Clouds, GPU clusters, inference stacks and orchestration — the picks-and-shovels layer between chips and applications.
308 articles
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
Elon Musk said SpaceX could outperform competitors in AI data centers because its rocket scientists possess engineering expertise applicable to AI infrastructure. The company reportedly invested nearly $16 billion in AI infrastructure during the second quarter, prompting Musk to defend the scale of its spending.
cnBeta (Full RSS) · 45d ago
SpaceX’s AI revenue grew more than threefold year-over-year to $2.6 billion, largely from providing compute to other AI companies. The company signed compute deals with Anthropic and Google, but its AI division still lost $1.5 billion during the quarter.
The Verge · 46d ago
中国儒意集中推出三款AI产品，首次尝试打通从内容生成到创作流程的完整链路。继战略投资爱诗科技后，中国儒意正式以“游戏系”玩家身份进入AI内容生成赛道。
钛媒体 · 16d ago
Hong Kong Cyberport is establishing itself as a strategic gateway for Chinese AI companies to expand internationally. The initiative includes a massive supercomputing center and significant funding to connect mainland AI innovation with Southeast Asian and Middle Eastern markets.
Pandaily · 62d ago
Japanese memory chip maker Kioxia has seen its market value drop by 51% from its peak last month. The decline follows investor concerns over the high valuations of AI-related memory and storage stocks.
36氪 · 64d ago
JPMorgan Chase is establishing a dedicated AI software infrastructure team in Seattle. The initiative aims to manage AI workloads across internal data centers and external providers while optimizing costs and ensuring IP protection.
GeekWire · 66d ago
The article explores the evolving dynamics of NATO, focusing on the pressure for increased defense spending and the institutionalization of military aid to Ukraine. It highlights how Ukraine is shifting from a security consumer to a contributor.
虎嗅 · 67d ago
US-based data center operator GMI Cloud is pursuing a $635 million loan secured by its GPU assets. This move highlights the growing trend of using AI hardware as collateral to fund infrastructure expansion in Asia.
Bloomberg Technology · 67d ago
Inspur Information has unveiled new infrastructure capable of supporting 40,000 agents per cabinet. The release also includes CPU-native liquid cooling systems and multi-modal fusion super-nodes to enhance large model collaborative performance.
量子位 · 68d ago
The article discusses the potential of photonic computing to simulate large-scale AI matrix calculations using physical light properties. This approach promises a revolution in computational efficiency for space-based applications.
钛媒体 · 68d ago
The Cloud Native Computing Foundation (CNCF) has officially featured China Merchants Bank's AI scheduling platform as a case study. The platform utilizes HAMi technology, which has now achieved production-level validation for large-scale AI workloads.
量子位 · 68d ago
Bank of America has reversed its previous stance and granted a $520 million credit line to OpenAI. This move signals growing institutional financial support for the AI leader.
Bloomberg Technology · 73d ago
Microsoft is actively reducing its reliance on external AI providers by prioritizing the deployment of its own proprietary models. This strategic shift is part of a broader industry trend to optimize AI operational expenses.
TechCrunch AI · 74d ago
Tencent reduced its stake in Kuaishou from 15.68% to 9.37% to optimize capital allocation. The move reflects a strategic shift towards funding high-growth AI assets like Kling AI amid rising infrastructure costs.
虎嗅 · 74d ago
Envirotech Vehicles has completed its merger with Azio AI ahead of schedule to pivot toward AI data center infrastructure and GPU compute services. The company aims to capture a share of the projected $487 billion AI infrastructure market by leveraging its new power and data center assets.
Computerworld · 74d ago
The article analyzes the impact of the AI era on traditional server manufacturers like xFusion. It questions the long-term value proposition of legacy hardware providers in an AI-dominated market.
钛媒体 · 74d ago
Souche, despite holding a 90% market share, faces a massive valuation collapse. Investors are questioning whether its 'AI infrastructure' is a genuine technological asset or just a marketing narrative.
钛媒体 · 74d ago
Wall Street analysts remain generally optimistic about the US stock market for the second half of 2026, though they advise caution regarding the valuation of AI infrastructure and semiconductor stocks.
虎嗅 · 75d ago
Shenzhen Longsys Electronics expects a massive profit increase for the first half of the year, driven by the global memory-chip upcycle. This surge reflects the growing demand for storage solutions essential for AI and data-intensive infrastructure.
SCMP Technology · 75d ago
Cursor 正在探索在被 SpaceX 收購後，如何繼續作為第三方 AI 模型（如 OpenAI 和 Anthropic）的整合平台。此舉引發了關於前沿 AI 實驗室之間合作關係的潛在測試。
Wired AI · 79d ago
Tesla reported record second-quarter delivery figures, surpassing Wall Street expectations. The growth provides financial stability for the company's long-term investments in autonomous driving and AI.
The Guardian Technology · 79d ago
The China Academy of Information and Communications Technology (CAICT) has launched the industry's first evaluation benchmark specifically for AI infrastructure operations. The framework currently supports performance and stability testing for five mainstream domestic AI chips.
量子位 · 81d ago
Micron's market valuation has surged, briefly surpassing major tech giants like Tesla and Meta. This growth is driven by the explosive demand for high-bandwidth memory essential for AI infrastructure.
量子位 · 81d ago
Vercel has selected a new cohort of open-source projects to receive platform credits, third-party service packs, and community guidance. The cohort includes several tools focused on AI-native interfaces, MCP server development, and UI component libraries.
Vercel News · 82d ago
Climate activists in Michigan are pushing for a moratorium on new data centers, citing environmental and community concerns. This movement is becoming a significant factor in local swing-district politics.
Wired · 82d ago
The article analyzes the massive market valuation surge in AI-related hardware companies like Zhongji Innolight and ShengYi Technology, contrasting them with traditional sectors. It explores the 'AI vs.
虎嗅 · 83d ago
The semiconductor market faces volatility as investors question the sustainability of the AI-driven stock rally. Analysts are closely monitoring Micron's performance as a bellwether for the broader AI infrastructure sector.
Bloomberg Technology · 87d ago
Major investment firms including BlackRock's AIP and KKR are bidding for Stack Infrastructure's Asia-Pacific data center assets. This highlights the ongoing demand for AI-ready infrastructure.
Bloomberg Technology · 87d ago