Technology · 18d ago
Nvidia is reportedly seeking to acquire Hugging Face for $13 billion. The potential deal would give Nvidia control of infrastructure central to the open-model ecosystem as demand for AI models grows.
Ars Technica AI · 23d ago
AI infrastructure company TokenRhythm announced a new funding round worth tens of millions of dollars. The company is also launching a China-focused platform modeled after OpenRouter.
量子位 · 23d ago
Nvidia reportedly held talks to acquire AI startup Hugging Face in a deal that could value the company at more than $13 billion. The discussions, reported by Business Insider, do not indicate that an agreement was reached.
Bloomberg Technology · 23d ago
Optical-module leader InnoLight reported explosive first-half growth, but its operating cash flow fell sharply as inventory and receivables surged. Investors are also weighing CPO adoption, potential US FCC restrictions, customer concentration, and whether AI infrastructure demand will support the company’s 2027 expansion plans.
虎嗅 · 26d ago
US startup Starcloud raised $250 million in an extended Series A at a $2.3 billion valuation, with Nvidia and Cisco among the new investors. The company is developing GPU-equipped satellites and aims to build an orbital data-center constellation for AI computing.
IT之家 · 27d ago
Broadcom is reportedly discussing more than $60 billion in debt to help Anthropic and other customers obtain chips and computing capacity. The potential deal highlights concerns about the cost of AI infrastructure and the risks of circular financing.
Bloomberg Technology · 29d ago
Anthropic is reportedly preparing for a public listing that could match or exceed SpaceX’s record-setting IPO in size. Broadcom is also reportedly discussing more than $60 billion in debt financing to help Anthropic and other companies secure chips and computing capacity.
Bloomberg Technology · 29d ago
Hohhot and Ulanqab are emerging as the core of Inner Mongolia’s AI compute strategy, supported by direct renewable-power connections and large-scale data-centre projects. The region reported 315,000P of total compute and 297,000P of intelligent compute in the first half of 2026, while shifting its ambition from selling compute to selling AI tokens and services.
虎嗅 · 29d ago
Eagle Point Credit Management is providing about $1.3 billion to help build a large Texas data center that will house Anthropic. The loan is part of a much larger financing package supporting the infrastructure behind the AI boom.
The Next Web (TNW) · 30d ago
Pennsylvania Governor Josh Shapiro ordered strict new guardrails for data centers as local opposition to developers grows. The policy could affect how AI infrastructure projects are approved and operated in the state.
Bloomberg Technology · 32d ago
Anthropic向投資者透露，截至7月底其年化營收運行率已突破650億美元，較2025年底增長逾7倍。文章分析，如果Anthropic在2028年實現約2000億美元收入並維持高市銷率，理論上市值可能挑戰10萬億美元。
虎嗅 · 32d ago
Nvidia plans to back an Ohio data center with as much as $105 billion in financing or support. The facility could cost up to $500 billion, rank among the world’s largest, and be leased by OpenAI.
New York Times Technology · 33d ago
Groq has raised $350 million at a $3.5 billion valuation as it pivots from AI chipmaking to a neocloud business. The company plans to expand its Nvidia-powered data center footprint.
TechCrunch AI · 33d ago
Nvidia is investing $1.5 billion in SoftBank’s data center development business. The deal is expected to ensure Nvidia chips power a data center connected to OpenAI’s project.
TechCrunch AI · 33d ago
Nvidia has agreed to invest up to $105 billion in a massive Ohio data center campus that OpenAI will lease. The agreement highlights the deepening infrastructure partnership between two major drivers of the AI boom.
Bloomberg Technology · 33d ago
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 · 34d 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