Clouds, GPU clusters, inference stacks and orchestration — the picks-and-shovels layer between chips and applications.
308 articles
NVIDIA highlights that power consumption accounts for 40% of AI factory operating expenses, making performance-per-watt a critical metric. The article emphasizes that full-stack optimizations in inference and training are essential to maximizing output within fixed power constraints.
NVIDIA Developer Blog · 87d ago
SpaceX has initiated marketing for its first-ever investment-grade bond sale. The capital raised is intended to support the company's expanding AI infrastructure and development projects.
Bloomberg Technology · 89d ago
Critical Energy, founded by a former SpaceX engineer, raised $22 million to solve the energy bottleneck for AI data centers. The startup focuses on optimizing geothermal turbines to provide reliable, 24/7 power for AI infrastructure.
The Next Web (TNW) · 93d ago
Chinese firms, including Lenovo and Hisense, are providing critical AI infrastructure, server architecture, and display technology for the 2026 World Cup. This highlights the deep integration of Chinese manufacturing and technical solutions into global mega-events.
虎嗅 · 97d ago
The boundaries between Elon Musk’s companies are becoming increasingly blurred through shared resources. Investors are now forced to evaluate the ecosystem value of SpaceX alongside his AI ventures.
Bloomberg Technology · 102d ago
AMD identifies Unified Memory Architecture (UMA) as a critical pillar for its next-generation AI and high-performance computing strategy. The company plans to leverage this architecture to better support Agentic AI workloads.
cnBeta (Full RSS) · 104d ago
Broadcom CEO Hock Tan announced a shift in corporate strategy, moving away from aggressive M&A to focus on organic growth driven by AI demand. The company aims to leverage its existing chip portfolio to capture the expanding AI infrastructure market.
Bloomberg Technology · 106d ago
Trajectory is a new startup founded by former Google and Apple researchers aimed at solving the 'missing feedback loop' in AI development. The company focuses on enabling rapid iteration cycles to help businesses build AI products that learn and improve continuously.
Wired AI · 115d ago
India's IT outsourcing sector faces a major crisis as AI capabilities threaten to replace millions of jobs, leading to significant foreign capital outflows and a re-evaluation of the country's AI infrastructure readiness.
虎嗅 · 119d ago
Ross Gerber, CEO of Gerber Kawasaki, discusses the significant efficiency gains driven by AI ahead of Nvidia's Q1 earnings report. He suggests these advancements are already creating measurable value for the industry.
Bloomberg Technology · 122d ago
Biwin Storage is heavily investing in silicon photonics, a critical infrastructure for high-speed AI data transmission. However, the company faces significant challenges including partner debt issues and IPO uncertainties.
钛媒体 · 124d ago
Bank of America predicts a two-phase macro cycle: AI-driven capital expenditure will cause inflation through 2030, followed by a productivity-led deflationary wave from 2031-2035. This shift necessitates a strategic pivot in asset allocation and long-term infrastructure planning.
虎嗅 · 125d ago
This article explores the underlying infrastructure powering Kimi, focusing on how it manages massive database requirements in the Agent era. It examines the technical challenges of scaling AI services to support high-concurrency user demands.
量子位 · 128d ago
Cisco is cutting 4,000 jobs as part of a restructuring plan to prioritize investments in artificial intelligence. Despite the layoffs, the company raised its annual revenue forecast due to strong demand from hyperscale cloud providers.
36氪 · 128d ago
This article compares Red Hat Desktop and Fedora Hummingbird, highlighting their distinct roles in AI development. It helps developers choose between production-grade security and experimental agility.
ZDNet AI · 129d ago
Nvidia CEO Jensen Huang describes AI as a five-layer cake, with energy as the foundational and most critical layer constraining AI intelligence. Amid the global energy crisis, China's data centre market demonstrates notable strengths.
SCMP Technology · 138d ago
Google announces new investments in open source security tailored for the AI era. They are building new tools and developing code security measures.
Google AI Blog · 185d ago
Tencent Cloud has become a sponsor of the OpenClaw community. The company is launching a nationwide campaign to help users deploy the open-source AI platform.
Pandaily · 187d ago
Geopolitical escalation against Iran threatens semiconductor supply chains. The industry depends on Qatar's helium extraction and Strait of Hormuz shipping lanes.
Wired · 197d ago
AI-driven demand is contributing to a sharp rise in storage prices, affecting both SSDs and HDDs. Although SSDs remain preferable in many cases, HDDs may now be more practical for cost-sensitive, high-capacity storage.
Engadget · 10d ago
Memory prices are slowing because demand is weakening rather than because supply has improved. TrendForce still expects conventional DRAM contract prices to rise 13% to 18% quarter over quarter in Q3.
The Next Web (TNW) · 11d ago
Longsys is preparing for a Hong Kong IPO while highlighting its sharp profit growth and position in China’s memory-storage market. The article frames its technology investment and global expansion as foundations for long-term value beyond memory-cycle volatility.
钛媒体 · 11d ago
SK hynix is accelerating its transition to the sixth-generation 10nm-class 1c DRAM process. The company is expected to shift increasing production capacity to 1c DRAM, potentially making it the company’s largest memory process next year.
cnBeta (Full RSS) · 11d ago
HCP Terraform is positioning itself as the control plane for AI-driven infrastructure. The update signals a broader role for infrastructure-as-code management as AI workloads become more complex.
InfoQ中国 · 12d ago
Ars Technica examines the complicated corporate structure behind a $3.2 billion AI data center. The analysis focuses on how responsibility is assigned when multiple companies participate in building and operating one facility.
Ars Technica · 12d ago
The article compares the latest performance and development of four leading Chinese GPU startups: Moore Threads, MetaX, Biren Technology, and Iluvatar CoreX. It evaluates which company is currently in the strongest position within China’s domestic GPU race.
钛媒体 · 12d ago
The article argues that AI infrastructure competition is shifting from raw computing power toward access to and management of Tokens. A Token scheduling layer is emerging as the central hub connecting the AI supply chain and coordinating distributed compute resources.
钛媒体 · 15d ago
WPP is restructuring its federation of hundreds of independently operated agencies into four operating units, citing excessive complexity and a lack of integration. The roughly £400 million overhaul aims to save £500 million annually by 2028, as AI increases the value of centralized data, technology, compute, and engineering resources.
虎嗅 · 15d ago
Sam Altman says the AI industry has failed to clearly communicate the technology’s benefits, increasing the risk of public backlash. Local opposition has blocked or delayed 75 data centre projects worth approximately $130 billion in one quarter, while grid capacity is becoming a major constraint in Europe.
The Next Web (TNW) · 15d ago
ChatGPT, Claude, and Grok experienced outages at nearly the same time. The causes remain unclear, with neither OpenAI nor Anthropic publicly explaining what triggered the disruptions.
Wired AI · 15d ago