Clouds, GPU clusters, inference stacks and orchestration — the picks-and-shovels layer between chips and applications.
308 articles
Chris Malone, an OpenAI executive involved in overseeing the company's data center buildout, has left the startup. The departure affects a leadership role connected to OpenAI's infrastructure expansion.
Bloomberg Technology · 25d ago
Republican Senate candidate Ken Paxton has proposed a “Texas first” plan to address the perceived negative impacts of datacenters. The announcement comes amid growing political backlash and featured an X graphic flagged as “Made with AI.”
The Guardian Technology · 25d ago
Gartner forecasts the global memory market will reach $837.3 billion in 2026, exceeding the semiconductor industry's $809 billion revenue in 2025. Memory revenue is projected to grow 280.4% year over year, driven by 246.6% DRAM growth and 371.9% NAND growth.
IT之家 · 25d ago
Australian data centres are forecast to account for 13% of the country’s main electricity market by 2035–36, up from 3% today. The projection from the Australian Energy Market Operator points to rapidly growing power demand from data-centre infrastructure, including facilities supporting AI workloads.
The Next Web (TNW) · 26d ago
Nvidia customers have reportedly been notified of price increases tied to AI-related products or services. The reported hikes exceed 15%, though the article does not specify the affected products, timing, or regional scope.
iTNews Australia · 27d ago
The analysis examines an estimated 3 trillion dollars of hidden debt linked to the AI infrastructure boom. It argues that genuine demand alone cannot prevent a bubble because debt ultimately has to be repaid with cash flow.
钛媒体 · 28d ago
ITG CFO Chris Mecray says the company is positioned as the “picks and shovels” of the AI boom by supplying fiber and communications connectivity for data centers. He sees a long runway of opportunity as AI infrastructure expands beyond the construction of data-center sites.
Bloomberg Technology · 29d ago
Nvidia is partnering with data center developer Cloverleaf as it continues investing in the infrastructure supporting AI workloads. The move highlights Nvidia’s strategy of strengthening data center capacity while benefiting from the rapid growth of AI infrastructure demand.
TechCrunch AI · 29d ago
A 30TB TLC enterprise SSD now costs $22,600, compared with $3,460 around the same time last year. Enterprise SSDs are reported to cost 18.6 times more than HDDs, while hard-drive supply is sold out through 2027.
Tom's Hardware · 29d ago
OpenAI and Meta are seeking help to address growing public opposition to their AI data center plans. The effort highlights the increasing public-relations challenges surrounding large-scale AI infrastructure expansion.
Bloomberg Technology · 30d ago
The article examines how AI infrastructure is developing commodity-like markets as GPU shortages make compute capacity increasingly valuable. It suggests Wall Street may begin treating AI compute similarly to oil or other tradable resources.
InfoQ中国 · 30d ago
Hudson River Trading signed a multiyear agreement with CoreWeave to use its AI computing services. The partnership will support the development of new trading research and machine-learning models.
Bloomberg Technology · 30d ago
The article examines whether traditional supercomputer rankings still reflect meaningful leadership in the AI era. Experts, including GWDG's deputy head of high-performance computing, discuss how privately held compute clusters and the focus on HPL can make rankings less representative of modern AI infrastructure.
Tom's Hardware · 30d ago
SK hynix, Samsung Electronics, and other memory leaders are using share buybacks and shareholder returns to strengthen market confidence. The article analyzes what these moves indicate about the current stage of the memory industry's potential supercycle.
钛媒体 · 30d ago
TerraPower’s nuclear power plant may hold a strategic advantage over competing energy projects seeking AI data center contracts. The article highlights nuclear power’s potential role in meeting the rapidly growing electricity demand from AI infrastructure, but does not disclose the reactor’s specific competitive advantage.
TechCrunch AI · 31d ago
Shanghai has introduced a five-year plan to accelerate its digital economy and compete more effectively with Beijing and Shenzhen. The strategy emphasizes blockchain adoption across finance, shipping, logistics, and green industries, alongside stronger AI infrastructure.
SCMP Technology · 31d ago
The article argues that surging Token usage measures AI infrastructure and intermediate business spending, not necessarily household demand or broad productivity gains. It highlights China’s rapid Token consumption, including Doubao’s large contribution from AI video generation, and questions whether subsidies are reaching workers and consumers.
虎嗅 · 32d ago
Historical pricing data shows memory prices have risen dramatically during the current supply crisis. A 128GB DDR5 kit now costs as much as $3,399, approximately 500% higher than a year ago.
Tom's Hardware · 33d ago
The article examines how data center networks are becoming a critical constraint for AI workloads. As chip computing power grows faster than the speed of moving data between chips, network performance may limit overall system efficiency.
钛媒体 · 33d ago
Shares of China’s leading DRAM maker, ChangXin Memory Technologies (CXMT), rose 12% to a record 61.80 yuan. The rally lifted its market capitalisation to 4.13 trillion yuan, making it China’s most valuable listed company amid growing AI-related memory demand.
SCMP Technology · 33d ago
South Korea is planning an underwater data center pilot in Ulsan to create more space for AI infrastructure in its land-constrained territory. The project could become a foundation for larger-scale subsea AI infrastructure complexes.
cnBeta (Full RSS) · 33d ago
BofA Global Research、Mercury Research and IDC data indicate that AI demand, particularly CPU-intensive agent workflows, is expanding the server CPU market. The total addressable market is projected to exceed $200 billion by 2030, while x86 is expected to remain dominant despite gains by AMD and Arm.
cnBeta (Full RSS) · 35d ago
手機價格上漲正受到 AI 伺服器吸收記憶體產能、智慧手機進入存量市場，以及 AI 功能研發成本增加的多重推動。DRAM 與 NAND 供應被擠壓後，中低階手機利潤遭到重創，廠商被迫漲價並削減入門產品線。
虎嗅 · 36d ago
Samsung and SK Hynix may use larger shareholder cash returns to cushion the eventual slowdown of the memory-chip boom. The strategy could become more important as investors grow concerned about peak memory demand and profitability.
Bloomberg Technology · 39d ago
OpenAI sent Governor Greg Abbott a letter reaffirming its commitment to responsible AI infrastructure development in Texas. The company emphasized reliable and transparent growth that benefits Texans.
OpenAI News · 40d ago
TSMC reported a 45% increase in monthly sales, indicating that demand for AI hardware remains strong despite market volatility. The results reinforce TSMC’s importance in the AI hardware supply chain.
Bloomberg Technology · 40d ago
Microsoft has raised Windows OEM licensing fees, adding pressure to PC manufacturers already facing elevated hardware costs. Complete PC prices are expected to rise by another 5% in the third quarter.
cnBeta (Full RSS) · 40d ago
While SpaceX explores orbital data centers, Envision Group is already operating desert AI campuses in Inner Mongolia. The campuses serve customers by placing AI infrastructure near abundant renewable energy.
Pandaily · 41d ago
Apple is reportedly testing memory chips from Chinese manufacturer CXMT for select iPhone and MacBook models, initially targeting devices sold in China. The evaluation is intended to ease supply pressure caused by surging demand for AI infrastructure and memory.
极客公园 · 41d ago
Switch Inc. has confidentially filed for a US initial public offering, according to people familiar with the matter.
Bloomberg Technology · 43d ago