Clouds, GPU clusters, inference stacks and orchestration — the picks-and-shovels layer between chips and applications.
308 articles
Polish developer Citylink is designing a new Wrocław data center to recover server waste heat and send it to the municipal district-heating network. The project, developed with Kogeneracja, will focus partly on infrastructure for AI nodes.
Computerworld · 43d ago
A public consultation in Salem, Oregon, about a potential AI data center saw protesters bring a guillotine to the venue's exterior. Tensions escalated inside when community members confronted the developer's representative, who was eventually escorted out by police after saying it no longer felt safe to remain.
Tom's Hardware · 43d ago
Proxmox VE 9.2 is the platform’s first official release for Arm64, using the same codebase, repositories, lifecycle, configuration tools, and documentation as its x86-64 edition. Initial support targets NVIDIA Grace Hopper and Vera systems, expanding deployment options for AI and cloud infrastructure while retaining strict architecture and UEFI requirements.
IT之家 · 44d ago
PI announced 2200V PowiGaN, raising the commercial voltage ceiling for GaN from 1700V to 2200V. The article argues this is the commercialization of a limit already demonstrated in a 2024 PCIM paper, signaling that GaN is entering applications traditionally dominated by SiC.
钛媒体 · 44d ago
The article argues that “knowing how to use AI” is a transitional skill, similar to knowing how to use the internet in the late 1990s. As AI becomes embedded in everyday software and workflows, the key competitive abilities will shift toward defining goals, validating outputs, redesigning tasks, and assigning responsibility.
虎嗅 · 45d ago
Data-center construction is creating new demand for excavators and other construction machinery. The trend suggests that AI infrastructure investment may indirectly benefit engineering equipment companies and construction workers.
钛媒体 · 46d ago
ITR forecasts Japan’s iPaaS market will grow 18.0% year over year in fiscal 2025, with a 20.7% CAGR through fiscal 2030. The expansion is driven by rising demand for IT infrastructure designed around AI adoption.
ITmedia AI+ (日本) · 47d ago
The three major US stock indices closed lower on July 13, with significant declines in major tech companies. Key AI and hardware players like Nvidia, Arm, and Intel experienced notable drops, reflecting broader market volatility.
36氪 · 68d ago
MNTN CEO Mark Douglas expressed skepticism regarding Meta's potential entry into the cloud infrastructure market. He highlights the dominance of AWS and Google Cloud and questions whether Meta possesses the necessary excess AI capacity to compete effectively.
Bloomberg Technology · 73d ago
China's A-share market opened higher, with computer hardware and communication equipment sectors leading the gains. Inspur Information, a major AI server provider, hit the daily limit up.
36氪 · 74d ago
Inspur Information announced a significant surge in 2026 H1 net profit, ranging from 2.6 billion to 3.1 billion RMB, driven by strong market demand and product innovation.
IT之家 · 74d ago
Wall Street brokerages have initiated coverage on SpaceX with a strong consensus to buy the stock. Analysts are highlighting the company's significant growth potential in both rocket technology and artificial intelligence.
Bloomberg Technology · 74d ago
The A-share market opened higher with significant gains in computer hardware, semiconductors, and communication equipment. Key players like Cambricon and FiberHome Telecommunication Technologies saw notable growth.
36氪 · 76d ago
Numerous traditional Chinese companies, including leather and food manufacturers, are announcing cross-industry acquisitions of semiconductor and AI-related businesses to boost stock prices. The article warns of the high technical barriers in the chip industry and the risks of speculative 'capital games' versus genuine industrial transformation.
虎嗅 · 76d ago
Major institutional capital has withdrawn over 52 billion RMB from nine high-performing tech stocks in the A-share market. This shift reflects a rotation from high-growth tech sectors toward lower-valuation sectors.
36氪 · 76d ago
The WAIC 2026 conference focuses on overcoming the physical limitations of single-chip computing through super-nodes and optical interconnect technologies. It explores how infrastructure evolution can sustain the growing demand for AI compute.
量子位 · 78d ago
Apple is reportedly shifting its pricing strategy to offset the massive costs associated with building AI infrastructure. This move raises questions about whether price hikes will become the new normal in the AI era.
Bloomberg Technology · 83d ago
Apple has increased prices across its MacBook Pro, iPad Air, and HomePod Mini lines, with CEO Tim Cook citing the rising costs associated with the industry's AI obsession. This trend reflects broader supply chain pressures as hardware manufacturers struggle to accommodate the resource-heavy demands of modern AI.
The Verge · 84d ago
The industry is shifting focus from model architecture to the quality and accessibility of data. Oxylabs CEO Vytautas Savickas argues that data infrastructure is the true bottleneck for the next generation of AI applications.
The Next Web (TNW) · 84d ago
The article explores the growing concern that Europe is falling behind the US and China in AI infrastructure, robotics, and corporate adoption. It highlights a fictional scenario where Europe's lack of investment leads to economic and geopolitical vulnerability by 2031.
The Guardian Technology · 91d ago
Hong Kong Financial Secretary Paul Chan visited PPIO to discuss the company's development in decentralized cloud computing and AI infrastructure. The visit highlights the government's interest in integrating high-performance computing resources with the local AI ecosystem.
量子位 · 93d ago
Robert Cohen of DoubleLine discusses the current corporate fundraising landscape, noting that high-quality AI-related companies are successfully managing debt loads. These firms continue to generate healthy cash flow despite the intense capital requirements of the sector.
Bloomberg Technology · 108d ago
The June 2026 Enterprise Spotlight explores the shifting landscape of cloud computing driven by AI demands. It addresses the rising importance of private and sovereign clouds in response to data sensitivity and cost concerns.
Computerworld · 108d ago
Shenwan Hongyuan reports that the AI compute market is shifting from broad momentum to specific hardware components. Investment focus is narrowing toward PCB and capacitor segments within the AI supply chain.
36氪 · 111d ago
The article discusses the continued strong performance of Dell stock. It suggests that while some investors may choose to take profits, there are still compelling reasons to remain invested in the company.
钛媒体 · 112d ago
Major tech companies are raising massive capital to fund AI infrastructure, forcing Wall Street to increase credit derivatives trading. This shift highlights the intense financial pressure and capital-intensive nature of scaling AI operations.
Bloomberg Technology · 119d ago
India's stock market has lost $924 billion in value, largely due to a lack of local exposure to the global AI infrastructure and chip manufacturing boom. Investors are shifting capital toward markets that offer direct participation in the AI supply chain.
36氪 · 126d ago
BCE Inc. surpassed first-quarter analyst expectations.
Bloomberg Technology · 135d ago
India is viewed as lagging the global AI trade as investors prioritize chips, compute, and infrastructure. Low R&D spending and software/outsourcing job exposure are hurting sentiment.
Bloomberg Technology · 135d ago
Global debt soared to $348T, up $29T, driven by gov AI data centers, defense, energy spends. Trump to secure tech giants like OpenAI, xAI for data center power costs.
虎嗅 · 205d ago