Clouds, GPU clusters, inference stacks and orchestration — the picks-and-shovels layer between chips and applications.
308 articles
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
Russia’s Yandex and Sberbank are continuing to develop domestic AI ecosystems through YandexGPT, GigaChat, Alice Pro, Shedevrum, and Kandinsky. Despite strong Russian-language capabilities and deployments in search, healthcare, finance, and customer service, sanctions, chip shortages, limited market scale, and talent migration constrain frontier-model competitiveness.
虎嗅 · 33d ago
Enterprise SSDs used by AI data centers and hyperscale computing facilities reportedly consume 48% of the world's NAND flash supply. The shift is redirecting manufacturing capacity toward major technology companies and AI startups, reshaping the storage market.
cnBeta (Full RSS) · 35d ago
NVIDIA is reportedly investing heavily in SpaceX and Intel as it expands from chip supplier toward an AI infrastructure general contractor. The roundup also covers Google’s watermarking strategy, Meta’s open-versus-closed model positioning, and OpenAI’s revenue and privacy decisions.
钛媒体 · 35d ago
Nebius reported 454% revenue growth as demand for rented Nvidia-based AI computing capacity expanded. However, much of its cash came from customers paying in advance, which may make cash flow look stronger than recurring revenue.
The Next Web (TNW) · 37d ago
The article compares AI strategies across telecom operators in China, the US, Europe, and Japan/Korea. Chinese operators are building full-stack AI capabilities, while US operators focus more on connectivity, edge computing, and data-center infrastructure.
虎嗅 · 37d ago
Meta and the North America's Building Trades Unions (NABTU) announced a partnership to invest in skilled-trades workers supporting America’s AI infrastructure. The initiative connects AI infrastructure expansion with workforce development in the building trades.
Meta Newsroom · 38d ago
Reports from Bank of America and UBS indicate that NVIDIA's upcoming Vera Rubin Ultra Kyber rack could contain 340.4TB of total memory. Rising memory prices and architectural changes reportedly push LPDDR5X procurement costs above those of HBM4E, with the rack's total build cost potentially reaching $41.6 million.
cnBeta (Full RSS) · 38d ago
Riot Platforms disclosed a 20-year agreement to provide 191 megawatts of capacity from its Rockdale, Texas campus to a leading frontier AI company identified as Anthropic. The deal highlights the growing shift of Bitcoin mining sites toward AI data center infrastructure.
Bloomberg Technology · 39d ago
China’s server vendors are being reordered as more capital flows into AI infrastructure. However, not all AI infrastructure spending reaches traditional server manufacturers.
钛媒体 · 39d ago
Xiaomi has launched its global campus recruitment for the 2027 graduating class, with demand for AI positions up 50%. The roundup also reports that 60 AI agents helped Claude advance work related to the Riemann hypothesis, while Zhipu's API user base nears 7 million and supports more than 50,000 domestic AI chips.
Ifanr (爱范儿) · 39d ago
Nscale is reportedly telling prospective investors that it has approximately $51 billion in total contracted revenue. The AI infrastructure company could pursue a US IPO as soon as September.
Bloomberg Technology · 44d ago
Microsoft has opened its fourth data center region in India for Azure. The launch is part of a broader $20.5 billion investment to expand cloud and artificial intelligence capabilities in the country.
Bloomberg Technology · 44d ago